US · Financial Services · Insurance Brokers
EPS came in at 0.15 against a street estimate of 0.12 — a beat of 25.0%.
Analysts rate Neptune Insurance Holdings Inc. a buy (8 buy, 5 hold, 0 sell out of 13) with an average price target of $34.27.
CONFIDENT Neptune delivered record growth and profitability despite weak housing and no major hurricane, raised 2026 revenue guidance, and issued strong 2027 targets. Q3 FY26 No regional revenue or segment breakdown was provided. Analysts focused on AI’s margin potential, retention trends, competitive advantages, guidance drivers, capacity economics, weather, leverage, and new products. Management emphasized gradual AI adoption, disciplined pricing, differentiated underwriting data, and continued capital flexibility. 2026-10-20…
Full summary in the app.
| Fund | Stake |
|---|---|
| Bregal Sagemount IV General Partner Jersey Ltd | 10.32% |
| T. Rowe Price Investment Management,Inc. | 4.17% |
| BlackRock Inc | 1.96% |
| AllianceBernstein L.P. | 1.13% |
| Vanguard Portfolio Management, LLC | 1.12% |
| Azora Capital LP | 1.06% |
| Vanguard Capital Management, LLC | 1.01% |
| JPMorgan Chase & Co | 0.98% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $59,567,000, up from $44,365,000 in the third quarter of 2025, an increase of approximately 34%. • | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Neptune Insurance Holdings Inc. reported third-quarter 2026 revenue of $59.6 million, up 34% year over year and a record. • Net i | 2026-10-20 |
| Board / officer change · Q3 2026 OTHER NOTABLE POINTS • Neptune Insurance Holdings Inc. increased its Board of Directors from six (6) to seven (7) members on September 30, 2026. • D | 2026-10-01 |
| Quarterly report · Q2 2026 NEPTUNE INSURANCE HOLDINGS INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $55.9 million in commissions and fees, up 32.9% from $4 | 2026-07-27 |
| Current report · Q3 2026 NEPTUNE INSURANCE HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Neptune Insurance Holdings Inc. (Ticker: NP, NYSE) • Report Date: Jul | 2026-07-21 |
| Shareholder vote results · Q2 2026 NEPTUNE INSURANCE HOLDINGS INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Shares Outstanding (as of April 7, 2026): 94,895,913 Class A Common Stock shar | 2026-06-01 |
| Quarterly report · Q1 2026 NEPTUNE INSURANCE HOLDINGS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Quarterly Commissions and Fees Revenue: $37.8 million (Q1 2026) vs. $29.4 | 2026-04-29 |
| Results announced · Q2 2026 NEPTUNE INSURANCE HOLDINGS INC. - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $37.8 million, up 29% year-over-year • Net Income: $7.3 milli | 2026-04-22 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves $100 million stock repurchase program Neptune Insurance Holdings Inc. announced on April 21, 2026 that its Board of Directors approved a $100 million stock repurchase program. Under this program, the company can buy back its Cla | 2026-04-22 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Neptune Insurance Holdings Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.