OakChart

Goosehead Insurance Inc

GSHDFinancial·Insurance Brokers·USA·Small·NASD·Nov 11 • 12:10 PM ET

45.22-0.91 (-1.97%)
2026-11-11 18:10 CET
Market cap
1,098.02 USD m
Revenue, TTM
402.16 USD m
Net income, TTM
35.29 USD m
Free cash flow, TTM
66.55 USD m
EPS diluted, TTM
1.37
P/E
32.95
Compare

Price

GSHD against its 20, 50 and 200-day averages
2050200beat
40.0050.0060.0070.00826K1.7MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26GSHDclose 45.2220-day 49.1550-day 50.23200-day 50.0745.2252w low

43.4% under the 52-week high of 79.85 on 11 Dec 2025. 52-week low 33.68 on 28 May 2026. Last 15 sessions, 36.8% high to low

Profile

GSHD
52-week range, 25% of the way up
33.6879.85

Goosehead Insurance, Inc. is a holding company, which engages in the provision of independent personal lines of insurance. The company was founded by Robyn Jones and Mark E. Jones in 2003 and is headquartered in Westlake, TX.

IndexRUT
Employees1600
IPOApr 27, 2018
Beta1.51
ATR, 14d3.40
Rel volume0.52
Short float11.11%
Insider own6.77%
Inst own115.81%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap1.61B
Enterprise Value1.88B
Income35.29M
Sales402.16M
Book/sh-4.72
Cash/sh0.77
Dividend Est.-
Dividend TTM-
Dividend Ex-DateJan 21, 2025
Dividend Gr. 3/5Y- -
Payout0.00%
Employees1600
IPOApr 27, 2018

Ratios

P/E32.95
Forward P/E17.25
PEG0.80
P/S3.99
P/B-
P/C58.45
P/FCF24.13
EV/EBITDA17.64
EV/Sales4.66
Quick Ratio1.54
Current Ratio1.54
Debt/Eq-
LT Debt/Eq-
Option/ShortYes / Yes

Earnings

EPS (ttm)1.37
EPS next Y2.62
EPS next Q0.59
EPS this Y13.17%
EPS next Y24.56%
EPS next 5Y21.63%
EPS past 3/5Y241.96% 15.53%
Sales past 3/5Y20.38% 25.57%
EPS Y/Y TTM18.77%
Sales Y/Y TTM17.74%
EPS Q/Q122.15%
Sales Q/Q20.59%
EarningsNov 09 AMC
EPS/Sales Surpr.9.21% 1.37%

Ownership

Insider Own6.77%
Insider Trans-5.92%
Inst Own115.81%
Inst Trans-0.92%
ROA8.37%
ROE-
ROIC14.22%
Gross Margin-
Oper. Margin23.31%
Profit Margin8.78%
SMA20-7.99%
SMA50-9.97%
SMA200-9.69%
Trades-

Technical

Shs Outstand23.80M
Shs Float22.19M
Short Float11.11%
Short Ratio5.90
Short Interest2.46M
52W High79.85 -43.37%
52W Low33.68 34.27%
Volatility6.29% 5.91%
ATR (14)3.40
RSI (14)41.08
Beta1.51
Rel Volume0.52
Avg Volume417.36K
Volume94,581

Performance

Perf Week-19.75%
Perf Month1.76%
Perf Quarter-32.91%
Perf Half Y24.27%
Perf YTD-38.60%
Perf Year-35.07%
Perf 3Y-33.68%
Perf 5Y-66.05%
Perf 10Y-
Recom2.33
Target Price61.57
Prev Close46.13
Price45.22
Change %-1.97%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 06, 2026DowngradePPiper SandlerOverweight → Neutral$48+6.1%
Mar 17, 2026ResumedRRBC Capital MktsSector Perform$49+8.4%
Feb 18, 2026UpgradePPiper SandlerNeutral → Overweight$69+52.6%
Dec 01, 2025InitiatedJJefferiesBuy$93+105.7%
Aug 13, 2025InitiatedCCantor FitzgeraldOverweight$125+176.4%
Jul 24, 2025DowngradePPiper SandlerOverweight → Neutral$109+141.0%
Aug 22, 2024DowngradeBBMO Capital MarketsOutperform → Market Perform$90+99.0%
Aug 15, 2024DowngradeTTD CowenBuy → Hold$98 → $94+107.9%
Jan 10, 2024InitiatedTTD CowenOutperform$105+132.2%
Oct 17, 2023InitiatedUUBSBuy$84+85.8%

