LMND
Lemonade, Inc.
$57.49
+0.54%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (53%)
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity22 buys / 20 sells
Insider Activity1B / 9S
Insider Net $-$1.6M
Reddit Sentiment57° Neutral
SEC Reports6
Press Releases5
Recent Activity
Jun 12, 2026
SEC
Three LMND insiders sold a combined $374K in open-market transactions over a 7-day window, representing only 0.0085% of
CLUSTER — Impact 2/10
Jun 12, 2026
SEC
A mixed institutional cluster in LMND for Q3 2024 shows 9 buyers accumulating $23.2M net (led by Citadel, D.E. Shaw, and
INST-CLUSTER — Impact 5/10
Jun 11, 2026
announcement
Lemonade Launches Renters Insurance in Montana
Montana Renters Can Now Get Fast, Affordable Coverage Starting at $5 Per Month <pre>Montana Renters
Jun 10, 2026
Insider
Eisenberg Michael A gifted 5,000 shares
Director
Jun 9, 2026
Press
Lemonade announced the availability of its renters insurance in North Dakota, marking a routine state-level expansion. T
Impact 2/10
Jun 5, 2026
SEC
Two C-suite insiders at Lemonade sold a combined $157K in open-market sales over a 7-day window, with the Chief Insuranc
CLUSTER — Impact 3/10
Jun 4, 2026
Insider
Peters John Sheldon sold 3,608 shares
Chief Insurance Officer @ $52.94 ($191.0K)
Jun 3, 2026
Insider
BIXBY TIMOTHY E sold 2,227 shares
Chief Financial Officer @ $53.17 ($118.4K)
Price Targets
$62.00
+7.8% upside
Buy
Current $57.49
Low $37.00
Median $62.00
High $92.00
9 analysts
$37.00
$92.00
Analyst Ratings
3Strong Buy
7Buy
6Hold
2Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 21, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Apr 30, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| Apr 30, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Mar 17, 2026 | Morgan Stanley | UPGRADE | Equal-Weight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.57 ▼ -1.0% | $-0.67 — $-0.50 | 5% YoY | 11 |
| Next Q | $-0.53 ▼ -1.4% | $-0.73 — $-0.38 | -4% YoY | 11 |
| Current FY | $-1.74 ▼ -0.6% | $-1.97 — $-1.54 | 22% YoY | 12 |
| Next FY | $-0.83 ▼ -2.2% | $-1.31 — $-0.27 | 53% YoY | 12 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Three LMND insiders sold a combined $374K in open-market transactions over a 7-day window, representing only 0.0085% of
Jun 12, 2026
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in LMND for Q3 2024 shows 9 buyers accumulating $23.2M net (led by Citadel, D.E. Shaw, and
Jun 12, 2026
NEUTRAL
Press
2/10
Lemonade announced the availability of its renters insurance in North Dakota, marking a routine state-level expansion. T
Jun 9, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $311.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $189.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $186.9M | — |
| BAILLIE GIFFORD & CO | $173.4M | — |
| STATE STREET CORP | $97.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Eisenberg Michael | G | $0.00 |
| Jun 4, 2026 | Peters John | SELL | $191.0K |
| Jun 3, 2026 | BIXBY TIMOTHY | SELL | $118.4K |
| Jun 3, 2026 | Peters John | SELL | $92.2K |
| Jun 3, 2026 | Prosor Maya | SELL | $64.9K |
Reddit Sentiment
57°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $1.9B total value (30,896,190 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 22 institutions added/increased vs 20 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,968,901 | $311.5M | 16.1% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,018,092 | $189.2M | 9.8% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,981,857 | $186.9M | 9.6% | — |
| 4 | BAILLIE GIFFORD & CO | 2,766,426 | $173.4M | 9.0% | — |
| 5 | STATE STREET CORP | 1,554,499 | $97.4M | 5.0% | — |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,495,600 | $93.7M | 4.8% | — |
| 7 | MORGAN STANLEY | 1,164,638 | $73.0M | 3.8% | — |
| 8 | CITADEL ADVISORS LLC | 1,021,700 | $64.0M | 3.3% | — |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 985,400 | $61.8M | 3.2% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 948,554 | $59.5M | 3.1% | — |
| 11 | CITADEL ADVISORS LLC | 781,816 | $49.0M | 2.5% | — |
| 12 | GOLDMAN SACHS GROUP INC | 725,403 | $45.5M | 2.3% | — |
| 13 | FRONTIER CAPITAL MANAGEMENT CO LLC | 672,383 | $42.1M | 2.2% | NEW |
| 14 | CITADEL ADVISORS LLC | 577,300 | $36.2M | 1.9% | — |
| 15 | Holocene Advisors, LP | 553,566 | $34.7M | 1.8% | TRIM -29.3% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 517,347 | $32.4M | 1.7% | — |
| 17 | Nuveen, LLC | 456,540 | $28.6M | 1.5% | DOUBLED +141.5% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 442,885 | $27.8M | 1.4% | — |
| 19 | BANK OF AMERICA CORP /DE/ | 360,411 | $22.6M | 1.2% | ADD +52.1% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 346,916 | $21.7M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FRONTIER CAPITAL MANAGEMENT CO LLC | NEW | — | 672,383 | — | $42.1M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 782,753 | 553,566 | -29.3% | $34.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 236,927 | 360,411 | +52.1% | $22.6M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 33,322 | 311,309 | +834.2% | $19.5M | 2026-Q1 |
| Trexquant Investment LP | NEW | — | 271,024 | — | $17.0M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 40,339 | 204,563 | +407.1% | $12.8M | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 110,371 | 179,954 | +63.0% | $11.3M | 2026-Q1 |
| Woodline Partners LP | NEW | — | 179,608 | — | $11.3M | 2026-Q1 |
| Neuberger Berman Group LLC | DOUBLED | 3,854 | 167,595 | +4248.6% | $10.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 9,100 | 162,900 | +1690.1% | $10.2M | 2026-Q1 |
| PEAK6 LLC | ADD | 43,178 | 64,961 | +50.4% | $4.1M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 89,153 | 62,001 | -30.5% | $3.9M | 2026-Q1 |
| DEUTSCHE BANK AG\ | NEAR_EXIT | 491,778 | 58,596 | -88.1% | $3.7M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 156,411 | 57,639 | -63.1% | $3.6M | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 476,360 | 50,806 | -89.3% | $3.2M | 2026-Q1 |
| Marex Group plc | ADD | 29,575 | 48,426 | +63.7% | $3.0M | 2026-Q1 |
| Parallax Volatility Advisers, L.P. | TRIM | 68,727 | 32,373 | -52.9% | $2.1M | 2026-Q1 |
| NOMURA HOLDINGS INC | TRIM | 41,076 | 29,135 | -29.1% | $1.8M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 78,411 | 19,656 | -74.9% | $1.2M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 8,431 | 13,562 | +60.9% | $833.7K | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 19,589 | 11,647 | -40.5% | $730.0K | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD | ADD | 6,958 | 10,970 | +57.7% | $687.6K | 2026-Q1 |
| DnB Asset Management AS | NEAR_EXIT | 96,718 | 9,895 | -89.8% | $620.2K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 3,735 | 9,710 | +160.0% | $608.6K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 5,458 | 9,548 | +74.9% | $598.5K | 2026-Q1 |
12 unique insiders with 23 transactions. Net insider value: -$1.6M ($185.3K bought, $1.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Eisenberg Michael A | Director | GIFT | 5,000 | — | — |
| Jun 4, 2026 | Peters John Sheldon | Chief Insurance Officer | SELL | 3,608 | $52.94 | $191.0K |
| Jun 3, 2026 | BIXBY TIMOTHY E | Chief Financial Officer | SELL | 2,227 | $53.17 | $118.4K |
| Jun 3, 2026 | Peters John Sheldon | Chief Insurance Officer | SELL | 1,735 | $53.17 | $92.2K |
| Jun 3, 2026 | Prosor Maya | Chief Business Officer | SELL | 1,220 | $53.17 | $64.9K |
| Jun 3, 2026 | Seeley Geoff | Director | AWARD | 2,848 | — | — |
| Jun 3, 2026 | Ratanchandani Prashant | Director | AWARD | 2,848 | — | — |
| Jun 3, 2026 | Schwartz Debra | Director | AWARD | 2,848 | — | — |
| Jun 3, 2026 | Angelidis-Smith Maria | Director | AWARD | 2,848 | — | — |
| Jun 3, 2026 | Haj-Yehia Samer | Director | AWARD | 2,848 | — | — |
| Mar 18, 2026 | Schreiber Daniel A. | Chief Executive Officer | AWARD | 820,000 | — | — |
| Mar 18, 2026 | Wininger Shai | President | AWARD | 820,000 | — | — |
| Mar 10, 2026 | Angelidis-Smith Maria | Director | AWARD | 3,350 | $55.30 | $185.3K |
| Mar 10, 2026 | Angelidis-Smith Maria | Director | BUY | 3,350 | $55.30 | $185.3K |
| Mar 8, 2026 | Prosor Maya | Chief Business Officer | AWARD | 181,389 | — | — |
| Mar 8, 2026 | Eckstein Adina | Chief Operating Officer | AWARD | 54,417 | — | — |
| Mar 8, 2026 | Eckstein Adina | Chief Operating Officer | AWARD | 145,112 | — | — |
| Mar 4, 2026 | Peters John Sheldon | Chief Insurance Officer | SELL | 3,571 | $52.50 | $187.5K |
| Mar 3, 2026 | Peters John Sheldon | Chief Insurance Officer | SELL | 1,773 | $50.12 | $88.9K |
| Mar 3, 2026 | BIXBY TIMOTHY E | Chief Financial Officer | SELL | 2,135 | $50.12 | $107.0K |
| Mar 3, 2026 | Prosor Maya | Chief Business Officer | SELL | 223 | $50.12 | $11.2K |
| Feb 12, 2026 | Peters John Sheldon | Chief Insurance Officer | EXERCISE | 11,845 | $11.61 | $137.5K |
| Jan 23, 2026 | Schreiber Daniel A. | Chief Executive Officer | SELL | 9,108 | $99.04 | $902.1K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 3.0/10.
NEUTRAL
CLUSTER
2/10
Three LMND insiders sold a combined $374K in open-market transactions over a 7-day window, represent
Jun 12, 2026
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in LMND for Q3 2024 shows 9 buyers accumulating $23.2M net (led by Cit
Jun 12, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite insiders at Lemonade sold a combined $157K in open-market sales over a 7-day window, wit
Jun 5, 2026
NEUTRAL
144
2/10
Timothy E. Bixby, an officer of Lemonade, Inc., filed a Form 144 notice of intent to sell 2,227 shar
Jun 3, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. This is an insider tradin
Mar 30, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite executives at Lemonade sold shares in the past week, with Chief Insurance Officer John S
Mar 5, 2026
NEUTRAL
2/10
Lemonade announced the availability of its renters insurance in North Dakota, marking a routine stat
Jun 9, 2026
NEUTRAL
2/10
Lemonade expands renters insurance to Louisiana, offering policies starting at $5/month via its digi
May 12, 2026
NEUTRAL
3/10
Lemonade announced the launch of its renters insurance product in New Hampshire, expanding its U.S.
May 8, 2026
NEUTRAL
2/10
Lemonade announced the launch of its renters insurance product in West Virginia, expanding its digit
May 7, 2026
NEUTRAL
3/10
Lemonade announced the launch of its renters insurance product in South Carolina, expanding its U.S.
Apr 2, 2026
Current analyst consensus: Hold (53% buy). Based on 19 analysts: 3 strong buy, 7 buy, 6 hold, 2 sell, 1 strong sell.
Analyst Price Targets
$62.00 mean target
+7.8% upside
Buy (2.91)
$37.00 Low
$92.00 High
| Metric | Value |
|---|---|
| Current Price | $57.49 |
| Target Low | $37.00 |
| Target Mean | $62.00 |
| Target Median | $62.00 |
| Target High | $92.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.91) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.57 | $-0.67 | $-0.50 | 5.5% | -1.0% | 3↑ 3↓ | $0.3B | 77.5% | 11 |
| Next Q 2026-09-30 |
$-0.53 | $-0.73 | $-0.38 | -3.9% | -1.4% | 0↑ 7↓ | $0.3B | 64.8% | 11 |
| Current FY 2026-12-31 |
$-1.74 | $-1.97 | $-1.54 | 22.4% | -0.6% | 2↑ 5↓ | $1.2B | 63.5% | 12 |
| Next FY 2027-12-31 |
$-0.83 | $-1.31 | $-0.27 | 52.5% | -2.2% | 1↑ 7↓ | $1.6B | 33.8% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.567 | |
| 7d ago | $-0.562 | -0.005 |
| 30d ago | $-0.562 | -0.005 |
| 60d ago | $-0.551 | -0.016 |
| 90d ago | $-0.532 | -0.035 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Apr 30, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 17, 2026 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Feb 24, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Underperform | Underperform |
| Jan 14, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Truist Securities | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 6 | 2 | 1 | 53% | |
| May 1, 2026 | 3 | 7 | 6 | 2 | 1 | 53% | |
| Apr 1, 2026 | 3 | 7 | 5 | 2 | 1 | 56% | |
| Mar 1, 2026 | 3 | 6 | 6 | 2 | 1 | 50% | |
| Feb 1, 2026 | 3 | 6 | 6 | 2 | 1 | 50% | |
| Jan 1, 2026 | 1 | 2 | 7 | 3 | 3 | 19% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
57°
Neutral
Bearish
Neutral
Bullish
3 mentions
1 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
LMND why incumbents won’t catch up.
