US · Financial Services · Insurance - Specialty
EPS came in at 1.19 against a street estimate of 1.22 — a miss of 2.5%.
Analysts rate Enact Holdings Inc a hold (1 buy, 4 hold, 1 sell out of 6) with an average price target of $47.20.
CONFIDENT Enact posted Q2 adjusted operating income of $177M ($1.06/share) with strong NIW of $15B, 80% persistency, and resilient credit performance. Raised 2026 capital return guidance to $550–600M. Expenses down YoY despite inflation; reserve release of $37M reflects favorable trends. Q2 2026 No geographic segments disclosed. Analysts pressed on base premium rate trajectory, ROE on new business, and credit outlook with newer vintages. Management emphasized guidance consistency, refusal to quantify ROE, and that newer books priced for higher expected delinquencies as they mature without HPA tailwind of 2020–21 cohorts. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 3.48% |
| Dimensional Fund Advisors, Inc. | 2.26% |
| Vanguard Portfolio Management, LLC | 1.28% |
| First Trust Advisors L.P. | 1.18% |
| Glendon Capital Management LP | 0.94% |
| State Street Corp | 0.92% |
| Vanguard Capital Management, LLC | 0.91% |
| LSV Asset Management | 0.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, net income was $158,909 thousand, or $1.15 diluted earnings per share, compared wit | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 GAAP net income was $159 million, or $1.15 per diluted share, compared with $163 million, or $1.10 per diluted | 2026-11-04 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Enact Holdings announced that Thomas J. McInerney intends to resign from the Board of Directors effective December 31, 2026. • Mr | 2026-10-30 |
| Quarterly report · Q2 2026 ENACT HOLDINGS, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net Income (6 months): $342.6 million (vs. $333.6 m | 2026-08-06 |
| Results announced · Q3 2026 ENACT HOLDINGS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GAAP net income: $175 million ($1.25 per diluted share), up from $168 million ($1.18) in | 2026-08-05 |
| Shareholder vote results · Q2 2026 ENACT HOLDINGS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on May 13, 2026 • Company trades on Nasdaq under tick | 2026-05-15 |
| Quarterly report · Q1 2026 ENACT HOLDINGS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income Q1 2026: $167.8 million (Q1 2025: $165.8 million) — increase of $2.0 milli | 2026-05-06 |
| Results announced · Q2 2026 ENACT HOLDINGS, INC. - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income: $168 million, or $1.18 per diluted share (vs. $177 million/$1.22 in Q | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.24 / share ex-date Aug 20, 2026 · pay Sep 17, 2026 | 2026-08-20 |
| Dividend | $0.24 / share ex-date May 28, 2026 · pay Jun 18, 2026 | 2026-05-28 |
| Dividend | $0.21 / share ex-date Feb 26, 2026 · pay Mar 19, 2026 | 2026-02-26 |
| Dividend | $0.21 / share ex-date Nov 21, 2025 · pay Dec 11, 2025 | 2025-11-21 |
| Announcement | Date |
|---|---|
| Board authorizes $500 million share repurchase program On February 3, 2026, Enact Holdings announced that its Board of Directors approved a share repurchase program authorizing the company to buy back up to $500 million of its own common stock. | 2026-02-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Enact Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.