Goosehead Insurance beats Q4 adjusted EPS estimates

Goosehead Insurance

17/02/2026 21:10

Overview

Insurance agency's Q4 adjusted EPS beat analyst expectations

Q4 revenue grew 12% yr/yr to $105.3 mln

Company expanded share repurchase authorization by $180 mln

Outlook

Goosehead expects 2026 total revenue growth between 10% and 19%

Company anticipates 2026 written premiums to grow between 12% and 20%

Result Drivers

CLIENT RETENTION AND PREMIUM RATES - Core Revenue growth driven by strong client retention and rising premium rates

AI DEPLOYMENT - AI deployment enhanced client experience and improved service cost efficiency

AGENT HEADCOUNT AND PRODUCTIVITY - Increased corporate agent headcount and productivity per agency contributed to revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$105.30 mln
Q4 Core Revenue
$78.20 mln
Q4 Adjusted EPS
Beat
$0.64
$0.58 (12 Analysts)
Q4 Net Income
$20.80 mln
Q4 Adjusted EBITDA
Beat
$39.20 mln
$35.44 mln (8 Analysts)
Q4 Adjusted EBITDA Margin
37.00%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the multiline insurance & brokers peer group is "buy."

Wall Street's median 12-month price target for Goosehead Insurance Inc is $87.00, about 78.7% above its February 13 closing price of $48.69

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nGNXGgW48

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)