Lemonade, Inc.

NYSE:LMND 주식 리포트

시가총액: US$4.1b

Lemonade 배당 및 자사주 매입

배당 기준 점검 0/6

Lemonade 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-0.8%

자사주 매입 수익률

총 주주 수익률-0.8%
미래 배당 수익률n/a
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 May 02

LMND: Extended Profitability Timeline Will Constrain Benefits From Autonomous Data Partnership

Narrative Update on Lemonade Analysts have reduced their average price targets on Lemonade by a wide range, from $3 to $28, citing tempered expectations for revenue growth, a lower assumed future P/E multiple around 64, and ongoing questions about the costs needed to support partnerships and customer acquisition, even as some see potential for long term margin improvement. Analyst Commentary Recent research updates on Lemonade reflect a split view, with several bearish analysts trimming price targets and flagging execution and growth risks, even as a few larger firms highlight long term potential tied to partnerships and product expansion.
Seeking Alpha Apr 27

Lemonade: From Growth Story To Margin Expansion Machine

Summary Lemonade is rated a Strong Buy with a 12-month price target of $89.77, reflecting software-like economics and a visible path to profitability. LMND's AI-driven platform has delivered structural operating leverage, doubling in-force premiums to $1.24B while keeping operating expenses nearly flat. Pet and autonomous vehicle insurance drive high-margin growth, with pet premiums up 55% YoY and AV insurance providing a first-mover advantage. Gross loss ratio improvements (down to 52% in Q4 2025) and strong liquidity ($1.12B) support the investment thesis, though execution and catastrophe risk remain key. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 18

LMND: Tesla Partnership And Automation Push Will Shape Balanced Profit Outlook

Analysts have nudged Lemonade's fair value estimate lower by about $2 to $65.11, reflecting updated views on its long term earnings potential and evolving expectations around growth, profitability and future P/E multiples, following recent research on the Tesla partnership and the cost of pushing further into automation and bundled offerings. Analyst Commentary Recent Street research around Lemonade centers on how the Tesla partnership, automation push and bundling efforts could reshape the business over time, with valuation targets moving in both directions as analysts weigh execution risk against long term potential.
내러티브 업데이트 Apr 04

LMND: Extended Profitability Timeline Will Limit Benefits From Tesla Data Partnership

Analysts have nudged their price targets on Lemonade higher in recent weeks, including moves such as Morgan Stanley's shift to $85 and other target increases of $4 to $7. These changes reflect growing focus on the Tesla partnership, expected benefits from autonomous exposure, and ongoing debate around the cost and payoff of Lemonade's automation and bundling efforts.
내러티브 업데이트 Mar 21

LMND: Tesla Partnership Will Support Higher Earnings Power And Market Share

The analyst fair value estimate for Lemonade has increased from $85.00 to $98.00 as analysts factor in higher long term earnings potential tied to the Tesla partnership, ongoing auto insurance data advantages, and updated views on growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Lemonade highlights a split in opinion, but there is a clear cluster of bullish analysts who see the Tesla partnership, data advantages in auto, and broader automation efforts as key drivers for long term earnings potential.
내러티브 업데이트 Mar 07

LMND: Extended Profitability Timeline Will Restrain Benefits From Automation And Tesla Partnership

Narrative Update: Lemonade Analyst Price Target Shift The Street price target framework for Lemonade has moved within a wide range, with individual firms adjusting their targets between $40 and $85. Analysts are weighing tougher assumptions around achieving 30%+ growth alongside improved underwriting, automation, and the potential impact of the Tesla partnership on the long-term earnings and P/E outlook.
내러티브 업데이트 Feb 21

LMND: Extended Profitability Timeline Will Undermine Automation And Partnership Upside

The Street's view on Lemonade has reset, with recent analyst updates pulling some price targets down to around $65, while others have lifted targets by $5 to $7 and up to $80. This reflects mixed reactions to near term profitability timing and growing interest in its automation driven insurance model and Tesla partnership.
내러티브 업데이트 Feb 06

