Public Sector Pension Investment Board Acquires 13,404 Shares of Goosehead Insurance $GSHD

Public Sector Pension Investment Board boosted its holdings in Goosehead Insurance (NASDAQ:GSHD) by 15.7% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 98,847 shares of the company’s stock after purchasing an additional 13,404 shares during the quarter. Public Sector Pension Investment Board’s holdings in Goosehead Insurance were worth $7,356,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bank of Montreal Can increased its stake in shares of Goosehead Insurance by 2.2% in the 2nd quarter. Bank of Montreal Can now owns 5,299 shares of the company’s stock valued at $559,000 after acquiring an additional 116 shares in the last quarter. Bryce Point Capital LLC increased its stake in Goosehead Insurance by 2.2% in the second quarter. Bryce Point Capital LLC now owns 6,954 shares of the company’s stock valued at $734,000 after purchasing an additional 148 shares in the last quarter. Ameritas Investment Partners Inc. increased its stake in Goosehead Insurance by 7.0% in the second quarter. Ameritas Investment Partners Inc. now owns 2,436 shares of the company’s stock valued at $257,000 after purchasing an additional 159 shares in the last quarter. Amalgamated Bank raised its holdings in shares of Goosehead Insurance by 2.5% during the second quarter. Amalgamated Bank now owns 7,051 shares of the company’s stock valued at $744,000 after purchasing an additional 170 shares during the period. Finally, CWM LLC boosted its position in shares of Goosehead Insurance by 73.8% during the 2nd quarter. CWM LLC now owns 471 shares of the company’s stock worth $50,000 after purchasing an additional 200 shares in the last quarter.

Insider Activity

In other news, CEO Mark Miller bought 5,000 shares of the company’s stock in a transaction on Friday, November 28th. The shares were purchased at an average price of $72.34 per share, with a total value of $361,700.00. Following the transaction, the chief executive officer directly owned 35,000 shares in the company, valued at $2,531,900. This represents a 16.67% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel John Terry O’connor bought 2,100 shares of Goosehead Insurance stock in a transaction dated Wednesday, November 26th. The stock was acquired at an average cost of $71.81 per share, with a total value of $150,801.00. Following the completion of the acquisition, the general counsel owned 3,100 shares of the company’s stock, valued at $222,611. This represents a 210.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 37.76% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on GSHD shares. Truist Financial dropped their price target on Goosehead Insurance from $85.00 to $72.00 and set a “hold” rating on the stock in a research note on Thursday, October 23rd. BMO Capital Markets decreased their price objective on Goosehead Insurance from $110.00 to $79.00 and set a “market perform” rating for the company in a report on Tuesday, November 25th. Zacks Research upgraded Goosehead Insurance from a “strong sell” rating to a “hold” rating in a report on Monday, November 10th. Cantor Fitzgerald reduced their price target on shares of Goosehead Insurance from $125.00 to $111.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods lowered their price objective on shares of Goosehead Insurance from $102.00 to $95.00 and set an “outperform” rating on the stock in a report on Thursday, October 23rd. Six equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $90.30.

Goosehead Insurance News Summary

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

• Positive Sentiment: Q4 EPS topped Street estimates: Goosehead reported $0.64 EPS vs. a $0.54 consensus, a near‑term beat that often supports short‑term upside. Zacks EPS Beat
• Positive Sentiment: Revenue/core revenue growth: Total revenue rose ~12% y/y to $105.3M and core revenue (~agent production/core metric) increased ~15%, a clear top‑line improvement that supports recurring fee income. Press Release
• Positive Sentiment: Share‑repurchase program expanded: Management increased authorization by $180M through May 2027 and repurchased $81.7M in 2025 — an explicit capital‑return signal that tends to support the stock. Buyback Announcement
• Neutral Sentiment: Adjusted EBITDA growth but mixed metrics: Adjusted EBITDA rose ~14% year‑over‑year, showing operating leverage, while some revenue sub‑metrics and guidance were described as updated rather than clearly raised. Financial Details
• Neutral Sentiment: Brokerage view unchanged: Analysts maintain an average “Hold” rating, suggesting limited near‑term upside from upgrades alone. Analyst Consensus
• Neutral Sentiment: Short‑interest data appears unreliable for February (reported as zero/NaN) and is not a clear catalyst. Short Interest Note
• Negative Sentiment: Profitability down y/y: Q4 net income fell to $20.8M from $23.8M a year ago and EPS is below last year’s $0.79, highlighting margin/earnings pressure despite revenue growth. Earnings Snapshot
• Negative Sentiment: Return metrics and valuation concerns: The company still shows a negative trailing return on equity and a relatively high PE/PEG, which may leave the stock vulnerable if growth slows. Valuation Note

Goosehead Insurance Trading Up 4.0%

NASDAQ GSHD opened at $50.63 on Wednesday. The business has a fifty day simple moving average of $68.19 and a 200 day simple moving average of $73.35. Goosehead Insurance has a 12 month low of $46.80 and a 12 month high of $127.99. The firm has a market capitalization of $1.87 billion, a P/E ratio of 44.81, a PEG ratio of 6.16 and a beta of 1.54.

Goosehead Insurance Profile

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.