Peers

Mkt cap
TickerCompanyMkt cap
TWFGTWFG Inc1.45B
BWINBaldwin Insurance Group Inc4.49B
BROBrown & Brown Inc23.50B
AJGArthur J. Gallagher & Co71.56B
ERIEErie Indemnity Co12.59B
NPNeptune Insurance Holdings Inc3.91B
ARXAccelerant Holdings4.32B
RYANRyan Specialty Holdings Inc11.77B
MRSHMarsh97.74B
SLQTSelectQuote Inc96.75M

Insider trading

latest 14 of 40
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Durable Capital Partners LP10% OwnerSep 22 '26Buy47.32150,0007,098,0002,720,260Sep 24 05:00 PM
KEBODEAUX ADRIENNEMember of 10% owner groupAug 20 '26Sale70.007,000490,0000Aug 24 05:28 PM
Jones SerenaMember of 10% owner groupAug 20 '26Sale69.5010,000694,9900Aug 21 05:23 PM
Jones SerenaMember of 10% owner groupAug 20 '26Sale69.5010,000694,9900Aug 21 05:23 PM
Jones SerenaMember of 10% owner groupAug 19 '26Sale67.714,875330,0860Aug 21 05:23 PM
Jones SerenaMember of 10% owner groupAug 19 '26Sale67.714,875330,0860Aug 21 05:23 PM
Adrienne KebodeauxAffiliateAug 20 '26Proposed Sale68.392,000136,780Aug 20 05:30 PM
Jones SerenaMember of 10% owner groupAug 13 '26Sale67.501258,4380Aug 17 06:48 PM
Jones SerenaMember of 10% owner groupAug 13 '26Sale67.501258,4380Aug 17 06:48 PM
Serena JonesAffiliateAug 13 '26Proposed Sale65.5515,000983,250Aug 13 05:19 PM
SLJ Dynasty TrustAffiliateAug 13 '26Proposed Sale65.5515,000983,250Aug 13 05:11 PM
Mark & Robyn Jones DescendantsMember of 10% owner groupAug 03 '26Sale65.31100,0006,531,0000Aug 05 05:45 PM
Mark & Robyn Jones DescendantsMember of 10% owner groupAug 04 '26Sale66.8722,4811,503,2350Aug 05 05:45 PM
Durable Capital Partners LP10% OwnerJul 31 '26Buy61.9236,2562,245,1402,570,260Aug 04 05:12 PM

Held by

AUM
TickerCompanyAUM
IJRiShares Core S&P Small-Cap ETFAUM: 106.27B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.34B
VXFVanguard Extended Market Index ETFAUM: 30.47B
SPSMState Street SPDR Portfolio S&P 600TM Small Cap ETFAUM: 16.06B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
IJTiShares S&P Small-Cap 600 Growth ETFAUM: 7.45B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B

News

latest 14 of 206
  • Goosehead Insurance, Inc. Releases Preliminary Third Quarter 2026 Results (GlobeNewswire) -15.64%
  • Goosehead's Core Growth Faces Its Real Test As Contingent Windfall Fades From View (Earnings Whispers) +7.87%
  • Goosehead Insurance, Inc. Reschedules Investor Day to March 31, 2027 (GlobeNewswire)
  • Goosehead Insurance, Inc. to Report Third Quarter 2026 Results (GlobeNewswire)
  • Nike downgraded, Home Depot initiated: Wall Street's top analyst calls (The Fly) -6.06%
  • Loading…
  • Netflix upgraded, PepsiCo downgraded: Wall Street's top analyst calls (The Fly)
  • Goosehead Insurance Stock Is Down 44% In A Year, Is It A Buy Under New Leadership? (TIKR)
  • First Solar upgraded, Celsius downgraded: Wall Street's top analyst calls (The Fly)
  • Goosehead Insurance Inc (GSHD) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
  • Goosehead: Q2 Earnings Snapshot (Associated Press)
  • Goosehead Insurance, Inc. Announces Second Quarter 2026 Results (GlobeNewswire)
  • Goosehead Insurance Announces CEO Transition (GlobeNewswire)
  • Goosehead Insurance, Inc. to Host Investor Day on November 13 (GlobeNewswire) +5.43%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-090.5520.5050.355106.84105.3915
2026Q22026-07-220.6400.4740.410113.39103.314
2026Q12026-04-220.3700.1990.19193.0885.0314
2025Q42026-02-170.6400.5680.485105.2699.3413
2025Q32025-10-220.4600.4570.28890.4492.4412
2025Q22025-07-230.4900.4970.18494.0393.7611
2025Q12025-04-230.2600.2220.09075.5878.7811
2024Q42025-02-240.7900.3990.57593.9278.5212
2024Q32024-10-230.5000.4500.29478.0480.5412
2024Q22024-07-240.4300.3900.24078.0974.3112
2024Q12024-04-240.2800.2030.05164.4665.3112
2023Q42024-02-210.2800.3260.14263.0168.4312
2023Q32023-10-250.4600.3070.27971.0370.3811
2023Q22023-07-260.4100.2850.15169.2865.4110
2023Q12023-04-260.1700.041-0.00457.9654.5811
2022Q42023-02-220.1100.1270.02157.4051.8111