LMND: Tesla Partnership And Sector Softness Will Likely Balance Profit Recovery Hopes

Narrative Update: Analyst Price Target Shift for Lemonade Analysts have nudged their price targets on Lemonade higher by up to US$7 in recent research, reflecting updated models around its Tesla partnership, evolving views on the auto insurance opportunity, and revised long term assumptions that keep fair value estimates broadly unchanged. Analyst Commentary Recent research paints a mixed picture of Lemonade, with several firms lifting price targets on the back of updated assumptions around its auto offering and the Tesla partnership, while others keep more cautious ratings in place.
분석 기사 Jan 29

After Leaping 29% Lemonade, Inc. (NYSE:LMND) Shares Are Not Flying Under The Radar

Lemonade, Inc. ( NYSE:LMND ) shares have continued their recent momentum with a 29% gain in the last month alone. The...
내러티브 업데이트 Jan 23

LMND: Future Sector Softness Will Likely Undermine Optimism Around Profit Recovery

The analyst price target for Lemonade has moved higher to reflect a fair value estimate of about $67.11 per share, with analysts pointing to updated profit margin assumptions, a lower implied future P/E multiple, and a series of recent price target increases across the Street as key drivers of the change. Analyst Commentary Recent research commentary on Lemonade focuses on how the company is progressing against long term execution goals, how quickly it can scale to justify current valuation, and how its business model might hold up through the insurance cycle.
내러티브 업데이트 Jan 08

LMND: Softening Property And Casualty Cycle Will Pressure Long Term Profitability

Narrative Update Our fair value estimate for Lemonade has moved from US$31.00 to US$33.00, reflecting analysts' higher price targets, including recent increases to US$80 and US$53 that are tied to updated insurance models and confidence in the company’s long term market share ambitions. Analyst Commentary Recent Street research around Lemonade highlights a split view.
내러티브 업데이트 Dec 23

LMND Will Balance Rising Market Share Expectations With Moderate Profit Improvement

We raise our fair value estimate for Lemonade to $85 from $60 per share, reflecting analysts' higher price targets and confidence that the company can sustain growth above the broader market and achieve modestly better long term profitability, despite slightly higher risk assumptions. Analyst Commentary Bullish analysts have steadily raised their price targets on Lemonade in recent months, signaling growing confidence in the company’s ability to execute on its long term roadmap.
내러티브 업데이트 Dec 09

LMND: Future Industry Softness Will Likely Restrain Profit Recovery Despite Raised Expectations

Lemonade's analyst price target has been nudged higher, from about $57.00 to roughly $57.63, as analysts highlight the company’s still-early growth phase, its growing market share ambitions, and incremental model updates that modestly improve long term growth and margin expectations. Analyst Commentary Recent research updates reflect a widening range of views on Lemonade, with some bullish analysts citing a long runway for growth and market share gains, while more cautious voices point to industry cyclicality and profitability risks.
분석 기사 Dec 05

Lemonade, Inc. (NYSE:LMND) Looks Just Right With A 31% Price Jump

Lemonade, Inc. ( NYSE:LMND ) shares have continued their recent momentum with a 31% gain in the last month alone...
내러티브 업데이트 Nov 25

LMND: Weaker Industry Pricing Will Limit Near-Term Profit Recovery Prospects

The analyst price target for Lemonade has increased notably, rising from $49.63 to $57.00. Analysts cite the company's continued progress in building market share and adapting to evolving industry conditions.
내러티브 업데이트 Nov 07

LMND: Increased Competition Will Weigh On Profitability Amid Sector Transitions

Analysts have raised Lemonade's fair value estimate from $46.50 to $49.63, reflecting updated sector research that points to ongoing industry pricing shifts and renewed optimism for select personal lines insurers. Analyst Commentary Recent updates from leading brokerages indicate shifting views on Lemonade's prospects, as analysts respond to changing trends within the property and casualty insurance sector.
내러티브 업데이트 Oct 08

