Fire, Marine & Casualty Insurance · SIC 6331

Lemonade, Inc.

LMND

Watch

Latest revenue

$9.8M

as of 2026-03-31

Latest net income

$-35.8M

as of 2026-03-31

Net margin

-365.3%

as of 2026-03-31

Price · 5Y

-9.0% / yr 22.8 pts / yr vs S&P 500 37.5% total
Compare:

Live market

delayed ≤15 min
$56.52
0.93%
Market cap
$4.34B
Enterprise value
$4.34B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$99.90
52-wk low
$31.00
Beta
Shares out
76.8M

5-year trend

About LMND

Business description and risk factors will appear here once LMND's latest filing is fully ingested.

Profitability

Net margin

-22.4%

41.6%

Return on equity

-31.0%

9.0%

Return on assets

-8.6%

21.4%

Leverage

Debt / equity

2.61×

23.3%

Debt / assets

72.3%

6.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$9.8M+3.2%$-35.8M+42.6%-365.3%

Q4 2025

2025-12-31

$709.3M+41.3%$-21.7M+27.7%-3.1%

Q3 2025

2025-09-30

$9.7M+9.0%$-37.5M+44.6%-386.6%

Q2 2025

2025-06-30

$9.4M+16.0%$-43.9M+23.3%-467.0%

Q1 2025

2025-03-31

$9.5M+25.0%$-62.4M-31.9%-656.8%

Q4 2024

2024-12-31

$501.9M$-30.0M-6.0%

Q3 2024

2024-09-30

$8.9M+27.1%$-67.7M-10.1%-760.7%

Q2 2024

2024-06-30

$8.1M+44.6%$-57.2M+14.9%-706.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Fire, Marine & Casualty Insurance · SIC 6331

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Insider activity

Insider buying

$485.5K

Insider selling

$37.1M

Net activity

−$36.6M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-10

Maria Angelidis-Smith

Director

Purchase3,350$55.30$185.3K
2026-03-10

Maria Angelidis-Smith

Director

Purchase5,390$55.70$300.2K
2026-03-04

John Sheldon Peters

Chief Insurance Officer

Sale3,571$52.50$187.5K
2026-03-03

Timothy E Bixby

Chief Financial Officer

Sale2,135$50.12$107.0K
2026-03-03

John Sheldon Peters

Chief Insurance Officer

Sale1,773$50.12$88.9K
2026-03-03

Maya Prosor

Chief Business Officer

Sale223$50.12$11.2K
2026-01-23

Daniel A. Schreiber

Chief Executive Officer

Sale9,108$99.04$902.1K
2026-01-22

Daniel A. Schreiber

Chief Executive Officer

Sale126,625$94.74$12.0M
2026-01-22

John Sheldon Peters

Chief Insurance Officer

Sale9,000$90.00$810.0K
2026-01-06

John Sheldon Peters

Chief Insurance Officer

Sale10,000$80.00$800.0K
2025-12-11

Adina Eckstein

Chief Operating Officer

Sale7,919$84.15$666.4K
2025-12-11

Debra Schwartz

Director

Sale4,200$83.59$351.1K
2025-12-10

Adina Eckstein

Chief Operating Officer

Sale7,919$81.15$642.6K
2025-12-10

John Sheldon Peters

Chief Insurance Officer

Sale3,554$81.00$287.9K
2025-12-09

Adina Eckstein

Chief Operating Officer

Sale29,237$77.17$2.3M
2025-12-08

Adina Eckstein

Chief Operating Officer

Sale17,799$78.97$1.4M
2025-12-08

Adina Eckstein

Chief Operating Officer

Sale15,839$78.92$1.3M
2025-12-08

Adina Eckstein

Chief Operating Officer

Sale7,919$78.94$625.1K
2025-12-03

John Sheldon Peters

Chief Insurance Officer

Sale2,667$72.37$193.0K
2025-12-02

Timothy E Bixby

Chief Financial Officer

Sale2,862$72.74$208.2K
2025-12-02

Maya Prosor

Chief Business Officer

Sale198$72.74$14.4K
2025-12-02

John Sheldon Peters

Chief Insurance Officer

Sale2,677$72.74$194.7K
2025-11-24

John Sheldon Peters

Chief Insurance Officer

Sale3,798$73.25$278.2K
2025-11-20

John Sheldon Peters

Chief Insurance Officer

Sale18,930$72.77$1.4M
2025-11-11

Timothy E Bixby

Chief Financial Officer

Sale30,000$75.51$2.3M
2025-11-10

Adina Eckstein

Chief Operating Officer

Sale5,988$78.00$467.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns LMND

Institutional value

$1.70B

Total shares held

28.3M

Distinct holders

217

-132 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.0M$311.5M+19.2K (+0.4%)Added
2JPMORGAN CHASE & CO5.3M$309.0M+779.4K (+17.4%)Added
3VANGUARD CAPITAL MANAGEMENT LLC3.0M$189.2MNew
4VANGUARD PORTFOLIO MANAGEMENT LLC3.0M$186.9MNew
5BAILLIE GIFFORD & CO2.8M$173.4M-100.0K (-3.5%)Trimmed
6JANE STREET GROUP, LLC1.2M$76.4M+1.2M (+27866.4%)Added
7BIT Capital GmbH583.8K$36.6M-1.2M (-68.0%)Trimmed
8Walleye Capital LLC567.1K$35.5M+561.9K (+10866.5%)Added
9Halter Ferguson Financial Inc.546.3K$34.2M-54.5K (-9.1%)Trimmed
10Nuveen, LLC456.5K$28.6M+89.3K (+24.3%)Added
11VANGUARD FIDUCIARY TRUST CO442.9K$27.8MNew
12UBS Group AG346.8K$21.7M+29.8K (+9.4%)Added
13CITIGROUP INC269.9K$16.9M+201.0K (+291.9%)Added
14Privium Fund Management B.V.255.3K$16.0M+7.0K (+2.8%)Added
15TB Alternative Assets Ltd.235.8K$14.8MNew
16LANDSCAPE CAPITAL MANAGEMENT, L.L.C.211.7K$13.3M+133.0K (+168.8%)Added
17WELLS FARGO & COMPANY/MN181.8K$11.4M+31.9K (+21.3%)Added
18Bank of New York Mellon Corp181.5K$11.4M-4.1K (-2.2%)Trimmed
19GROUP ONE TRADING LLC180.0K$11.3M+69.6K (+63.0%)Added
20FEDERATED HERMES, INC.168.7K$10.6M-50.8K (-23.2%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once LMND's latest filing finishes processing.