SecBot SecBot

LMND

Lemonade, Inc.
NYSE· Fire, Marine & Casualty Insurance· Inc. DE· CIK 0001691421 Traditional Finance
$44.92 −0.49 (−1.08%)
Oct 23 4:00 PM ET · prev $45.41
Market cap
$3.5B
Mid cap
Consensus
Hold
47% Buy or better · 19 analysts
Median target
$51.00
+14% · range $38.00–92.00
Next earnings
Nov 5
in 10 days · EPS est. −$0.58
1 year
−23.1%
from $58.45 · Oct 27
30 days
+2.3%
from $43.91
52-week range
$43.15–96.57
−53% from high · low Oct 19
Avg volume 20D
1.10M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$8.2M
1 buyer · 4 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 1 exit
Filing reports
13
analyzed by SecBot
SecBot read MIXED 5 reports · 90 days
Balance 0 bearish · 1 bullish · 4 neutral oldest → newest, height = score
Avg score ·High conf. 3/5 ·Next Earnings date, Nov 5, 2026
Strongest NEUTRAL Lemonade filed an amended 8-K (8-K/A) to disclose compensation arrangements for outgoing CFO Tim Bixby's…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Jan 23 1 insider sell $902.1K at $99.04
  • S Mar 3 to Mar 4 2 days of insider sells: $394.5K by 3 insiders, avg $51.22
  • B Mar 10 1 insider buy $485.5K at $55.55
  • S Jun 3 to Jun 4 2 days of insider sells: $466.5K by 3 insiders, avg $53.08
  • S Jul 6 to Jul 7 2 days of insider sells: $6.1M by 2 insiders, avg $79.17
  • A Jul 30 Keefe, Bruyette & Woods upgrades
  • S Aug 13 1 insider sell $578.0K at $52.55
  • S Sep 3 to Sep 4 2 days of insider sells: $329.6K by 3 insiders, avg $54.56

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider bought $485.5K at an average $55.55. 4 insiders sold $8.7M. Price is 19% below their cost.

  • InstitutionsBULLISH

    Q2 2026: 40 added (0 new), 23 trimmed or exited.

  • AnalystsMIXED

    9 of 19 rate it Buy or better. Median target $51.00 (+14%).

  • EstimatesFALLING

    Current-quarter EPS estimate −$0.530 → −$0.580 over 90 days. 2 up, 8 down in 30 days.

  • TrendDOWNTREND

    7% below its 50-day average. New closing low $43.15 on Oct 19.

Who's buying

13F· Q2 2026
0
new positions
1
exit
FundMoveSharesValue
GOLDMAN SACHS GROUP INCDOUBLED1,934,586$125.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDOUBLED700,512$45.6M
JANE STREET GROUP, LLCTRIM565,854$36.8M
CAPITAL FUND MANAGEMENT S.A.ADD527,970$34.3M
CITADEL ADVISORS LLCTRIM472,837$30.8M
Qube Research & Technologies LtdADD423,951$27.6M
Trexquant Investment LPADD420,074$27.3M
CITIGROUP INCADD372,757$24.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Hold 47% rate it Buy or better
Strong Buy3Buy6Hold8Sell1Strong Sell1
12-month targets · 9 analysts

Price is inside the target range. Median implies +14%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 6, 2026Morgan Stanley
MAINTAIN
MAINTAINEqual-Weight
Aug 19, 2026Morgan Stanley
MAINTAIN
MAINTAINEqual-Weight
Jul 30, 2026Piper Sandler
MAINTAIN
MAINTAINNeutral
Jul 30, 2026Keefe, Bruyette & Woods
UPGRADE
UPGRADEMarket Perform
Jul 15, 2026Piper Sandler
MAINTAIN
MAINTAINNeutral
Jul 8, 2026Keefe, Bruyette & Woods
MAINTAIN
MAINTAINUnderperform