AI Driven Efficiency Will Offset Insurance Risks In Expansion

Analysts have increased Lemonade's price target from $45.13 to $46.50, citing continued growth momentum and improving profitability metrics. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution surrounding Lemonade's future.
내러티브 업데이트 Aug 23

AI Driven Efficiency Will Offset Insurance Risks In Expansion

Lemonade’s analyst price target has been raised from $39.86 to $45.12, as improving growth in key segments and progress toward profitability are partially offset by competitive pressures and softening market conditions. Analyst Commentary Bullish analysts highlight continued strong growth in Lemonade's car insurance and European segments, as well as ongoing progress toward profitability and improving loss ratios.
내러티브 업데이트 Aug 08

AI Driven Efficiency Will Offset Insurance Risks In Expansion

The upward revision in Lemonade’s consensus price target primarily reflects an increase in its forward P/E multiple, while net profit margin remained steady, raising fair value from $33.00 to $35.33. What's in the News Lemonade launched Lemonade Car in Indiana, expanding its U.S. presence and now covering approximately 42% of the U.S. car insurance market.
분석 기사 May 09

Analysts Have Made A Financial Statement On Lemonade, Inc.'s (NYSE:LMND) First-Quarter Report

As you might know, Lemonade, Inc. ( NYSE:LMND ) just kicked off its latest first-quarter results with some very strong...
Seeking Alpha Apr 07

Lemonade: An Incredible Small Cap At A Great Valuation

Summary Lemonade leverages AI and technology to disrupt traditional insurers, offering streamlined services and superior data collection, targeting a younger demographic under 35. LMND's cross-selling strategy boosts customer lifetime value and reduces acquisition costs, with significant potential in the car insurance market. Profitability inflection point expected by 2026, with strong metrics like premium per employee and customer per employee outpacing traditional competitors. Despite risks, including unprofitability and geographic concentration, LMND's valuation is attractive relative to incumbents, with substantial growth potential in international markets. Read the full article on Seeking Alpha
분석 기사 Apr 03

Lemonade, Inc.'s (NYSE:LMND) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the Insurance industry in the United States have price-to-sales ratios (or "P/S...
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새로운 내러티브 Mar 22

Investments In AI And Car Insurance Expansion Will Pressure Margins Before Future Gains Emerge

Investment in growth and car insurance expansion may pressure net margins short-term but aims for long-term revenue and profitability gains.
Seeking Alpha Feb 26

Lemonade: With Premium Growth Accelerating, It's Time To Buy The Dip

Summary Lemonade, Inc.'s Q4 results show strong growth in in force premium (IFP) and revenue, despite a challenging macro environment, signaling a buying opportunity amid the stock's recent dip. The company believes it has contained exposure to the LA wildfires, indicating a relatively digestible $20 million adjusted EBITDA loss in Q1. The company expects IFP to continue accelerating in FY25 to 28% y/y growth, while reiterating its goal of adjusted EBITDA profitability in FY26. Gross loss ratios also continue to trend downward for LMND, a signal of the company's diversified portfolio (including pet insurance, which is growing faster in the portfolio and produces less loss). Read the full article on Seeking Alpha
Seeking Alpha Jan 02

Lemonade: Great Small-Cap To Bet On In 2025 And Beyond

Summary Lemonade leverages AI to disrupt the insurance industry, achieving impressive growth and customer satisfaction, particularly among younger demographics. Despite being unprofitable, Lemonade's AI-driven efficiencies and expanding market opportunities, especially in car insurance, present significant long-term growth potential. Founder-led with substantial insider ownership, Lemonade's management team is committed to scaling the business and achieving profitability by 2027. Competitive risks and current unprofitability are concerns, but the company's innovative approach and market position justify a bullish outlook for long-term investors. Read the full article on Seeking Alpha
분석 기사 Dec 09

