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: 1,130
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
88% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 32
25% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 61
12% more funds holding
Funds holding: 210 [Q3] → 235 (+25) [Q4]
11% more capital invested
Capital invested by funds: $1.67B [Q3] → $1.86B (+$188M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
3.4% less ownership
Funds ownership: 94.57% [Q3] → 91.17% (-3.4%) [Q4]
24% less call options, than puts
Call options by funds: $48.2M | Put options by funds: $63M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stifel Jonathan Block 5% 1-year accuracy 1 / 20 met price target | 15%upside $41 | Hold Maintained | 20 Feb 2025 |
Piper Sandler John Barnidge 38% 1-year accuracy 18 / 48 met price target | 46%upside $52 | Overweight Maintained | 20 Feb 2025 |
Financial journalist opinion
