SelectQuote (NYSE:SLQT) Issues Quarterly Earnings Results, Beats Expectations By $0.09 EPS

SelectQuote (NYSE:SLQT) announced its quarterly earnings results on Thursday. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.09, FiscalAI reports. SelectQuote had a return on equity of 10.41% and a net margin of 3.95%.The firm had revenue of $537.10 million during the quarter, compared to the consensus estimate of $530.73 million.

Here are the key takeaways from SelectQuote’s conference call:

• SelectQuote delivered a strong AEP for Seniors with near‑record 39% adjusted EBITDA margins, ~4% policy volume growth, higher agent productivity, and a marketing cost per approved policy of $326.
• Healthcare services (SelectRx) is scaling rapidly—members +17% to 113,000 and revenue +26% to $231M—and the company highlights clinical impact (an observed ~20% reduction in beneficiary hospital days) plus a multi‑year PBM agreement that improves reimbursement visibility.
• Management cut fiscal 2026 guidance to reflect two discrete headwinds—~$20M from a national carrier’s marketing pullback and ~$20M from PBM reimbursement changes (a ~$40M aggregate impact), updating consolidated revenue to $1.61B–$1.71B and adjusted EBITDA to $90M–$100M.
• Financial flexibility improved with a new $415M credit facility extending maturities to 2031, and management now expects operating cash flow of $25M–$35M in fiscal 2026, emphasizing a continued focus on profitability and cash generation.

SelectQuote Stock Performance

Shares of SLQT traded down $0.45 during mid-day trading on Thursday, hitting $1.01. 5,381,800 shares of the company’s stock were exchanged, compared to its average volume of 1,345,150. The company has a current ratio of 5.42, a quick ratio of 5.42 and a debt-to-equity ratio of 1.06. SelectQuote has a fifty-two week low of $0.96 and a fifty-two week high of $6.86. The business’s 50 day moving average is $1.45 and its two-hundred day moving average is $1.78. The firm has a market capitalization of $176.85 million, a P/E ratio of 20.10 and a beta of 1.23.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on SLQT shares. Weiss Ratings restated a “sell (d)” rating on shares of SelectQuote in a report on Monday, December 29th. Royal Bank Of Canada decreased their price objective on shares of SelectQuote from $6.00 to $5.00 and set a “sector perform” rating for the company in a research note on Thursday, November 20th. Zacks Research raised SelectQuote from a “strong sell” rating to a “hold” rating in a report on Wednesday, October 22nd. Finally, Wall Street Zen downgraded SelectQuote from a “hold” rating to a “sell” rating in a report on Saturday, November 15th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, SelectQuote has an average rating of “Hold” and an average price target of $3.88.

Institutional Trading of SelectQuote

Several institutional investors and hedge funds have recently added to or reduced their stakes in SLQT. AQR Capital Management LLC grew its stake in shares of SelectQuote by 37.8% in the 1st quarter. AQR Capital Management LLC now owns 53,081 shares of the company’s stock valued at $177,000 after purchasing an additional 14,551 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in SelectQuote by 6.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 81,854 shares of the company’s stock valued at $273,000 after buying an additional 4,947 shares during the period. Caxton Associates LLP purchased a new position in SelectQuote during the 1st quarter worth $172,000. Acadian Asset Management LLC acquired a new stake in shares of SelectQuote in the 1st quarter worth $514,000. Finally, Creative Planning lifted its position in SelectQuote by 8.5% in the second quarter. Creative Planning now owns 121,597 shares of the company’s stock valued at $289,000 after purchasing an additional 9,504 shares during the period. 34.59% of the stock is owned by hedge funds and other institutional investors.

SelectQuote Company Profile

SelectQuote, Inc (NYSE: SLQT) is a U.S.-based insurance brokerage and lead generation company that connects consumers with a range of insurance products through proprietary technology and licensed agents. The company specializes in life insurance, supplemental health coverage and Medicare plans, leveraging its digital platform and call center operations to help individuals compare policies and find cost-effective solutions tailored to their needs.

Through a single point of contact, policy seekers can evaluate offerings from multiple carriers, including term life, whole life, accidental death, critical illness and long-term care products.