A Look At Enact Holdings (ACT) Valuation After Earnings, Buyback Expansion And Dividend Update
Enact Holdings (ACT) recently released strong Q4 and full-year 2025 results, announced a new share repurchase program, and declared a quarterly dividend, leading to an 11.06% gain in the last 30 days and a 31.77% one-year return. The company is considered 5.1% undervalued with a narrative fair value of $45.60 against its current trading price of $43.29, supported by strategic capital flexibility and disciplined capital returns. However, potential risks include weaker mortgage origination volumes and challenging housing market conditions.
Enact Holdings (ACT) CEO converts RSUs and uses shares for taxes
Enact Holdings (ACT) CEO Rohit Gupta converted 31,762 restricted stock units (RSUs) into common shares on February 9, 2026. The company then withheld 10,348 shares, valued at $42.39 each, to cover tax obligations related to this transaction. Following these activities, Gupta directly owns 391,169 shares of Enact common stock.
Enact Holdings Signals Confidence With Robust Capital Returns
Enact Holdings (ACT) demonstrated robust performance in its Q4 and full-year earnings call, highlighting substantial capital returns, record insurance-in-force, and improved credit performance. Despite minor headwinds such as softer persistency and increased delinquencies, management expressed confidence in sustaining strong shareholder returns through disciplined capital deployment and a new $500 million repurchase program. The company's strategic execution and strong capital position aim to navigate macroeconomic uncertainties and regulatory changes.
The Top 5 Analyst Questions From Enact Holdings's Q4 Earnings Call
Enact Holdings' Q4 2025 earnings call highlighted strong performance driven by disciplined execution, robust new insurance, and effective risk management, exceeding analyst expectations for Adjusted EPS. Key themes from analyst questions included capital return targets, regulatory risks (like FHA rate cuts), mortgage market growth assumptions, and the impact of technology on expense control. The company's management addressed these concerns, emphasizing confidence in their capital strategy, engagement with policymakers, and sustained credit quality.
Earnings Estimates Moving Higher for Enact Holdings (ACT): Time to Buy?
Enact Holdings (ACT) is showing solid improvement in earnings estimates, leading to strong short-term stock price momentum. The company holds a Zacks Rank #1 (Strong Buy) due to positive revisions from analysts for both current quarter and full-year earnings expectations. This trend suggests potential for further upside, making it a favorable stock for investors.
Enact Holdings Q4 Net Margin Strength Challenges Cautious Earnings Narratives
Enact Holdings (ACT) reported Q4 FY2025 revenue of US$312.7 million and EPS of US$1.23, with a trailing twelve-month net profit margin of 54.6%. Despite these strong margins and historical earnings growth, forecasts indicate a slight decline in earnings per year, challenging the company's valuation gap. The article notes an unstable dividend history and recent insider selling, which could temper investor enthusiasm.
Enact Holdings Ups Capital Returns With New Buyback And Steady Dividend
Enact Holdings (NasdaqGS:ACT) announced a new US$500 million share repurchase program and a buyback agreement with Genworth Financial, while reaffirming its quarterly dividend. This move signals a strong commitment to shareholder returns, balancing capital allocation between repurchases and maintaining its core mortgage insurance operations. The company's recent Q4 2025 results showed revenues of US$312.71 million and diluted EPS of US$1.22, with full-year revenue at US$1.24 billion.
Enact Holdings Q4 2025 Earnings Report & 2026 Outlook - News and Statistics
Enact Holdings (NASDAQ:ACT) exceeded profit estimates and met revenue expectations in its Q4 2025 earnings report, driven by strong cure performance and effective risk management. The company reported $315.6 million in sales and a non-GAAP profit of $1.23 per share, beating consensus by 11.9%. Management anticipates returning $500 million to shareholders in 2026, supported by robust credit metrics and strategic capital allocation.
Enact Holdings, Inc. (NASDAQ:ACT) Q4 2025 Earnings Call Transcript
Enact Holdings, Inc. announced strong Q4 and full-year 2025 results, with adjusted operating income of $179 million for the quarter and $688 million for the year. The company returned over $500 million of capital to shareholders and increased adjusted book value per share by 11% to $37.87. Enact also authorized a new $500 million share repurchase program and declared a quarterly dividend of $0.21 per share, committing to approximately $500 million in shareholder returns for 2026.
