Slide Insurance
Provides homeowners and residential property insurance in catastrophe-exposed coastal markets.
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Profile
Writes homeowners, condominium, and commercial residential property coverage, earning premiums on direct and assumed policies distributed through agents and a direct channel. The book remains concentrated in Florida, with catastrophe reinsurance and state insurance regulation shaping capacity, pricing, and retained hurricane exposure.
Provides single-family homeowners, condominium, and commercial residential property insurance in catastrophe-exposed coastal markets. Premiums come from direct and assumed policies, with growth supported by independent agents, direct-to-consumer distribution, renewals, Citizens policy assumptions, and block acquisitions from other insurers. Nearly all direct written premiums still originate in Florida, while South Carolina is active and California recently launched through a specialty surplus-lines subsidiary.
Uses proprietary policy-level data, predictive analytics, automation, and aerial imagery to price and select risk. Underwriting, policy administration, and claims are supported by in-house insurance and service subsidiaries.
Operates as one insurance segment and earns primarily from premiums, policy fees, and investment income. Hurricane concentration makes catastrophe protection central: excess-of-loss reinsurance and catastrophe bonds transfer portions of loss exposure, while pricing, capital, policy assumptions, and non-renewals remain subject to state insurance regulation.
Company facts
Key statistics
Year to date +26.6% · Average volume (30d) 882.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Morgan Stanley | Target | $20 | $22 | ||
| Jul 29, 2026 | Barclays | Reiterate | Overweight | $27 | $28 | |
| Jul 7, 2026 | Barclays | Reiterate | Overweight | $31 | $27 | |
| Jul 6, 2026 | Morgan Stanley | Downgrade | Overweight | Equal Weight | $21 | $20 |
| Apr 29, 2026 | Barclays | Reiterate | Overweight | $31 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.85 | $1.06 | +24.7% | $471.9M | $508.0M | +7.7% | +3.46% |
| Apr 28, 2026Q1 FY26 | $0.85 | $1.02 | +19.6% | $326.6M | $414.8M | +27.0% | −2.44% |
| Feb 24, 2026Q4 FY25 | $0.87 | $1.23 | +41.4% | $504.5M | $618.5M | +22.6% | +9.68% |
| Nov 5, 2025Q3 FY25 | $0.49 | $0.79 | +61.2% | $317.6M | $265.7M | −16.3% | −1.07% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $281.6M | $261.6M | $265.7M | $347.0M | $389.3M | $386.8M | |
| Gross profit | $169.3M | $138.1M | $196.1M | $417.0M | $278.2M | $278.1M | |
| Operating income | $123.9M | $96.3M | $147.0M | $222.0M | $185.7M | $178.5M | |
| Net income | $92.5M | $70.1M | $111.0M | $170.4M | $139.5M | $134.9M | |
| Diluted EPS | $0.74 | $0.56 | $0.79 | $1.23 | $1.02 | $1.06 | |
| Gross margin | 60.1% | 52.8% | 73.8% | 120.2% | 71.5% | 71.9% | |
| Operating margin | 44.0% | 36.8% | 55.3% | 64.0% | 47.7% | 46.1% |
Fiscal years (4-quarter sums)FY23 $468.5M · FY24 $846.8M · FY25 $1.16B
Balance sheet, Jun 30, 2026Cash & short-term investments $2.07B · Total debt $38.7M · Total assets $3.60B · Shareholders' equity $1.19B
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Aug 28 | $0.07 |
Ownership
Shares outstanding 116.81M · Float 73.37M · 62.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.09M | 4.36% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.99M | 4.27% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 4.25M | 3.64% | 13F | Aug 12, 2026 |
| Capital World Investors | 3.00M | 2.57% | 13F | Aug 12, 2026 |
| Arrowstreet Capital, Limited Partnership | 2.82M | 2.41% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Stephen L. Rohde | director | −5,000 | $21.89 |
| Aug 6, 2026 | Stephen L. Rohde | director | −5,000 | $21.00 |
| Aug 4, 2026 | Robert JR Gries | director | −28,212 | $20.44 |
| Aug 3, 2026 | Robert JR Gries | director | −28,212 | $20.33 |
| Jul 31, 2026 | Stephen L. Rohde | director | −5,000 | $20.00 |
Peers
- HCI Group
Tampa Florida homeowners insurer growing via Citizens depopulation and insurtech
- Heritage Insurance
Tampa-founded super-regional coastal P&C insurer; holds equity stake in Slide
- Universal Insurance
Largest Florida-focused private homeowners insurer, 19 states, 9,600 agents
- American Coastal Insurance
#1 Florida commercial-residential P&C carrier via exclusive AmRisc partnership
- Mercury General
California-led admitted homeowners insurer with coastal wildfire exposure
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Slide Insurance | $23.48 | −0.04% | $2.74B | 5.7 | 6.6 | 2.0 | +94.2% |
| HCI Group | $186.29 | +0.05% | $2.38B | 7.7 | 9.3 | 2.5 | +11.2% |
| Heritage Insurance | $34.77 | +2.74% | $1.03B | 4.8 | 6.7 | 1.3 | +3.0% |
| Universal Insurance | $43.43 | +0.12% | $1.21B | 5.7 | 9.4 | 0.7 | +55.3% |
| American Coastal Insurance | $9.50 | +0.11% | $460.4M | 4.7 | 9.9 | 1.4 | +150.2% |
| Mercury General | $102.97 | 0.00% | $5.70B | 6.1 | 8.6 | 0.9 | +5.5% |
| Median | 5.7 | 9.3 | 1.3 | +11.2% |