Goosehead Insurance (NASDAQ:GSHD) Given New $85.00 Price Target at Keefe, Bruyette & Woods

Goosehead Insurance (NASDAQ:GSHD) had its price target cut by Keefe, Bruyette & Woods from $95.00 to $85.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have an outperform rating on the stock.

GSHD has been the subject of several other research reports. Wall Street Zen raised shares of Goosehead Insurance from a “sell” rating to a “hold” rating in a research report on Saturday, February 7th. Citigroup reaffirmed an “outperform” rating on shares of Goosehead Insurance in a research note on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of Goosehead Insurance in a research note on Wednesday, January 28th. UBS Group reduced their price target on Goosehead Insurance from $130.00 to $121.00 and set a “buy” rating on the stock in a report on Monday, October 27th. Finally, Piper Sandler upgraded Goosehead Insurance from a “neutral” rating to an “overweight” rating and set a $69.00 price objective for the company in a report on Wednesday. Seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Goosehead Insurance currently has an average rating of “Hold” and an average price target of $84.00.

Goosehead Insurance Price Performance

GSHD opened at $47.38 on Wednesday. The stock’s 50 day simple moving average is $67.65 and its 200 day simple moving average is $73.17. The firm has a market cap of $1.75 billion, a price-to-earnings ratio of 45.56, a PEG ratio of 6.41 and a beta of 1.54. Goosehead Insurance has a 1 year low of $43.56 and a 1 year high of $127.99.

Goosehead Insurance (NASDAQ:GSHD) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $0.64 earnings per share for the quarter, beating the consensus estimate of $0.54 by $0.10. Goosehead Insurance had a negative return on equity of 21.80% and a net margin of 7.62%.The firm had revenue of $78.20 million during the quarter, compared to the consensus estimate of $99.67 million. During the same quarter in the previous year, the company posted $0.79 earnings per share. The business’s revenue was up 12.1% on a year-over-year basis. As a group, sell-side analysts anticipate that Goosehead Insurance will post 0.83 EPS for the current year.

Insider Buying and Selling at Goosehead Insurance

In other Goosehead Insurance news, CEO Mark Miller purchased 5,000 shares of the firm’s stock in a transaction that occurred on Friday, November 28th. The stock was bought at an average cost of $72.34 per share, for a total transaction of $361,700.00. Following the purchase, the chief executive officer directly owned 35,000 shares in the company, valued at $2,531,900. The trade was a 16.67% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, General Counsel John Terry O’connor purchased 2,100 shares of the stock in a transaction that occurred on Wednesday, November 26th. The shares were acquired at an average cost of $71.81 per share, with a total value of $150,801.00. Following the completion of the transaction, the general counsel owned 3,100 shares in the company, valued at $222,611. This trade represents a 210.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 48.35% of the company’s stock.

Institutional Trading of Goosehead Insurance

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Durable Capital Partners LP increased its position in Goosehead Insurance by 126.5% during the 3rd quarter. Durable Capital Partners LP now owns 1,542,186 shares of the company’s stock valued at $114,769,000 after buying an additional 861,374 shares in the last quarter. Langdon Equity Partners purchased a new stake in shares of Goosehead Insurance in the fourth quarter worth $41,892,000. Whitebark Investors LP bought a new position in shares of Goosehead Insurance during the third quarter valued at $25,229,000. Jacobs Levy Equity Management Inc. bought a new position in shares of Goosehead Insurance during the third quarter valued at $25,222,000. Finally, Balyasny Asset Management L.P. boosted its stake in Goosehead Insurance by 118.7% in the 2nd quarter. Balyasny Asset Management L.P. now owns 556,760 shares of the company’s stock worth $58,744,000 after purchasing an additional 302,130 shares in the last quarter.

Trending Headlines about Goosehead Insurance

Here are the key news stories impacting Goosehead Insurance this week:

• Positive Sentiment: Company expanded buyback program and sizable past repurchases, which support shareholder returns and reduce float. Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Revenue and EPS beat headline consensus: core revenue growth and an EPS beat (reported $0.64 vs. $0.54 est.) suggest underlying business momentum despite mix changes. This helped initial post‑earnings buying. Goosehead Insurance shares jump as revenue beats expectations
• Positive Sentiment: Management set 2026 targets of ~10%–19% organic revenue growth and said it will accelerate AI/tech investments — a growth roadmap that, if executed, could improve margins and distribution scale over time. Goosehead targets 10%-19% organic revenue growth and accelerates AI investments for 2026
• Neutral Sentiment: Full earnings call and transcripts are available (management color on channel economics, tech investments and margin cadence) — useful for investors wanting detail on execution and timing of AI/tech benefits. Goosehead Insurance, Inc. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several brokers trimmed price targets (notably Truist to $58 with a hold rating; others lowered but kept outperform stances), which can weigh on sentiment and selling pressure even if some targets remain above current levels. Goosehead Insurance Inc. (GSHD) PT Lowered to $58 at Truist Securities
• Negative Sentiment: Profitability and some metrics showed pressure: net income fell year‑over‑year and the company reported a negative ROE figure in filings, which, together with mixed revenue definitions (total vs. core), raises short‑term execution questions. Goosehead Insurance Q4 Earnings Summary

About Goosehead Insurance

Goosehead Insurance (NASDAQ: GSHD) is a technology-driven insurance agency that connects consumers with a broad range of personal and commercial insurance products through an extensive network of independent insurance advisors. The company specializes in homeowners, auto, flood, dwelling fire, umbrella, life, and commercial lines coverage, working with multiple national and regional carriers to offer tailored policies. By combining advanced quoting tools with local market expertise, Goosehead streamlines the insurance shopping process and helps clients find competitive coverage options.

Founded in 2003 and headquartered in Westlake, Texas, Goosehead has grown its footprint across more than 40 states in the U.S.