ACT
Enact Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 27 Two open-market sales totaling $17.2 million occurred in the past se…
- S Jun 30 1 insider sell $25.6M at $42.28
- S Jul 31 1 insider sell $24.0M at $45.92
- S Aug 17 1 insider sell $991.7K at $49.52
- X Aug 31 Short interest jumps 29.6% to 3.12M
- S Aug 31 1 insider sell $34.0M at $49.40
- S Sep 30 1 insider sell $37.1M at $48.65
- A Oct 12 JP Morgan downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $121.7M.
- InstitutionsMIXED
Q2 2026: 18 added (1 new), 18 trimmed or exited. Largest new: Vanguard Capital Management $57.0M.
- AnalystsBULLISH
4 of 11 rate it Buy or better.
- Short sellersSTEADY
Short interest −0.5% to 2.74M shares. 6.3 days to cover, ≈2.0% of shares.
- TrendRANGE
0% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | $57.0M |
| Allianz Asset Management GmbH | TRIM | $17.3M |
| PRUDENTIAL FINANCIAL INC | TRIM | $11.4M |
| UBS Group AG | ADD | $9.7M |
| Nuveen, LLC | TRIM | $8.9M |
| D. E. Shaw & Co., Inc. | ADD | $7.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $5.2M |
| Creative Planning | ADD | $5.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | JP Morgan DOWNGRADE | Underweight |
| Aug 10, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Aug 7, 2026 | RBC Capital MAINTAIN | Sector Perform |
| Aug 7, 2026 | JP Morgan MAINTAIN | Neutral |
| Jul 13, 2026 | JP Morgan MAINTAIN | Neutral |
| Jun 25, 2026 | RBC Capital INITIATE | Sector Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | McMullen James Controller | TAX W/H | $11.2K |
| Oct 1, 2026 | McMullen James Controller | EXERCISE | 887 sh |
| Sep 30, 2026 | Genworth Holdings, Inc. 10%+ Owner | SELL | $37.1M |
| Sep 17, 2026 | FISK JOHN D Director | AWARD | 177 sh |
| Sep 17, 2026 | THOMPSON WESTLEY V Director | AWARD | 177 sh |
| Sep 17, 2026 | BLESS MICHAEL A Director | AWARD | 156 sh |
| Sep 17, 2026 | RESTREPO ROBERT P JR Director | AWARD | 177 sh |
| Sep 17, 2026 | Mitchell H Elizabeth Director | AWARD | 50 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
7 filings · 1 press releases · 0 bullish · 2 bearish · 1 mixed · 4 neutral- BEARISH INST-CLUSTERAug 11, 2026
A bearish institutional cluster emerged in Enact Holdings (ACT) during 2026-Q2, with 7 sellers…
The bearish cluster is notable for its breadth (7 sellers) and the full exit by Danske Bank, but the 45-day 13F reporting lag means these positions may have already been adjusted. Monitor upcoming…
- NEUTRAL CLUSTERJun 5, 2026
Two insiders at Enact Holdings sold a combined $26.8M in shares, including a $25.85M sale by 10%…
Monitor for additional insider sales, especially from Genworth Holdings. The large block sale by the 10% owner could indicate upcoming corporate events or strategic shifts. No imminent catalyst…
- MIXED 8-KMay 5, 2026
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, missing the $1.25 consensus by…
The EPS miss and rising loss ratio could pressure the stock near-term, though strong NIW growth and capital return (dividend increase + buyback) provide a floor. Watch for housing market data and…
- NEUTRAL PRESS-RELEASEMay 5, 2026
Enact Holdings reported Q1 2026 adjusted operating EPS of $1.21, a slight beat vs $1.20 consensus…
The mixed quarter with no explicit guidance suggests limited near-term catalyst. Monitor the upcoming earnings call for commentary on premium trends and credit quality. The dividend increase and…
All ACT filing & press-release reports (8)
- INST-CLUSTER reportAug 11, 2026
- CLUSTER reportJun 5, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportMay 5, 2026
- PRESS-RELEASE reportMar 25, 2026
- DEFA14A reportMar 25, 2026
- CLUSTER reportMar 10, 2026
- CLUSTER reportMar 4, 2026