Goosehead stock target cut to $39 by BofA on special dividend plan

EditorLina Guerrero
Published 01/10/2025, 03:34 PM
GSHD
-

On Friday, BofA Securities adjusted its outlook on Goosehead Insurance Inc . (NASDAQ: NASDAQ:GSHD), reducing the price target from $44.00 to $39.00 while retaining an Underperform rating on the company's shares.

The revision followed Goosehead Insurance's announcement that it would issue a special dividend to its shareholders of record as of January 21, with the payment date set for January 31. According to InvestingPro data, GSHD trades at a P/E ratio of 127x and has seen an impressive 82% price return over the past six months, despite current analyst targets ranging from $44 to $145.

The insurance firm plans to fund this dividend through a combination of debt instruments, specifically a $300 million term loan accompanied by a $75 million credit facility. This move mirrors the company's strategy during the third quarter of 2021 when it also paid a special dividend financed by debt. The new term loan will carry an interest rate based on SOFR plus an additional 3.50%.

InvestingPro analysis shows the company maintains healthy liquidity with a current ratio of 1.55, suggesting adequate capacity to manage its debt obligations. Get access to over 30 key financial metrics and a comprehensive Pro Research Report for deeper insights into GSHD's financial health.

As part of its financial maneuvering, Goosehead Insurance also intends to use the debt to pay off an existing $93 million loan. The analyst from BofA Securities noted that the increased interest expense due to the new term loan is expected to cause a significant decrease in the company's earnings per share (EPS) forecast.

In other recent news, Goosehead Insurance Inc. has experienced significant developments. The company reported a milestone in its recent earnings call, marking a tenfold increase in quarterly premiums to $1 billion since its IPO in 2018. Total (EPA:TTEF) written premiums and revenues also saw growth of 28% and 10% respectively, reaching $78 million. Based on this performance, Goosehead Insurance has revised its 2024 guidance for total written premiums to between $3.7 billion and $3.82 billion, and total revenues to between $295 million and $310 million.

Analyst firms Piper Sandler, BMO Capital, and RBC Capital have all adjusted their outlooks on Goosehead Insurance, raising their price targets and expressing confidence in the company's growth trajectory and financial health. Piper Sandler increased the price target to $132.00, BMO Capital to $120, and RBC Capital to $109.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.