GSHD · Goosehead Insurance, Inc.

Track GSHD — free

$45.51 -1.64 (-3.48%) At close · Oct 2

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.61B

35.52M

Volume · Oct 2 312.37K Avg daily vol (3M) 495.68K

Up next

Next earnings call

Oct 21, 2026 Est · unconfirmed · in 2 wks

Latest filing: 10-Q

filed Jul 23, 2026

Q2 2026 earnings call transcript

call held Jul 22, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$402.16M

Trailing 12 months

Net income (TTM)

$34.99M

Trailing 12 months

Revenue growth YoY

+20.6%

Year over year

Operating margin

23.3%

Trailing 12 months

P / E (TTM)

43.8

Trailing earnings · reciprocal yield 2.3%

FCF yield

5.0%

TTM · current market cap

Return on invested capital

42.9%

Trailing 12 months

Net cash

−$293.72M

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-7.4%

Year over year · fewer shares

Price change (1Y)

-36.9%

Trailing year

Short interest

6.0%

Latest settlement · 6.7 days to cover

View all 115 metrics

Equibles Rating

blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Sell Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol Very High

Market backdrop VIX 15.3 · calm Equity put/call 0.58

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −15%

below

Price vs 50-day avg −26%

below

RSI (14) 33

neutral

MACD trend Negative

52-week position 25%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Weak

1-month return −32%

trailing

6-month return +9%

trailing

YTD return −38%

this year

Relative strength −4%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $61 › 200d $53 — 50d above 200d

Institutional flow Accumulating

1 of 231 funds reported for Sep 30 · net +285 sh shares

Insider flow Distributing

Net -$1.6M over 90 days · 67% sells

Short interest Rising

6.05% of float · ▲ +13.0% MoM · 6.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

231 holders — mid 3-yr range

Squeeze score 61

elevated · 0–100

Fundamentals

Fair

Revenue growth +16%

Y/Y

EPS growth −10%

Y/Y

Free cash flow $86.1M

Valuation P/E 45.5

rich

Buyback $144.6M

remaining

Balance sheet $258.1M

net debt

Quant / Vol

risk profile

Very High

Volatility 64%

annualized · 1-yr

Max drawdown −56%

past year

ATR 6.9%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 4 of last 4

Latest guidance · from the 8-K filed Jul 22, 2026

Total revenues · full year 2026 Non-GAAP Initiated 12% – 19%

Guided vs delivered · last 4 settled

Total revenues full year 2024

guided $290M – $310M

guided $290M – $310M $314.51M Beat +4.8%

Total revenues full year 2023

guided $260M – $267M

guided $260M – $267M $261.28M In line

Total revenues full year 2021

guided $149M – $155M

guided $149M – $155M $151.31M In line

Total revenues full-year 2020

guided $104M – $109M

guided $104M – $109M $117.01M Beat +9.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

3 · 4 · 0

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−15% Bearish

Price vs 50-day avg

−26% Bearish

RSI (14)

33 Neutral

MACD trend

Negative Bearish

52-week position

25% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $61 › 200d $53 — 50d above 200d

Institutional flow Accumulating

1 of 231 funds reported for Sep 30 · net +285 sh shares

Insider flow Distributing

Net -$1.6M over 90 days · 67% sells

Short interest Rising

6.05% of float · ▲ +13.0% MoM · 6.7 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

231 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $34 Now $46 · 25% Range high $78

vs 200-day avg -15% vs 50-day avg -26%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA non-GAAP	$37.9M	Three Months Ended June 30, 2026 filing	—
Adjusted EBITDA Margin non-GAAP	33%	Three Months Ended June 30, 2026 filing	—
Adjusted EPS non-GAAP	$0.64	the three months ended June 30, 2026 filing	—
Ancillary Revenue non-GAAP	$16.3M	Three Months Ended June 30, 2026 filing	—
Core Revenue non-GAAP	$95.6M	Three Months Ended June 30, 2026 filing	—
Corporate sales Total Written Premium	238.87M	Three Months Ended June 30, 2026 filing	—
Cost Recovery Revenue non-GAAP	$1.5M	Three Months Ended June 30, 2026 filing	—
Franchise locations onboarded	10	the three months ended June 30, 2026 filing	—
Franchise sales Total Written Premium	$1.1B	Three Months Ended June 30, 2026 filing	—
New Business Revenue	$22.1M	Three Months Ended June 30, 2026 filing	—
Renewal Revenue	$73.5M	Three Months Ended June 30, 2026 filing	—
Total Written Premiums	$1.34B	the three months ended June 30, 2026 filing	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Insurance Brokers — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
GSHD Goosehead Insurance, Inc. this stock	$1.61B	-38.2%	+16.2%	45.5	6.0%
MRSH Marsh & Mclennan Companies, Inc.	$81.66B	-8.3%	+10.3%	20.9	1.2%
AJG Arthur J. Gallagher & Co.	$58.90B	-12.6%	+10.1%	38.1	2.5%
AON Aon plc	$58.11B	-23.6%	+7.7%	15.1	1.7%
WTW Willis Towers Watson PLC	$27.30B	-12.2%	-2.2%	18.2	2.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

231

% held: 73.2%
Reported: 1 of 231
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

241

View

Short & Settlement

Short Interest Rising

Shares short

2.1M

Days to cover: 6.7d
Change: +247.1K sh

View

Short Volume

Short vol %

66%

As of: Oct 2, 2026

Short Total

View

Fails to Deliver

FTD shares

986

Value: $55.6K
As of: Sep 11, 2026

View

Off-Exchange

Off-exchange %

45.9%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.6M

Buyers / Sellers: 2 / 4

Buyers Sellers

View

Financials

Revenue (FY)

$365.3M

Net income (FY): $27.8M
EPS diluted: $1.04

View

Buybacks

Remaining

$144.6M

View

Filings

SEC Filings

Latest

10-Q

Filed: Jul 23, 2026
This year: 11

View

Proposed Sales

Value

$5.0M

Shares: 69.7K
Filed: Dec 1, 2025

View

Earnings & Events

Webcasts

Last webcast

Jul 22, 2026

View

Performance

	5D	20D	120D	MTD	YTD
GSHD	+0.6%	-32.2%	+8.6%	+0.3%	-38.2%
SPY	-0.2%	-0.5%	+12.2%	+0.9%	+12.9%
vs SPY	+0.8%	-31.7%	-3.5%	-0.6%	-51.1%

Capital returns

Buyback program · as of Jun 30, 2026

Authorized

—

Spent (derived)

—

Remaining

$144.60M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1726978 CUSIP 38267D109 13F (30d) 11 filings 8 filers Visit website Investor relations

GSHD · Goosehead Insurance, Inc.

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns