LMND
Lemonade, Inc.
$56.53
-1.44%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (53%)
Inst. Holders7 funds
Inst. Value$701.0M
Inst. Activity2 buys / 1 sells
Insider Activity1B / 5S
Insider Net $-$1.1M
Reddit Sentiment57° Neutral
SEC Reports2
Press Releases4
Recent Activity
May 12, 2026
Press
Lemonade expands renters insurance to Louisiana, offering policies starting at $5/month via its digital platform. No fin
Impact 2/10
May 12, 2026
announcement
Lemonade Expands Renters Insurance to Louisiana
Affordable Renters Insurance in Louisiana: Lemonade Launches Fast, Digital Coverage Starting at $5/M
May 8, 2026
Press
Lemonade announced the launch of its renters insurance product in New Hampshire, expanding its U.S. footprint. The press
Impact 3/10
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 3/10
Mar 18, 2026
Insider
Schreiber Daniel A. sold 820,000 shares
Chief Executive Officer @ $0.00 ($0.00)
Mar 18, 2026
Insider
Wininger Shai sold 820,000 shares
President @ $0.00 ($0.00)
Mar 10, 2026
Insider
Angelidis-Smith Maria sold 3,350 shares
Director @ $55.30 ($185.3K)
Mar 5, 2026
SEC
Two C-suite executives at Lemonade sold shares in the past week, with Chief Insurance Officer John Sheldon selling a tot
CLUSTER — Impact 3/10
Price Targets
$60.11
+6.3% upside
Buy
Current $56.54
Low $33.00
Median $62.00
High $92.00
9 analysts
$33.00
$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 | $-0.56 ▼ -5.3% | $-0.67 — $-0.48 | 6% YoY | 11 |
| Next Q | $-0.52 ▼ -35.6% | $-0.73 — $-0.38 | -3% YoY | 11 |
| Current FY | $-1.73 ▼ -3.6% | $-1.97 — $-1.54 | 23% YoY | 12 |
| Next FY | $-0.81 ▼ -21.0% | $-1.31 — $-0.27 | 53% YoY | 12 |
Latest Reports
NEUTRAL
Press
2/10
Lemonade expands renters insurance to Louisiana, offering policies starting at $5/month via its digital platform. No fin
May 12, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
Mar 30, 2026
NEUTRAL
CLUSTER
3/10
Two C-suite executives at Lemonade sold shares in the past week, with Chief Insurance Officer John Sheldon selling a tot
Mar 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $448.8M | — |
| MORGAN STANLEY | $98.3M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $55.2M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $37.2M | NEW |
| FMR LLC | $33.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 18, 2026 | Schreiber Daniel | A | $0.00 |
| Mar 18, 2026 | Wininger Shai | A | $0.00 |
| Mar 10, 2026 | Angelidis-Smith Maria | A | $185.3K |
| Mar 10, 2026 | Angelidis-Smith Maria | BUY | $185.3K |
| Mar 8, 2026 | Prosor Maya | A | $0.00 |
Reddit Sentiment
57°
Neutral
Bearish
Neutral
Bullish
7 institutional holders with $701.0M total value (9,847,762 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,305,453 | $448.8M | 64.0% | — |
| 2 | MORGAN STANLEY | 1,381,573 | $98.3M | 14.0% | TRIM -27.8% |
| 3 | TWO SIGMA INVESTMENTS, LP | 775,242 | $55.2M | 7.9% | ADD +45.0% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 522,257 | $37.2M | 5.3% | NEW |
| 5 | FMR LLC | 476,360 | $33.9M | 4.8% | ADD +74.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 236,927 | $16.9M | 2.4% | TRIM -71.5% |
| 7 | WELLS FARGO & COMPANY/MN | 149,950 | $10.7M | 1.5% | ADD +43.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 272,861 | 476,360 | +74.6% | $33.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 831,072 | 236,927 | -71.5% | $16.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 104,538 | 149,950 | +43.4% | $10.7M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 1,814,894 | 1,311,253 | -27.8% | $70.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 560,764 | 813,062 | +45.0% | $43.5M | 2025-Q3 |
| FMR LLC | ADD | 144,412 | 272,861 | +88.9% | $14.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 56,102 | 104,538 | +86.3% | $5.6M | 2025-Q3 |
| NORGES BANK | EXIT | 25,656 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 802,275 | 1,814,894 | +126.2% | $79.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 775,756 | 993,669 | +28.1% | $43.5M | 2025-Q2 |
