Goosehead Insurance (GSHD)

• Market cap: $2.6B
• 1 day: -3.15%
• 5 days: -7.88%
• 1 month: 0.34%
• 3 months: -12.69%
• 6 months: 29.06%
• Year to date: 1.41%
• 1 year: 22.19%
• 5 years: 93.12%
• 10 years: 577.33%
• Sector: Financials
• Industry: Insurance Agents, Brokers & Service

About: Goosehead Insurance Inc operates as an insurance agency. Its insurance products consist of homeowner's insurance; auto insurance; other personal lines products including flood, wind and earthquake insurance; excess liability or umbrella insurance; specialty lines insurance (motorcycle, recreational vehicle and other insurance); commercial lines insurance (general liability, property, and auto insurance for small businesses); and life insurance. Geographically, it operates in Texas, California, Illinois, Florida, and other regions.

Employees: 1,415

Fund manager confidence

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

184% more first-time investments, than exits

New positions opened: 54 | 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]

18% more capital invested

Capital invested by funds: $2.37B [Q3] → $2.8B (+$432M) [Q4]

13% more funds holding

Funds holding: 230 [Q3] → 260 (+30) [Q4]

2.44% less ownership

Funds ownership: 109.33% [Q3] → 106.89% (-2.44%) [Q4]

18% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 90

Research analyst outlook

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

• Low target: $90 16% downside
• Avg. target: $90 16% downside
• High target: $90 16% downside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

JP Morgan Pablo Singzon 100% 1-year accuracy 2 / 2 met price target

16% downside $90

Neutral Maintained

3 Jan 2025