Lemonade (NYSE:LMND) Releases Earnings Results, Beats Expectations By $0.11 EPS

Lemonade (NYSE:LMND) announced its quarterly earnings data on Tuesday. The company reported ($0.47) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.58) by $0.11, FiscalAI reports. The firm had revenue of $258.00 million during the quarter, compared to analysts’ expectations of $251.50 million. Lemonade had a negative net margin of 22.43% and a negative return on equity of 31.19%. The company’s revenue for the quarter was up 70.6% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.86) earnings per share.

Lemonade Stock Performance

LMND stock traded down $8.88 during trading on Wednesday, hitting $56.89. 3,289,362 shares of the company’s stock traded hands, compared to its average volume of 2,351,882. Lemonade has a 52 week low of $27.63 and a 52 week high of $99.90. The business has a fifty day simple moving average of $60.36 and a 200 day simple moving average of $68.49. The stock has a market capitalization of $4.37 billion, a price-to-earnings ratio of -25.17 and a beta of 2.04.

More Lemonade News

Here are the key news stories impacting Lemonade this week:

• Positive Sentiment: Q1 EPS beat and year‑over‑year improvement — Lemonade posted EPS of ($0.47) vs. a consensus loss of ($0.58), improving from ($0.86) a year ago, showing progress toward narrowing losses. Lemonade (LMND) Reports Q1 Loss, Tops Revenue Estimates
• Positive Sentiment: Revenue outpaced estimates and grew strongly — Q1 revenue was $258.0M vs. ~$251.5M consensus, up ~70.6% year‑over‑year, supporting the company’s growth story. Lemonade Announces First Quarter 2026 Financial Results
• Neutral Sentiment: Guidance roughly in line with expectations — Lemonade gave Q2 revenue guidance of about $287M–$290M and FY‑2026 revenue guidance near $1.2B, essentially matching Street revenue assumptions; EPS guidance was not provided/was unclear in the release. Lemonade Announces First Quarter 2026 Financial Results (Business Wire)
• Neutral Sentiment: Management filed the shareholder letter and slide deck and conducted a conference call — useful for details on loss trajectory, margins and product/geography performance; investors will look for cadence toward profitability. Q1 Slide Deck / Call Material
• Negative Sentiment: Profitability remains a concern — Lemonade still shows a negative net margin (~‑22.4%) and negative return on equity (~‑31.2%), meaning substantial losses persist despite revenue growth. Lemonade (LMND) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Valuation and execution risk — with sizable net losses, a high-growth multiple, and mixed signals on near‑term profitability, investors may have sold into the beat; the company’s path to sustained profits remains the primary driver of future upside or downside. Is Lemonade Poised to Outperform Q1 Earnings Estimates?

Insider Buying and Selling

In other Lemonade news, insider John Sheldon Peters sold 3,571 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $52.50, for a total transaction of $187,477.50. Following the completion of the transaction, the insider owned 76,729 shares in the company, valued at $4,028,272.50. This trade represents a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold a total of 5,567 shares of company stock worth $287,517 in the last three months. 14.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On Lemonade

Several institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC lifted its position in Lemonade by 0.7% during the fourth quarter. AQR Capital Management LLC now owns 21,569 shares of the company’s stock valued at $1,535,000 after purchasing an additional 159 shares during the last quarter. The Manufacturers Life Insurance Company lifted its position in Lemonade by 0.8% during the fourth quarter. The Manufacturers Life Insurance Company now owns 32,431 shares of the company’s stock valued at $2,308,000 after purchasing an additional 259 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in Lemonade by 8,080.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 409 shares of the company’s stock valued at $29,000 after purchasing an additional 404 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in shares of Lemonade by 58.4% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,182 shares of the company’s stock worth $84,000 after acquiring an additional 436 shares during the last quarter. Finally, Xponance LLC lifted its holdings in shares of Lemonade by 10.4% in the 4th quarter. Xponance LLC now owns 4,811 shares of the company’s stock worth $342,000 after acquiring an additional 452 shares during the last quarter. Institutional investors own 80.30% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on LMND. Piper Sandler set a $65.00 price objective on shares of Lemonade in a research note on Thursday, February 19th. Morgan Stanley raised shares of Lemonade from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $80.00 to $85.00 in a research note on Tuesday, March 17th. Keefe, Bruyette & Woods raised their target price on shares of Lemonade from $40.00 to $44.00 and gave the company an “underperform” rating in a research note on Tuesday, February 24th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lemonade in a research note on Tuesday, April 21st. Finally, Wolfe Research set a $44.00 target price on shares of Lemonade in a research note on Tuesday, February 24th. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $68.75.

Lemonade Company Profile

Lemonade, Inc (NYSE: LMND) is a New York–based technology-driven insurance carrier that leverages artificial intelligence and behavioral economics to streamline the purchase and management of policies. Founded in 2015, the company offers renters, homeowners, pet, term life and car insurance products tailored for digitally savvy consumers. By automating underwriting and claims processing through chatbots and machine learning, Lemonade aims to deliver a more transparent and user-friendly experience than traditional insurers.

The company’s product suite includes standalone policies for renters and homeowners, customizable pet insurance plans, and term life coverage with simple online applications.