Goosehead Insurance (NASDAQ:GSHD) Releases Quarterly Earnings Results, Beats Expectations By $0.17 EPS

Key Points

• Q1 EPS beat: Goosehead reported $0.37 EPS, $0.17 above consensus, and core revenue of about $79.5M (up 23% YoY), though some releases show total revenue of $93.1M and the quarter missed certain street revenue estimates.
• Management gave 2026 guidance of 10%–19% revenue growth, highlighted agent expansion and AI/tech productivity initiatives, repurchased $49.8M of stock, and refreshed leadership with a new CFO and promoted President & COO.
• Shares were modestly higher after the report, but analysts have trimmed price targets (consensus rating = "Hold", average target $67.45); a director bought 5,575 shares and insiders own about 38% of the company.

Goosehead Insurance (NASDAQ:GSHD - Get Free Report) issued its quarterly earnings results on Wednesday. The company reported $0.37 earnings per share for the quarter, beating analysts' consensus estimates of $0.20 by $0.17, FiscalAI reports. Goosehead Insurance had a net margin of 7.62% and a negative return on equity of 21.31%. The business had revenue of $79.48 million during the quarter, compared to analyst estimates of $105.16 million. During the same quarter last year, the business posted $0.26 earnings per share. Goosehead Insurance's revenue for the quarter was up 23.1% compared to the same quarter last year.

Goosehead Insurance Stock Up 2.0%

Shares of Goosehead Insurance stock opened at $45.58 on Thursday. The stock has a market cap of $1.67 billion, a P/E ratio of 43.83, a P/E/G ratio of 3.26 and a beta of 1.69. Goosehead Insurance has a 12-month low of $39.64 and a 12-month high of $114.76. The business's 50 day moving average is $45.64 and its 200-day moving average is $61.45.

Key Headlines Impacting Goosehead Insurance

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

• Positive Sentiment: Company press release: reported total revenue up 23% to $93.1M, core revenue $79.5M (+15%), net income $8.0M (vs $2.6M a year ago), adjusted EBITDA up 57%, written premium +13%, and repurchased $49.8M of stock in the quarter — tangible cash deployment and improved profitability support the rally. Goosehead Insurance, Inc. Announces First Quarter 2026 Results
• Positive Sentiment: Guidance and targets: management outlined 2026 revenue growth of 10%–19% and is targeting ~86% client retention — guidance gives investors a growth cadence to model and signals confidence in organic performance. Goosehead outlines 2026 revenue growth of 10%-19% while targeting 86% client retention
• Positive Sentiment: Earnings-call color: management emphasized continued agent growth, AI/tech initiatives to improve productivity, and an upbeat tone on scaling profitability — investors often reward visible operating leverage and tech-driven efficiency gains. Goosehead Insurance Earnings Call Highlights Growth, AI Gains
• Positive Sentiment: Management moves: appointed John Martin as CFO and promoted Mark Jones Jr. to President & COO — a leadership refresh that may reassure investors focused on execution and capital allocation. Goosehead Insurance, Inc. Appoints John Martin as Chief Financial Officer and Promotes Mark Jones, Jr to President and Chief Operating Officer
• Neutral Sentiment: Transcript/details: full Q1 earnings transcript provides management commentary and Q&A for modeling; useful for buyers/sellers but contains no single surprise beyond the prepared numbers. Goosehead (GSHD) Q1 2026 Earnings Transcript
• Neutral Sentiment: Analyst-metrics review: coverage comparing key metrics versus estimates is available and highlights where consensus varies — valuable for re-calibrating near-term model assumptions. Goosehead (GSHD) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Mixed headline beats/misses: some outlets show EPS and revenue below certain Street consensus figures (different data points reported across services), and the company still shows a negative return on equity — these mixed comparisons to analyst expectations create short-term uncertainty and explain some volatility. Q1 2026 Press Release / Supplemental

Analyst Upgrades and Downgrades

A number of brokerages have commented on GSHD. Cantor Fitzgerald decreased their price objective on Goosehead Insurance from $84.00 to $67.00 and set an "overweight" rating on the stock in a research report on Thursday, April 9th. BMO Capital Markets decreased their price target on Goosehead Insurance from $79.00 to $55.00 and set a "market perform" rating on the stock in a report on Wednesday, February 18th. Bank of America lowered their price objective on Goosehead Insurance from $43.00 to $37.00 and set an "underperform" rating for the company in a research report on Tuesday, April 14th. Truist Financial cut their target price on shares of Goosehead Insurance from $72.00 to $58.00 and set a "hold" rating on the stock in a research report on Wednesday, February 18th. Finally, Royal Bank Of Canada began coverage on shares of Goosehead Insurance in a research note on Tuesday, March 17th. They issued a "hold" rating and a $49.00 target price on the stock. Seven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $67.45.

Insider Buying and Selling at Goosehead Insurance

In other news, Director Louis Goldberg bought 5,575 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were acquired at an average cost of $44.85 per share, for a total transaction of $250,038.75. Following the completion of the acquisition, the director owned 5,575 shares in the company, valued at approximately $250,038.75. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 38.07% of the company's stock.

Institutional Trading of Goosehead Insurance

Large investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its stake in shares of Goosehead Insurance by 480.4% in the second quarter. EverSource Wealth Advisors LLC now owns 325 shares of the company's stock valued at $34,000 after buying an additional 269 shares during the period. Kestra Advisory Services LLC acquired a new position in Goosehead Insurance in the 4th quarter valued at $41,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Goosehead Insurance by 802.0% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 442 shares of the company's stock valued at $47,000 after acquiring an additional 393 shares during the period. Quadrant Capital Group LLC grew its holdings in shares of Goosehead Insurance by 614.3% during the 4th quarter. Quadrant Capital Group LLC now owns 1,000 shares of the company's stock worth $74,000 after purchasing an additional 860 shares in the last quarter. Finally, State of Wyoming acquired a new stake in shares of Goosehead Insurance during the 4th quarter worth $79,000.

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.