Enact Holdings Inc stock hits all-time high at 42.15 USD
Enact Holdings Inc (ACT) stock reached an all-time high of $42.15, reflecting a 22.72% increase over the past year. The company boasts a market capitalization of $5.82 billion, a P/E ratio of 9.22, and strong financial health, with diluted EPS of $4.36, positioning it as potentially undervalued. Despite a recent revenue miss, the mortgage insurance provider surpassed EPS forecasts for Q4 2025, signaling mixed but generally positive performance.
Enact Holdings stock jumps 10% as ACT rallies on fresh buyback plan and earnings
Enact Holdings (ACT) saw its stock jump over 10% after announcing a new $500 million share repurchase plan and reporting strong Q4 results. The company's board also held its quarterly dividend steady. This move signals confidence in the company's financial health and capital levels, as it follows a positive Q4 with $1.22 GAAP EPS and improved loss ratios.
ACT Q4 Deep Dive: Credit Resilience, Expense Discipline, and Capital Return Drive Market Optimism
Enact Holdings (ACT) exceeded revenue expectations in Q4 CY2025, with sales up 2.1% year-on-year to $315.6 million and a non-GAAP profit of $1.23 per share, significantly beating analyst estimates. The strong performance was attributed to robust new insurance written volumes, prudent risk selection, and the effective Rate360 pricing engine, alongside a focus on expense discipline and capital returns for shareholders. The company's outlook is optimistic, driven by demographic tailwinds, strategic capital allocation, and continued risk management.
Earnings call transcript: Enact Holdings beats Q4 2025 EPS forecasts
Enact Holdings reported a strong Q4 2025, with EPS of $1.23 significantly
Enact Q4 2025 Earnings: $1.23 EPS Beats Forecast, Revenue at $312.7M - News and Statistics
Enact Holdings (NASDAQ: ACT) reported its Q4 2025 earnings, with an adjusted EPS of $1.23, beating analyst estimates of $1.10 by 11.9%. The company's revenue reached $312.7 million, a 1.2% year-over-year increase, but slightly missed the consensus estimate of $315.7 million. CEO Rohit Gupta highlighted strong performance, resilient credit outcomes, and a focus on long-term value creation.
Enact Holdings Inc (NASDAQ:ACT) Posts Q4 Earnings Beat on Strong Credit, Announces $500M Buyback
Enact Holdings Inc (NASDAQ:ACT) reported a mixed Q4 2025 with revenue slightly below expectations but a significant earnings beat, driven by strong credit performance and reserve releases. The company announced a new $500 million share repurchase authorization and declared a quarterly dividend of $0.21 per share, reinforcing its commitment to shareholder returns amidst disciplined capital management. Despite ongoing affordability pressures, management expressed confidence in the company's strategic position and cash generation capabilities.
Enact Holdings, Inc. (ACT) Q4 Earnings Beat Estimates
Enact Holdings, Inc. (ACT) reported Q4 earnings of $1.23 per share, surpassing the Zacks Consensus Estimate of $1.09, though revenues of $315.56 million slightly missed expectations. The company's stock has performed well year-to-date, and its Zacks Rank #2 (Buy) suggests potential for future outperformance. Investors are also keeping an eye on competitor MetLife (MET), which is set to report its earnings soon.
Earnings Flash (ACT) Enact Posts Q4 Revenue $312.7M, vs. FactSet Est. $317M
Enact Holdings, Inc. (ACT) reported its fourth-quarter revenue of $312.7 million, falling short of FactSet's estimate of $317 million. This "Earnings Flash" provides a quick update on the company's financial performance for the quarter, highlighting the reported revenue figure against analyst expectations. The news suggests a slight miss on revenue projections for the mortgage insurance company.
Enact Announces New $500 Million Share Repurchase Program and $0.21 Per Share Quarterly Dividend
Enact Holdings, Inc. has announced a new $500 million share repurchase program, demonstrating confidence in its performance and commitment to returning capital to shareholders. This new program is in addition to the existing $350 million program, with $30 million remaining. The company also declared a quarterly dividend of $0.21 per common share, payable on March 19, 2026.
Enact Holdings Q4 Earnings Report: What Investors Need to Know
Enact Holdings (NASDAQ: ACT) reported its Q4 2025 earnings, significantly beating analyst estimates. The company posted an EPS of $1.23 against an estimated $1.11, exceeding expectations by 12.0%. Revenue for the quarter was up $10.93 million compared to the same period last year.
