ACT
Enact Holdings, Inc.
$42.41
+0.90%
$5.9B
No data for this timeframe.
Vol
Market Cap$5.9B
Cap SizeMid Cap
Analyst ConsensusHold (40%)
Inst. Holders50 funds
Inst. Value$890.8M
Inst. Activity16 buys / 7 sells
Insider Activity0B / 8S
Insider Net $-$101.8M
Reddit Sentiment43° Neutral
SEC Reports6
Press Releases1
Recent Activity
Jun 5, 2026
SEC
Two insiders at Enact Holdings sold a combined $26.8M in shares, including a $25.85M sale by 10% owner Genworth Holdings
CLUSTER — Impact 4/10
Jun 3, 2026
Insider
Addesso Dominic James gifted 9,293 shares
Director
Jun 1, 2026
Insider
Gould Brian sold 23,000 shares
EVP & Chief Operations Officer @ $41.18 ($947.2K)
May 29, 2026
Insider
Genworth Holdings, Inc. sold 602,440 shares
10%+ Owner @ $42.91 ($25.9M)
May 5, 2026
SEC
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, missing the $1.25 consensus by 3.2%, with GAAP net inco
8-K — Impact 5/10
May 5, 2026
SEC
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, a slight beat vs $1.20 consensus, but total revenue of
PRESS-RELEASE — Impact 4/10
Inst.
Allianz Asset Management GmbH — ADD
560,771 shares ($22.9M)
Inst.
MORGAN STANLEY — ADD
514,538 shares ($21.0M)
Price Targets
$45.75
+7.9% upside
Buy
Current $42.41
Low $44.00
Median $45.50
High $48.00
4 analysts
$44.00
$48.00
Analyst Ratings
2Strong Buy
2Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 21, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| Feb 5, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Dec 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.19 | $1.16 — $1.22 | 3% YoY | 2 |
| Next Q | $1.20 ▲ +1.2% | $1.18 — $1.22 | 7% YoY | 2 |
| Current FY | $4.80 ▲ +1.1% | $4.71 — $4.89 | 4% YoY | 2 |
| Next FY | $4.98 ▼ -1.1% | $4.85 — $5.10 | 4% YoY | 2 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Two insiders at Enact Holdings sold a combined $26.8M in shares, including a $25.85M sale by 10% owner Genworth Holdings
Jun 5, 2026
MIXED
8-K
5/10
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, missing the $1.25 consensus by 3.2%, with GAAP net inco
May 5, 2026
NEUTRAL
Press
2/10
Enact Holdings released its 2025 Sustainability Report, highlighting its ESG initiatives, stakeholder engagement, and al
Mar 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $190.4M | — |
| DIMENSIONAL FUND ADVISORS LP | $122.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $71.0M | — |
| FIRST TRUST ADVISORS LP | $56.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Addesso Dominic | G | $0.00 |
| Jun 1, 2026 | Gould Brian | SELL | $947.2K |
| May 29, 2026 | Genworth Holdings, | SELL | $25.9M |
| May 13, 2026 | RESTREPO ROBERT | A | $0.00 |
| May 13, 2026 | BLESS MICHAEL | A | $0.00 |
Reddit Sentiment
43°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $890.8M total value (21,781,904 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 16 institutions added/increased vs 7 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 4,664,889 | $190.4M | 21.4% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 3,002,894 | $122.5M | 13.8% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,740,973 | $71.0M | 8.0% | — |
| 5 | FIRST TRUST ADVISORS LP | 1,395,032 | $56.9M | 6.4% | ADD +87.9% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,295,642 | $52.9M | 5.9% | — |
| 7 | STATE STREET CORP | 1,206,061 | $49.2M | 5.5% | — |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 992,987 | $40.5M | 4.5% | — |
| 9 | Allianz Asset Management GmbH | 560,771 | $22.9M | 2.6% | ADD +34.4% |
| 10 | MORGAN STANLEY | 514,538 | $21.0M | 2.4% | ADD +63.9% |