| UBS Group AG | DOUBLED | 260,986 | 873,916 | +234.9% | $38.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 399,509 | 560,764 | +40.4% | $24.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 25,656 | — | $1.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 73,907 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 2,161,532 | 1,562,459 | -27.7% | $49.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 601,575 | 399,509 | -33.6% | $12.6M | 2025-Q1 |
| UBS Group AG | TRIM | 391,728 | 260,986 | -33.4% | $8.2M | 2025-Q1 |
| FMR LLC | ADD | 97,160 | 139,070 | +43.1% | $4.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 198,187 | 73,907 | -62.7% | $2.3M | 2025-Q1 |
| NORGES BANK | EXIT | 25,656 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 573,570 | 805,205 | +40.4% | $29.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 48,493 | 391,728 | +707.8% | $14.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 198,187 | — | $7.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 120,828 | 55,221 | -54.3% | $2.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 448,297 | — | $7.4M | 2024-Q3 |
7 unique insiders with 6 transactions. Net insider value: -$1.1M ($185.3K bought, $1.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 18, 2026 | Schreiber Daniel A. | Chief Executive Officer | A | 820,000 | $0.00 | $0.00 |
| Mar 18, 2026 | Wininger Shai | President | A | 820,000 | $0.00 | $0.00 |
| Mar 10, 2026 | Angelidis-Smith Maria | Director | A | 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 | A | 181,389 | $0.00 | $0.00 |
| Mar 8, 2026 | Eckstein Adina | Chief Operating Officer | A | 54,417 | $0.00 | $0.00 |
| Mar 8, 2026 | Eckstein Adina | Chief Operating Officer | A | 145,112 | $0.00 | $0.00 |
| 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 | M | 11,845 | $11.61 | $137.5K |
| Feb 12, 2026 | Peters John Sheldon | Chief Insurance Officer | M | 11,845 | $11.61 | $137.5K |
| Jan 23, 2026 | Schreiber Daniel A. | Chief Executive Officer | SELL | 9,108 | $99.04 | $902.1K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
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
$60.11 mean target
+6.3% upside
Buy (2.91)
$33.00 Low
$92.00 High
| Metric | Value |
|---|---|
| Current Price | $56.54 |
| Target Low | $33.00 |
| Target Mean | $60.11 |
| 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 |
$-0.56 | $-0.67 | $-0.48 | 6.4% | -5.3% | 3↑ 3↓ | $0.3B | 77.2% | 11 |
| Next Q 2026-09-30 |
$-0.52 | $-0.73 | $-0.38 | -2.5% | -35.6% | 0↑ 7↓ | $0.3B | 64.8% | 11 |
| Current FY 2026-12-31 |
$-1.73 | $-1.97 | $-1.54 | 22.8% | -3.6% | 2↑ 5↓ | $1.2B | 63.4% | 12 |
| Next FY 2027-12-31 |
$-0.81 | $-1.31 | $-0.27 | 53.2% | -21.0% | 1↑ 7↓ | $1.6B | 33.7% | 12 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.562 | |
| 7d ago | $-0.553 | -0.008 |
| 30d ago | $-0.534 | -0.028 |
| 60d ago | $-0.532 | -0.030 |
| 90d ago | $-0.532 | -0.030 |
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 |
| Nov 25, 2025 | Keefe, Bruyette & Woods | MAINTAIN | Underperform | Underperform |
| Nov 24, 2025 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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
ROOT $100k YOLO - EARNINGS TONIGHT 2/25
▲ 43
💬 88
⚡ 3.4
LMND why incumbents won’t catch up.
▲ 1
💬 1
⚡ 0.5
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
Mar 25, 2026
short_volume
Short Volume: LMND — 56.5% short (0.4M / 0.6M)
Short: 366,496 | Exempt: 265 | TRF Vol: 648,097 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Mar 16, 2026
short_interest
FTD: LMND — 18,066 shares ($1.0M) failed to deliver
Settlement: 20260316, Price: $55.15, FTD Value: $996,339.9, LEMONADE INC COM (DE)
Feb 24, 2026
short_interest
FTD: LMND — 84,815 shares ($4.3M) failed to deliver
Settlement: 20260224, Price: $50.51, FTD Value: $4,284,005.65, LEMONADE INC COM (DE)