Mortgage insurer Enact lines up $500M buyback and quarterly dividend
Enact (Nasdaq: ACT) has authorized a new $500 million share repurchase program, supplementing an existing $350 million program. Concurrently, the company declared a quarterly dividend of $0.21 per share, payable on March 19, 2026, to shareholders of record on February 26, 2026. This move reflects the company's strong balance sheet and commitment to returning capital to shareholders through both buybacks and consistent dividends.
Enact Holdings, Inc. Announces $500 Million Share Repurchase Program and Quarterly Dividend Declaration
Enact Holdings, Inc. has announced a new share repurchase program authorizing the purchase of up to $500 million of its common stock, in addition to $30 million remaining from an existing program. The company's Board of Directors also declared a quarterly dividend of $0.21 per share, payable on March 19, 2026. CEO Rohit Gupta highlighted the company's strong balance sheet and commitment to returning capital to shareholders through a disciplined approach.
Earnings Scheduled For February 3, 2026
This article provides a list of companies scheduled to report their quarterly earnings on February 3, 2026, both before and after the market bell. It details the estimated earnings per share and revenue for over 70 companies, including large corporations like PepsiCo, Pfizer, and Merck & Co, as well as numerous other publicly traded entities across various sectors.
Insider Sell: Holdings, Genworth Sells 634,953 Shares of Enact H
Holdings, Genworth, a 10% owner of Enact Holdings Inc (ACT), sold 634,953 shares of the company on January 30, 2026. This transaction continues a trend of insider selling for Enact Holdings, with no insider buys and 20 insider sells recorded over the past year. Shares were trading at $39.37, indicating the stock is modestly overvalued according to GuruFocus's GF Value.
Enact Holdings Q4 2025 Earnings: Revenue & EPS Forecasts - News and Statistics
Enact Holdings (NASDAQ:ACT) is set to release its Q4 2025 earnings this Tuesday afternoon. Analysts anticipate a 2.2% year-on-year revenue growth to $315.7 million and adjusted earnings of $1.10 per share. The company has underperformed its property & casualty insurance peers recently, with its stock down 1.3% over the last month.
Understanding Momentum Shifts in (ACT)
This article provides an in-depth analysis of Enact Holdings Inc. (NYSE: ACT), highlighting a strong near-term sentiment potentially leading to a long-term positive bias. It presents specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with detailed entry, target, and stop-loss levels, alongside a multi-timeframe signal analysis for various holding periods. The report also notes an exceptional risk-reward setup targeting a 4.7% gain versus 0.3% risk.
Enact Holdings, Inc. (ACT) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Enact Holdings, Inc. (ACT) is expected to have flat earnings year-over-year but higher revenues for Q4 2025. The company has a positive Earnings ESP of +3.23% combined with a Zacks Rank #2, indicating a high probability of beating consensus EPS estimates for its upcoming earnings release. Investors should monitor this and other factors ahead of the earnings report on February 3rd.
Avoiding Lag: Real-Time Signals in (ACT) Movement - Stock Traders Daily
This article provides a detailed analysis of Enact Holdings Inc. (NYSE: ACT) using AI-generated real-time signals. It highlights weak near and mid-term sentiment potentially challenging a positive long-term outlook, identifying a short setup with a 17.8:1 risk-reward ratio. The analysis further breaks down institutional trading strategies, including position trading, momentum breakout, and risk hedging strategies, across multiple timeframes.
All You Need to Know About Enact Holdings (ACT) Rating Upgrade to Buy
Enact Holdings (ACT) has received an upgrade to a Zacks Rank #2 (Buy) due to an upward trend in its earnings estimates. This improvement in the company's earnings outlook suggests a potential positive impact on its stock price. The Zacks Rank system, which correlates earnings estimate revisions with stock movements, indicates that ACT could offer market-beating returns in the near term.
Assessing Enact Holdings (ACT) Valuation After Recent Share Moves And Intrinsic Discount Signals
Enact Holdings (ACT) is currently trading at $40.54, with a reported intrinsic discount of 63.56% and a narrative fair value of $41.60, suggesting it is slightly undervalued. The company benefits from demographic tailwinds supporting mortgage demand, which is expected to boost revenue and earnings. However, potential pressure points include softer mortgage origination volumes and competitive pricing.
Assessing Enact Holdings (ACT) Valuation After Recent Share Moves And Intrinsic Discount Signals
Enact Holdings (ACT) is currently trading at $40.54, with a reported intrinsic discount of 63.56%, despite its shares showing momentum over the past year. Analysts have set a fair value of $41.60 for ACT, suggesting it is slightly undervalued due to expected boosts from steady mortgage originations and increased insurance volumes. However, potential challenges like softer mortgage origination volumes and competitive pricing could impact future revenue growth and margins.
