OakChart

Enact Holdings Inc

ACTFinancial·Insurance - Specialty·USA·Mid·NASD·Nov 10 • 3:59 PM ET

46.200.00 (0.00%)
2026-11-11 14:21 CET
Market cap
6,211.22 USD m
Revenue, TTM
1,254.94 USD m
Net income, TTM
678.68 USD m
Free cash flow, TTM
712.74 USD m
EPS diluted, TTM
4.79
P/E
9.64
Compare

Price

ACT against its 20, 50 and 200-day averages
2050200beatmiss
40.0045.0050.00595K1.2MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26ACTclose 46.2020-day 47.0550-day 47.29200-day 44.6246.20

8.6% under 50.56 on 18 Aug 2026. Last 15 sessions, 12.3% high to low

Profile

ACT
52-week range, 68% of the way up
36.7750.56

Enact Holdings, Inc. is a holding company, which engages in the provision of mortgage insurance services. It provides credit protection to mortgage lenders and investors, covering a portion of the unpaid principal balance of mortgage loans. The company was founded in 1981 and is headquartered in Raleigh, NC.

IndexRUT
Employees419
IPOSep 16, 2021
Beta0.48
ATR, 14d1.28
Rel volume0.00
Short float11.33%
Insider own80.32%
Inst own22.66%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap6.21B
Enterprise Value-
Income678.68M
Sales1.25B
Book/sh38.30
Cash/sh-
Dividend Est.0.93 (2.01%)
Dividend TTM0.90 (1.95%)
Dividend Ex-DateNov 25, 2026
Dividend Gr. 3/5Y24.47% -
Payout18.05%
Employees419
IPOSep 16, 2021

Ratios

P/E9.64
Forward P/E9.17
PEG2.16
P/S4.95
P/B1.21
P/C-
P/FCF8.71
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio1.55
Debt/Eq0.14
LT Debt/Eq0.14
Option/ShortYes / Yes

Earnings

EPS (ttm)4.79
EPS next Y5.04
EPS next Q1.17
EPS this Y5.99%
EPS next Y5.19%
EPS next 5Y4.24%
EPS past 3/5Y1.55% 14.70%
Sales past 3/5Y4.11% 2.24%
EPS Y/Y TTM10.11%
Sales Y/Y TTM2.45%
EPS Q/Q4.26%
Sales Q/Q0.45%
EarningsNov 04 AMC
EPS/Sales Surpr.-3.50% -1.59%

Ownership

Insider Own80.32%
Insider Trans-3.76%
Inst Own22.66%
Inst Trans-0.64%
ROA9.93%
ROE12.91%
ROIC11.42%
Gross Margin-
Oper. Margin72.46%
Profit Margin54.08%
SMA20-1.81%
SMA50-2.30%
SMA2003.54%
Trades-

Technical

Shs Outstand135.69M
Shs Float26.46M
Short Float11.33%
Short Ratio7.37
Short Interest3.00M
52W High50.56 -8.62%
52W Low36.77 25.65%
Volatility3.20% 2.55%
ATR (14)1.28
RSI (14)44.73
Beta0.48
Rel Volume0.00
Avg Volume406.65K
Volume0

Performance

Perf Week-2.74%
Perf Month2.90%
Perf Quarter-6.44%
Perf Half Y7.94%
Perf YTD16.55%
Perf Year23.53%
Perf 3Y71.24%
Perf 5Y134.69%
Perf 10Y-
Recom3.25
Target Price47.00
Prev Close46.20
Price46.20
Change %0.00%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 30, 2026DowngradeBBofA SecuritiesBuy → Underperform$42-9.1%
Oct 12, 2026DowngradeJJP MorganNeutral → Underweight$44-4.8%
Sep 22, 2026ResumedBBTIG ResearchNeutral
Jun 25, 2026InitiatedRRBC Capital MktsSector Perform$47+1.7%
May 05, 2025DowngradeKKeefe BruyetteOutperform → Mkt Perform$39-15.6%
Dec 06, 2023InitiatedUUBSNeutral$29-37.2%
Nov 13, 2023UpgradeBBofA SecuritiesNeutral → Buy$30-35.1%
May 09, 2023UpgradeBBofA SecuritiesUnderperform → Neutral$25 → $27-41.6%
Feb 08, 2023UpgradeKKeefe BruyetteMkt Perform → Outperform$25 → $26.50-42.6%
Jan 09, 2023DowngradeCCredit SuisseNeutral → Underperform$24.50-47.0%

