Enact Holdings (ACT) Aandelenoverzicht
Enact Holdings, Inc. is actief als particuliere hypotheekverzekeraar in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 3/6 |
ACT Community Fair Values
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Analyst Price Targets
Enact Holdings, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$42.73 |
| 52 Week Hoogtepunt | US$44.80 |
| 52 Week Laag | US$33.94 |
| Bèta | 0.50 |
| 1 maand verandering | -2.53% |
| 3 maanden verandering | 3.84% |
| 1 Jaar Verandering | 21.50% |
| 3 jaar verandering | 72.51% |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | 108.54% |
Recent nieuws en updates
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
Narratiefupdate • 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.Recent updates
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 AlphaNarratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Analyseartikel • Jun 11
Does Enact Holdings (NASDAQ:ACT) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...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
Nieuw narratief • 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.Rendement voor aandeelhouders
| ACT | US Diversified Financial | US Markt | |
|---|---|---|---|
| 7D | -0.7% | 0.7% | 1.0% |
| 1Y | 21.5% | -8.5% | 28.7% |
Rendement versus industrie: ACT overtrof de US Diversified Financial industrie, die het afgelopen jaar een rendement -8.5 % opleverde.
Rendement versus markt: ACT presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.
Prijsvolatiliteit
| ACT volatility | |
|---|---|
| ACT Average Weekly Movement | 2.8% |
| Diversified Financial Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: ACT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van ACT is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1981 | 419 | Rohit Gupta | enactmi.com |
Enact Holdings, Inc. is een particuliere hypotheekverzekeraar in de Verenigde Staten. Het bedrijf houdt zich bezig met het schrijven en overnemen van woninghypotheekverzekeringen. Het bedrijf biedt ook particuliere hypotheekverzekeringsproducten aan voor het verzekeren van hoogwaardige, individueel onderschreven woninghypotheken; poolhypotheekverzekeringen; contractacceptatiediensten; en hypotheekgerelateerde herverzekeringsproducten.
Enact Holdings, Inc. Samenvatting
| ACT fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$5.97b |
| Inkomsten(TTM) | US$676.24m |
| Inkomsten(TTM) | US$1.24b |
8.8x
Koers/Winstverhouding4.8x
P/S-verhoudingIs ACT overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ACT resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.24b |
| Kosten van inkomsten | US$329.48m |
| Brutowinst | US$911.64m |
| Overige uitgaven | US$235.40m |
| Inkomsten | US$676.24m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 4.84 |
| Brutomarge | 73.45% |
| Nettowinstmarge | 54.49% |
| Schuld/Eigen Vermogen Verhouding | 13.9% |
Hoe presteerde ACT op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.2%
Huidig dividendrendement18%
UitbetalingsratioBetaalt ACT een betrouwbaar dividend?
Zie ACT dividendgeschiedenis en benchmarks| Enact Holdings dividenddata | |
|---|---|
| Ex Dividend Datum | May 28 2026 |
| Betaaldatum dividend | Jun 18 2026 |
| Dagen tot Ex-dividend | 4 days |
| Dagen tot dividendbetaaldatum | 25 days |
Betaalt ACT een betrouwbaar dividend?
Zie ACT dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/24 02:46 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Enact Holdings, Inc. wordt gevolgd door 8 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Mihir Bhatia | BofA Global Research |
| Mihir Bhatia | BofA Global Research |
| Arren Cyganovich | Citigroup Inc |