Lemonade (LMND) Expected to Announce Earnings on Thursday

Lemonade (NYSE:LMND) is expected to announce its Q4 2025 results before the market opens on Thursday, February 19th. Analysts expect the company to announce earnings of ($0.41) per share and revenue of $218.0670 million for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 19, 2026 at 8:00 AM ET.

Lemonade Trading Down 4.4%

Shares of LMND stock opened at $68.49 on Thursday. The stock has a 50 day simple moving average of $79.72 and a 200-day simple moving average of $65.17. The company has a market cap of $5.12 billion, a price-to-earnings ratio of -28.65 and a beta of 2.03. Lemonade has a 12-month low of $24.31 and a 12-month high of $99.90.

Analysts Set New Price Targets

A number of research firms have commented on LMND. Keefe, Bruyette & Woods raised their target price on Lemonade from $35.00 to $40.00 and gave the company an “underperform” rating in a report on Tuesday, November 25th. Morgan Stanley set a $85.00 price objective on shares of Lemonade and gave the stock an “equal weight” rating in a report on Tuesday, December 16th. Citizens Jmp increased their target price on shares of Lemonade from $60.00 to $80.00 and gave the company a “market outperform” rating in a report on Monday, November 24th. JMP Securities set a $80.00 price target on shares of Lemonade in a research report on Monday, November 24th. Finally, Citigroup restated an “outperform” rating on shares of Lemonade in a report on Friday, January 16th. Four analysts have rated the stock with a Buy rating, two have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $71.50.

Insider Buying and Selling

In other news, COO Adina Eckstein sold 41,557 shares of the business’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $78.95, for a total value of $3,280,925.15. Following the completion of the transaction, the chief operating officer directly owned 204,229 shares of the company’s stock, valued at $16,123,879.55. The trade was a 16.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider John Sheldon Peters sold 18,930 shares of the stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $72.77, for a total value of $1,377,536.10. Following the sale, the insider directly owned 83,467 shares in the company, valued at approximately $6,073,893.59. The trade was a 18.49% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 269,470 shares of company stock worth $23,385,110. 14.70% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Lemonade

Several institutional investors and hedge funds have recently modified their holdings of LMND. AQR Capital Management LLC raised its holdings in Lemonade by 107.3% in the 1st quarter. AQR Capital Management LLC now owns 30,490 shares of the company’s stock valued at $958,000 after acquiring an additional 15,779 shares during the last quarter. Millennium Management LLC grew its position in shares of Lemonade by 255.2% in the first quarter. Millennium Management LLC now owns 329,934 shares of the company’s stock valued at $10,370,000 after purchasing an additional 237,044 shares during the period. NewEdge Advisors LLC acquired a new position in Lemonade in the first quarter valued at $35,000. Goldman Sachs Group Inc. increased its stake in Lemonade by 7.3% in the first quarter. Goldman Sachs Group Inc. now owns 612,292 shares of the company’s stock valued at $19,244,000 after purchasing an additional 41,759 shares during the last quarter. Finally, Prudential Financial Inc. purchased a new position in Lemonade during the second quarter worth about $307,000. Hedge funds and other institutional investors own 80.30% of the company’s stock.

About Lemonade

Lemonade, Inc (NYSE: LMND) is a New York–based technology-driven insurance carrier that leverages artificial intelligence and behavioral economics to streamline the purchase and management of policies. Founded in 2015, the company offers renters, homeowners, pet, term life and car insurance products tailored for digitally savvy consumers. By automating underwriting and claims processing through chatbots and machine learning, Lemonade aims to deliver a more transparent and user-friendly experience than traditional insurers.

The company’s product suite includes standalone policies for renters and homeowners, customizable pet insurance plans, and term life coverage with simple online applications.