Hippo Holdings (HIPO)

• Market cap: $711M
• 1 day: -4.40%
• 5 days: 0.93%
• 1 month: 24.44%
• 3 months: 4.82%
• 6 months: 4.24%
• Year to date: 10.22%
• 1 year: 80.92%
• 5 years: -90.17%
• 10 years: -90.17%
• Sector: Financials
• Industry: Property & Casualty Insurance

About: Hippo Holdings Inc is a home insurance group that created a new standard of care and protection for homeowners. It provides insurance for computers, home offices, electronics, appliances, water backup, and service line coverage, among others. It has three reportable segments Services segment earns fees and commission income without assuming underwriting risk or need for reinsurance, Insurance-as-a-Service managed through the company's subsidiary Spinnaker is a platform to support third-party MGAs, and the Hippo Home Insurance Program engaged in homeowners insurance business. It generates the majority of its revenue from the Insurance-as-a-Service segment.

Employees: 478

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

3,516% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $302K

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

13% more funds holding

Funds holding: 96 [Q4 2024] → 108 (+12) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

0.66% less ownership

Funds ownership: 36.0% [Q4 2024] → 35.35% (-0.66%) [Q1 2025]

4% less capital invested

Capital invested by funds: $235M [Q4 2024] → $227M (-$8.3M) [Q1 2025]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]

Research analyst outlook

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

• Low target: $26 8% downside
• Avg. target: $28 1% downside
• High target: $30 6% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Thomas McJoynt-Griffith	8% downside $26	Market Perform Maintained	22 Apr 2025
Jefferies Yaron Kinar	6% upside $30	Buy Maintained	11 Apr 2025