Enact Holdings, Inc.

NasdaqGS:ACT 株式レポート

時価総額:US$6.4b

Enact Holdings 配当と自社株買い

配当金 基準チェック /36

Enact Holdings配当を支払う会社であり、現在の利回りは2.12%で、収益によって十分にカバーされています。

主要情報

2.1%

配当利回り

6.4%

バイバック利回り

総株主利回り8.5%
将来の配当利回り2.4%
配当成長24.1%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向18%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 Jun 24

ACT: Future Returns Will Be Shaped By Buybacks And Steady Dividend Payouts

Analysts have maintained their $45.75 price target on Enact Holdings, with only minor model adjustments to the discount rate and long term assumptions cited as the key drivers of this unchanged view. What’s in the News for Enact Holdings From February 3, 2026 to March 31, 2026, Enact Holdings repurchased 784,091 shares, representing 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026, according to company filings.
分析記事 Jun 20

Enact Holdings (ACT) Stock Could Be 7.3% Undervalued After Mixed Earnings Reaction

Enact Holdings (ACT) just delivered quarterly revenue ahead of expectations, yet the stock moved lower after the earnings release, underscoring how mixed signals in the report shaped investor reaction. See our latest analysis for Enact Holdings. At a share price of $42.39, Enact Holdings has seen short term share price momentum soften over the past month, even as the 1 year total shareholder return of 19.41% and 3 year total shareholder return of 87.26% point to a longer track record that...
ナラティブの更新 Jun 04

ACT: Future Returns Will Be Driven By Buybacks And Dividend Payouts

Analysts have reduced their price target on Enact Holdings from $46.25 to $45.75 as they incorporate updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News Completed a share repurchase of 784,091 shares, about 0.55% of shares, for US$32.09 million under the buyback announced on February 3, 2026.
Seeking Alpha May 09

Enact Holdings: Solid Performance But Now Fully Valued

Summary Enact Holdings has maintained strong total returns versus peers and the broader market despite low home sale activity. Q1 2026 revenue reached $312.1 million, with 78% from premiums and a notable year-over-year increase in investment income. Net income for the quarter was $167.8 million, with EPS rising year-over-year due to significant share buybacks. Genworth Financial retains an 80% stake in ACT, and ACT remains a primary contributor to Genworth’s results. Read the full article on Seeking Alpha
ナラティブの更新 May 08

ACT: Future Returns Will Be Shaped By Dividend Payouts And Stable Outlook

Analysts have slightly increased their price target for Enact Holdings from $45.80 to $46.25. This reflects updated assumptions that include revised views on revenue growth, profit margins, the discount rate, and future P/E levels.
ナラティブの更新 Apr 23

ACT: Future Returns Will Be Guided By Ongoing Buybacks And Stable Outlook

Analysts have nudged their price target on Enact Holdings slightly higher to $45.80 from $45.60, noting updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change. What's in the News From October 1, 2025 to January 31, 2026, Enact Holdings repurchased 4,148,197 shares, about 2.85% of its shares, for $157.56 million under its existing buyback program (Key Developments).
ナラティブの更新 Apr 06

ACT: Future Returns Will Be Shaped By Ongoing Buybacks And Steady Outlook

Analysts kept their price target for Enact Holdings broadly steady at about $45.60, citing only minimal adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that did not materially affect their overall valuation view. What's in the News Enact Holdings, Inc.
ナラティブの更新 Mar 23

ACT: Future Returns Will Be Driven By Ongoing Buybacks At Attractive Pricing

Analysts have maintained their $45.60 price target for Enact Holdings, citing relatively unchanged fair value and P/E assumptions, along with only minor adjustments to the discount rate, revenue growth, and profit margin expectations. What's in the News From October 1, 2025 to January 31, 2026, Enact Holdings repurchased 4,148,197 shares, representing 2.85% of its shares, for US$157.56 million under its existing buyback plan, bringing total repurchases under that plan to 8,589,754 shares, or 5.83%, for US$320.59 million (Key Developments).
ナラティブの更新 Mar 08

ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing

Analysts have nudged their price target on Enact Holdings higher to $45.60, reflecting slightly updated views on the discount rate, long term revenue growth, profit margin, and a lower expected future P/E multiple. What's in the News From October 1, 2025 to January 30, 2026, Enact Holdings repurchased 4,200,000 shares, about 2.89% of its shares, for $158 million under its ongoing buyback program (Key Developments).
ナラティブの更新 Feb 22

ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing

Analysts have maintained their $45.60 price target for Enact Holdings, citing stable fair value assumptions, a similar discount rate near 7.45%, and largely consistent projections for revenue growth, profit margins, and future P/E multiples. What's in the News Enact Holdings, Inc.
ナラティブの更新 Feb 08

ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Profitability At Fair Pricing

Analysts have raised their price target for Enact Holdings to $45.60 from $42.20, pointing to updated assumptions around discount rate, revenue growth, profit margin, and future P/E that together refine how they see the stock's risk and return profile today. What's in the News Enact Holdings, Inc.
ナラティブの更新 Jan 24