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2018FY-0.6600.029-0.65760.1560.75
2019FY0.2800.3830.22277.4983.70
2020FY0.6800.6980.505117.01113.65
2021FY0.4800.5050.260151.31151.42
2022FY0.5500.5670.026209.39203.58
2023FY1.3301.3380.552261.28266.69
2024FY1.9901.5921.158314.51299.04
2025FY1.8601.7711.040365.3359.38
2026FY-2.105--424.22
2027FY-2.622--490.48
2028FY-3.347--587.99
2029FY-5.600---

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-101025111.4698.30118
2026Q4S2026-11-071023113.79109.62118.7
2026Q4S2026-10-311024113.79109.62118.7
2026Q4S2026-10-211124113.82109.62118.7
2026Q4S2026-10-201124113.86110118.7
2026Q4S2026-10-121114113.58107118.7
2026Q4S2026-10-061104113.39107118.7
2026Q4S2026-10-051108113.39107118.7
2026Q4S2026-09-291107114.19107121.32
2026Q4S2026-08-251107114.56107121.32
2026Q4S2026-08-241007114.14107121.32
2026Q4S2026-08-011006114.47107121.32
2026Q4S2026-07-271007114.47107121.32
2026Q4S2026-07-241008114.48107121.32

Estimate history

EPS, annual0-0.6570.2220.5050.260.0260.5521.1581.041.3724
Period201720182019202020212022202320242025TTM
EPS, quarterly0.240.2940.5750.090.1840.2880.4850.1910.409
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual42.71160.14877.486117.014151.312209.39261.276314.505365.304402.16
Period201720182019202020212022202320242025TTM
Sales, quarterly78.08878.03593.92275.58394.02790.435105.25893.076113.389
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual13.53313.815.23818.30420.19823.03424.96624.66824.65323.803
Period201720182019202020212022202320242025MRQ
Shares, quarterly24.20524.36924.66825.05525.35124.96724.65323.67123.803
PeriodQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Total Revenue402.16365.30314.50261.28209.39151.31117.0177.4960.15
Total Expenses308.40286.16253.02224.69199.26142.6497.0763.4174.08
Operating Income93.7679.1461.4936.5810.138.6719.9414.07-13.93
Unusual Expense0.004.690.353.630.000.00-0.090.000.00
Net Income Before Taxes70.6450.8546.7026.395.136.0017.7211.69-18.22
Income Taxes12.066.40-2.412.692.50-2.29-1.031.300.45
Consolidated Net Income58.5844.4549.1123.702.638.3018.7510.38-18.67
Net Income From Continuing Operations35.2927.8330.4314.140.565.409.293.57-8.90
Net Income35.2927.8330.4314.140.565.409.293.57-8.90
EPS (Recurring)1.421.131.160.620.030.260.500.22-0.66
EPS (Basic, Before Extraordinaries)1.441.111.230.590.030.280.550.24-0.66
EPS (Diluted)1.371.041.160.550.030.260.510.22-0.66
Non-Operating Income (Expense)-0.260.19-7.100.000.000.180.000.00-0.02
Other After Tax Adjustments0.000.000.000.000.000.000.000.000.00
Stock Option Compensation Expense17.4618.4722.1015.5215.525.763.461.1121.40
Price To Earnings Ratio33.6133.61139.53160.603,532.70483.56236.29173.59-
Price To Sales Ratio4.317.6813.0611.133.5717.8919.608.815.92
Operating Margin23.3121.6619.5514.004.845.7317.0418.16-23.16
Net Margin8.787.629.675.410.273.577.944.60-14.80
Shares Outstanding23.8024.6524.6724.9723.0320.2018.3015.2413.80
Market Capitalization1,098.021,098.022,475.331,754.05687.312,437.452,056.15595.49323.17