| 11 | TWO SIGMA INVESTMENTS, LP | 504,499 | $20.6M | 2.3% | ADD +34.6% |
| 12 | Invesco Ltd. | 465,684 | $19.0M | 2.1% | ADD +50.5% |
| 13 | Nuveen, LLC | 401,042 | $16.4M | 1.8% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 392,099 | $16.0M | 1.8% | — |
| 15 | GOLDMAN SACHS GROUP INC | 341,897 | $14.0M | 1.6% | — |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 341,891 | $14.0M | 1.6% | — |
| 17 | PRUDENTIAL FINANCIAL INC | 334,548 | $13.7M | 1.5% | — |
| 18 | DANSKE BANK A/S | 263,901 | $10.8M | 1.2% | NEW |
| 19 | ROYCE & ASSOCIATES LP | 262,299 | $10.7M | 1.2% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 223,477 | $9.1M | 1.0% | TRIM -52.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Allianz Asset Management GmbH | ADD | 417,110 | 560,771 | +34.4% | $22.9M | 2026-Q1 |
| MORGAN STANLEY | ADD | 313,877 | 514,538 | +63.9% | $21.0M | 2026-Q1 |
| Invesco Ltd. | ADD | 309,375 | 465,684 | +50.5% | $19.0M | 2026-Q1 |
| DANSKE BANK A/S | NEW | — | 263,901 | — | $10.8M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 33,503 | 214,523 | +540.3% | $8.8M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 301,019 | 204,166 | -32.2% | $8.3M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 27,602 | 145,644 | +427.7% | $5.9M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 148,294 | 64,823 | -56.3% | $2.6M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 32 | 43,059 | +134459.4% | $1.8M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | DOUBLED | 11,121 | 40,935 | +268.1% | $1.7M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 20,289 | 33,404 | +64.6% | $1.4M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 10,734 | 16,291 | +51.8% | $664.8K | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 20,071 | 14,976 | -25.4% | $611.2K | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 6,607 | 11,907 | +80.2% | $485.9K | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 39,509 | 11,200 | -71.7% | $457.1K | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. | TRIM | 25,796 | 6,985 | -72.9% | $285.1K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 113 | 6,225 | +5408.8% | $254.0K | 2026-Q1 |
| FMR LLC | ADD | 4,343 | 5,798 | +33.5% | $236.6K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 113 | 447 | +295.6% | $18.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | TRIM | 462 | 250 | -45.9% | $10.2K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 21,542 | 28,619 | +32.9% | $1.2K | 2026-Q1 |
| ASSETMARK, INC | ADD | 15 | 28 | +86.7% | $1.1K | 2026-Q1 |
| NORGES BANK | EXIT | 364,123 | 0 | -100.0% | $0.00 | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 273,350 | 367,855 | +34.6% | $14.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 364,123 | — | $14.4M | 2025-Q4 |
15 unique insiders with 50 transactions. Net insider value: -$101.8M ($0.00 bought, $101.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Addesso Dominic James | Director | GIFT | 9,293 | — | — |
| Jun 1, 2026 | Gould Brian | EVP & Chief Operations Officer | SELL | 23,000 | $41.18 | $947.2K |
| May 29, 2026 | Genworth Holdings, Inc. | 10%+ Owner | SELL | 602,440 | $42.91 | $25.9M |
| May 13, 2026 | RESTREPO ROBERT P JR | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | BLESS MICHAEL A | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | Mitchell H Elizabeth | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | Hooda Sheila | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | STILL DEBRA | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | THOMPSON WESTLEY V | Director | AWARD | 3,939.791 | — | — |
