SelectQuote (NYSE:SLQT) Announces Quarterly Earnings Results, Beats Estimates By $0.09 EPS

SelectQuote (NYSE:SLQT) posted its quarterly earnings data on Thursday. The company reported $0.26 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.09, FiscalAI reports. SelectQuote had a return on equity of 10.41% and a net margin of 3.95%.The business had revenue of $537.10 million for the quarter, compared to analysts’ expectations of $530.73 million.

Here are the key takeaways from SelectQuote’s conference call:

• SelectQuote delivered a strong AEP for Seniors with near‑record 39% adjusted EBITDA margins, ~4% policy volume growth, higher agent productivity, and a marketing cost per approved policy of $326.
• Healthcare services (SelectRx) is scaling rapidly—members +17% to 113,000 and revenue +26% to $231M—and the company highlights clinical impact (an observed ~20% reduction in beneficiary hospital days) plus a multi‑year PBM agreement that improves reimbursement visibility.
• Management cut fiscal 2026 guidance to reflect two discrete headwinds—~$20M from a national carrier’s marketing pullback and ~$20M from PBM reimbursement changes (a ~$40M aggregate impact), updating consolidated revenue to $1.61B–$1.71B and adjusted EBITDA to $90M–$100M.
• Financial flexibility improved with a new $415M credit facility extending maturities to 2031, and management now expects operating cash flow of $25M–$35M in fiscal 2026, emphasizing a continued focus on profitability and cash generation.

SelectQuote Price Performance

NYSE:SLQT traded down $0.42 during trading hours on Thursday, reaching $1.04. 4,568,785 shares of the company were exchanged, compared to its average volume of 1,341,433. The firm has a market cap of $182.13 million, a PE ratio of 21.10 and a beta of 1.23. The company has a current ratio of 5.42, a quick ratio of 5.42 and a debt-to-equity ratio of 1.06. The stock’s 50-day moving average is $1.45 and its 200-day moving average is $1.78. SelectQuote has a twelve month low of $1.05 and a twelve month high of $6.86.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of SelectQuote by 6.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 81,854 shares of the company’s stock worth $273,000 after purchasing an additional 4,947 shares in the last quarter. Russell Investments Group Ltd. raised its position in SelectQuote by 90.7% in the second quarter. Russell Investments Group Ltd. now owns 16,133 shares of the company’s stock worth $38,000 after acquiring an additional 7,675 shares during the period. Ameriprise Financial Inc. increased its stake in SelectQuote by 9.5% in the second quarter. Ameriprise Financial Inc. now owns 91,765 shares of the company’s stock valued at $218,000 after acquiring an additional 7,960 shares during the last quarter. Creative Planning boosted its holdings in shares of SelectQuote by 8.5% during the 2nd quarter. Creative Planning now owns 121,597 shares of the company’s stock valued at $289,000 after buying an additional 9,504 shares in the last quarter. Finally, Dynamic Technology Lab Private Ltd bought a new stake in SelectQuote during the third quarter valued at approximately $27,000. 34.59% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

SLQT has been the subject of a number of recent research reports. Royal Bank Of Canada reduced their target price on shares of SelectQuote from $6.00 to $5.00 and set a “sector perform” rating for the company in a report on Thursday, November 20th. Wall Street Zen cut shares of SelectQuote from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Zacks Research raised SelectQuote from a “strong sell” rating to a “hold” rating in a research note on Wednesday, October 22nd. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of SelectQuote in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, SelectQuote currently has an average rating of “Hold” and an average target price of $3.88.

About SelectQuote

SelectQuote, Inc (NYSE: SLQT) is a U.S.-based insurance brokerage and lead generation company that connects consumers with a range of insurance products through proprietary technology and licensed agents. The company specializes in life insurance, supplemental health coverage and Medicare plans, leveraging its digital platform and call center operations to help individuals compare policies and find cost-effective solutions tailored to their needs.

Through a single point of contact, policy seekers can evaluate offerings from multiple carriers, including term life, whole life, accidental death, critical illness and long-term care products.