William Blair Weighs in on Lemonade FY2026 Earnings

Lemonade, Inc. (NYSE:LMND) – Equities research analysts at William Blair issued their FY2026 earnings per share estimates for Lemonade in a research note issued on Wednesday, February 26th. William Blair analyst A. Klauber forecasts that the company will post earnings per share of ($1.78) for the year. The consensus estimate for Lemonade’s current full-year earnings is ($3.03) per share.

Lemonade (NYSE:LMND) last released its quarterly earnings results on Tuesday, February 25th. The company reported ($0.42) EPS for the quarter, beating the consensus estimate of ($0.61) by $0.19. The firm had revenue of $148.80 million for the quarter, compared to analyst estimates of $144.78 million. Lemonade had a negative net margin of 43.51% and a negative return on equity of 32.85%.

A number of other brokerages have also issued reports on LMND. Morgan Stanley upgraded shares of Lemonade from an “underweight” rating to an “equal weight” rating and boosted their price target for the stock from $23.00 to $42.00 in a research note on Wednesday, November 20th. JMP Securities upped their target price on shares of Lemonade from $40.00 to $60.00 and gave the stock a “market outperform” rating in a research note on Friday, November 22nd. BMO Capital Markets increased their target price on shares of Lemonade from $13.00 to $15.00 and gave the stock an “underperform” rating in a report on Thursday, November 21st. Keefe, Bruyette & Woods downgraded shares of Lemonade from a “market perform” rating to an “underperform” rating and boosted their price target for the stock from $18.00 to $21.00 in a research note on Thursday, November 7th. Finally, Piper Sandler cut their price objective on Lemonade from $44.00 to $34.00 and set a “neutral” rating on the stock in a research report on Wednesday. Three equities research analysts have rated the stock with a sell rating, two have assigned a hold rating and one has issued a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $31.00.

Lemonade Stock Performance

Lemonade stock opened at $36.17 on Friday. The company has a market capitalization of $2.58 billion, a PE ratio of -11.90 and a beta of 2.15. Lemonade has a fifty-two week low of $14.03 and a fifty-two week high of $53.85. The firm has a 50 day moving average price of $35.11 and a 200 day moving average price of $29.47.

Insider Activity at Lemonade

In other Lemonade news, insider John Sheldon Peters sold 28,985 shares of Lemonade stock in a transaction that occurred on Monday, December 30th. The stock was sold at an average price of $38.67, for a total value of $1,120,849.95. Following the sale, the insider now owns 69,508 shares of the company’s stock, valued at approximately $2,687,874.36. The trade was a 29.43 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Softbank Group Capital Ltd sold 719,815 shares of the stock in a transaction that occurred on Monday, December 16th. The stock was sold at an average price of $44.29, for a total value of $31,880,606.35. Following the transaction, the insider now directly owns 11,263,569 shares of the company’s stock, valued at approximately $498,863,471.01. This trade represents a 6.01 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 769,657 shares of company stock worth $33,868,724 in the last 90 days. 12.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Lemonade

Institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Lemonade by 2.6% during the 4th quarter. Vanguard Group Inc. now owns 5,343,492 shares of the company’s stock worth $195,999,000 after purchasing an additional 134,776 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in shares of Lemonade by 2,627.9% during the fourth quarter. JPMorgan Chase & Co. now owns 1,349,356 shares of the company’s stock valued at $49,494,000 after buying an additional 1,299,891 shares during the period. State Street Corp boosted its position in Lemonade by 1.2% during the third quarter. State Street Corp now owns 1,233,662 shares of the company’s stock worth $20,343,000 after acquiring an additional 14,028 shares during the last quarter. Two Sigma Investments LP purchased a new stake in Lemonade in the 4th quarter worth approximately $22,066,000. Finally, Voloridge Investment Management LLC purchased a new stake in Lemonade in the 4th quarter worth approximately $21,310,000. Institutional investors and hedge funds own 80.30% of the company’s stock.

Lemonade Company Profile

Lemonade, Inc provides various insurance products through various channels in the United States, Europe, and the United Kingdom. Its insurance products include stolen or damaged property, and personal liability that protects its customers if they are responsible for an accident or damage to another person or their property.