Porch Group (PRCH)
Runs insurance, software, data, warranty, and moving services around the homebuying journey.
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Runs homeowners-insurance services, vertical software, property data, warranty, and moving products around U.S. homebuyers. Porch-owned segments collect fees from managing the Reciprocal, software and data customers, and consumer services, while the policyholder-owned Reciprocal writes property insurance.
Runs Porch-owned Insurance Services, Software & Data, and Consumer Services alongside the consolidated Reciprocal Segment. The platform serves the U.S. homebuying journey through homeowners-insurance services, inspection, mortgage, title, and roofing software, Home Factors property data, Porch Warranty, and moving brands such as HireAHelper and MovingPlace.
Software relationships give Porch early access to homebuyers and property information before insurance, warranty, moving, TV/Internet, and security purchases. The business is concentrated in the U.S., with data and service relationships spread across many home-related companies.
The Reciprocal is owned by policyholder members, managed by Porch, and regulated mainly at the state level. Porch Shareholder Interest depends partly on the Reciprocal's growth, financial condition, weather losses, and reinsurance arrangements.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $18 | |
| Jul 13, 2026 | Keefe, Bruyette & Woods | Downgrade | Outperform | Market Perform | |
| Feb 11, 2026 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Outperform | |
| Nov 6, 2025 | Oppenheimer | Target | $20 | ||
| Feb 26, 2025 | Loop Capital | Upgrade | Hold | Buy |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $218.5M · Total debt $405.3M · Total assets $816.0M · Shareholders' equity −$11.8M
- Revenue
- $140.9M
- Operating income
- −$4.1M
- Net income
- $5.6M
No dividends on record.
| Institutions212 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 77.28% | 87.73M shares | |
| Insiders10 holders · as of Aug 7, 2026 | 24.58% | 27.90M shares | |
| Adds to | 101.86% |
113.52M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (131.83M in the company's Sep 3, 2026 report, 113.52M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 101.86%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Matt EhrlichmanInsiderdirector, 10 percent owner, officer: CEO, CHAIRMAN AND FOUNDER | 21.39% | 24.28M | 13Dfiled May 27, 2026 ↗ |
Granahan Investment Management, LLCInstitution | 10.92% | 12.39M | 13Fas of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.56% | 8.58M | 13Fas of Jun 30, 2026 |
Southpoint Capital Advisors LPInstitution | 4.78% | 5.42M | 13Gfiled May 21, 2021 ↗ |
D. E. Shaw & Co., Inc.Institution | 4.66% | 5.29M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 5, 2026 | Shawn Tabak | officer: CHIEF FINANCIAL OFFICER | −25,000 | $16.21 |
| Jul 2, 2026 | Shawn Tabak | officer: CHIEF FINANCIAL OFFICER | −25,000 | $16.13 |
| Jun 2, 2026 | Shawn Tabak | officer: CHIEF FINANCIAL OFFICER | −3,944 | $10.87 |
| May 26, 2026 | Shawn Tabak | officer: CHIEF FINANCIAL OFFICER | −30,000 | $10.08 |
| May 20, 2026 | Shawn Tabak | officer: CHIEF FINANCIAL OFFICER | −10,881 | $9.78 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Porch Group | $18.00 | +1.35% | $2.01B | — | 968.7 | 4.0 | +18.1% |
| Allstate | $257.61 | −0.63% | $66.76B | 5.2 | 9.2 | 1.0 | −7.2% |
| Progressive | $221.40 | −0.00% | $128.71B | 11.1 | 13.5 | 1.4 | −4.2% |
| Lemonade | $53.49 | +0.62% | $4.08B | — | — | 4.4 | +79.4% |
| Intercontinental Exchange | $157.85 | −0.01% | $88.62B | 22.3 | 19.2 | 6.6 | −18.3% |
| Hippo | $33.75 | −0.47% | $894.6M | 7.3 | 26.1 | 1.8 | +23.4% |
| Frontdoor | $81.50 | +0.52% | $5.69B | 21.5 | 16.4 | 2.7 | +4.5% |
| Angi | $4.96 | +6.32% | $200.6M | — | 11.0 | 0.2 | −10.9% |
| Median | 11.1 | 14.9 | 1.8 | −4.2% |