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q3
Total Revenue113.3993.08105.2690.4494.0375.5893.9278.03
Total Expenses86.8078.0874.3669.1673.6768.9766.0761.60
Operating Income26.5914.9930.9021.2820.356.6127.8516.44
Unusual Expense0.000.000.000.004.690.000.000.00
Net Income Before Taxes21.149.7924.6215.0910.170.9624.6814.92
Income Taxes4.121.753.792.401.89-1.690.862.31
Consolidated Net Income17.018.0420.8312.698.282.6523.8212.61
Net Income From Continuing Operations10.064.8912.437.915.152.3414.857.56
Net Income10.064.8912.437.915.152.3414.867.56
EPS (Recurring)0.410.190.480.290.270.090.570.29
EPS (Basic, Before Extraordinaries)0.420.200.500.310.200.090.600.31
EPS (Diluted)0.410.190.480.290.180.090.570.29
Non-Operating Income (Expense)0.260.27-0.58-0.210.810.17-1.360.54
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense3.764.914.374.414.754.935.445.61
Price To Earnings Ratio33.6140.7564.7865.0987.96101.77139.53116.21
Price To Sales Ratio4.314.087.527.9911.919.4113.0911.95
Operating Margin23.4516.1129.3523.5321.658.7529.6521.06
Net Margin8.885.2511.818.745.483.1015.829.69
Shares Outstanding23.8023.6724.6524.9725.3525.0524.6724.37
Market Capitalization1,098.021,051.711,834.541,886.622,643.862,948.392,475.332,046.01

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments37.9457.9744.0530.3930.4826.2415.2619.015.37
Short Term Receivables50.6945.9231.8943.2144.2238.8820.504.773.19
Investment Securities0.000.000.000.000.000.000.000.000.00
Securities In Custody0.000.000.000.000.000.000.000.000.00
Investments0.000.000.000.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Net Property, Plant & Equipment55.6461.5268.7279.4357.5939.169.547.586.84
Deferred Tax Assets216.37193.48181.21155.32125.6873.3615.541.96-
Other Intangible Assets54.2338.7629.0213.0112.328.193.791.491.30
Total Assets414.86397.65354.89321.35270.29185.8464.6334.8016.71
Total Debt352.29153.38143.22165.16174.96119.0446.1648.4548.66
Long Term Debt340.63136.79124.94151.66165.70112.3442.1645.9548.16
Provision for Risks Charges0.000.000.000.000.000.000.000.000.00
Other Liabilities225.36205.19194.89189.82164.51105.2049.4711.559.18
Total Liabilities577.65358.58338.11354.98339.48224.2495.6460.0057.84
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity-95.5043.8956.5510.67-14.02-4.88-9.01-8.50-41.13
Total Shareholders Equity-95.5043.8956.5510.67-14.02-4.88-9.01-8.50-41.13
Accumulated Minority Interest-67.28-4.81-39.77-44.29-55.17-33.53-22.00-16.700.00
Total Equity-162.7939.0816.79-33.62-69.19-38.40-31.01-25.20-41.13
Total Liabilities & Stockholders Equity414.86397.65354.89321.35270.29185.8464.6334.8016.71
Book Value Per Share-3.871.782.270.46-0.69-0.27-0.59-0.62-3.04
Tangible Book Value Per Share-5.480.761.570.27-0.83-0.30-0.62-0.63-3.06
Full-Time Employees1,6001,5801,4151,4271,290949595403280
Price to Book Ratio-9.7742.3837.65108.88-177.36-437.29-66.253.993.99
Return on Assets6.858.094.180.192.377.427.18-25.580.00
Return on Equity-60.5842.07---9.69-42.95-
Return on Invested Capital11.3516.847.790.353.568.6410.76-23.770.00
Quick Ratio1.602.341.821.461.662.491.992.921.34
Current Ratio1.602.341.821.461.662.491.992.921.34

