Goosehead Insurance Ownership

GSHD
 Stock
  

USD 40.86  0.46  1.14%   

Some institutional investors establish a significant position in stocks such as Goosehead Insurance in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Goosehead Insurance, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Please check Risk vs Return Analysis.
  
The current year Dividend Yield is expected to grow to 0.0131, whereas Payment of Dividends and Other Cash Distributions is forecasted to decline to (64.7 M). The current year Issuance Purchase of Equity Shares is expected to grow to about 4.7 M, whereas Weighted Average Shares is forecasted to decline to about 16.8 M.
Goosehead Insurance secures a total of 22.68 Million outstanding shares. The majority of Goosehead Insurance outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Goosehead Insurance to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Goosehead Insurance. Please pay attention to any change in the institutional holdings of Goosehead Insurance as this could imply that something significant has changed or about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Goosehead Stock Ownership Analysis

About 95.0% of the company shares are owned by institutional investors. The company last dividend was issued on the 6th of August 2021. Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that provides personal lines insurance agency services in the United States. Goosehead Insurance, Inc. was founded in 2003 and is headquartered in Westlake, Texas. Goosehead Insurance operates under InsuranceDiversified classification in the United States and is traded on NASDAQ Exchange. It employs 1238 people. To learn more about Goosehead Insurance call Mark Jones at 214 838 5500 or check out https://www.goosehead.com.

Goosehead Insurance SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Goosehead Insurance prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Goosehead Insurance investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Goosehead Insurance specific information freely available to individual and institutional investors to make a timely investment decision.
16th of September 2022
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
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13th of September 2022
Financial Statements and Exhibits. Regulation FD Disclosure
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17th of August 2022
Unclassified Corporate Event
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Goosehead Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Goosehead Insurance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Goosehead Insurance backward and forwards among themselves. Goosehead Insurance's institutional investor refers to the entity that pools money to purchase Goosehead Insurance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K83 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K107 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K183 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares2.3 K304 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K295 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K247 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares1.9 K208 K
Note, although Goosehead Insurance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Goosehead Insurance Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Goosehead Insurance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Goosehead Insurance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Goosehead Insurance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Cruzado Waded over three months ago via Macroaxis 
Purchase by Cruzado Waded of tradable shares of Goosehead Insurance
Mark Robyn Jones Descendants Trust 2014 over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Peterson Camille over three months ago via Macroaxis 
Conversion by Peterson Camille of 6600 shares of Goosehead Insurance
Mark Jones over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Mark Jones over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Mark Robyn Jones Descendants Trust 2014 over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Kebodeaux Adrienne over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Mark Robyn Jones Descendants Trust 2014 over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Mark Robyn Jones Descendants Trust 2014 over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected
Mark Jones over three months ago via Macroaxis 
Conversion by Mark Jones of 4002 shares of Goosehead Insurance
Mark Robyn Jones Descendants Trust 2014 over three months ago via Macroaxis 
Sale by Mark Robyn Jones Descendants Trust 2014 of 50906 shares of Goosehead Insurance
Mark Jones over three months ago via Macroaxis 
Goosehead Insurance exotic insider transaction detected

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Please check Risk vs Return Analysis. Note that the Goosehead Insurance information on this page should be used as a complementary analysis to other Goosehead Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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Is Goosehead Insurance's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Goosehead Insurance. If investors know Goosehead will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Goosehead Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
(0.53) 
Market Capitalization
1.6 B
Quarterly Revenue Growth YOY
0.39
Return On Assets
0.0091
The market value of Goosehead Insurance is measured differently than its book value, which is the value of Goosehead that is recorded on the company's balance sheet. Investors also form their own opinion of Goosehead Insurance's value that differs from its market value or its book value, called intrinsic value, which is Goosehead Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Goosehead Insurance's market value can be influenced by many factors that don't directly affect Goosehead Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Goosehead Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine Goosehead Insurance value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Goosehead Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.