▲ 1
💬 1
⚡ 0.5
ROOT $100k YOLO - EARNINGS TONIGHT 2/25
▲ 43
💬 88
⚡ 3.4
Jun 11, 2026
announcement
Lemonade Launches Renters Insurance in Montana
Montana Renters Can Now Get Fast, Affordable Coverage Starting at $5 Per Month <pre>Montana Renters Can Now Get Fast, Affordable Coverage Starting at
Jun 9, 2026
announcement
Lemonade Expands Renters Insurance to North Dakota
North Dakota Renters Can Now Get Fast, Affordable Coverage Starting at $5 Per Month <pre>North Dakota Renters Can Now Get Fast, Affordable Coverage St
Jun 8, 2026
short_volume
Short Volume: LMND — 55.0% short (0.4M / 0.7M)
Short: 358,368 | Exempt: 1,082 | TRF Vol: 651,022 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
announcement
Lemonade Expands Renters Insurance to Louisiana
Affordable Renters Insurance in Louisiana: Lemonade Launches Fast, Digital Coverage Starting at $5/Month <pre>Affordable Renters Insurance in Louisian
May 11, 2026
announcement
Lemonade Launches Award-Winning Renters Insurance in Delaware
Tech-First Insurance Company Expands Its Digital Coverage to Delaware Renters <pre>Tech-First Insurance Company Expands Its Digital Coverage to Delawa
May 8, 2026
announcement
Top Renters Insurance Provider Lemonade Announces Launch of Renters Insurance in New Hampshire
Affordable Renters Insurance in New Hampshire: Lemonade Launches Fast, Digital Coverage Starting at $5/Month <pre>Affordable Renters Insurance in New
May 7, 2026
announcement
Leading Renters Insurance Provider Lemonade Expands Renters Insurance to West Virginia
Affordable Renters Insurance in West Virginia: Lemonade Launches Fast, Digital Coverage Starting at $5/Month <pre>Affordable Renters Insurance in West
Apr 29, 2026
earnings_calendar
LMND Q1 2026 Earnings After Market Close — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: LMND — 57.0% short (1.1M / 2.0M)
Short: 1,124,446 | Exempt: 56,909 | TRF Vol: 1,971,590 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: LMND — 68.0% short (0.5M / 0.8M)
Short: 513,968 | Exempt: 30 | TRF Vol: 755,720 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: LMND — 62.3% short (0.4M / 0.6M)
Short: 365,550 | Exempt: 100 | TRF Vol: 587,224 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: LMND — 56.5% short (0.4M / 0.7M)
Short: 391,819 | Exempt: 1,044 | TRF Vol: 693,151 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_interest
FTD: LMND — 14,046 shares ($0.9M) failed to deliver
Settlement: 20260416, Price: $65.86, FTD Value: $925,069.56, LEMONADE INC COM (DE)
Apr 15, 2026
short_volume
Short Volume: LMND — 58.5% short (0.3M / 0.6M)
Short: 346,326 | Exempt: 0 | TRF Vol: 592,008 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
announcement
Award-winning Renters Insurance Provider Lemonade Expands U.S. Footprint with Launch of Renters Insurance in South Carolina
Affordable Renters Insurance in South Carolina: Lemonade Launches Fast, Digital Coverage Starting at $5/Month <pre>Affordable Renters Insurance in Sou