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations104.1491.4190.6365.8339.8027.1441.9615.0712.11
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-17.990.34-19.09-15.07-4.088.31-17.326.17-1.83
Cash from Operating Activities86.1591.7671.5450.7635.7235.4424.6421.2410.28
Capital Expenditures-30.02-23.72-12.19-19.05-12.61-15.41-10.37-4.10-2.24
Net Assets From Acquisitions0.000.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.410.000.000.000.000.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.000.000.000.00
Other Uses-0.07-0.12-0.33-0.130.000.000.000.000.00
Other Sources0.270.300.090.000.040.030.040.020.02
Cash from Investing Activities-29.41-23.54-12.42-19.18-12.57-15.38-10.33-4.08-2.22
Cash Dividends Paid-145.79-145.790.000.000.000.000.000.00-78.32
Change in Capital Stock-132.86-67.75-50.959.906.134.595.040.3386.92
Repurchase of Common Pref Stock-134.94-81.72-63.180.000.000.000.000.000.00
Sale of Common Pref Stock2.0913.9712.239.906.134.595.040.3386.92
Proceedsfrom Stock Options2.0913.9712.239.906.134.595.040.3386.92
Issuance or Reduction of Debt, Net23.74196.7314.96-16.88-29.3839.5836.32-2.50-1.26
Change in Long Term Debt23.74196.7314.96-16.88-29.3839.5836.32-2.50-1.26
Issuance of Long Term Debt33.11298.4324.38-25.0043.9564.14-49.36
Reduction of Long Term Debt-9.37-101.70-9.42-16.88-54.38-4.37-27.82-2.50-50.62
Net Financing Active Other Cash Flow130.03-71.44-9.21-10.940.00-60.00-44.70-18.74-1.74
Other Financing Activities Uses129.77-71.44-10.20-10.940.00-60.00-44.70-18.74-1.74
Cash from Financing Activities-124.88-88.25-45.20-17.92-23.25-15.83-3.33-20.915.59
Net Change in Cash-68.14-20.0413.9313.66-0.094.2410.98-3.7513.64
Free Cash Flow66.5572.9670.5646.3125.5922.7114.6717.558.18
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Price to Free Cash Flow--58.2062.7929.21119.24156.3638.9044.36

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments27.4829.0937.9454.5295.6272.57
Short Term Receivables44.9132.1650.6927.3625.0023.92
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment53.0355.1855.6454.3954.2359.57
Deferred Tax Assets209.79211.44216.37212.63207.52200.57
Other Intangible Assets71.6264.9454.2354.6954.2155.93
Total Assets406.84392.81414.86403.60436.59412.56
Total Debt372.84375.73352.29350.65351.06352.35
Long Term Debt360.54363.70340.63341.00341.70343.45
Provision for Risks Charges0.000.000.000.000.000.00
Other Liabilities222.54221.26225.36223.67216.12205.72
Total Liabilities595.37597.00577.65574.32567.18558.07
Preferred Stock - Carrying Value0.000.000.000.000.000.00
Common Equity-112.40-121.27-95.50-104.98-78.59-88.54
Total Shareholders Equity-112.40-121.27-95.50-104.98-78.59-88.54
Accumulated Minority Interest-76.13-82.91-67.28-65.74-52.01-56.97
Total Equity-188.53-204.19-162.79-170.72-130.59-145.51
Total Liabilities & Stockholders Equity406.84392.81414.86403.60436.59412.56
Book Value Per Share-4.72-5.12-3.87-4.20-3.10-3.53
Tangible Book Value Per Share-6.75-6.98-5.48-5.58-4.30-4.62
Full-Time Employees--1,600---
Price to Book Ratio-9.77-11.01-17.52-24.01-29.8666.36
Return on Assets8.377.546.857.947.727.95
Return on Invested Capital4.062.025.073.351.960.92
Quick Ratio1.541.321.601.932.922.79
Current Ratio1.541.321.601.932.922.79