Peers

Mkt cap
TickerCompanyMkt cap
ESNTEssent Group Ltd5.69B
MTGMGIC Investment Corp5.59B
RDNRadian Group Inc4.65B
NMIHNMI Holdings Inc2.90B
ACGLArch Capital Group Ltd34.95B
AGOAssured Guaranty Ltd3.25B
FAFFirst American Financial Corp6.91B
FNFFidelity National Financial Inc11.85B
GNWGenworth Financial Inc3.13B
RKTRocket Companies Inc41.12B

Insider trading

latest 14 of 26
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Genworth Holdings, Inc.10% OwnerNov 03 '26Sale45.62990,58345,193,170108,637,490Nov 05 05:15 PM
Genworth Holdings, Inc.10% OwnerSep 30 '26Sale48.65762,89437,116,929109,628,073Oct 01 04:22 PM
Genworth Holdings, Inc.10% OwnerAug 31 '26Sale49.40687,37933,953,773110,390,967Sep 01 04:15 PM
Stolove EvanEVP, Gen. Counsel & SecretaryAug 17 '26Sale49.5220,024991,66932,003Aug 19 04:06 PM
Stolove EvanOfficerAug 17 '26Proposed Sale49.5220,024991,688Aug 17 03:25 PM
Genworth Holdings, Inc.10% OwnerJul 31 '26Sale45.92523,22624,026,119111,078,346Aug 03 04:15 PM
Genworth Holdings, Inc.10% OwnerJun 30 '26Sale42.28605,06725,580,418111,601,572Jul 01 04:16 PM
Gould BrianEVP & Chief Operations OfficerJun 01 '26Sale41.1823,000947,20422,291Jun 03 04:07 PM
Genworth Holdings, Inc.10% OwnerMay 29 '26Sale42.91602,44025,853,291112,206,639Jun 01 04:26 PM
Gould BrianOfficerJun 01 '26Proposed Sale41.4023,000952,200Jun 01 03:58 PM
Genworth Holdings, Inc.10% OwnerApr 30 '26Sale42.55560,45323,848,452112,809,079May 01 04:16 PM
Genworth Holdings, Inc.10% OwnerMar 31 '26Sale40.92820,56733,579,571113,369,532Apr 01 04:20 PM
McMullen JamesControllerMar 06 '26Sale41.642,500104,1001,272Mar 10 04:18 PM
McMullen JamesOfficerMar 06 '26Proposed Sale41.642,500104,100Mar 06 04:16 PM

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 106.63B
DFSVUS Small Cap Value Portfolio ETF Class SharesAUM: 8.54B
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETFAUM: 11.32B
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.40B
VTIVanguard Morningstar Total Stock Market ETFAUM: 689.41B
IWMiShares Russell 2000 Index FundAUM: 78.30B
FVDFirst Trust Value Line Dividend Index FundAUM: 8.17B
DFATU.S. Targeted Value Portfolio-ETF Class SharesAUM: 14.50B
VBVanguard Morningstar Small-Cap ETFAUM: 79.96B
DFASU.S. Small Cap Portfolio-ETF Class SharesAUM: 15.57B

