Enact Holdings is expected to report third-quarter 2026 revenue of $317.92 million and earnings per share of $1.19, with its current stock price of $47.18 trading slightly below the average analyst price target of $47.20.
Investors are closely monitoring the company's capital return program, which was recently increased to a 2026 guidance range of $550 million to $600 million for buybacks and dividends.
Management has maintained a robust PMIERs sufficiency ratio of 162% even as a high-interest rate environment continues to pressure new mortgage originations.
Resilient credit performance and high portfolio persistency have helped offset slower growth in new insurance written, supporting the company's defensive valuation.