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations27.9118.6034.2623.3723.7310.05
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-11.984.27-11.110.845.185.43
Cash from Operating Activities15.9322.8723.1524.2128.9115.48
Capital Expenditures-7.43-7.33-8.74-6.52-5.11-3.35
Net Assets From Acquisitions0.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.160.240.000.000.000.00
Purchase or Sale of Investments0.000.000.000.000.000.00
Purchase of Investments0.000.000.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.000.000.00
Other Uses0.12-0.12-0.05-0.03-0.03-0.03
Other Sources0.050.060.070.090.080.06
Cash from Investing Activities-7.10-7.14-8.72-6.46-5.05-3.31
Cash Dividends Paid0.000.00-145.790.000.000.00
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock-3.69-49.72-23.11-56.341.0610.63
Repurchase of Common Pref Stock-3.92-49.83-23.48-57.72-0.530.00
Sale of Common Pref Stock0.230.120.371.371.5910.63
Proceedsfrom Stock Options0.230.120.371.371.5910.63
Issuance or Reduction of Debt, Net-0.7525.25-0.75-0.01-0.75198.24
Change in Long Term Debt-0.7525.25-0.75-0.01-0.75198.24
Issuance of Long Term Debt0.0026.000.007.110.00291.32
Reduction of Long Term Debt-0.75-0.75-0.75-7.12-0.75-93.08
Net Financing Active Other Cash Flow-5.99-0.11138.62-2.49-1.12-206.45
Other Financing Activities Uses-6.25-0.11138.62-2.49-1.12-206.45
Cash from Financing Activities-10.43-24.58-31.02-58.85-0.812.43
Net Change in Cash-1.60-8.85-16.58-41.1023.0514.60
Free Cash Flow14.4421.237.1523.7327.1814.90
Price to Free Cash Flow---36.3249.5241.48

Revenue breakdown

Agency Fees2024: 8.13M 2025: 10.40M
Contingent Commissions2024: 31.39M 2025: 38.38M
Initial Franchise Fees2024: 6.62M 2025: 5.59M
Interest Income2024: 932.00K 2025: 670.00K
New Business Commissions2024: 24.61M 2025: 27.99M
New Business Royalty Fees2024: 27.12M 2025: 30.15M
Other Franchise Revenues2024: 1.83M 2025: 2.73M
Renewal Commissions2024: 74.94M 2025: 78.62M
Renewal Royalty Fees2024: 138.94M 2025: 170.77M
United States2024: 314.51M 2025: 365.30M
Total Insurance Agents, Brokers & Service revenue2024: 314.51M 2025: 365.30M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3011.11%2.5M22.2M417.83K
2026-10-1510.84%2.4M22.2M471.43K
2026-09-3011.38%2.5M22.2M497.76K
2026-09-159.68%2.1M22.2M501.71K
2026-08-318.57%1.9M22.2M524.72K
2026-08-148.18%1.8M21.6M574.41K
2026-07-317.85%1.7M21.6M570.91K
2026-07-159.18%2.0M21.5M524.32K
2026-06-308.35%1.8M21.5M493.57K
2026-06-159.06%1.9M21.4M458.77K
2026-05-298.55%1.8M21.5M446.18K
2026-05-158.58%1.8M21.5M492.79K
2026-04-307.68%1.6M21.2M547.62K
2026-04-159.18%1.9M21.2M513.10K
2026-03-319.14%2.1M23.3M486.68K
2026-03-1311.24%2.6M23.3M440.98K
2026-02-2711.77%2.7M23.3M426.88K
2026-02-1310.79%2.5M23.3M335.41K
2026-01-309.67%2.3M23.6M275.09K
2026-01-1510.50%2.5M23.6M308.19K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call22.5021.9024.900.004.7250.000.000.991-0.0220.002
call25.0019.4022.300.004.0000.000.000.989-0.0220.002
call30.0014.6017.5018.403.1611.000.000.887-0.2030.014
call35.009.8012.500.002.3330.000.000.847-0.1820.017
call40.005.107.806.351.7244.000.000.723-0.2410.024
call45.001.402.6511.300.8817.000.000.550-0.1690.028
call50.000.002.551.101.51655.000.000.384-0.2300.027
call55.000.002.250.481.8794.000.000.305-0.2610.025
call60.000.001.701.132.00313.001.000.235-0.2450.022
call65.000.000.950.501.9234.000.000.152-0.1800.017
call70.000.002.150.002.1940.000.000.138-0.1920.016
call75.000.000.100.141.4381000.000.026-0.0340.005
call80.000.000.050.031.4485640.000.014-0.0200.003
call85.000.000.050.051.5807950.000.013-0.0200.003
call90.000.000.050.061.7521470.000.012-0.0220.002
put22.500.002.150.002.0400.000.00-0.009-0.0200.002
put25.000.000.050.921.7237.000.00-0.010-0.0180.002
put30.000.002.250.452.6413.000.00-0.113-0.2000.014
put35.000.001.250.251.90984.000.00-0.153-0.1780.017
put40.000.052.550.551.80420.000.00-0.275-0.2370.024
put45.000.353.302.001.25423.0010.00-0.440-0.1650.028
put50.003.605.802.000.99741.000.00-0.614-0.2230.027
put55.007.8010.600.001.3700.000.00-0.693-0.2540.025
put60.0012.7015.5014.431.6337.001.00-0.765-0.2390.022
put65.0017.7020.900.002.1830.000.00-0.848-0.1720.017
put70.0022.6026.600.002.7840.000.00-0.862-0.1840.016
put75.0027.6031.400.002.8880.000.00-0.974-0.0290.004
put80.0032.6036.300.003.0610.000.00-0.986-0.0130.003
put85.0037.6041.600.003.5050.000.00-0.987-0.0130.002
put90.0042.6046.600.003.6770.000.00-0.988-0.0130.002

