Brokers Offer Predictions for Lemonade FY2026 Earnings

Lemonade, Inc. (NYSE:LMND) – Equities researchers at DOWLING & PARTN issued their FY2026 earnings estimates for Lemonade in a report issued on Wednesday, May 20th. DOWLING & PARTN analyst J. Collins forecasts that the company will earn ($1.80) per share for the year. The consensus estimate for Lemonade’s current full-year earnings is ($1.67) per share. DOWLING & PARTN also issued estimates for Lemonade’s FY2027 earnings at ($1.00) EPS and FY2028 earnings at $0.40 EPS.

Lemonade (NYSE:LMND) last announced its quarterly earnings results on Wednesday, April 29th. The company reported ($0.47) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.58) by $0.11. The company had revenue of $258.00 million during the quarter, compared to the consensus estimate of $251.51 million. Lemonade had a negative net margin of 16.44% and a negative return on equity of 26.52%. The company’s revenue for the quarter was up 70.6% compared to the same quarter last year. During the same period in the prior year, the business earned ($0.86) earnings per share.

Other research analysts also recently issued reports about the stock. Wolfe Research set a $44.00 price target on shares of Lemonade in a report on Tuesday, February 24th. Citizens Jmp lowered their price target on shares of Lemonade from $85.00 to $80.00 and set a “market outperform” rating for the company in a report on Thursday, April 30th. Morgan Stanley decreased their price objective on Lemonade from $80.00 to $75.00 and set an “overweight” rating for the company in a report on Thursday, May 21st. Weiss Ratings restated a “sell (d-)” rating on shares of Lemonade in a report on Tuesday, April 21st. Finally, Keefe, Bruyette & Woods increased their price objective on Lemonade from $40.00 to $44.00 and gave the company an “underperform” rating in a report on Tuesday, February 24th. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Lemonade currently has a consensus rating of “Hold” and an average price target of $64.89.

Lemonade Stock Performance

Shares of NYSE:LMND opened at $56.73 on Thursday. The company has a fifty day moving average of $60.45 and a 200-day moving average of $68.33. The company has a market capitalization of $4.36 billion, a PE ratio of -30.34 and a beta of 1.85. Lemonade has a 52-week low of $31.60 and a 52-week high of $99.90.

Insiders Place Their Bets

In related news, insider John Sheldon Peters sold 3,571 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $52.50, for a total value of $187,477.50. Following the completion of the sale, the insider directly owned 76,729 shares in the company, valued at $4,028,272.50. This represents a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders sold 5,567 shares of company stock valued at $287,517 in the last three months. Corporate insiders own 14.70% of the company’s stock.

Institutional Trading of Lemonade

Large investors have recently bought and sold shares of the business. Federated Hermes Inc. grew its holdings in Lemonade by 195.9% during the 3rd quarter. Federated Hermes Inc. now owns 157,592 shares of the company’s stock worth $8,436,000 after acquiring an additional 104,342 shares during the period. Vanguard Group Inc. boosted its position in shares of Lemonade by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 6,305,453 shares of the company’s stock worth $448,822,000 after purchasing an additional 26,312 shares in the last quarter. Jupiter Asset Management Ltd. bought a new position in shares of Lemonade during the 3rd quarter worth about $9,060,000. Pursue Wealth Partners LLC bought a new position in shares of Lemonade during the 4th quarter worth about $2,814,000. Finally, Atika Capital Management LLC bought a new position in shares of Lemonade during the 3rd quarter worth about $3,694,000. 80.30% of the stock is currently owned by institutional investors and hedge funds.

About Lemonade

Lemonade, Inc (NYSE: LMND) is a New York–based technology-driven insurance carrier that leverages artificial intelligence and behavioral economics to streamline the purchase and management of policies. Founded in 2015, the company offers renters, homeowners, pet, term life and car insurance products tailored for digitally savvy consumers. By automating underwriting and claims processing through chatbots and machine learning, Lemonade aims to deliver a more transparent and user-friendly experience than traditional insurers.

The company’s product suite includes standalone policies for renters and homeowners, customizable pet insurance plans, and term life coverage with simple online applications.