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GSHD · Goosehead Insurance, Inc.

$66.66 -0.29 (-0.43%) At close · Aug 6
Market Cap
$2.37B
Shares
35.52M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$66.66 Open$66.95 Day$64.58–67.04 52W$33.68–90.79 Avg vol 30d642K Short int2.0M · 5.5% float · 3.4d Short vol44% Last earningsJul 22, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 23, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Bearish Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 15.2 · calm Equity put/call 0.60
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +20%
      above
      Price vs 50-day avg +37%
      above
      RSI (14) 63
      neutral
      MACD trend Positive
      52-week position 58%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return +26%
      trailing
      6-month return +27%
      trailing
      YTD return −9%
      this year
      Relative strength +16%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $49 › 200d $56 — 200d above 50d
      Institutional flow Distributing
      80 of 219 funds reported for Jun 30 · net -470.2K sh shares · +13 new
      Insider flow Distributing
      Net -$13.9M over 90 days · 30% sells
      Short interest Rising
      5.55% of float · ▲ +10.0% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      219 holders — mid 3-yr range
      Squeeze score 71
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +16%
      Y/Y
      EPS growth −10%
      Y/Y
      Free cash flow $86.1M
      Valuation P/E 64.1
      in line
      Buyback $144.6M
      remaining
      Balance sheet $258.1M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 61%
      annualized · 1-yr
      Max drawdown −62%
      past year
      ATR 5.9%
      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

      Latest guidance · from the 8-K filed Jul 22, 2026
      Total revenues · full year 2026 Raised 12% – 19%
      Total written premiums · full year 2026 Maintained 12% – 20%

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +20% Bullish
      Price vs 50-day avg
      +37% Bullish
      RSI (14)
      63 Neutral
      MACD trend
      Positive Bullish
      52-week position
      58% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $49 › 200d $56 — 200d above 50d
      Institutional flow Distributing
      80 of 219 funds reported for Jun 30 · net -470.2K sh shares · +13 new
      Insider flow Distributing
      Net -$13.9M over 90 days · 30% sells
      Short interest Rising
      5.55% of float · ▲ +10.0% MoM · 3.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      219 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $34 Now $67 · 58% 52-wk high $91
      vs 200-day avg +20% vs 50-day avg +37%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $113.6M FY2025
      Adjusted EBITDA Margin non-GAAP 31% FY2025
      Adjusted EPS non-GAAP $0.64 Q4 FY2025
      Core Revenue non-GAAP $78.2M Q4 FY2025
      Net Promoter Score (NPS) 77 Q4 FY2025
      Share repurchases $81.7M FY2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $2.37B -9.5% +16.2% 64.1 5.5%
      MRSH
      Marsh & Mclennan Companies, Inc.
      $92.24B +4.9% +9.7% 23.6 1.4%
      AON
      Aon plc
      $76.52B +2.7% -0.7% 19.9 2.1%
      AJG
      Arthur J. Gallagher & Co.
      $64.66B -2.1% +16.6% 41.8 3.1%
      WTW
      Willis Towers Watson PLC
      $31.40B +3.6% -2.2% 21.0 4.0%

      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 Reducing
      Holders
      220
      % held
      70.7%
      Reported
      80 of 219
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      225
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      2.0M
      Days to cover
      3.4d
      Change
      +179.3K sh
      View
      Short Volume
      Short vol %
      44%
      As of
      Aug 6, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      472
      Value
      $25.9K
      As of
      Jul 14, 2026
      View
      Off-Exchange
      Off-exchange %
      42.6%
      Week of
      Jun 29, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Cluster buy
      Net (90d)
      -$13.9M
      Buyers / Sellers
      7 / 3
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $365.3M
      Net income (FY)
      $27.8M
      EPS diluted
      $1.04
      View
      Buybacks
      Authorized
      $100.0M
      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
      Earnings Calls
      Last call
      Jul 22, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      GSHD +4.4% +25.9% +27.3% +7.5% -9.5%
      SPY +5.5% +3.3% +11.3% +3.1% +12.9%
      vs SPY -1.2% +22.6% +16.1% +4.5% -22.4%

      Capital returns

      Latest dividend
      $5.91 / share · ex Jan 21, 2025
      Raised 262.6%
      Paid (TTM)
      $0.00 / share · 0 payouts
      Dividend yield (TTM, derived)
      · no payout in the trailing year
      Buyback program · as of Jun 30, 2026
      Authorized
      $100.00M
      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) 67 filings 66 filers Visit website Investor relations