analyzeportfolio
Nasdaq · Financials

Goosehead Insurance, Inc. (GSHD)

As-reported financials and SEC filings for Goosehead Insurance, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Goosehead Insurance, Inc.

Goosehead Insurance, Inc. is an independent insurance agency that distributes personal lines insurance policies across the United States. It offers clients a choice of coverage options from over 200 carriers using proprietary technology that enables quick online quotes and policy binding. The company serves insurance buyers seeking personalized coverage, agents who benefit from its sales and service support, and insurance carriers looking for efficient distribution and quality control.

Snapshot

Revenue
$365.3M
Revenue growth (YoY)
16.2%
Net income
$27.8M
Diluted EPS
$1.04
Gross margin
—
Operating margin
20.4%
Net margin
7.6%
FCF margin
23.6%
ROE
—
net income / fiscal-year-end equity
P/E
32.4×
trailing when available, otherwise FY EPS
Market cap
$1.59B
Long-term debt / equity
—
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Goosehead Insurance

  • Revenue grew 16.2% to $365M in FY2025, slower than the 20.4% the year before.
  • Operating margin is 20.4% in FY2025, +14.6 pp against 5.7% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $113M, up 20.6% from Q2 FY2025.
  • Free cash flow was $86M in FY2025, 23.6% of revenue.
  • Net income fell 8.5% to $28M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Goosehead Insurance’s fundamentals sit among the 88 insurance companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin20.4%
69th percentile of 27
Net margin7.6%
27th percentile of 82
FCF margin23.6%
78th percentile of 55
Revenue growth (YoY)+16.2%
62nd percentile of 88
P/E32.4×
88th percentile of 69
Short interest3.80d
58th percentile of 87

Goosehead Insurance’s P/E of 32.4 ranks in the 88th percentile of the 69 peers with a meaningful P/E.

11 reported insider purchases (code P) totaling $18.5M in the last 90 days, against 23 sales totaling $20.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$35.2M
reported long value
InvestorAs ofPosition valueSharesChange
Akre Capital ManagementQ2 2026$21.5M443.4KHeld
AQR Capital ManagementquantQ2 2026$4.3M88.0KAdded
Point72 Asset ManagementquantQ2 2026$3.8M77.6KNew
Millennium ManagementquantQ2 2026$2.9M60.4KReduced
Citadel AdvisorsquantQ2 2026$1.5M30.0KAdded
D. E. ShawquantQ2 2026$887,84218.3KReduced
Gotham Asset ManagementQ2 2026$362,0047.5KAdded

No longer held by: Two Sigma Investments (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
11
2 insiders
Bought (90d)
$18.5M
code P value
Sells (90d)
23
$20.1M
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-09-22
filed 2026-09-24
Durable Capital Partners LP10% ownerBuy150.0K$47.32$7.1M
2026-08-20
filed 2026-08-24
Adrienne Kebodeaux10% ownerSell7.0K$70.00$490K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell5.0K$70.00$350K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell5.0K$70.00$350K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell3.9K$68.75$268K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell3.9K$68.75$268K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell1.1K$69.87$77K
2026-08-20
filed 2026-08-21
Serena Jones10% ownerSell1.1K$69.87$77K
2026-08-19
filed 2026-08-21
Serena Jones10% ownerSell4.9K$67.71$330K
2026-08-19
filed 2026-08-21
Serena Jones10% ownerSell4.9K$67.71$330K
2026-08-13
filed 2026-08-17
Serena Jones10% ownerSell125$67.50$8K
2026-08-13
filed 2026-08-17
Serena Jones10% ownerSell125$67.50$8K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.5M
settled 2026-09-30
Change vs prior
+17.6%
vs previous settlement
Days to cover
3.80
at avg daily volume
Avg daily volume
664.3K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-302.5M+17.6%3.80
2026-09-152.1M+13.0%6.67
2026-08-311.9M+7.6%7.27
2026-08-141.8M+4.3%4.68
2026-07-311.7M-14.0%2.42
2026-07-152.0M+10.0%3.42
2026-06-301.8M-7.8%2.52
2026-06-151.9M+5.9%4.11

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$365.3M$314.5M$261.3M$209.4M$151.3M
Gross profit—————
Operating income$74.4M$61.1M$33.0M$10.1M$8.7M
Net income$27.8M$30.4M$14.1M$565,000$5.4M
Diluted EPS$1.04$1.16$0.55$0.03$0.26

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$91.8M$71.5M$50.8M$36.0M$35.4M
Capital expenditure$5.7M$979,000$4.5M$10.1M$12.7M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$113.4M20.6%$10.1M—
Q1 FY2026$93.1M23.1%$4.9M—
Q4 FY202512.1%
Q3 FY2025$90.4M15.9%$7.9M$0.29
Q2 FY2025$94.0M20.4%$5.2M$0.18
Q1 FY2025$75.6M17.3%$2.3M$0.09
Q4 FY202449.0%
Q3 FY2024$78.0M9.9%$7.6M$0.29

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNasdaq
SectorFinancials
SIC industryInsurance Agents, Brokers & Service
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2020
SEC CIK1726978

Selected SEC filings

10-Q2026-07-23
View on EDGAR →
10-Q2026-04-23
View on EDGAR →
8-K2026-07-22
View on EDGAR →
8-K2026-07-14
View on EDGAR →
8-K2026-05-04
View on EDGAR →
8-K2026-04-22
View on EDGAR →

Largest insurance peers

All insurance stocks →All Financials companies →

Monitor GSHD

Get an alert when Goosehead Insurance files something material, see which superinvestors own it, and ask its filings a question with cited answers.

Monitor GSHD free

Includes one free filing-grounded research answer. Or check your whole portfolio, no account needed.

Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.