After Leaping 65% Lemonade, Inc. (NYSE:LMND) Shares Are Not Flying Under The Radar

Lemonade, Inc. ( NYSE:LMND ) shares have continued their recent momentum with a 65% gain in the last month alone. The...
Seeking Alpha Nov 24

Lemonade: The Rising Stock For Aggressive Growth Investors

Summary Lemonade's downside risks are diminishing, and the potential for the company to thrive is increasing, as evidenced by its impressive third quarter 2024 results. LMND stock has surged around 168% since the end of October 2024, driven by accelerating top-line growth, increased profitability, and positive net cash flow. Short interest metrics have declined since late September, indicating that bearish arguments are losing traction as the market recognizes Lemonade's improving fundamentals. Despite lingering risks, Lemonade's valuation and growth prospects make it a compelling buy for risk-tolerant aggressive growth investors. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Lemonade: Driving Lower Costs Through AI While Pursuing Thoughtful Expansion

Summary Lemonade has continued to soar with excellent Q3 results, featuring an acceleration in in-force premium growth rates. The company’s diversification into pet and car insurance, plus European expansion, enhances its resilience and growth potential. Gross loss ratios continue to trend downward, and we note as well that the company has no exposure to Florida. Cash flow has just begun to tilt positive, another positive catalyst for the stock. Read the full article on Seeking Alpha
분석 기사 Nov 03

Lemonade, Inc. (NYSE:LMND) Released Earnings Last Week And Analysts Lifted Their Price Target To US$20.00

As you might know, Lemonade, Inc. ( NYSE:LMND ) just kicked off its latest quarterly results with some very strong...
Seeking Alpha Sep 26

Lemonade: Applying AI To Manage Risks, Raise Sales And Reduce Costs

Summary Lemonade's 25% stock drop after Q2 2024 results presents an opportunity, leveraging AI to innovate and monetize risk management in the insurance industry. AI-driven cost optimization and rapid customer growth position LMND favorably against established competitors, enhancing its revenue potential and market resilience. Improved loss ratios and diversified revenue streams, including international markets, indicate strong risk management and profitability prospects ahead of FY-2026 targets. Despite potential volatility from catastrophic events, Lemonade's AI-driven strategy and consistent performance suggest it can surpass growth expectations and achieve profitability earlier. Read the full article on Seeking Alpha
Seeking Alpha Sep 03

Lemonade: A Clear Sell On Stretched Valuation

Summary Lemonade showed revenue growth, but rising expenses created a wider loss this quarter. A 48.3% increase in marketing expenses vs the 16% top line increase shows how hard the company has to work to increase sales. Analysts have lowered estimates, projecting continued losses through 2026. The equity erosion and potential interest rate cuts pose significant risks, making the current stock price unsustainable and justifying a Sell recommendation. Read the full article on Seeking Alpha
분석 기사 Aug 16

Lemonade, Inc. (NYSE:LMND) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

Lemonade, Inc. ( NYSE:LMND ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Seeking Alpha Jul 31

Lemonade: Focus On Long-Term Metrics, Ignore Short-Term Volatility

Summary Shares of Lemonade have tanked ~15% after reporting Q2 results, owing mostly to a softer revenue guidance for Q3. For Lemonade, however, the core metric to watch is in force premium growth, for which the company is not expecting any deceleration in Q3. Loss ratios are continuing to improve, helped in part by increased automation of underwriting. The company notes that the insurance industry was hit by several catastrophic events in Q2, but Lemonade managed to keep a stable loss ratio. Reiterating my buy rating on Lemonade, as the post-earnings dip represents a great chance to jump into a long-term structural winner. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 LMND 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: LMND 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Lemonade 배당 수익률 vs 시장
LMND의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (LMND)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.3%
업계 평균 (Insurance)2.6%
분석가 예측 (LMND) (최대 3년)n/a

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 LMND 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 LMND 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 LMND 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: LMND 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 13:41
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Lemonade, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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Tracy Dolin-BenguiguiBarclays
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