Stock Fundamentals

Company Information

Company Name
Goosehead Insurance Inc
Sector
Financial Services
Industry
Insurance Brokers
Exchange
NASDAQ
ISIN: US38267D1090
CIK: 0001726978
CUSIP: 38267D109
Currency: USD
Full Time Employees: 1,600
Phone: 214 838 5500
Fiscal Year End: December
IPO Date: Apr 27, 2018
Description:

Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that engages in the provision of personal lines insurance agency services in the United States. The company offers insurance service for homeowner's; automotive; dwelling property; flood, wind, and earthquake; excess liability or umbrella; general liability, and property and auto insurance for small businesses; life insurance; and motorcycle, recreational vehicle, and other insurance policies. It distributes its products and services through corporate and franchise locations. Goosehead Insurance, Inc. was founded in 2003 and is headquartered in Westlake, Texas.

Address:

Building 4, Westlake, TX, United States, 76262

Directors & Officers

Name Title Year Born
Mr. Mark E. Jones Co-Founder & Executive Chairman 1962
Mr. Mark K. Miller CPA President, CEO & Director 1966
Ms. Robyn Mary Elizabeth Jones Co-Founder & Vice Chairman 1963
Mr. Mark E. Jones Jr. COO & CFO 1992
Mr. John T. O'Connor Chief Legal Officer, General Counsel & Corporate Secretary 1980
Mr. Justin Ricketts EVP & Chief Technology Officer NA
Ms. Angela J. Kervin Chief Human Resources Officer 1976
Mr. Brian Pattillo Executive Vice President NA
Mr. Daniel D. Farrell Vice President of Capital Markets NA
Mr. Dan Jacobs Vice President of Revenue Operations NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 3.56M Sep 30, 2025 14.30% $0.00 -0.37%
Vanguard Group Inc 2.56M Dec 31, 2025 10.30% $0.00 -0.92%
Kayne Anderson Rudnick Investment Management LLC 2.13M Sep 30, 2025 8.54% $0.39 -8.47%
Wasatch Advisors LP 1.73M Dec 31, 2025 6.96% $0.76 -21.80%
Capital World Investors 1.69M Sep 30, 2025 6.78% $0.02 0.00%
Durable Capital Partners LP 1.56M Dec 31, 2025 6.27% $1.09 1.35%
T. Rowe Price Investment Management,Inc. 1.45M Sep 30, 2025 5.80% $0.07 7.23%
State Street Corp 1.06M Sep 30, 2025 4.26% $0.00 3.19%
DF Dent & Co Inc 1.04M Dec 31, 2025 4.19% $1.11 3.19%
Balyasny Asset Management LLC 791.40K Dec 31, 2025 3.18% $0.07 -14.77%
Geode Capital Management, LLC 719.35K Sep 30, 2025 2.89% $0.00 1.99%
Dimensional Fund Advisors, Inc. 448.11K Dec 31, 2025 1.80% $0.01 -0.79%
Akre Capital Management, LLC 371.10K Dec 31, 2025 1.49% $0.30 1.36%
Morgan Stanley - Brokerage Accounts 324.31K Sep 30, 2025 1.30% $0.00 80.43%
Whitebark Investors 269.32K Dec 31, 2025 1.08% $11.95 -20.56%
The Goldman Sachs Group Inc 262.16K Sep 30, 2025 1.05% $0.00 16.20%
Northern Trust Corp 255.66K Sep 30, 2025 1.03% $0.00 -2.82%
T. Rowe Price Associates, Inc. 234.70K Sep 30, 2025 0.94% $0.00 1,520.55%
Bank of America Corp 234.18K Sep 30, 2025 0.94% $0.00 76.90%
Charles Schwab Investment Management Inc 227.63K Dec 31, 2025 0.91% $0.00 0.21%

