Enact Holdings' EPS growth driven by buybacks amid strong capital plan and rising investment income.

Enact Holdings has seen a 6.9% decrease in diluted shares over the past year, while its earnings per share (EPS) grew three times faster than net income, primarily due to share buybacks. The company’s strong capital position, recurring premium income, and high persistency rate support a $550M-$600M capital allocation plan through 2026, potentially boosting EPS by 7.8%. Despite risks from a worsening loss ratio and rising stock prices, Enact Holdings benefits from healthy core operations and rising investment income in a high-interest rate environment. Analysts currently rate it a moderate buy due to these structural strengths and stable capital allocation.

Enact Holdings is trading at USD 44.26 on Pluang with a slight 0.25% increase in the last day, showing steady investor interest. The stock's market cap stands at $5.95 billion, and as of Oct 02, 2026 15:21 WIB, buying and selling activity is nearly balanced with 51% buying and 49% selling.