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-09NT 10-Q2026-09-30SEC
2026-11-098-KCurrent report2026-11-06SEC
2026-10-30SCHEDULE 13G/ASEC
2026-10-07SCHEDULE 13G/ASEC
2026-09-244Statement of changes in beneficial ownership of securities2026-09-22SEC
2026-08-314Statement of changes in beneficial ownership of securities2026-08-27SEC
2026-08-314Statement of changes in beneficial ownership of securities2026-08-27SEC
2026-08-244Statement of changes in beneficial ownership of securities2026-08-20SEC
2026-08-24SCHEDULE 13D/ASEC
2026-08-214Statement of changes in beneficial ownership of securities2026-08-19SEC
2026-08-20144Filing for proposed sale of securities under Rule 144.SEC
2026-08-194Statement of changes in beneficial ownership of securities2026-08-17SEC
2026-08-174Statement of changes in beneficial ownership of securities2026-08-13SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-13144Filing for proposed sale of securities under Rule 144.SEC
2026-08-13144Filing for proposed sale of securities under Rule 144.SEC
2026-08-13SCHEDULE 13G/ASEC
2026-08-07SCHEDULE 13G/ASEC
2026-08-054Statement of changes in beneficial ownership of securities2026-08-03SEC
2026-08-044Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-08-034Statement of changes in beneficial ownership of securities2026-07-31SEC
2026-07-31SCHEDULE 13G/ASEC
2026-07-304Statement of changes in beneficial ownership of securities2026-07-29SEC
2026-07-304Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-304Statement of changes in beneficial ownership of securities2026-07-28SEC
2026-07-29144Filing for proposed sale of securities under Rule 144.SEC
2026-07-28144Filing for proposed sale of securities under Rule 144.SEC
2026-07-28144Filing for proposed sale of securities under Rule 144.SEC
2026-07-284Statement of changes in beneficial ownership of securities2026-07-24SEC
2026-07-283Initial statement of beneficial ownership of securities2026-07-24SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-097.10M100
2026-080010.59M9
2026-0711.45M49.53M4
2026-060000
2026-05480.72K38.83M5
2026-0400263.89K2
2026-030000
2026-02250.04K100
2026-010000
2025-12005.13M1
2025-11512.50K200

Institutional holders

Manager% owned
BlackRock, Inc.15.45%
WASATCH ADVISORS LP10.21%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC9.16%
Capital World Investors8.57%
Durable Capital Partners LP7.76%
VANGUARD PORTFOLIO MANAGEMENT LLC5.47%
VANGUARD CAPITAL MANAGEMENT LLC4.23%
STATE STREET CORP3.88%
DF DENT & CO INC3.28%
Langdon Equity Partners3.02%

Funds

Fund% owned
SMALLCAP World Fund Inc8.33%
iShares Core S&P Small-Cap ETF6.03%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.98%
Virtus KAR Small-Cap Growth Fund2.77%
iShares Russell 2000 ETF2.58%
Wasatch Core Growth Fund2.41%
VANGUARD SMALL-CAP INDEX FUND2.18%
Janus Henderson Venture Fund1.35%
Voya Small Cap Growth Fund1.35%
VANGUARD SMALL-CAP GROWTH INDEX FUND1.25%

OakChart. GSHD. Cached 15 minutes.