$ACT

Enact Holdings, Inc.

No enriched coverage for $ACT in the last 7 days.

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$37.1M
Genworth Holdings, Inc.
0%
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Med

RBC Capital Keeps Their Hold Rating on Enact Holdings (ACT)

RBC Capital maintained a Hold rating on Enact Holdings (ACT) with a $50.00 price target. Shares closed at $44.90. J.P. Morgan downgraded ACT to Sell. Q2 revenue was $317.31M, net profit $174.84M. Insider sentiment is negative, with recent sales by executives.

JPMorgan downgrades Enact Holdings stock rating on valuation

JPMorgan downgraded Enact Holdings (ACT) to Underweight, lowering its price target to $44.00. The stock trades at $45.97, above the target and fair value estimates, suggesting overvaluation. JPMorgan cited premium valuation and mixed effects from higher interest rates. Enact reported Q2 2026 earnings beating estimates, with $1.26 EPS and $317.3M revenue. BTIG initiated coverage with a Neutral rating, noting expected ROE declines.

Enact to Host Third Quarter 2026 Earnings Call November 5th

Enact Holdings (Nasdaq: ACT) will release its Q3 2026 earnings on November 4, followed by a conference call on November 5 at 8:00 a.m. ET. The company provides mortgage insurance and is headquartered in Raleigh, North Carolina. Investors can access the earnings materials and webcast via the company's investor relations website.

ACT sentiment & insider activity

Recent ACT coverage spans financial news, insider activity and earnings.

In the last 30 days, ACT insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($37.1M). The most active reporter was Genworth Holdings, Inc. with 1 filing.

What's driving ACT

AlphAI scores every news story that mentions ACT with an AI model for sentiment and relevance, and aggregates insider trades from Enact Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ACT

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$ACTMed

JPMorgan downgrades Enact Holdings stock rating on valuation

JPMorgan downgraded Enact Holdings (ACT) to Underweight, lowering its price target to $44.00. The stock trades at $45.97, above the target and fair value estimates, suggesting overvaluation. JPMorgan cited premium valuation and mixed effects from higher interest rates. Enact reported Q2 2026 earnings beating estimates, with $1.26 EPS and $317.3M revenue. BTIG initiated coverage with a Neutral rating, noting expected ROE declines.

Enact to Host Third Quarter 2026 Earnings Call November 5th

Enact Holdings (Nasdaq: ACT) will release its Q3 2026 earnings on November 4, followed by a conference call on November 5 at 8:00 a.m. ET. The company provides mortgage insurance and is headquartered in Raleigh, North Carolina. Investors can access the earnings materials and webcast via the company's investor relations website.

Does Quota Share Reinsurance Change The Bull Case For Enact Holdings (ACT)?

Enact Holdings (ACT) announced a quota share reinsurance agreement, ceding 35% of new 2028 insurance to improve balance sheet resilience. The move focuses on long-term risk distribution, not near-term earnings. Current earnings are $683.3M, with analysts forecasting a slight decline to $661.8M by 2029. The decision aims to manage capital needs and loss volatility, potentially influencing valuation and dividends.

$ACTMedAI 8/10

Enact (ACT) Q2 2026 Earnings Call Transcript

Enact (ACT) reported Q2 2026 adjusted operating income of $177 million, or $1.26 per diluted share, up from $174 million, or $1.15, in Q2 2025. New insurance written rose 15% to $15 billion. FY2026 capital return guidance was raised to $550 million to $600 million. Management cited $274 billion insurance in force and 161% PMIERs sufficiency.

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