Goosehead Insurance (GSHD)

• Market cap: $2.91B
• 1 day: -0.17%
• 5 days: -2.84%
• 1 month: -2.22%
• 3 months: 12.03%
• 6 months: 31.72%
• Year to date: 12.03%
• 1 year: 71.13%
• 5 years: 188.31%
• 10 years: 648.32%
• Sector: Financials
• Industry: Insurance Agents, Brokers & Service

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

111% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $5.8M

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

19% more capital invested

Capital invested by funds: $2.36B [Q3] → $2.82B (+$456M) [Q4]

15% more funds holding

Funds holding: 229 [Q3] → 263 (+34) [Q4]

1.53% less ownership

Funds ownership: 109.22% [Q3] → 107.69% (-1.53%) [Q4]

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $43 64% downside
• Avg. target: $108 9% downside
• High target: $150 27% upside

6 analyst ratings

• positive: 3 50%
• neutral: 2 33%
• negative: 1 17%

UBS Brian Meredith 93% 1-year accuracy 26 / 28 met price target	23% upside $145	Buy Maintained	7 Mar 2025
Keefe, Bruyette & Woods Tommy McJoynt 67% 1-year accuracy 6 / 9 met price target	8% upside $127	Outperform Maintained	26 Feb 2025
B of A Securities Joshua Shanker 53% 1-year accuracy 29 / 55 met price target	64% downside $43	Underperform Maintained	25 Feb 2025
Citizens Capital Markets Matthew Carletti 83% 1-year accuracy 49 / 59 met price target	27% upside $150	Market Outperform Maintained	25 Feb 2025
Truist Securities Mark Hughes 76% 1-year accuracy 44 / 58 met price target	24% downside $90	Hold Reiterated	25 Feb 2025