A Look At Enact Holdings (ACT) Valuation As Shares Track Steady One Year Gains
Enact Holdings (ACT) has shown strong short-term and long-term stock performance, with shares up 31.5% in the past year and 83.4% in the last three months, currently trading around US$40.54. The company is considered undervalued with a fair value of US$41.60 according to analysts, driven by strategic capital flexibility, planned capital returns, and favorable policy momentum in housing accessibility. However, potential risks include weak mortgage origination and increased competition.
Enact Holdings price target raised to $45 from $41 at Goldman Sachs
Goldman Sachs analyst Ryan Nash has increased the price target for Enact Holdings (ACT) to $45 from $41, maintaining a Neutral rating. The upgrade reflects expectations for continued multi-year fundamental improvement in the regional banking sector in 2026, driven by solid loan growth, net interest income momentum, and positive operating leverage, despite credit risk remaining a wildcard. Regional banks previously underperformed in 2025 due to macro and credit concerns.
Enact to Host Fourth Quarter 2025 Earnings Call February 4th
Enact Holdings, Inc. announced it will release its fourth quarter earnings after market close on February 3, 2026. The company will host a conference call on February 4, 2026, at 8:00 a.m. ET to discuss these financial results. Interested participants can pre-register for the Q&A session or view a live webcast on the company's investor relations website.
Enact to Host Fourth Quarter 2025 Earnings Call February 4th
Enact Holdings, Inc. (Nasdaq: ACT) announced it will release its fourth quarter 2025 earnings after market close on February 3, 2026. The company will host a conference call on February 4, 2026, at 8:00 a.m. ET to discuss these financial results. Interested participants can pre-register for the Q&A session or view a live webcast on Enact's investor relations website.
Discipline and Rules-Based Execution in ACT Response
This article analyzes Enact Holdings Inc. (NYSE: ACT), highlighting a strong near-term sentiment that could lead to mid-term neutrality and a long-term positive bias. It identifies a mid-channel oscillation pattern and an exceptional short setup with a 15.7:1 risk-reward ratio, targeting a 4.6% downside against a 0.3% risk. The analysis includes three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, providing entry points, targets, and stop losses for various risk profiles.
Enact Holdings Inc stock hits all-time high at 41.1 USD
Enact Holdings Inc (ACT) stock has reached a new all-time high of $41.10, surpassing its previous 52-week high. Despite this, InvestingPro Fair Value analysis suggests the stock is still undervalued. The company also reported strong Q3 2025 earnings, exceeding analyst expectations for both EPS and revenue.
Enact Holdings Inc stock hits all-time high at 41.1 USD
Enact Holdings Inc. (ACT) stock has reached a new all-time high of $41.10, surpassing its previous 52-week high of $40.88. Despite this surge, InvestingPro Fair Value analysis suggests the stock remains undervalued, backed by a "GREAT" financial health score and an analyst price target of $45. The company recently reported strong Q3 2025 earnings, exceeding analyst expectations for both EPS and revenue, further contributing to positive market sentiment despite a slight after-hours trading decline.
Enact Holdings Inc stock hits all-time high at 41.1 USD
Enact Holdings Inc. (ACT) stock hit a new all-time high of $41.10, surpassing its previous 52-week high, yet InvestingPro's analysis suggests it remains undervalued. The company's stock has risen 31.01% over the past year, driven by strong fundamentals, positive market sentiment, and impressive Q3 2025 earnings which exceeded analyst expectations. Despite a slight dip in after-hours trading post-earnings, the company maintains a "GREAT" financial health score and analysts forecast a price target of $45.
Enact Holdings, Inc. Schedules Fourth Quarter 2025 Earnings Release and Conference Call
Enact Holdings, Inc. announced its fourth-quarter 2025 earnings will be released after market close on February 3, 2026, followed by a conference call on February 4, 2026, at 8:00 a.m. ET. The company, a leading U.S. private mortgage insurance provider, will make the earnings release, presentation, and financial supplement available on its website. Participants wishing to ask questions during the call must pre-register, while a live webcast will be available for others.
Two February earnings calls put Genworth and Enact in focus for results
Genworth Financial (NYSE: GNW) has scheduled its Q4 2025 earnings release for February 23, 2026, after market close, with a conference call on February 24, 2026, at 9:00 a.m. ET. Its subsidiary, Enact Holdings, Inc. (Nasdaq: ACT), will hold its Q4 2025 earnings call earlier, on February 4, 2026, at 8:00 a.m. ET. Investors can access details and register for both calls through their respective company websites.