News

latest 14 of 206
  • Enact Misses As Credit Costs Normalize, Leaning On Buybacks And A Bigger Capital-Return Pledge While MI-Cancellation Risk Emerges (Earnings Whispers)
  • Enact Reports Third Quarter 2026 Results; Announces $0.24 Quarterly Dividend (GlobeNewswire)
  • Genworth Financial Announces Third Quarter 2026 Results (Business Wire)
  • BofA cuts mortgage insurer ratings, citing regulatory overhang; stocks drop (Investing.com)
  • Genworth Financial Announces Leadership Transition (Business Wire)
  • Loading…
  • Enact's Telegraphed Delinquency Uptick Puts Its Raised Capital-Return Story To The Test (Earnings Whispers)
  • Why a Trump Executive Order Is Sending Some Housing Stocks Higher (Barrons.com)
  • Enact to Host Third Quarter 2026 Earnings Call November 5th (GlobeNewswire)
  • Genworth Financial Schedules Earnings Conference Call for November 5 (Business Wire)
  • Enact Mortgage Insurance Enters Into a Forward Quota Share Reinsurance Transaction as Part of its Diversified Credit Risk Transfer Program (GlobeNewswire)
  • Genworth Introduces New Family Caregiver Benefit, Expanding How Eligible Policyholders Can Use Long-Term Care Coverage (Business Wire)
  • Enact Receives Ratings Upgrade from AM Best (GlobeNewswire)
  • Genworth Issues Statement on Court of Appeal Ruling Against AXA in UK Payment Protection Insurance Case (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-041.1501.1921.150312.85317.926
2026Q22026-08-051.2501.1941.246317.31315.815
2026Q12026-05-051.1801.1951.176312.07314.916
2025Q42026-02-031.2201.0821.219312.71317.026
2025Q32025-11-051.1201.0851.102311.46312.486
2025Q22025-07-301.1501.1041.113304.89307.516
2025Q12025-04-301.1001.0781.084306.78302.246
2024Q42025-02-041.0901.0351.053301.78309.36
2024Q32024-11-061.1600.9981.151309.59305.796
2024Q22024-07-311.2701.0011.158298.83299.47
2024Q12024-05-011.0400.9561.006291.58294.127
2023Q42024-02-070.9800.9180.978296.19276.838
2023Q32023-11-011.0200.8901.019243259.877
2023Q22023-08-011.0400.8361.036239251.448
2023Q12023-05-031.0800.8011.079235226.178
2022Q42023-02-060.8800.8420.879233237.978

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2021FY3.3803.2583.3561,1181,117
2022FY4.3104.2804.312939944.9
2023FY4.1104.0884.1121,154962.25
2024FY4.5604.4534.3671,2021,214
2025FY4.5204.4354.5201,2361,246
2026FY-4.791--1,265
2027FY-5.039--1,280
2028FY-5.120--1,278

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-06400317.31313.1323
2026Q4S2026-11-05400317.91313.5323
2026Q4S2026-11-04400317.62313.5323
2026Q4S2026-10-21400317.62313.5323
2026Q4S2026-10-06401317.62313.5323
2026Q4S2026-09-21401318.22315.48323
2026Q4S2026-08-07301316.63315.48318.5
2026Q4S2026-08-06300318.75315.9321.84
2026Q4S2026-07-21300318.62316.5321.84
2026Q4S2026-07-14301318.62316.5321.84
2026Q4S2026-06-24301317.74316.5319.19
2026Q4S2026-06-23201317.85316.5319.19
2026Q4S2026-06-22200318.7318.2319.19
2026Q4S2026-05-08201318.7318.2319.19

