Enact Holdings, Inc.

NasdaqGS:ACT Stok Raporu

Piyasa değeri: US$6.6b

Enact Holdings Yönetim

Yönetim kriter kontrolleri 4/4

Enact Holdings CEO'su Rohit Gupta, Mar2013 tarihinde atandı, in görev süresi 13.33 yıldır. in toplam yıllık tazminatı $ 9.87M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.1% maaş ve 89.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.37% ine doğrudan sahiptir ve bu hisseler $ 24.40M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 11.2 yıl ve 4.8 yıldır.

Anahtar bilgiler

Rohit Gupta

İcra Kurulu Başkanı

US$9.9m

Toplam tazminat

CEO maaş yüzdesi10.13%
CEO görev süresi13.3yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi11.2yrs
Yönetim Kurulu ortalama görev süresi4.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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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Yeni Anlatı 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.

CEO Tazminat Analizi

Rohit Gupta'un ücretlendirmesi Enact Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$676m

Dec 31 2025US$10mUS$1m

US$674m

Sep 30 2025n/an/a

US$660m

Jun 30 2025n/an/a

US$677m

Mar 31 2025n/an/a

US$693m

Dec 31 2024US$10mUS$986k

US$688m

Sep 30 2024n/an/a

US$683m

Jun 30 2024n/an/a

US$666m

Mar 31 2024n/an/a

US$651m

Dec 31 2023US$8mUS$925k

US$666m

Sep 30 2023n/an/a

US$652m

Jun 30 2023n/an/a

US$679m

Mar 31 2023n/an/a

US$716m

Dec 31 2022US$8mUS$920k

US$704m

Sep 30 2022n/an/a

US$714m

Jun 30 2022n/an/a

US$660m

Mar 31 2022n/an/a

US$586m

Dec 31 2021US$11mUS$816k

US$547m

Sep 30 2021n/an/a

US$484m

Jun 30 2021n/an/a

US$485m

Mar 31 2021n/an/a

US$350m

Dec 31 2020US$4mUS$600k

US$370m

Tazminat ve Piyasa: Rohit 'ın toplam tazminatı ($USD 9.87M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.29M ).

Tazminat ve Kazançlar: Rohit 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Rohit Gupta (51 yo)

13.3yrs
Görev süresi
US$9,874,055
Tazminat

Mr. Rohit Gupta is Chairman, President & CEO of Enact Mortgage Insurance Corporation of North Carolina. Mr. Gupta was Senior VP & Chief Commercial Officer of Enact Mortgage Insurance Corporation of North C...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Rohit Gupta
President13.3yrsUS$9.87m0.37%
$ 24.4m
Hardin Mitchell
Executive VP13.3yrsUS$2.67m0.10%
$ 6.7m
Brian Gould
EVP & COO6yrsUS$1.10m0.016%
$ 1.0m
Evan Stolove
Executive VP9yrsUS$1.50m0.037%
$ 2.5m
Michael Derstine
Executive VP & Chief Risk Officer13.3yrsUS$1.49m0.028%
$ 1.8m
James McMullen
VP, Controller & Principal Accounting Officerno dataVeri yok0.0012%
$ 80.2k
Daniel Kohl
Vice President of Investor Relationsno dataVeri yokVeri yok
Matthew Young
Senior Vice President of Salesno dataVeri yokVeri yok
Susan Sullivan
Senior VP & Chief Human Resources Officerno dataVeri yokVeri yok
Neenu Kainth
Senior VP & Chief Customer Experience Officer3.9yrsVeri yokVeri yok
Duane Duncan
Senior Vice President of Government and Industry Affairsno dataVeri yokVeri yok
Marc Zinner
VP & Chief of Staffno dataVeri yokVeri yok
11.2yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: ACT 'un yönetim ekibi deneyimli ve deneyimlidir ( 11.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Rohit Gupta
President13.3yrsUS$9.87m0.37%
$ 24.4m
John Fisk
Independent Director4.8yrsUS$311.25k0.0043%
$ 282.7k
Robert Restrepo
Independent Director4.8yrsUS$297.50k0%
$ 0
Dominic Addesso
Independent Chairperson of the Board4.8yrsUS$488.50k0.0072%
$ 470.7k
Michael Bless
Independent Director4.3yrsUS$307.50k0.0036%
$ 235.3k
Westley Thompson
Independent Director4.8yrsUS$287.50k0.0036%
$ 235.3k
Thomas McInerney
Director5.2yrsVeri yokVeri yok
Debra Still
Independent Director4.8yrsUS$312.50k0.0036%
$ 235.3k
Helen Mitchell
Independent Director1.3yrsUS$326.74kVeri yok
Sheila Hooda
Independent Director4.8yrsUS$312.50kVeri yok
Jerome Upton
Director3.3yrsVeri yok0.0036%
$ 235.3k
4.8yrs
Ortalama Görev Süresi
69yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ACT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/28 23:21
Gün Sonu Hisse Fiyatı2026/07/28 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Enact Holdings, Inc. 8 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mihir BhatiaBofA Global Research
Arren CyganovichCitigroup Inc
Ryan NashGoldman Sachs