Every material Form 8-K Enact Holdings filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Enact Holdings reported third-quarter 2026 results on November 4, 2026. GAAP net income was $159 million, or $1.15 per diluted share, down from $175 million in the second quarter but up per share from $1.10 a year earlier, with fewer diluted shares outstanding. The company raised its expected full-year 2026 capital return to approximately $600 million and declared a $0.24 quarterly dividend, but the final amount depends on business performance, market conditions and regulatory approval.
GAAP net income was $159 million, or $1.15 per diluted share, versus $175 million, or $1.25, in Q2 2026 and $163 million, or $1.10, in Q3 2025.
Adjusted operating income was $164 million, or $1.19 per diluted share, versus $1.12 in Q3 2025.
Net premiums earned were $242 million, down 1% from both the prior quarter and the year-earlier quarter; new insurance written was $14 billion, down 7% sequentially.
Full-year 2026 capital return is now anticipated at approximately $600 million; the $0.24 dividend is payable December 17, 2026 to holders of record on November 25, 2026.
Enact Holdings director Thomas J. McInerney informed the company and its board on October 29, 2026, that he intends to resign from the board effective December 31, 2026. The filing says the decision was not the result of any dispute or disagreement with the company or any matter relating to its operations, policies or practices.
Thomas J. McInerney notified the company and board of his intent to resign on October 29, 2026.
Resignation is effective December 31, 2026.
He will continue serving on the Board and Compensation Committee until that date.
The filing states the resignation was not due to any dispute or disagreement with the company.
Enact Holdings reported second-quarter 2026 net income of $175 million, or $1.25 per diluted share, up from $168 million, or $1.11 per diluted share, a year earlier. The company raised its full-year 2026 capital return guidance to between $550 million and $600 million, and declared a $0.24 quarterly dividend.
Net income was $175 million, or $1.25 per diluted share, versus $168 million, or $1.11, in Q2 2025 and $168 million, or $1.18, in Q1 2026.
Adjusted operating income was $177 million, or $1.26 per diluted share; the loss ratio was 14% and the expense ratio was 21%.
Full-year 2026 capital return guidance was raised to $550 million to $600 million; about $345 million remains of a $500 million buyback authorization as of July 31, 2026.
Quarterly dividend of $0.24 per share is payable September 17, 2026, to holders of record on August 20, 2026.
Enact Holdings reported first-quarter 2026 GAAP net income of $168 million, or $1.18 per diluted share, up from $166 million, or $1.08, a year earlier but down from $177 million, or $1.22, in the fourth quarter of 2025. The board also raised the quarterly dividend 14% to $0.24 per share from $0.21. Per-share earnings improved year over year and the dividend rose, while new insurance written fell 11% from the prior quarter.
GAAP net income was $168 million, or $1.18 per diluted share, versus $166 million, or $1.08, in Q1 2025 and $177 million, or $1.22, in Q4 2025.
Adjusted operating income was $172 million, or $1.21 per diluted share, versus $169 million, or $1.10, in Q1 2025.
Quarterly dividend increased 14% to $0.24 per share from $0.21, payable June 18, 2026, to holders of record on May 28, 2026.
New insurance written was $13 billion, down 11% from Q4 2025 and up 30% from Q1 2025; about $93 million of shares were repurchased in the quarter.
Enact Holdings reported fourth-quarter 2025 net income of $177 million, or $1.22 per diluted share, up from $163 million, or $1.05 per diluted share, a year earlier. The Board also approved a share repurchase program of up to $500 million and the company entered a stock repurchase agreement with Genworth Financial, which bears directly on shareholder capital returns.
Q4 2025 net income $177 million, or $1.22 per diluted share, vs. $163 million, or $1.05, in Q4 2024
Adjusted operating income $179 million, or $1.23 per diluted share; total revenues $312.7 million vs. $301.8 million a year earlier
Board approved repurchase program of up to $500 million; separate stock repurchase agreement with Genworth Financial, Inc.
Quarterly dividend of $0.21 per share payable March 19, 2026, to holders of record February 26, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Enact Holdings filing is on SEC EDGAR ↗. 8-K briefs of other companies →