Estimate history

EPS, annual2.9713.4532.2753.3564.3124.1124.3674.5164.7907
Period20182019202020212022202320242025TTM
EPS, quarterly1.1511.0531.0841.1131.1021.2191.1761.2461.149
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual841.097978.8531106.4591117.8551095.0461153.6861201.7741235.8271254.94
Period20182019202020212022202320242025TTM
Sales, quarterly309.588301.776306.776304.89311.455312.706312.069317.308312.854
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual162.84162.84162.84162.84162.779159.344152.318142.209135.695
Period20182019202020212022202320242025MRQ
Shares, quarterly154.45152.318150.765148.385145.566142.209140.293138.132135.695
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue1,254.941,235.831,201.771,153.691,095.051,117.861,106.46978.85841.10
Losses, Claims & Reserves135.59109.5338.6627.16-94.22125.47379.8349.8536.41
Selling, General and Administrative Incl. Other210.08217.51222.97223.15239.35246.16235.96210.83191.02
Operating Income before Interest Expense909.26908.79940.15903.38949.92746.23490.66718.17613.67
Interest Expense49.7949.9551.1651.8751.7051.0118.24-0.00
Unusual Expense-0.0010.93------
Net Income Before Taxes859.47858.84878.06851.51898.22695.22472.42718.17613.67
Income Taxes180.79184.59189.99186.00194.06148.53102.00155.83129.81
Consolidated Net Income678.68674.24688.07665.51704.16546.68370.42562.34483.86
Net Income From Continuing Operations678.68674.24688.07665.51704.16546.68370.42562.34483.86
Net Income678.68674.24688.07665.51704.16546.68370.42562.34483.86
EPS (Recurring)4.914.524.424.114.313.362.273.452.97
EPS (Basic, Before Extraordinaries)4.824.544.404.144.323.362.273.452.97
EPS (Diluted)4.794.524.374.114.313.362.273.452.97
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-15.0114.8512.077.791.093.212.123.24
Price To Earnings Ratio9.649.647.547.205.385.746.44--
Price To Sales Ratio4.774.794.254.053.603.01---
Operating Margin72.4673.5478.2378.3086.7566.7644.3573.3772.96
Net Margin54.0854.5657.2557.6964.3048.9033.4857.4557.53
Shares Outstanding135.69142.21152.32159.34162.78162.84162.84162.84162.84
Market Capitalization6,211.226,211.224,973.214,613.823,829.683,138.603,120.38--
Operating Income after Interest Expense-858.84888.99851.51898.22695.22472.42-613.67
Reserves Increase (Decrease)-0.000.000.000.000.000.000.000.00

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue312.85317.31312.07312.71311.45304.89306.78301.78
Losses, Claims & Reserves47.3633.2637.1617.8135.8825.2930.5423.81
Selling, General and Administrative Incl. Other49.9851.5949.1659.3452.8452.8052.5257.85
Operating Income before Interest Expense215.51232.45225.75235.55222.73226.80223.71220.12
Interest Expense12.4712.4812.3712.4612.9012.3012.2912.26
Operating Income after Interest Expense203.04219.97213.38223.09209.83214.50211.42207.85
Unusual Expense---0.000.000.00-0.00
Net Income Before Taxes203.04219.97213.38223.09209.83214.50211.42207.85
Income Taxes44.1345.1345.6145.9246.3346.6945.6445.12
Consolidated Net Income158.91174.84167.77177.16163.50167.81165.78162.74
Net Income From Continuing Operations158.91174.84167.77177.16163.50167.81165.78162.74
Net Income158.91174.84167.77177.16163.50167.81165.78162.74
EPS (Recurring)1.151.251.181.221.101.111.081.05
EPS (Basic, Before Extraordinaries)1.161.251.181.231.111.121.091.06
EPS (Diluted)1.151.251.181.221.101.111.081.05
Non-Operating Income (Expense)0.000.000.000.000.000.000.000.00
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio9.649.919.039.118.718.367.967.54
Price To Sales Ratio4.775.124.694.664.644.584.374.16
Operating Margin68.8973.2672.3475.3371.5174.3972.9272.94
Net Margin50.7955.1053.7656.6552.4955.0454.0453.93
Shares Outstanding135.69138.13140.29142.21145.57148.38150.76152.32
Market Capitalization6,211.226,381.165,775.195,723.865,655.385,574.955,277.904,973.21

