John Sheldon Peters Sells 1,773 Shares of Lemonade (NYSE:LMND) Stock

Lemonade, Inc. (NYSE:LMND) insider John Sheldon Peters sold 1,773 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $50.12, for a total transaction of $88,862.76. Following the completion of the transaction, the insider owned 80,300 shares in the company, valued at approximately $4,024,636. This trade represents a 2.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link.

John Sheldon Peters also recently made the following trade(s):

• On Wednesday, March 4th, John Sheldon Peters sold 3,571 shares of Lemonade stock. The stock was sold at an average price of $52.50, for a total transaction of $187,477.50.
• On Thursday, January 22nd, John Sheldon Peters sold 9,000 shares of Lemonade stock. The stock was sold at an average price of $90.00, for a total transaction of $810,000.00.
• On Tuesday, January 6th, John Sheldon Peters sold 10,000 shares of Lemonade stock. The shares were sold at an average price of $80.00, for a total transaction of $800,000.00.
• On Wednesday, December 10th, John Sheldon Peters sold 3,554 shares of Lemonade stock. The stock was sold at an average price of $81.00, for a total value of $287,874.00.

Lemonade Price Performance

Lemonade stock opened at $55.23 on Friday. The firm has a market cap of $4.22 billion, a PE ratio of -24.44 and a beta of 2.12. The stock’s fifty day moving average price is $72.19 and its two-hundred day moving average price is $66.17. Lemonade, Inc. has a one year low of $24.31 and a one year high of $99.90.

Lemonade (NYSE:LMND) last released its earnings results on Wednesday, February 18th. The company reported ($0.29) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.41) by $0.12. Lemonade had a negative return on equity of 31.19% and a negative net margin of 22.43%.During the same quarter in the prior year, the business posted ($0.42) earnings per share. The company’s quarterly revenue was up 53.3% on a year-over-year basis. Sell-side analysts expect that Lemonade, Inc. will post -3.03 earnings per share for the current fiscal year.

Lemonade News Roundup

Here are the key news stories impacting Lemonade this week:

• Positive Sentiment: Analyst and independent bullish write-ups highlight Lemonade’s AI-driven underwriting, accelerating in‑force premiums and scalable growth pathway as reasons for medium‑to‑longer‑term upside if margins keep improving. Read More.
• Positive Sentiment: Independent bullish summary (Danny Green / InsiderMonkey) reiterates the tech/insurtech thesis and cites improving unit economics and strong top‑line momentum as catalysts for rerating. Read More.
• Positive Sentiment: Recent quarter showed robust revenue growth and an EPS beat versus expectations, supporting the growth narrative (company reported strong revenue growth and topped EPS estimates in its Feb quarter). Read More.
• Neutral Sentiment: Valuation and momentum are under renewed review after a large YTD pullback despite strong 1‑year returns; that raises the prospect of continued volatility as investors reprice growth vs. near‑term profitability. Read More.
• Negative Sentiment: Profitability concerns remain a major headwind—investors punished the stock in February after focusing on persistent losses even as Q4 execution improved, underscoring the need for durable margin gains. Read More.
• Negative Sentiment: Insider selling: recent Form 4 filings show multiple sales by senior insider John Sheldon Peters (several thousand shares) and a smaller sale by Maya Prosor; while not huge versus institutional ownership, these disposals can damp investor sentiment and add spot selling pressure. Read More.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Federated Hermes Inc. boosted its holdings in shares of Lemonade by 195.9% in the third quarter. Federated Hermes Inc. now owns 157,592 shares of the company’s stock worth $8,436,000 after acquiring an additional 104,342 shares during the period. Halter Ferguson Financial Inc. lifted its holdings in Lemonade by 101.3% during the 3rd quarter. Halter Ferguson Financial Inc. now owns 575,906 shares of the company’s stock worth $30,828,000 after purchasing an additional 289,803 shares in the last quarter. Analyst IMS Investment Management Services Ltd. boosted its stake in Lemonade by 8.1% in the 3rd quarter. Analyst IMS Investment Management Services Ltd. now owns 617,878 shares of the company’s stock worth $33,075,000 after purchasing an additional 46,110 shares during the period. Bank of New York Mellon Corp grew its holdings in Lemonade by 4.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 160,328 shares of the company’s stock valued at $7,024,000 after buying an additional 6,646 shares in the last quarter. Finally, Titleist Asset Management LLC bought a new stake in shares of Lemonade during the second quarter valued at about $203,000. 80.30% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have weighed in on LMND shares. Piper Sandler set a $65.00 target price on shares of Lemonade in a research report on Thursday, February 19th. Morgan Stanley set a $85.00 target price on Lemonade and gave the company an “equal weight” rating in a report on Tuesday, December 16th. Cantor Fitzgerald raised their price objective on Lemonade from $85.00 to $92.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Keefe, Bruyette & Woods increased their price objective on shares of Lemonade from $40.00 to $44.00 and gave the company an “underperform” rating in a research note on Tuesday, February 24th. Finally, Citigroup reiterated an “outperform” rating on shares of Lemonade in a report on Friday, January 16th. Four analysts have rated the stock with a Buy rating, two have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $68.75.

About Lemonade

Lemonade, Inc (NYSE: LMND) is a New York–based technology-driven insurance carrier that leverages artificial intelligence and behavioral economics to streamline the purchase and management of policies. Founded in 2015, the company offers renters, homeowners, pet, term life and car insurance products tailored for digitally savvy consumers. By automating underwriting and claims processing through chatbots and machine learning, Lemonade aims to deliver a more transparent and user-friendly experience than traditional insurers.

The company’s product suite includes standalone policies for renters and homeowners, customizable pet insurance plans, and term life coverage with simple online applications.