Enact to Host Fourth Quarter 2025 Earnings Call February 4th
Enact Holdings, Inc. (Nasdaq: ACT) announced it will release its fourth-quarter earnings after the market closes on February 3, 2026. The company will then host a conference call on February 4, 2026, at 8:00 a.m. ET to discuss the financial results. Investors can access the earnings release, presentation, and financial supplement on Enact's website, and register to join the live Q&A session or view a webcast.
Enact Holdings price target raised to $45 from $41 at Goldman Sachs
Goldman Sachs analyst Ryan Nash has increased the price target for Enact Holdings (ACT) from $41 to $45, maintaining a Neutral rating. The firm notes that regional banks underperformed in 2025 but expects continued fundamental improvement in 2026 due to solid loan growth, net interest income momentum, and positive operating leverage, with credit risk being the primary wildcard.
Enact Holdings price target raised to $45 from $41 at Goldman Sachs
Goldman Sachs analyst Ryan Nash has raised the price target for Enact Holdings (ACT) to $45 from $41, maintaining a Neutral rating. Despite regional banks underperforming in 2025 due to macro concerns, Nash anticipates continued multi-year fundamental improvement in 2026 driven by solid loan growth, net interest income momentum, and positive operating leverage. However, credit risk remains a significant wildcard for the company.
Enact Holdings, Inc. (NASDAQ:ACT) Q4 2024 Earnings Call Transcript
This article provides the Q4 2024 earnings call transcript for Enact Holdings, Inc. (NASDAQ:ACT). It covers the detailed discussions and insights shared during the call, offering financial performance updates and strategic outlooks for the company.
MTG Outperforms Industry, Hits 52-Week High: How to Play the Stock
MGIC Investment Corporation (MTG) recently hit a 52-week high, demonstrating strong performance by outpacing its industry, sector, and the Zacks S&P 500 Composite. The stock shows solid upward momentum, trading above key moving averages, and presents an attractive valuation with a favorable return on capital. Analysts maintain an optimistic outlook due to strong growth projections and consistent earnings outperformance, driven by new business, improved persistency, and a declining claim rate.
Behavioral Patterns of ACT and Institutional Flows
This article analyzes Enact Holdings Inc. (NYSE: ACT), highlighting a near-term neutral sentiment amidst mid and long-term strength. It presents exceptional risk-reward short setup opportunities and outlines three distinct AI-generated trading strategies tailored for different risk profiles and holding periods, including position trading, momentum breakout, and risk hedging strategies. The analysis also provides multi-timeframe signal insights for support and resistance levels.
Why Enact Holdings Inc. stock is in analyst buy zone - Economic Indicators Overview & Small Capital Growth Stocks
The article promotes "Investor Updates" which claims to provide insights for achieving 200%+ stock returns, specifically mentioning Enact Holdings Inc. as being in an "analyst buy zone." It also includes seemingly unrelated news snippets about Hong Kong community initiatives, the US State Department, and local concerns regarding budget proposals and living costs. The primary focus appears to be a promotional message for investment insights rather than a detailed analysis of Enact Holdings Inc.
Keefe, Bruyette & Woods Maintains Enact Holdings (ACT) Market Perform Recommendation
Keefe, Bruyette & Woods has maintained a Market Perform recommendation for Enact Holdings (NASDAQ:ACT). The average one-year price target for ACT is $41.41/share, suggesting a 1.97% upside from its last closing price. Institutional ownership in the company shows a bullish outlook, with a put/call ratio of 0.09 and an increase in total shares owned by institutions.
Enact Holdings price target raised to $43 from $42 at Keefe Bruyette
Keefe Bruyette has increased its price target for Enact Holdings (ACT) to $43 from $42, maintaining a Market Perform rating on the shares. The firm cited continued reasonable constructive views on mortgage insurers, anticipating double-digit book value growth. This update follows recent news of Enact Holdings reporting strong Q3 2025 earnings and securing additional reinsurance coverage.
Enact Holdings stock hits all-time high at 39.48 USD By Investing.com
Enact Holdings Inc. stock achieved an all-time high of $39.48, reflecting a strong performance this year and investor confidence. The company's stock has increased significantly, boasts an attractive P/E ratio, and offers a dividend yield, appearing undervalued according to InvestingPro. This milestone follows a strong Q3 2025 earnings report where EPS and revenue exceeded analyst expectations.