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Cash582.49599.43615.68513.77425.83452.79585.06159.05
Investments6,050.545,628.145,286.364,887.815,266.345,046.603,764.433,699.25
Premium Balance Receivables - Insurance46.1353.0345.0741.7442.2746.4641.1640.01
Net Property, Plant & Equipment6.608.8011.3013.6015.500.0022.600.00
Investment in Unconsolidated Affiliates0.000.000.00-27.000.000.000.00
Deferred Tax Assets54.5293.31115.60154.1348.3945.5755.09120.12
Other Intangible Assets187.71167.12143.57124.7688.84106.8686.7080.38
Total Assets6,928.006,549.836,217.595,735.805,914.165,698.284,555.054,098.81
Insurance Policy Liabilities - Insurance664.11639.39667.52721.73887.64862.62618.52719.67
Total Debt752.31753.63758.95758.76758.12758.6023.400.00
Long Term Debt748.42749.74755.15755.32758.12707.1423.400.00
Provision for Risks Charges0.000.000.000.000.000.000.000.00
Deferred Tax Liabilities34.5328.3027.1126.6649.9882.3952.1228.01
Other Liabilities121.86132.41131.66127.75112.90112.8733.9377.39
Total Liabilities1,572.821,553.731,585.241,634.901,808.641,816.47727.97825.07
Non-Equity Reserves0.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.00
Common Equity5,355.184,996.104,632.354,100.914,105.523,881.813,827.073,273.74
Total Shareholders Equity5,355.184,996.104,632.354,100.914,105.523,881.813,827.073,273.74
Accumulated Minority Interest0.000.000.000.000.000.000.000.00
Total Equity5,355.184,996.104,632.354,100.914,105.523,881.813,827.073,273.74
Total Liabilities & Stockholders Equity6,928.006,549.836,217.595,735.805,914.165,698.284,555.054,098.81
Book Value Per Share37.6632.8029.0725.1925.2123.8423.5020.10
Tangible Book Value Per Share37.6632.8029.0725.1925.2123.8423.5020.10
Full-Time Employees419421465496503525525-
Price to Book Ratio1.210.991.040.930.760.74--
Return on Assets10.0110.7811.1412.099.427.2313.00-
Return on Equity13.0314.2915.2417.1613.699.6115.84-
Return on Invested Capital11.0511.9812.3514.5011.248.0714.6014.78
Current Ratio1.641.912.071.461.151.132.771.24

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations704.23708.75739.29693.58718.74550.99394.46656.22663.39
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital8.5115.77-53.03-61.54-158.2221.13309.89-156.20-152.28
Cash from Operating Activities712.74724.52686.26632.04560.51572.12704.35500.02511.12
Capital Expenditures0.000.000.000.000.000.000.000.000.00
Net Assets From Acquisitions0.000.00-5.510.00-6.52-27.300.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.000.000.000.00
Purchase or Sale of Investments-173.28-218.06-299.41-215.48-213.74-371.48-1,136.91175.99-498.18
Purchase of Investments-1,588.00-1,896.70-1,605.66-1,035.06-1,219.31-1,583.24-1,942.46-951.28-1,258.82
Sale Or Maturity of Investments1,414.721,678.641,306.25819.581,005.571,211.77805.551,127.27760.65
Other Uses-11.13-8.32-15.59-13.930.000.000.000.000.00
Other Sources0.000.000.000.000.000.000.000.000.00
Cash from Investing Activities-184.41-226.38-320.51-229.40-220.25-398.78-1,136.91175.99-498.18
Cash Dividends Paid-126.50-120.83-111.72-212.96-250.78-200.29-437.35-250.00-50.00
Change in Capital Stock-431.49-382.40-243.97-87.76-1.530.000.000.000.00
Repurchase of Common Pref Stock-431.49-382.40-243.97-87.76-1.530.000.000.000.00
Sale of Common Pref Stock0.000.000.000.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.00-15.250.000.000.00737.650.000.00
Change in Long Term Debt0.000.00-15.250.000.000.00737.650.000.00
Issuance of Long Term Debt0.000.00742.250.000.000.00737.650.000.00
Reduction of Long Term Debt0.000.00-757.500.000.000.000.000.000.00
Net Financing Active Other Cash Flow-9.30-11.85-11.060.000.000.000.000.000.00
Other Financing Activities Uses-9.30-11.85-11.060.000.000.000.000.000.00
Cash from Financing Activities-567.29-515.08-382.00-300.73-252.31-200.29300.30-250.00-50.00
Exchange Rate Effect------0.01---
Net Change in Cash-38.97-16.94-16.25101.9187.95-26.97-132.26426.01-37.06
Free Cash Flow712.74724.52686.26632.04560.51572.12704.35500.02511.12
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow10.219.808.8811.1612.729.05---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Total Cash504.61448.45549.04582.49543.58612.97
Investments5,943.576,211.106,133.796,050.546,070.505,899.82
Net Property, Plant & Equipment0.000.000.006.600.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Deferred Tax Assets74.6133.0030.5654.5223.1832.55
Other Intangible Assets201.97196.94201.21187.71190.53184.05
Total Assets6,790.996,956.146,962.006,928.006,876.446,773.47
Insurance Policy Liabilities - Insurance694.63679.62675.64664.11668.09653.14
Total Debt745.62745.23744.85752.31744.11743.75
Long Term Debt745.62745.23744.85748.42744.11743.75
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities---34.53--
Other Liabilities153.69135.75197.96121.86146.96153.45
Total Liabilities1,593.941,560.611,618.451,572.821,559.161,550.35
Non-Equity Reserves0.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity5,197.055,395.535,343.555,355.185,317.295,223.13
Total Shareholders Equity5,197.055,395.535,343.555,355.185,317.295,223.13
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity5,197.055,395.535,343.555,355.185,317.295,223.13
Total Liabilities & Stockholders Equity6,790.996,956.146,962.006,928.006,876.446,773.47
Book Value Per Share38.3039.0638.0937.6636.5335.20
Tangible Book Value Per Share38.3039.0638.0937.6636.5335.20
Full-Time Employees---419--
Price to Book Ratio1.211.201.081.091.091.09
Return on Assets9.939.959.8810.019.7910.32
Return on Equity12.9112.8712.9313.0312.7513.47
Return on Invested Capital2.672.852.762.902.702.81
Current Ratio1.551.621.681.641.631.72