Insider ledger

Form 4
$485.5K
bought · 1 insider
$8.7M
sold · 4 insiders
−19.1%
vs their $55.55 cost
DateInsiderTypeValue
Sep 4, 2026
Peters John Sheldon
Chief Insurance Officer
SELL$122.5K
Sep 3, 2026
BIXBY TIMOTHY E
Chief Financial Officer
SELL$103.4K
Sep 3, 2026
Peters John Sheldon
Chief Insurance Officer
SELL$46.9K
Sep 3, 2026
Prosor Maya
Chief Business Officer
SELL$56.8K
Sep 2, 2026
Wininger Shai
President
GIFT1,876 sh
Aug 13, 2026
Peters John Sheldon
Chief Insurance Officer
SELL$578.0K
Jul 27, 2026
Peters John Sheldon
Chief Insurance Officer
AWARD10,000 sh
Jul 7, 2026
BIXBY TIMOTHY E
Chief Financial Officer
SELL$5.8M

Earnings setup

Estimates
Nov 5
reports in 10 days
−$0.58
EPS estimate, this quarter
−9%
estimate change, 90 days
2↑ 8↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q-$0.58-$0.63–-$0.41+3.5%$322.3M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY-$1.10-$1.75–-$0.69+0.6%$1.6B

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 19, 2026 SEC
Lemonade, Inc. announced it will report its Q3 2026 results on November 5, 2026.
PRESS-RELEASE — Impact 1/10
Oct 19, 2026 Earnings
Lemonade To Announce Third Quarter 2026 Financial Results
NEW YORK, Oct. 19, 2026 /PRNewswire/ -- Lemonade (NYSE: LMND) today announced it will release its th
Oct 15, 2026 SEC
Lemonade filed an amended 8-K (8-K/A) to disclose compensation arrangements for outgoing CFO Tim Bixby's transition to…
8-K/A — Impact 2/10
Sep 8, 2026 SEC
Two Lemonade insiders — CFO Timothy Bixby and Chief Insurance Officer John Peters — sold a combined $150K in…
CLUSTER — Impact 3/10
Sep 4, 2026 Insider
Peters John Sheldon sold 2,249 shares
Chief Insurance Officer @ $54.45 ($122.5K)
Sep 3, 2026 Insider
BIXBY TIMOTHY E sold 1,893 shares
Chief Financial Officer @ $54.63 ($103.4K)
Sep 3, 2026 Insider
Peters John Sheldon sold 859 shares
Chief Insurance Officer @ $54.63 ($46.9K)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
1,934,586 shares ($125.8M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
LMND Q3 2026 Earnings After Market Close — 2026-11-05
Recent
Oct 19, 2026
Earnings
Lemonade To Announce Third Quarter 2026 Financial Results
NEW YORK, Oct. 19, 2026 /PRNewswire/ -- Lemonade (NYSE: LMND) today announced it will release its third quarter 2026 financial results on Thursday…
Sep 22, 2026
Press release
Lemonade Continues U.S. Expansion With Launch of Pet Insurance in Kentucky
Bluegrass State pet parents can now get accident and illness coverage, preventative care, and claims paid in seconds NEW YORK, Sept. 22, 2026…
Sep 7, 2026
Press release
Lemonade CFO to Participate in Upcoming Investor Conferences
NEW YORK, Sept. 7, 2026 /PRNewswire/ -- Lemonade (NYSE: LMND) today announced that Tim Bixby, Chief Financial Officer, will participate in the…
Aug 26, 2026
Press release
Lemonade Continues U.S. Expansion With Launch of Car Insurance in Florida
Sunshine State drivers now have access to tech-powered coverage built for how people actually drive NEW YORK, Aug. 26, 2026 /PRNewswire/ -- Lemonade…
Aug 7, 2026
Earnings
Lemonade to Present at the Oppenheimer 29th Annual Technology, Internet & Communications Conference
NEW YORK, Aug. 7, 2026 /PRNewswire/ -- Lemonade (NYSE: LMND) today announced that Tim Bixby, Chief Financial Officer, is scheduled to present at the…

SecBot reports

13 filings · 5 press releases · 1 bullish · 1 bearish · 1 mixed · 10 neutral
All LMND filing & press-release reports (18)