| May 13, 2026 | Addesso Dominic James | Director | AWARD | 6,720.82 | — | — |
| May 13, 2026 | FISK JOHN D | Director | AWARD | 3,939.791 | — | — |
| Apr 30, 2026 | Genworth Holdings, Inc. | 10%+ Owner | SELL | 560,453 | $42.55 | $23.8M |
| Apr 1, 2026 | McMullen James | Controller | EXERCISE | 594 | — | — |
| Apr 1, 2026 | McMullen James | Controller | TAX W/H | 169 | $40.57 | $6.9K |
| Mar 31, 2026 | Genworth Holdings, Inc. | 10%+ Owner | SELL | 820,567 | $40.92 | $33.6M |
| Mar 19, 2026 | BLESS MICHAEL A | Director | AWARD | 139 | — | — |
| Mar 19, 2026 | THOMPSON WESTLEY V | Director | AWARD | 162 | — | — |
| Mar 19, 2026 | Derstine Michael | EVP and Chief Risk Officer | AWARD | 13 | — | — |
| Mar 19, 2026 | Mitchell H Elizabeth | Director | AWARD | 30 | — | — |
| Mar 19, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | AWARD | 13 | — | — |
| Mar 19, 2026 | STILL DEBRA | Director | AWARD | 162 | — | — |
| Mar 19, 2026 | RESTREPO ROBERT P JR | Director | AWARD | 162 | — | — |
| Mar 19, 2026 | Addesso Dominic James | Director | AWARD | 281 | — | — |
| Mar 19, 2026 | FISK JOHN D | Director | AWARD | 162 | — | — |
| Mar 19, 2026 | Gould Brian | EVP & Chief Operations Officer | AWARD | 11 | — | — |
| Mar 19, 2026 | Hooda Sheila | Director | AWARD | 162 | — | — |
| Mar 19, 2026 | Gupta Rohit | President and CEO | AWARD | 97 | — | — |
| Mar 19, 2026 | Mitchell Hardin Dean | EVP, CFO and Treasurer | AWARD | 33 | — | — |
| Mar 19, 2026 | McMullen James | Controller | AWARD | 5 | — | — |
| Mar 6, 2026 | McMullen James | Controller | SELL | 2,500 | $41.64 | $104.1K |
| Mar 2, 2026 | Derstine Michael | EVP and Chief Risk Officer | SELL | 9,000 | $42.21 | $379.9K |
| Feb 27, 2026 | Genworth Holdings, Inc. | 10%+ Owner | SELL | 398,731 | $42.19 | $16.8M |
| Feb 24, 2026 | Gould Brian | EVP & Chief Operations Officer | EXERCISE | 15,710 | — | — |
| Feb 24, 2026 | Gupta Rohit | President and CEO | EXERCISE | 190,594 | — | — |
| Feb 24, 2026 | Derstine Michael | EVP and Chief Risk Officer | EXERCISE | 17,952 | — | — |
| Feb 24, 2026 | Mitchell Hardin Dean | EVP, CFO and Treasurer | EXERCISE | 42,616 | — | — |
| Feb 24, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | EXERCISE | 19,072 | — | — |
| Feb 20, 2026 | Gupta Rohit | President and CEO | EXERCISE | 15,197 | — | — |
| Feb 20, 2026 | Derstine Michael | EVP and Chief Risk Officer | EXERCISE | 2,029 | — | — |
| Feb 20, 2026 | Gould Brian | EVP & Chief Operations Officer | EXERCISE | 1,623 | — | — |
| Feb 20, 2026 | Mitchell Hardin Dean | EVP, CFO and Treasurer | EXERCISE | 5,068 | — | — |
| Feb 20, 2026 | McMullen James | Controller | EXERCISE | 690 | — | — |
| Feb 20, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | EXERCISE | 2,029 | — | — |
| Feb 11, 2026 | RESTREPO ROBERT P JR | Director | SELL | 5,000 | $42.95 | $214.8K |
| Feb 9, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | TAX W/H | 1,070 | $42.39 | $45.4K |
| Feb 9, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | EXERCISE | 3,170 | — | — |
| Feb 9, 2026 | Mitchell Hardin Dean | EVP, CFO and Treasurer | TAX W/H | 2,172 | $42.39 | $92.1K |
| Feb 9, 2026 | Mitchell Hardin Dean | EVP, CFO and Treasurer | EXERCISE | 7,095 | — | — |
| Feb 9, 2026 | Gould Brian | EVP & Chief Operations Officer | EXERCISE | 2,609 | — | — |
| Feb 9, 2026 | Derstine Michael | EVP and Chief Risk Officer | TAX W/H | 1,006 | $42.39 | $42.6K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 4 neutral. Avg impact: 4.2/10.