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations163.62176.82179.37184.41172.58176.24
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital20.30-58.3144.671.8519.43-56.72
Cash from Operating Activities183.92118.51224.04186.27192.01119.52
Capital Expenditures0.000.000.000.000.000.00
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments26.35-90.45-122.3013.12-118.57-25.90
Purchase of Investments-380.14-421.37-419.87-366.62-414.01-610.22
Sale Or Maturity of Investments406.49330.92297.56379.74295.44584.31
Other Uses-3.09-1.81-3.18-3.06-2.690.29
Other Sources0.000.000.000.000.000.00
Cash from Investing Activities23.26-92.26-125.4810.06-121.26-25.61
Cash Dividends Paid-32.98-33.48-29.76-30.29-30.96-31.50
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-117.94-93.34-93.20-127.02-105.51-84.58
Repurchase of Common Pref Stock-117.94-93.34-93.20-127.02-105.51-84.58
Sale of Common Pref Stock0.000.000.000.000.000.00
Proceedsfrom Stock Options0.000.000.000.000.000.00
Issuance or Reduction of Debt, Net0.000.000.000.000.000.00
Change in Long Term Debt0.000.000.000.000.000.00
Issuance of Long Term Debt0.000.000.000.000.000.00
Reduction of Long Term Debt0.000.000.000.000.000.00
Net Financing Active Other Cash Flow-0.11-0.03-9.06-0.10-3.67-0.13
Other Financing Activities Uses-0.11-0.03-9.06-0.10-3.67-0.13
Cash from Financing Activities-151.02-126.85-132.01-157.41-140.14-116.21
Net Change in Cash56.16-100.59-33.4538.92-69.39-22.30
Free Cash Flow183.92118.51224.04186.27192.01119.52
Price to Free Cash Flow10.2110.769.719.549.719.59

