NASDAQ$ACT

Enact Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · After market close · Investor relations

Briefing

Enact Holdings Inc reported strong Q2 2024 results with net income growth driven by higher premiums and investment income.

Enact Holdings Inc achieved total revenues of $298.8 million in Q2 2024, up 8% year-over-year, primarily from premium growth and net investment income. Net income rose 9% to $183.7 million, supported by favorable reserve releases and a low loss ratio. The company maintained a strong PMIERs sufficiency ratio of 169% and returned capital through dividends and share repurchases.

  • New insurance written totaled $13.6 billion, with primary insurance in-force reaching $266.1 billion.
  • Loss ratio improved to (7)% due to $77 million in favorable reserve development.
  • PMIERs available assets of $5,024 million exceeded net required assets by $2,057 million.
  • Returned $29 million in dividends and repurchased $48.6 million of common stock in the quarter.

Headline financials

Total Revenue

$299M

Previous: $278M+7.7%
EPS (adj)

$1.17

Previous: $1.10+6.4%
New insurance written

13.6B

Previous: 15.0B-9.2%
Persistency rate

83.0%

Previous: 84.0%-1.2%
Loss ratio

-7.0%

No prior period
Expense ratio

23.0%

No prior period
PMIERs sufficiency ratio

169.0%

No prior period
Net Income

$184M

Previous: $168M+9.3%
Operating Income

$235M

Previous: $178M+31.7%
Cash & Equivalents

$699M

Previous: $691M+1.1%
Total Assets

$6.35B

Previous: $5.92B+7.2%
Stock-Based Comp

$2.95M

Previous: $3.19M-7.5%

Revenue & EPS history

Enact · Revenue · Quarterly

$299M

Q2 2024+7.7%vs Q2 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Enact · $299M total across 4 segments · Q2 2024

  • Premiums
    $245M
  • Net investment income
    $59.8M
  • Other income
    $2.21M
  • Net investment gains (losses)
    -$7.71M

Forward guidance

Management expects continued premium growth from in-force expansion and favorable macroeconomic trends supporting housing.

Tailwinds

  • Strong capital position enabling shareholder returns
  • Favorable loss development trends

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.2%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.8%

Avg return

30 days after

61%

14 / 23 earnings

Positive

+8.9%

Q4 2025

Best reaction

-8.3%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2026-3.3%+1.3%-1.3%
Q4 2025+8.9%+5.1%+2.8%
Q3 2025+2.2%+4.7%+5.7%
Q2 2025+1.0%+4.3%+9.4%
Q1 2025+2.2%+1.3%-1.1%
Q4 2024+1.5%+1.0%+1.4%
Q3 2024+2.1%+5.2%+7.0%
Q1 2024+0.9%+5.3%+3.3%
Q4 2023-4.6%-2.1%+3.2%
Q3 2023+1.2%+1.4%+1.2%
Q2 2023+3.6%+6.6%+5.4%
Q1 2023-7.7%-0.8%+4.9%
Q4 2022-8.3%-3.0%-2.4%
Q3 2022+1.8%+0.4%-3.3%
Q2 2021+4.5%+3.9%-1.0%
Q2 2022+7.9%+12.8%+6.2%
Q1 2021-4.4%-8.9%+2.4%
Q1 2022+5.8%+1.2%+7.1%
Q4 2020-5.1%-4.7%+6.1%
Q4 2019-5.1%-4.7%+6.1%
Q4 2021-1.1%-3.8%-5.6%
Q3 2020-0.6%-3.9%-9.4%
Q3 2021+1.1%+0.6%-7.5%
Q2 2020
Q1 2020
Q3 2019
Q2 2019
Q1 2019
Q1 2015
Q4 2014

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