Enact Holdings, Inc.

NasdaqGS:ACT Voorraadrapport

Marktkapitalisatie: US$6.8b

Enact Holdings Toekomstige groei

Future criteriumcontroles 0/6

De winst van Enact Holdings zal naar verwachting dalen met 0.8% per jaar, terwijl de jaarlijkse omzet naar verwachting zal groeien met 0.6% per jaar. De winst per aandeel zal naar verwachting groeien met 5.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.7% zijn.

Belangrijke informatie

-0.8%

Groei van de winst

5.14%

Groei van de winst per aandeel

Diversified Financial winstgroei6.6%
Inkomstengroei0.6%
Toekomstig rendement op eigen vermogen11.67%
Dekking van analisten

Low

Laatst bijgewerkt10 Aug 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • Aug 31

Enact Holdings: Priced For A Healthy Housing Market

Summary Enact Holdings remains a Hold as its valuation now exceeds historical and peer averages despite persistent housing market headwinds. ACT’s recent outperformance is driven by aggressive share repurchases and disciplined capital returns, not underlying market growth. Q2 2026 results showed modest growth in new insurance written and persistency, but modest increases in loss ratios and delinquencies signal increasing risk. With elevated rates, commoditized pricing, and geographic concentration, ACT’s risk/reward profile is unfavorable for new investment at current levels. Read the full article on Seeking Alpha
Narratiefupdate • Aug 22

ACT: Future Returns Will Rely On AI Underwriting, Buybacks And Steady Dividends

Analysts have raised their price target for Enact Holdings to $50.20 from $48.60, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Enact Holdings Enact Holdings reported strong Q2 2026 results, with revenue and non GAAP profit above Wall Street expectations, supported by resilient credit performance and disciplined underwriting.
Narratiefupdate • Aug 08

ACT: Future Returns Will Rely On Buybacks And Steady Dividend-Funded Capital Returns

Analysts have adjusted their fair value estimate for Enact Holdings to $48.60 from $45.75, reflecting updated views on the discount rate, expected revenue growth, profit margin, and future P/E assumptions. What’s in the News for Enact Holdings Enact Holdings reported second quarter 2026 results that management described as supported by consistent execution, resilient credit performance, and operating discipline.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
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.
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).
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
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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.

Winst- en omzetgroeiprognoses

NasdaqGS:ACT - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,273673N/AN/A3
12/31/20271,271662N/AN/A4
12/31/20261,265668N/AN/A4
6/30/20261,254683721721N/A
3/31/20261,241676722722N/A
12/31/20251,236674725725N/A
9/30/20251,225660704704N/A
6/30/20251,223677701701N/A
3/31/20251,217693726726N/A
12/31/20241,202688686686N/A
9/30/20241,196683710710N/A
6/30/20241,186666677677N/A
3/31/20241,164651700700N/A
12/31/20231,154666632632N/A
9/30/20231,134652600600N/A
6/30/20231,110679546546N/A
3/31/20231,106716519519N/A
12/31/20221,095704561561N/A
9/30/20221,091714563563N/A
6/30/20221,096660611611N/A
3/31/20221,099586606606N/A
12/31/20211,118547572572N/A
9/30/20211,131484555555N/A
6/30/20211,135485622622N/A
3/31/20211,134350681681N/A
12/31/20201,106370704704N/A
9/30/20201,090469677677N/A
6/30/20201,057513600600N/A
3/31/20201,010670N/A528N/A
12/31/2019979678N/A500N/A
12/31/2018841454N/A511N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De winst van ACT zal naar verwachting de komende 3 jaar dalen ( -0.8% per jaar).

Winst versus markt: De winst van ACT zal naar verwachting de komende 3 jaar dalen ( -0.8% per jaar).

Hoge groeiwinsten: De winst van ACT zal naar verwachting de komende 3 jaar dalen.

Omzet versus markt: De omzet van ACT ( 0.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.4% per jaar).

Hoge groei-inkomsten: De omzet van ACT ( 0.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen ACT zal naar verwachting over 3 jaar laag zijn ( 11.7 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/14 05:16
Aandelenkoers aan het einde van de dag2026/09/11 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het 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. 4 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.

AnalistInstelling
Mihir BhatiaBofA Global Research
Arren CyganovichCitigroup Inc
Ryan NashGoldman Sachs