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ACT

Enact Holdings, Inc.
47.88post−$0.02 (−0.03%)at close +$0.00 (+0.00%)
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as of 19:59:58 UTCnext report Nov 5 · 92d
Earnings Room‹ back to ACT

The report

fiscal Q3 2026 · from the company's notice
Nov 5after close92days out

Expected movement

market-implied · at the Aug 4 close
±11.9%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 164days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Jan 15 · first after the reportATM strike 50straddle 6.70ATM IV 25%× 0.85 straddle-to-rangespot 47.88

Blast radius

2 linked · N-PORT + EDGAR

If ACT moves ±11.9% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

4 expiries · as of the Aug 3 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
first
0
Aug 21
18d
23
▲ +0%
first
0
Sep 18
46d
1
▲ +0%
▲ +0%
6
Oct 16
74d
115
▲ +21%
first
0
Jan 15
165d
24
▲ +0%

The record

expected in pale · actual in full color
1/8reports moved further than the options market had pricedtypically ±2.6% realized vs ±7.2% priced
May 5 '26±11.8%+1.8%×0.15
Feb 3 '26±7.8%+9.3%×1.18
Nov 5 '25±7.8%+2.3%×0.29
Jul 30 '25±6.5%+1.0%×0.15
Apr 30 '25±5.0%+2.2%×0.44
Feb 4 '25±6.4%+1.5%×0.23
Nov 6 '24±8.0%1.6%×0.21
Jul 31 '24±4.3%1.6%×0.37
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 1.18 · rev $312M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.