SelectQuote (NYSE:SLQT) Issues Quarterly Earnings Results, Beats Estimates By $0.09 EPS

SelectQuote (NYSE:SLQT) announced its quarterly earnings data on Thursday. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.09, FiscalAI reports. The business had revenue of $537.10 million for the quarter, compared to analysts’ expectations of $530.73 million. SelectQuote had a return on equity of 10.41% and a net margin of 3.95%.

Here are the key takeaways from SelectQuote’s conference call:

• SelectQuote delivered a strong AEP for Seniors with near‑record 39% adjusted EBITDA margins, ~4% policy volume growth, higher agent productivity, and a marketing cost per approved policy of $326.
• Healthcare services (SelectRx) is scaling rapidly—members +17% to 113,000 and revenue +26% to $231M—and the company highlights clinical impact (an observed ~20% reduction in beneficiary hospital days) plus a multi‑year PBM agreement that improves reimbursement visibility.
• Management cut fiscal 2026 guidance to reflect two discrete headwinds—~$20M from a national carrier’s marketing pullback and ~$20M from PBM reimbursement changes (a ~$40M aggregate impact), updating consolidated revenue to $1.61B–$1.71B and adjusted EBITDA to $90M–$100M.
• Financial flexibility improved with a new $415M credit facility extending maturities to 2031, and management now expects operating cash flow of $25M–$35M in fiscal 2026, emphasizing a continued focus on profitability and cash generation.

SelectQuote Price Performance

SLQT traded up $0.01 on Friday, hitting $1.04. 705,227 shares of the company’s stock traded hands, compared to its average volume of 1,350,009. The firm has a market cap of $182.13 million, a price-to-earnings ratio of 20.70 and a beta of 1.23. The company has a current ratio of 5.42, a quick ratio of 5.42 and a debt-to-equity ratio of 1.06. The company’s 50 day simple moving average is $1.45 and its 200-day simple moving average is $1.78. SelectQuote has a one year low of $0.96 and a one year high of $6.86.

Wall Street Analysts Forecast Growth

SLQT has been the subject of a number of recent analyst reports. Royal Bank Of Canada reduced their price target on shares of SelectQuote from $6.00 to $5.00 and set a “sector perform” rating for the company in a research report on Thursday, November 20th. Zacks Research upgraded shares of SelectQuote from a “strong sell” rating to a “hold” rating in a report on Wednesday, October 22nd. Wall Street Zen lowered shares of SelectQuote from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of SelectQuote in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $3.88.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Arrowstreet Capital Limited Partnership increased its position in SelectQuote by 71.3% during the second quarter. Arrowstreet Capital Limited Partnership now owns 1,931,037 shares of the company’s stock worth $4,596,000 after purchasing an additional 803,594 shares during the last quarter. Captrust Financial Advisors boosted its holdings in SelectQuote by 4.8% in the third quarter. Captrust Financial Advisors now owns 1,526,585 shares of the company’s stock valued at $2,992,000 after purchasing an additional 70,043 shares during the period. JPMorgan Chase & Co. grew its stake in SelectQuote by 7.1% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,377,347 shares of the company’s stock worth $3,278,000 after purchasing an additional 91,091 shares in the last quarter. Alliancebernstein L.P. raised its position in SelectQuote by 2.0% in the 3rd quarter. Alliancebernstein L.P. now owns 719,806 shares of the company’s stock valued at $1,411,000 after purchasing an additional 14,100 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of SelectQuote by 12.8% in the 2nd quarter. Bank of America Corp DE now owns 632,436 shares of the company’s stock valued at $1,505,000 after buying an additional 71,993 shares during the period. 34.59% of the stock is owned by institutional investors and hedge funds.

SelectQuote Company Profile

SelectQuote, Inc (NYSE: SLQT) is a U.S.-based insurance brokerage and lead generation company that connects consumers with a range of insurance products through proprietary technology and licensed agents. The company specializes in life insurance, supplemental health coverage and Medicare plans, leveraging its digital platform and call center operations to help individuals compare policies and find cost-effective solutions tailored to their needs.

Through a single point of contact, policy seekers can evaluate offerings from multiple carriers, including term life, whole life, accidental death, critical illness and long-term care products.