ACT: Future Returns Will Reflect Completed Buybacks And Continuing Stable Profitability At Fair Pricing

Analysts now see Enact Holdings' fair value at $42.20 per share, up modestly from $41.60. The change reflects slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates.
ナラティブの更新 Jan 09

ACT: Future Returns Will Reflect Buybacks And Stable Profitability At Fair Pricing

Analysts have nudged their price target on Enact Holdings higher to $41.60, reflecting slightly adjusted assumptions on the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News From July 1, 2025 to October 31, 2025, Enact Holdings repurchased 3,983,192 shares for $147.09 million, equal to 2.68% of outstanding shares under its existing buyback program (Key Developments).
ナラティブの更新 Dec 25

ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Long Term Profitability

Analysts have nudged their price target for Enact Holdings slightly higher to approximately 40.80 dollars from about 40.60 dollars, citing modestly stronger expectations for revenue growth, profit margins, and earnings valuation multiples. What's in the News Completed a share repurchase of 6,365,825 shares, retiring 4.26% of outstanding stock for a total of 231.84 million dollars under the April 30, 2025 buyback program (company filing) Between July 1 and October 31, 2025, repurchased 3,983,192 shares, or 2.68% of shares outstanding, for 147.09 million dollars as the latest tranche of the ongoing buyback (company filing) Valuation Changes Fair Value: Increased slightly to 40.80 dollars from 40.60 dollars, reflecting a modest uplift in the intrinsic value estimate.
ナラティブの更新 Dec 11

ACT: Future Returns Will Reflect Ongoing Buybacks And Stable Long Term Profitability

Analysts have modestly raised their price target on Enact Holdings to $40.60 per share from $40.60 per share, reflecting slightly higher discount rate and future P E assumptions while maintaining stable fair value and margin expectations. What's in the News Completed a share repurchase of 6,365,825 shares, totaling 4.26% of outstanding shares, under the buyback program announced on April 30, 2025 (Key Developments) Repurchased 3,983,192 shares, or 2.68% of outstanding shares, between July 1, 2025 and October 31, 2025, as part of the latest tranche of the buyback program (Key Developments) Deployed $147.09 million during the most recent buyback period, bringing total capital returned under the current authorization to $231.84 million (Key Developments) Valuation Changes Fair Value: Unchanged at $40.60 per share, indicating stable intrinsic valuation despite minor model adjustments.
ナラティブの更新 Nov 26

ACT: Future Returns Will Reflect Completed Share Buybacks And Reduced Discount Rate

Analysts have maintained their price target for Enact Holdings at $40.60 per share. This reflects stable long-term expectations alongside only modest adjustments to revenue growth and margin forecasts.
ナラティブの更新 Nov 12

ACT: Future Performance Will Reflect Share Buybacks And Capital Cost Improvement

Narrative Update on Enact Holdings Analysts have raised their price target for Enact Holdings from $40.00 to $40.60, citing slightly stronger revenue growth projections and a modest improvement in the cost of capital, even though the profit margin outlook is somewhat softer. What's in the News Enact Holdings completed a buyback, repurchasing 3,983,192 shares (2.68%) for $147.09 million between July 1, 2025 and October 31, 2025 (Key Developments).
分析記事 Jul 18

Lacklustre Performance Is Driving Enact Holdings, Inc.'s (NASDAQ:ACT) Low P/E

With a price-to-earnings (or "P/E") ratio of 7.6x Enact Holdings, Inc. ( NASDAQ:ACT ) may be sending very bullish...
Seeking Alpha Oct 28

Enact Holdings Has Firm Footings, But The Housing Market Is Softening

Summary Enact Holdings is a private mortgage insurance company that was spun off from Genworth Financial in 2021. Its stock has returned over 33% to investors in the last 12 months when both capital gains and dividends are included. ACT currently trades at its highest historical valuation from an earnings perspective, but its earnings multiple is still below its peers' average and well below the overall market average. The sluggish housing market is the most significant headwind for the company and a good reason for investors to be cautious with any new investments at this time. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Aug 29

Diversifying Into GSE Credit Markets And Strategic Growth Initiatives Propel Shareholder Value

Enact Holdings' diversification into the GSE credit risk transfer market and significant insurance in-force growth underscore its strategy for long-term profitability and expansion.

決済の安定と成長

配当データの取得

安定した配当: ACTは 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。

増加する配当: ACTの配当金は増加していますが、同社は4年間しか配当金を支払っていません。


配当利回り対市場

Enact Holdings 配当利回り対市場
ACT 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (ACT)2.1%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Diversified Financial)1.1%
アナリスト予想 (ACT) (最長3年)2.4%

注目すべき配当: ACTの配当金 ( 2.12% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) よりも高くなっています。

高配当: ACTの配当金 ( 2.12% ) はUS市場の配当金支払者の上位 25% ( 4.16% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: ACTは低い 配当性向 ( 18.1% ) であるため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: ACTは低い 現金配当性向 ( 18.6% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/01 22:42
終値2026/07/01 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Enact Holdings, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Mihir BhatiaBofA Global Research
Arren CyganovichCitigroup Inc
Ryan NashGoldman Sachs