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Goosehead Insurance (GSHD) Is Up 5.8% After CEO Miller Increases Stake To 35,000 Shares

Simply Wall St · 1d ago
  • Recently, Goosehead Insurance President & CEO Mark Miller bought 5,000 additional shares, lifting his ownership to 35,000 shares according to an SEC filing.
  • This insider purchase, combined with fresh but mixed analyst commentary, spotlights growing debate over Goosehead’s broker model, competitive pressures, and growth outlook.
  • Next, we’ll explore how Miller’s increased share ownership could influence Goosehead Insurance’s existing investment narrative and perceived long-term resilience.

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Goosehead Insurance Investment Narrative Recap

To own Goosehead Insurance, you need to believe its franchise-driven broker model can keep scaling despite rising competitive and regulatory pressure. Miller’s insider purchase is a confidence signal but does not materially change the key near term catalyst, which remains execution on profitable premium and agent growth, or the biggest risk, which is a slowdown in high quality franchise expansion that could weigh on revenue and earnings momentum.

The recent share repurchase activity, especially the US$58.62 million buyback of 685,000 shares in Q3 2025, is most relevant alongside Miller’s purchase, since both concentrate ownership among committed holders while the company pursues its growth agenda. Together, they frame a story where management is leaning into Goosehead’s model at a time when analysts are debating whether competitive and carrier pressures could challenge its ability to convert written premiums into sustainable revenue growth.

Yet behind these confident moves, investors should be aware of how fragile growth becomes if franchise recruiting and agent productivity start to...

Read the full narrative on Goosehead Insurance (it's free!)

Goosehead Insurance's narrative projects $588.5 million revenue and $71.4 million earnings by 2028. This requires 20.0% yearly revenue growth and about a $41.5 million earnings increase from $29.9 million today.

Uncover how Goosehead Insurance's forecasts yield a $93.70 fair value, a 23% upside to its current price.

Exploring Other Perspectives

GSHD Community Fair Values as at Dec 2025
GSHD Community Fair Values as at Dec 2025

Simply Wall St Community members see fair value between US$72.42 and US$93.70 across 2 independent estimates, underscoring how far opinions can spread. You should weigh those views against the central risk that Goosehead’s franchise agent network must keep expanding efficiently to support the current growth narrative.

Explore 2 other fair value estimates on Goosehead Insurance - why the stock might be worth as much as 23% more than the current price!

Build Your Own Goosehead Insurance Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.