Enact Holdings

ACT

Market cap $5.62B

Overview Fund Activity

38.07 USD

+0.33

0.87%

At close Updated Sep 18, 12:19 PM EDT

1 day

0.87%

5 days

-2.81%

1 month

2.12%

3 months

6.13%

6 months

13.47%

Year to date

17.79%

1 year

3.9%

5 years

85.8%

10 years

85.8%

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

Financials Specialty - Insurance

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

10,633% more call options, than puts

Call options by funds: $322K | Put options by funds: $3K

70% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 30

14% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 78

12% more capital invested

Capital invested by funds: $1.03B [Q1] → $1.15B (+$121M) [Q2]

7% more funds holding

Funds holding: 224 [Q1] → 239 (+15) [Q2]

1.11% more ownership

Funds ownership: 19.54% [Q1] → 20.65% (+1.11%) [Q2]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$37

3% downside

Avg. target

$39

1% upside

High target

$40

5% upside

2 analyst ratings

0 positive

0%

2 neutral

100%

0 negative

0%

JP Morgan Richard Shane	$37	Neutral Maintained	11 Aug 2025
Keefe, Bruyette & Woods Bose George	$40	Market Perform Maintained	7 Jul 2025

See Analyst Rankings

Financial journalist opinion

AM Best Revises Outlooks to Positive for Enact Holdings, Inc. and Certain Operating Subsidiaries

OLDWICK, N.J.--(BUSINESS WIRE)--AM Best has revised the outlooks to positive from stable and affirmed the Financial Strength Rating (FSR) of A- (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a-” (Excellent) of the following operating subsidiaries of Enact Holdings, Inc. (EHI) (Delaware) [Nasdaq: ACT]: Enact Mortgage Insurance Corporation (EMIC) and Enact Mortgage Insurance Corporation of North Carolina (EMIC-NC) (collectively referred to as the Enact U.S.-domiciled comp.

AM Best Revises Outlooks to Positive for Enact Holdings, Inc. and Certain Operating Subsidiaries

Enact Receives Ratings Upgrade from Moody's

Fourth Moody's Upgrade Since IPO Reflects Enact's Financial Discipline and Capital Strength Fourth Moody's Upgrade Since IPO Reflects Enact's Financial Discipline and Capital Strength

Enact Receives Ratings Upgrade from Moody's

Enact Holdings, Inc. (ACT) Q2 2025 Earnings Conference Call Transcript

Enact Holdings, Inc. (NASDAQ:ACT ) Q2 2025 Earnings Call July 31, 2025 8:00 AM ET Company Participants Daniel Kohl - Vice President of Investor Relations Hardin Dean Mitchell - Executive VP, CFO & Treasurer Rohit Gupta - President, CEO & Director Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Mihir Bhatia - BofA Securities, Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Operator Hello, and welcome to Enact second quarter earnings conference call. Please be advised that today's conference is being recorded.

Enact Holdings, Inc. (ACT) Q2 2025 Earnings Conference Call Transcript

Zacks Investment Research

Enact Holdings, Inc. (ACT) Q2 Earnings and Revenues Surpass Estimates

Enact Holdings, Inc. (ACT) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.27 per share a year ago.

Enact Holdings, Inc. (ACT) Q2 Earnings and Revenues Surpass Estimates

Enact Reports Second Quarter 2025 Results; Announces $0.21 Per Share Quarterly Dividend

GAAP Net Income of $168 million, or $1.11 per diluted share Adjusted Operating Income of $174 million, or $1.15 per diluted share Return on Equity of 13.0% and Adjusted Operating Return on Equity of 13.4% Primary Insurance in-force of $270 billion, a 1% increase from second quarter 2024 PMIERs Sufficiency of 165% or approximately $2.0 billion Book Value Per Share of $35.20 and Book Value Per Share excluding AOCI of $35.90 Increased Full-Year Capital Return Guidance to Approximately $400 million

Enact Reports Second Quarter 2025 Results; Announces $0.21 Per Share Quarterly Dividend

Zacks Investment Research

Analysts Estimate Enact Holdings, Inc. (ACT) to Report a Decline in Earnings: What to Look Out for

Enact Holdings (ACT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Enact Holdings, Inc. (ACT) to Report a Decline in Earnings: What to Look Out for

Enact to Host Second Quarter 2025 Earnings Call July 31st

RALEIGH, N.C., July 10, 2025 (GLOBE NEWSWIRE) -- Enact Holdings, Inc. (Nasdaq: ACT) (Enact) announced it will issue its second quarter earnings release after the market closes on July 30, 2025. Enact will host a conference call to review second quarter 2025 financial results on July 31, 2025 at 8:00 a.m. (ET).

Enact to Host Second Quarter 2025 Earnings Call July 31st

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.

Enact Holdings Earned An Upgrade, And I'm Staying Long

Zacks Investment Research

4 Stocks to Watch That Recently Declared Dividend Hikes Amid Volatility

Stocks like ATKR, ACT, POOL and AWK recently announced dividend hikes.

4 Stocks to Watch That Recently Declared Dividend Hikes Amid Volatility

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.

Enact Holdings, Inc. (ACT) Q1 2025 Earnings Call Transcript

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