Insider Trading March 10, 2026

Enact Holdings Controller Disposes $104,100 in Shares; Company Posts Mixed Q4 2025 Results

Controller James McMullen sold 2,500 Enact shares on March 6, 2026; quarterly earnings topped expectations while revenue narrowly missed forecasts

By Nina Shah ACT
Enact Holdings Controller Disposes $104,100 in Shares; Company Posts Mixed Q4 2025 Results
ACT

Enact Holdings controller James McMullen sold 2,500 shares on March 6, 2026, raising $104,100 at $41.64 per share. After the sale, McMullen holds 1,272 shares directly. Separately, Enact reported fourth-quarter 2025 earnings per share of $1.23, beating a $1.08 analyst estimate, while quarterly revenue of $312.71 million fell short of a $316.94 million projection. The stock trades at a price-to-earnings ratio of 9.12 and has returned 27% over the last 12 months. An analysis cited in the filing indicates the shares appear overvalued at current levels.

Key Points

  • Controller James McMullen sold 2,500 shares on March 6, 2026, for $104,100 at $41.64 per share and now directly owns 1,272 shares.
  • Enact reported Q4 2025 EPS of $1.23, beating the $1.08 analyst estimate, while revenue of $312.71 million missed the $316.94 million forecast.
  • The stock trades at a P/E of 9.12, has returned 27% over the past year, and an analysis indicates the shares appear overvalued at current levels; these developments are relevant to equity markets and financial sector investors.

Enact Holdings, Inc. (NASDAQ: ACT) disclosed an insider sale on March 6, 2026, when Controller James McMullen sold 2,500 shares of common stock for proceeds totaling $104,100. The transaction was executed at a uniform price of $41.64 per share and was reported on a Form 4 filing with the Securities and Exchange Commission.

Following this disposition, McMullen retains direct ownership of 1,272 shares of Enact common stock. The Form 4 filing is the formal public record of the sale.


Market metrics cited alongside the transaction show the stock trading at a price-to-earnings ratio of 9.12, and the name has delivered a 27% total return over the trailing 12 months. An analysis referenced in relation to the company describes the shares as appearing overvalued at present price levels. Additional, in-depth research reports for U.S. equities are available for investors seeking further context on valuation and fundamentals.


On the fundamentals front, Enact released fourth-quarter 2025 financial results that presented a mixed picture. Reported earnings per share for the period were $1.23, exceeding analyst expectations of $1.08. Revenue for the quarter, however, came in at $312.71 million, modestly below the anticipated $316.94 million.

These results reflect a divergence between profitability per share and top-line performance for the quarter. The earnings beat and the revenue shortfall together represent the most recent public financial developments for Enact Holdings.


The filing and the quarterly figures provide two distinct data points for market participants to weigh: an insider sale that reduced direct shareholdings by the controller, and corporate results that combine an earnings upside with a slight revenue miss. Investors and analysts will likely incorporate both items into their assessment of valuation and near-term performance.

All transactions referenced above were disclosed in regulatory filings and the company's published quarterly results.

Risks

  • Revenue shortfall in Q4 2025 relative to analyst expectations - impacts company top-line momentum and could influence investor sentiment in the financial sector.
  • Analytical assessment that the shares appear overvalued at current prices - may increase vulnerability to price revaluation in equity markets.
  • Insider sale by the company controller reduced direct holdings - could be interpreted by market participants as a change in insider positioning, affecting perceptions among shareholders.

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