Jupiter Asset Management Ltd. Acquires New Position in Lemonade, Inc. $LMND

Jupiter Asset Management Ltd. bought a new position in shares of Lemonade, Inc. (NYSE:LMND) during the third quarter, Holdings Channel.com reports. The fund bought 169,260 shares of the company’s stock, valued at approximately $9,060,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Titleist Asset Management LLC raised its position in shares of Lemonade by 4.1% during the 3rd quarter. Titleist Asset Management LLC now owns 4,832 shares of the company’s stock worth $259,000 after acquiring an additional 189 shares in the last quarter. Ameritas Investment Partners Inc. grew its stake in shares of Lemonade by 4.0% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 5,683 shares of the company’s stock valued at $249,000 after purchasing an additional 220 shares during the last quarter. CWM LLC increased its holdings in shares of Lemonade by 9.9% in the third quarter. CWM LLC now owns 2,518 shares of the company’s stock valued at $135,000 after purchasing an additional 227 shares during the period. Migdal Insurance & Financial Holdings Ltd. raised its stake in shares of Lemonade by 30.7% during the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 1,034 shares of the company’s stock worth $45,000 after purchasing an additional 243 shares during the last quarter. Finally, Watershed Private Wealth LLC raised its stake in shares of Lemonade by 4.9% during the third quarter. Watershed Private Wealth LLC now owns 8,170 shares of the company’s stock worth $437,000 after purchasing an additional 380 shares during the last quarter. 80.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Lemonade

In related news, COO Adina Eckstein sold 41,557 shares of Lemonade stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $78.95, for a total transaction of $3,280,925.15. Following the completion of the transaction, the chief operating officer directly owned 204,229 shares in the company, valued at $16,123,879.55. The trade was a 16.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider John Sheldon Peters sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $80.00, for a total value of $800,000.00. Following the completion of the sale, the insider directly owned 60,771 shares in the company, valued at approximately $4,861,680. The trade was a 14.13% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 250,540 shares of company stock valued at $22,007,574. Company insiders own 14.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on LMND. Piper Sandler set a $65.00 price objective on shares of Lemonade in a research note on Thursday. Citizens Jmp set a $80.00 price target on shares of Lemonade in a research note on Monday, November 24th. Citigroup reissued an “outperform” rating on shares of Lemonade in a report on Friday, January 16th. Cantor Fitzgerald lifted their price objective on Lemonade from $85.00 to $92.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Finally, Truist Financial began coverage on Lemonade in a research report on Tuesday, January 6th. They set a “buy” rating and a $98.00 target price on the stock. Four equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $71.71.

Lemonade News Roundup

Here are the key news stories impacting Lemonade this week:

• Positive Sentiment: Q4 beat and strong top-line: Lemonade reported a clearer-than-expected beat on both EPS (loss narrower than expected) and revenue, with FY‑2026 revenue guidance raised above consensus — evidence the growth story is intact. Lemonade Announces Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Margin improvement and cash generation: Management highlighted wider gross margins, free cash flow turning positive ($37M) and a moved-up timeline to adjusted‑EBITDA positivity and profitability — a major de‑risk for growth investors. Lemonade’s Sweet Results Refresh Market Appetite: Rebound Ahead
• Positive Sentiment: Bullish flow and investor interest: Heavy pre/post-earnings call option activity (large call purchases) and premarket buying signaled speculative bullishness and helped fuel the earlier jump. Lemonade (LMND) Stock Jumps 17% After Q4 Earnings Beat
• Neutral Sentiment: Analyst/valuation re-check: Coverage notes the upside from results but many houses remain cautious or neutral; MarketBeat shows a mixed analyst consensus and a ~$70 blended target — supportive but not runaway bullish. Lemonade (LMND) Valuation Check After Encouraging Q4 Results And Outlook
• Neutral Sentiment: Product & AI roadmap: Coverage highlights accelerating growth levers (Pet, Car, Europe) and ongoing AI investment (including autonomous car insurance experiments) — long‑term positives that may take quarters to fully monetize. LMND Q4 Deep Dive: Accelerating Growth, Autonomous Car Insurance, and AI Investment Shape 2026 Outlook
• Negative Sentiment: Near-term underwriting headwinds: ADR dipped modestly due to non-renewals of poorly performing policies — improves portfolio quality but can pressure near-term retention/premium metrics. Lemonade’s Sweet Results Refresh Market Appetite: Rebound Ahead
• Negative Sentiment: High short interest and volatility risk: Short interest remains elevated (~18%) and institutional trading has been heavy, so price swings and pullbacks (profit‑taking) are likely until further confirmatory quarters or analyst upgrades. Lemonade’s Sweet Results Refresh Market Appetite: Rebound Ahead

Lemonade Stock Down 7.2%

NYSE:LMND opened at $57.23 on Friday. Lemonade, Inc. has a 52-week low of $24.31 and a 52-week high of $99.90. The stock has a fifty day simple moving average of $77.49 and a 200-day simple moving average of $66.22. The company has a market capitalization of $4.28 billion, a PE ratio of -25.32 and a beta of 2.03.

Lemonade (NYSE:LMND) last posted its earnings results on Thursday, February 19th. The company reported ($0.29) earnings per share for the quarter, beating the consensus estimate of ($0.41) by $0.12. The firm had revenue of $228.10 million during the quarter, compared to the consensus estimate of $218.07 million. Lemonade had a negative net margin of 22.43% and a negative return on equity of 31.25%. The firm’s revenue for the quarter was up 53.3% on a year-over-year basis. During the same period last year, the firm posted ($0.42) EPS. As a group, equities analysts anticipate that Lemonade, Inc. will post -3.03 earnings per share for the current year.

About Lemonade

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.