TrupanionTRUP
About: Trupanion Inc is a specialty insurance products provider in the United States. Its core business is the sale of insurance products tailor-made for pets, especially cats and dogs. It operates in two business segments: The subscription business segment generates revenue primarily from subscription fees related to the Company's direct-to-consumer products and Other business segment is comprised of revenue from other product offerings that generally have a business-to-business relationship and a different margin profile than subscription business segment, including revenue from writing policies on behalf of third parties and revenue from other products and software solutions.
Employees: 1,142
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
34% more capital invested
Capital invested by funds: $1.25B [Q2] → $1.67B (+$423M) [Q3]
12% more funds holding
Funds holding: 187 [Q2] → 209 (+22) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
6.6% less ownership
Funds ownership: 101.18% [Q2] → 94.58% (-6.6%) [Q3]
23% less call options, than puts
Call options by funds: $31.6M | Put options by funds: $40.9M
40% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 81
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Northland Capital Markets Greg Gibas 50% 1-year accuracy 4 / 8 met price target | 5%downside $50 | Market Perform Maintained | 31 Oct 2024 |
Piper Sandler John Barnidge 84% 1-year accuracy 27 / 32 met price target | 8%upside $57 | Neutral Maintained | 31 Oct 2024 |
Piper Sandler John Barnidge 84% 1-year accuracy 27 / 32 met price target | 15%downside $45 | Neutral Maintained | 2 Oct 2024 |
Stifel Jonathan Block 25% 1-year accuracy 2 / 8 met price target | 24%downside $40 | Hold Maintained | 23 Sept 2024 |
B of A Securities Joshua Shanker 57% 1-year accuracy 21 / 37 met price target | 6%upside $56 | Buy Maintained | 20 Sept 2024 |
Financial journalist opinion
Based on 6 articles about TRUP published over the past 30 days