LEMONADE ($LMND) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of -$0.29 per share, beating estimates of -$0.41 by $0.12. The company also reported revenue of $228,100,000, beating estimates of $220,156,800 by $7,943,200.
You can see Quiver Quantitative's $LMND stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LEMONADE Insider Trading Activity
LEMONADE insiders have traded $LMND stock on the open market 25 times in the past 6 months. Of those trades, 0 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $LMND stock by insiders over the last 6 months:
- DANIEL A. SCHREIBER (Chief Executive Officer) has made 0 purchases and 2 sales selling 135,733 shares for an estimated $12,898,508.
- ADINA ECKSTEIN (Chief Operating Officer) has made 0 purchases and 9 sales selling 132,620 shares for an estimated $10,233,820.
- JOHN SHELDON PETERS (Chief Insurance Officer) has made 0 purchases and 8 sales selling 53,344 shares for an estimated $4,078,173.
- TIMOTHY E BIXBY (Chief Financial Officer) has made 0 purchases and 3 sales selling 35,768 shares for an estimated $2,619,769.
- DEBRA SCHWARTZ sold 4,200 shares for an estimated $351,078
- MAYA PROSOR (Chief Business Officer) has made 0 purchases and 2 sales selling 480 shares for an estimated $28,598.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LEMONADE Hedge Fund Activity
We have seen 193 institutional investors add shares of LEMONADE stock to their portfolio, and 168 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. removed 2,638,428 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $187,803,305
- M&T BANK CORP added 1,069,228 shares (+inf%) to their portfolio in Q4 2025, for an estimated $76,107,649
- JPMORGAN CHASE & CO added 977,260 shares (+27.9%) to their portfolio in Q4 2025, for an estimated $69,561,366
- PRICE T ROWE ASSOCIATES INC /MD/ added 965,321 shares (+186.0%) to their portfolio in Q4 2025, for an estimated $68,711,548
- D. E. SHAW & CO., INC. removed 656,369 shares (-36.1%) from their portfolio in Q4 2025, for an estimated $46,720,345
- BANK OF AMERICA CORP /DE/ removed 594,145 shares (-71.5%) from their portfolio in Q4 2025, for an estimated $42,291,241
- BIT CAPITAL GMBH added 572,248 shares (+45.6%) to their portfolio in Q4 2025, for an estimated $40,732,612
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LEMONADE Analyst Ratings
Wall Street analysts have issued reports on $LMND in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 01/14/2026
- Keefe, Bruyette & Woods issued a "Underperform" rating on 11/25/2025
- Citizens issued a "Market Outperform" rating on 11/24/2025
- Morgan Stanley issued a "Underweight" rating on 11/17/2025
To track analyst ratings and price targets for LEMONADE, check out Quiver Quantitative's $LMND forecast page.
LEMONADE Price Targets
Multiple analysts have issued price targets for $LMND recently. We have seen 6 analysts offer price targets for $LMND in the last 6 months, with a median target of $67.5.
Here are some recent targets:
- Ryan Tunis from Cantor Fitzgerald set a target price of $92.0 on 01/14/2026
- Arvind Ramnani from Truist Securities set a target price of $98.0 on 01/06/2026
- Tommy McJoynt from Keefe, Bruyette & Woods set a target price of $40.0 on 11/25/2025
- Matthew Carletti from Citizens set a target price of $80.0 on 11/24/2025
- Bob Huang from Morgan Stanley set a target price of $53.0 on 11/17/2025
- John Barnidge from Piper Sandler set a target price of $55.0 on 10/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