NEUTRAL
CLUSTER
4/10
Two insiders at Enact Holdings sold a combined $26.8M in shares, including a $25.85M sale by 10% own
Jun 5, 2026
MIXED
8-K
5/10
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, missing the $1.25 consensus by 3.2%
May 5, 2026
NEUTRAL
PRESS-RELEASE
4/10
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, a slight beat vs $1.20 consensus, b
May 5, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable
Mar 25, 2026
NEUTRAL
CLUSTER
3/10
James McMullen, Controller of Enact Holdings, sold 2,500 shares in the open market for $104,100. Thi
Mar 10, 2026
BEARISH
CLUSTER
7/10
Two open-market sales totaling $17.2 million occurred in the past seven days, including a $380,000 s
Mar 4, 2026
Current analyst consensus: Hold (40% buy). Based on 10 analysts: 2 strong buy, 2 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$45.75 mean target
+7.9% upside
Buy (3.00)
$44.00 Low
$48.00 High
| Metric | Value |
|---|---|
| Current Price | $42.41 |
| Target Low | $44.00 |
| Target Mean | $45.75 |
| Target Median | $45.50 |
| Target High | $48.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.19 | $1.16 | $1.22 | 3.4% | -0.5% | 1↑ 0↓ | $0.3B | 3.3% | 2 |
| Next Q 2026-09-30 |
$1.20 | $1.18 | $1.22 | 7.3% | +1.2% | 1↑ 0↓ | $0.3B | 2.7% | 2 |
| Current FY 2026-12-31 |
$4.80 | $4.71 | $4.89 | 4.1% | +1.1% | 1↑ 0↓ | $1.3B | 2.4% | 2 |
| Next FY 2027-12-31 |
$4.98 | $4.85 | $5.10 | 3.7% | -1.1% | 1↑ 0↓ | $1.3B | 1.7% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.189 | |
| 7d ago | $1.205 | -0.017 |
| 30d ago | $1.194 | -0.005 |
| 60d ago | $1.198 | -0.010 |
| 90d ago | $1.163 | +0.025 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 21, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Jan 12, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Dec 18, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 2 | 6 | 0 | 0 | 40% | |
| May 1, 2026 | 2 | 2 | 5 | 0 | 0 | 44% | |
| Apr 1, 2026 | 2 | 2 | 5 | 0 | 0 | 44% | |
| Mar 1, 2026 | 2 | 2 | 5 | 0 | 0 | 44% | |
| Feb 1, 2026 | 2 | 2 | 5 | 0 | 0 | 44% | |
| Jan 1, 2026 | 2 | 2 | 5 | 0 | 0 | 44% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
43°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
1 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 24, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
May 5, 2026
earnings
Enact Reports First Quarter 2026 Results
<p align="center"><strong><em>GAAP Net Income of</em></strong> <strong><em>$168 million</em></strong><strong><em>, or </em></strong><strong><em>$1.18<
May 5, 2026
earnings_calendar
ACT Q1 2026 Earnings After Market Close — 2026-05-05
Apr 9, 2026
earnings
Enact to Host First Quarter 2026 Earnings Call May 6th
<p align="left">RALEIGH, N.C., April 09, 2026 (GLOBE NEWSWIRE) -- <strong> Enact Holdings, Inc. (Nasdaq: ACT) (Enact)</strong> announced it will iss
Mar 25, 2026
earnings
Enact Releases 2025 Sustainability Report
<p>RALEIGH, N.C., March 25, 2026 (GLOBE NEWSWIRE) -- <strong>Enact Holdings, Inc. (Nasdaq: ACT) (Enact)</strong> today announced the release of its
Mar 9, 2026
short_interest
FTD: ACT — 85,088 shares ($3.5M) failed to deliver
Settlement: 20260309, Price: $41.44, FTD Value: $3,526,046.72, ENACT HLDGS INC COM
Feb 26, 2026
short_interest
FTD: ACT — 12,496 shares ($0.5M) failed to deliver
Settlement: 20260226, Price: $42.34, FTD Value: $529,080.64, ENACT HLDGS INC COM
Feb 25, 2026
short_interest
FTD: ACT — 12,908 shares ($0.5M) failed to deliver
Settlement: 20260225, Price: $41.46, FTD Value: $535,165.68, ENACT HLDGS INC COM
Feb 17, 2026
short_interest
FTD: ACT — 16,246 shares ($0.7M) failed to deliver
Settlement: 20260217, Price: $43.29, FTD Value: $703,289.34, ENACT HLDGS INC COM