Revenue breakdown

Insurance Agents, Brokers & Service2024: 1.20B 2025: 1.24B
United States2024: 1.20B 2025: 1.24B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3011.33%3.0M26.5M405.04K
2026-10-1511.22%3.0M27.1M399.54K
2026-09-309.52%2.7M28.7M382.15K
2026-09-159.83%2.8M28.0M372.49K
2026-08-3111.14%3.1M28.0M346.30K
2026-08-148.81%2.4M27.3M342.69K
2026-07-3110.94%2.9M26.8M342.33K
2026-07-1513.41%3.6M27.2M303.98K
2026-06-3013.54%3.7M27.2M308.83K
2026-06-1514.11%3.8M26.6M297.67K
2026-05-2913.96%3.9M27.9M309.49K
2026-05-1513.20%3.6M27.2M308.56K
2026-04-3013.79%3.8M27.5M321.14K
2026-04-1512.72%3.6M28.5M326.98K
2026-03-3112.88%3.7M28.6M325.58K
2026-03-1311.68%3.3M28.6M313.44K
2026-02-2711.36%3.2M28.6M295.03K
2026-02-1310.92%3.2M29.1M292.27K
2026-01-3011.46%3.3M29.2M272.13K
2026-01-1511.24%3.2M28.6M270.70K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call25.0019.9023.500.004.1960.000.000.920-0.1890.011
call30.0015.0018.500.003.2490.000.000.895-0.1760.014
call35.009.6013.500.002.4360.000.000.858-0.1590.017
call40.005.108.505.701.6961.000.000.796-0.1330.021
call45.000.504.900.651.4311.000.000.598-0.1460.029
call50.000.000.050.050.3554490.000.146-0.0360.018
call55.000.001.150.000.5560.000.000.031-0.0150.005
call60.000.001.150.000.7760.000.000.024-0.0170.004
call65.000.004.900.000.9690.000.000.020-0.0180.004
call70.000.001.150.001.1420.000.000.017-0.0190.003
call75.000.001.150.001.2990.000.000.015-0.0190.003
put25.000.001.151.153.3001.000.00-0.080-0.1890.011
put30.000.004.500.002.5130.000.00-0.105-0.1760.014
put35.000.001.150.001.8320.000.00-0.141-0.1570.017
put40.000.001.150.101.2060.000.00-0.203-0.1310.021
put45.000.001.550.000.7060.000.00-0.402-0.1440.029
put50.001.504.900.000.8240.000.00-0.914-0.0180.012
put55.006.5010.900.001.6490.000.00-0.968-0.0120.005
put60.0011.7016.100.002.1030.000.00-0.976-0.0130.004
put65.0016.7020.6015.802.2140.000.00-0.980-0.0130.004
put70.0021.5025.800.002.5780.000.00-0.982-0.0130.003
put75.0026.5030.500.002.6840.000.00-0.984-0.0140.003

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-11-03SEC
2026-11-048-KCurrent report2026-11-04SEC
2026-10-308-KCurrent report2026-10-29SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-01SEC
2026-10-014Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-214Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-014Statement of changes in beneficial ownership of securities2026-08-31SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-17144Filing for proposed sale of securities under Rule 144.SEC
2026-08-0610-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-058-KCurrent report2026-08-05SEC
2026-08-034Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-07-014Statement of changes in beneficial ownership of securities2026-06-30SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-18SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-18SEC
2026-06-234Statement of changes in beneficial ownership of securities2026-06-18SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110045.19M1
2026-100000
2026-090037.12M1
2026-080034.95M2
2026-070024.03M1
2026-060026.53M2
2026-050025.85M1
2026-040023.85M1
2026-030034.06M3
2026-020017.04M2
2026-010025.00M1
2025-120035.86M1
2025-110033.18M3

Institutional holders

Manager% owned
BlackRock, Inc.3.42%
DIMENSIONAL FUND ADVISORS LP2.35%
VANGUARD PORTFOLIO MANAGEMENT LLC1.26%
FIRST TRUST ADVISORS LP1.16%
Glendon Capital Management LP0.93%
STATE STREET CORP0.90%
VANGUARD CAPITAL MANAGEMENT LLC0.89%
LSV ASSET MANAGEMENT0.72%
AMERICAN CENTURY COMPANIES INC0.69%
GEODE CAPITAL MANAGEMENT, LLC0.63%

Funds

Fund% owned
Bond Fund19.02%
Calvert Bond Fund8.77%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND8.03%
VANGUARD TOTAL BOND MARKET INDEX FUND7.95%
Eaton Vance Total Return Bond ETF7.36%
VANGUARD TOTAL BOND MARKET II INDEX FUND7.00%
Eaton Vance Total Return Bond Fund6.68%
Thompson Bond Fund4.95%
iShares iBonds Dec 2029 Term Corporate ETF4.47%
NYLIM MacKay High Yield Corporate Bond Fund4.12%

OakChart. ACT. Cached 15 minutes.