ACTEnact Holdings, Inc.

Next report: No date yet; none in the next 8 weeks
Last result: $1.19Missed; vs $1.22 expected on Nov 4
Stock move on it: −0.97%; one session
Typical move: ±1.0%; average over 2 reports
Price: $45.83; −0.71% today · $6.75B cap

Past and upcoming reports


Nov 4, 2026	Sep 30, 2026	Time not given	$1.22	Missed$1.19	Missed−2.5%	−0.97%
Jul 29, 2026	Jun 30, 2026	Time not given	$1.19	not recorded		−1.00%2d

After the report

Jul 29, 2026 report

This covers the Jul 29, 2026 report. The Nov 4, 2026 numbers are in the table above.

Enact Holdings Q2 2026: Stock Slips 0.4% Post-Earnings, Growth Concerns Persist

Enact Holdings reported Q2 2026 earnings on July 29, 2026. Actual EPS figures are not yet available, so a beat or miss cannot be confirmed. The stock traded down 0.4% on the day, closing at $47.32, with a slight negative reaction in the days following. The company's fundamentals show a mixed picture: strong profitability (73.4% operating margin, 12.9% ROE) and attractive valuation (P/E 9.8 vs sector 18.4), but weak growth (revenue +2.0% TTM, EPS +3.5% TTM) and high short interest (14.1%). Guidance tone was not explicitly captured, but the market's muted reaction suggests no major surprises. The next earnings event is scheduled for August 5, 2026 (AMC), which will be a key catalyst.

Reported against expected

Actual EPS not available. consensus estimate was $1.19. Cannot confirm beat or miss. Stock traded down 0.4% on the day, suggesting a neutral-to-slightly-negative reaction.

Guidance

Guidance tone not explicitly captured in payload. no forward guidance numbers provided. Market reaction implies no significant guidance revision.

How the stock reacted

On July 31, 2026, stock closed at $47.32, down 0.36% from previous close of $47.49. Day range: $47.19-$48.04. Volume 388,591 shares. Event-day and day-1/2 reactions not available.

What changed

Q2 print showed no EPS beat/miss confirmation. stock slipped 0.4%, reflecting muted reaction to mixed growth.

What the price now assumes

Market prices a hold: P/E 9.8 vs sector 18.4, but 14.1% short interest and weak growth cap upside.

What it means for the business

Investors should maintain neutral bias. watch Aug 5 earnings for growth inflection or margin stability.

The next one to three months, as we saw it then

Better case30%

If upcoming Aug 5 earnings show accelerating revenue growth (e.g., >5% YoY) and stable margins, the stock could re-rate higher given cheap valuation.

Base case50%

Stock trades in a range, supported by low P/E and high margins, but limited by weak growth and high short interest.

Worse case20%

If growth remains weak and short sellers press, the stock could correct toward analyst target of $46 or lower.

If you hold it

Hold unless Aug 5 earnings show revenue growth below 2% YoY or EPS miss. then trim.

If you are watching

Entry: Buy if Q2 revenue growth >5% YoY and price holds above $46. No-trade: If growth <2% or price breaks below $46.

Scenario odds are a judgement, not measured.