Goosehead Insurance (GSHD)

• Market cap: $2.65B
• 1 day: 1.34%
• 5 days: -0.98%
• 1 month: -17.66%
• 3 months: -10.86%
• 6 months: -10.82%
• Year to date: -7.60%
• 1 year: 70.81%
• 5 years: 73.16%
• 10 years: 517.21%
• Sector: Financials
• Industry: Insurance Brokers

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: 1,580

Fund manager confidence

Based on 2024 Q4 regulatory disclosures 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 (+$457M) [Q4]

15% more funds holding

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

1.46% less ownership

Funds ownership: 109.14% [Q3] → 107.69% (-1.46%) [Q4]

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

Research analyst outlook

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

• Low target: $43 56% downside
• Avg. target: $118 22% upside
• High target: $150 54% upside

9 analyst ratings

• positive: 5 56%
• neutral: 3 33%
• negative: 1 11%

UBS Brian Meredith 75% 1-year accuracy 27 / 36 met price target	44% upside $140	Buy Maintained	28 Apr 2025
BMO Capital Michael Zaremski 79% 1-year accuracy 19 / 24 met price target	46% upside $142	Market Perform Maintained	28 Apr 2025
Keefe, Bruyette & Woods Tommy McJoynt 42% 1-year accuracy 5 / 12 met price target	34% upside $130	Outperform Maintained	24 Apr 2025
JP Morgan Pablo Singzon 100% 1-year accuracy 3 / 3 met price target	1% upside $98	Neutral Maintained	24 Apr 2025
JMP Securities Matthew Carletti 64% 1-year accuracy 38 / 59 met price target	54% upside $150	Market Outperform Reiterated	24 Apr 2025