Shares Statistics

Shares Outstanding: 24.91M
Shares Float: 22.65M
% Insiders: 434.50%
% Institutions: 11,258.90%
Short % Float: 11.63%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 3.56M 14.30% ▼ 0.37% Sep 30, 2025
2 Vanguard Group Inc 2.56M 10.30% ▼ 0.92% Dec 31, 2025
3 Kayne Anderson Rudnick Investment Management LLC 2.13M 8.54% ▼ 8.47% Sep 30, 2025
4 Wasatch Advisors LP 1.73M 6.96% ▼ 21.80% Dec 31, 2025
5 Capital World Investors 1.69M 6.78% ▲ 0.00% Sep 30, 2025
6 Durable Capital Partners LP 1.56M 6.27% ▲ 1.35% Dec 31, 2025
7 T. Rowe Price Investment Management,Inc. 1.45M 5.80% ▲ 7.23% Sep 30, 2025
8 State Street Corp 1.06M 4.26% ▲ 3.19% Sep 30, 2025
9 DF Dent & Co Inc 1.04M 4.19% ▲ 3.19% Dec 31, 2025
10 Balyasny Asset Management LLC 791.40K 3.18% ▼ 14.77% Dec 31, 2025

Valuation Metrics

Enterprise Value: $1.67B
Trailing P/E: 52.12
Forward P/E: 26.04

Financial Highlights

Market Cap: $2.04B
EBITDA: $89.74M
P/E Ratio: $52.12
Book Value: $-3.87
Earnings/Share: $1.04
Profit Margin: 7.63%
Operating Margin: 29.26%
ROA (TTM): 12.07%
ROE (TTM): 175.84%
Revenue (TTM): $364.63M
Revenue/Share (TTM): $14.60
Earnings Growth (YOY): -15.70%
Revenue Growth (YOY): 12.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 7.60x -0.12x 1.39x 3.13x 0.14x
2024-12-31 2.33x 2.25x 0.90x 8.33x 1.52x
2023-12-31 2.00x 1.52x 0.95x 4.02x 2.02x
2022-12-31 1.94x 9.39x 1.10x 1.03x 5.81x
2021-12-31 2.53x -9.10x 1.26x 2.10x 9.13x
2020-12-31 3.13x -17.66x 1.21x 7.67x 3.65x
2019-12-31 2.74x -5.13x 1.48x 4.90x 2.85x
2018-12-31 -0.24x 0.59x 1.72x -4.27x -4.24x
2017-12-31 1.72x -1.18x 3.46x 4.51x 5.73x
2016-12-31 2.34x -1.21x 3.79x 11.43x 5.22x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 20, 2026 Louis Goldberg N/A Purchase 5.58K $44.85 $250.04K
Dec 01, 2025 Thomas Mcconnon N/A Sale 69.69K $73.62 $5.13M
Nov 28, 2025 Mark Miller N/A Purchase 5.00K $72.34 $361.70K
Nov 26, 2025 John Terry O'connor N/A Purchase 2.10K $71.81 $150.80K
Oct 27, 2025 Mark E Jr. Jones N/A Purchase 873.00 $74.44 $64.99K
Aug 19, 2025 Adrienne Kebodeaux N/A Sale 3.00K $86.30 $258.90K
Aug 15, 2025 & Robyn Jones Descendants Mark N/A Sale 600.00 $87.01 $52.21K
Aug 14, 2025 & Robyn Jones Descendants Mark N/A Sale 21.39K $87.60 $1.87M
Aug 13, 2025 & Robyn Jones Descendants Mark N/A Sale 60.00K $88.23 $5.29M
Aug 12, 2025 & Robyn Jones Descendants Mark N/A Sale 48.32K $87.11 $4.21M
Aug 11, 2025 & Robyn Jones Descendants Mark N/A Sale 46.00K $86.44 $3.98M
Aug 08, 2025 & Robyn Jones Descendants Mark N/A Sale 14.72K $87.18 $1.28M
Aug 07, 2025 & Robyn Jones Descendants Mark N/A Sale 6.18K $87.14 $538.09K
Aug 06, 2025 & Robyn Jones Descendants Mark N/A Sale 12.15K $87.60 $1.06M
Aug 05, 2025 & Robyn Jones Descendants Mark N/A Sale 900.00 $89.41 $80.47K
Jul 31, 2025 & Robyn Jones Descendants Mark N/A Sale 31.52K $93.24 $2.94M
Jul 29, 2025 Mark E Jr. Jones N/A Purchase 1.15K $86.08 $98.91K
May 28, 2025 Lindy Langston N/A Sale 2.85K $110.16 $314.29K
May 27, 2025 Lindy Langston N/A Sale 11.04K $110.20 $1.22M
May 20, 2025 Lindy Langston N/A Sale 1.11K $110.05 $121.61K

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