ACTEnact Holdings, Inc.
Insurance Agents, Brokers & Service
- Revenue
- $1.2B
- 2.8% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $297M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear107% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear69% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.1B | $1.2B | $1.2B | $1.2B | 2.8% |
| Net income | $547M | — | $666M | $688M | $674M | 2.0% |
| Operating cash flow | $572M | $561M | $632M | $686M | $725M | 5.6% |
| Stock-based comp | $1M | $10M | $15M | $19M | $19M | 1.3% |
| Buybacks | $0 | $2M | $88M | $244M | $382M | 57% |
| Dividends | $200M | $251M | $213M | $112M | $121M | 8.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $37M · 1
- Net
- −$37M
Pay vs performance
No pay-versus-performance disclosure yet.