Enact Holdings
About: Enact Holdings Inc is a private mortgage insurance company serving the United States housing finance market. The principal mortgage insurance customers are originators of residential mortgage loans who determine which mortgage insurer or insurers will be used for the placement of mortgage insurance written on loans originated. The company is engaged in writing and assuming residential mortgage guaranty insurance.
Employees: 421
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
774% more call options, than puts
Call options by funds: $271K | Put options by funds: $31K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
39% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 70
13% more capital invested
Capital invested by funds: $914M [Q4 2024] → $1.03B (+$114M) [Q1 2025]
5% more funds holding
Funds holding: 211 [Q4 2024] → 222 (+11) [Q1 2025]
1.13% more ownership
Funds ownership: 18.38% [Q4 2024] → 19.51% (+1.13%) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
9%
upside
Avg. target
$40
11%
upside
High target
$40
12%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
UBS Douglas Harter | 12%upside $40 | Neutral Maintained | 5 May 2025 |
Keefe, Bruyette & Woods Bose George | 9%upside $39 | Market Perform Downgraded | 5 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
Enact Holdings Earned An Upgrade, And I'm Staying Long
Enact Holdings is undervalued, trading at less than 8x earnings despite strong profitability, disciplined capital use, and resilient credit performance in a tough mortgage market. Operational excellence is evident: rising investment income, high persistency, conservative underwriting, and robust capital returns through dividends and buybacks, even as new insurance growth slows. Recent upgrades, index inclusion, and proprietary tech like Rate360 highlight Enact's strategic positioning and growing market recognition, supporting long-term value creation.
Neutral
Zacks Investment Research
1 month ago
4 Stocks to Watch That Recently Declared Dividend Hikes Amid Volatility
Stocks like ATKR, ACT, POOL and AWK recently announced dividend hikes.
Neutral
Seeking Alpha
1 month ago
Enact Holdings, Inc. (ACT) Q1 2025 Earnings Call Transcript
Enact Holdings, Inc. (NASDAQ:ACT ) Q1 2025 Earnings Conference Call May 1, 2025 8:00 AM ET Company Participants Daniel Kohl - Vice President of Investor Relations Rohit Gupta - President and Chief Executive Officer Dean Mitchell - Chief Financial Officer Conference Call Participants Mihir Bhatia - Bank of America Merrill Lynch Douglas Harter - UBS Richard Shane - JPMorgan Chase & Co. Bose George - Keefe, Bruyette, & Woods, Inc. Operator Hello, and welcome to Enact's First Quarter Earnings Call. Please be advised that today's conference is being recorded.
Negative
Zacks Investment Research
1 month ago
Enact Holdings, Inc. (ACT) Lags Q1 Earnings and Revenue Estimates
Enact Holdings, Inc. (ACT) came out with quarterly earnings of $1.10 per share, missing the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.04 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Enact Reports First Quarter 2025 Results
GAAP Net Income of $166 million , or $1.08 per diluted share Adjusted Operating Income of $169 million , or $1.10 per diluted share Return on Equity of 13.1% and Adjusted Operating Return on Equity of 13.4% Primary Insurance in-force of $268 billion , a 2% increase from first quarter 2024 PMIERs Sufficiency of 165% or approximately $2.0 billion Book Value Per Share of $33.96 and Book Value Per Share excluding AOCI of $34.97
Neutral
GlobeNewsWire
1 month ago
Enact Announces 14% Increase to Quarterly Dividend and New $350 Million Share Repurchase Program
RALEIGH, N.C., April 30, 2025 (GLOBE NEWSWIRE) -- Enact Holdings, Inc. (Nasdaq: ACT) announced that its Board of Directors declared a quarterly dividend of $0.21 per common share, an increase of 14% from the prior quarter's dividend. This dividend will be payable on June 11, 2025, to shareholders of record on May 19, 2025.
Positive
Zacks Investment Research
1 month ago
Enact Holdings, Inc. (ACT) Reports Next Week: Wall Street Expects Earnings Growth
Enact Holdings (ACT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
2 months ago
Enact to Host First Quarter 2025 Earnings Call May 1st
RALEIGH, N.C., April 10, 2025 (GLOBE NEWSWIRE) -- Enact Holdings, Inc. (Nasdaq: ACT) (Enact) announced it will issue its first quarter earnings release after the market closes on April 30, 2025. Enact will host a conference call to review first quarter 2025 financial results on May 1, 2025 at 8:00 a.m. (ET).
Neutral
PRNewsWire
2 months ago
Enact Holdings Set to Join S&P SmallCap 600
NEW YORK , April 9, 2025 /PRNewswire/ -- Enact Holdings Inc. (NASD: ACT) will replace SolarWinds Corp. (NYSE: SWI) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, April 16. Turn/River Capital is acquiring SolarWinds in a deal expected to close soon, pending final closing conditions.
Neutral
GlobeNewsWire
2 months ago
Enact Releases 2024 Sustainability Report
RALEIGH, N.C., March 28, 2025 (GLOBE NEWSWIRE) -- Enact Holdings, Inc. (Nasdaq: ACT) (Enact) today announced the release of its 2024 Sustainability Report covering the calendar year 2024.
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