Every material Form 8-K Goosehead Insurance filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Goosehead Insurance reported third-quarter 2025 results for the period ended September 30, 2025, with total revenue up 16% to $90.4 million and net income of $12.7 million versus $12.6 million a year earlier. Adjusted EPS fell 8% to $0.46 and the adjusted EBITDA margin slipped to 33% from 34%, while the company repurchased $58.7 million of shares and reaffirmed full-year 2025 revenue guidance of $350 million to $385 million.
Total revenue rose 16% to $90.4 million; core revenue rose 14% to $83.9 million.
Net income was $12.7 million versus $12.6 million; basic EPS was flat at $0.31 and adjusted EPS fell 8% to $0.46.
Adjusted EBITDA rose to $29.7 million from $26.1 million; adjusted EBITDA margin was 33% versus 34%.
The company repurchased $58.7 million of shares in the quarter at an average price of $85.58; $40.8 million remains under the authorization.
Goosehead Insurance appointed Chief Financial Officer Mark E. Jones, Jr. as Chief Operating Officer, effective August 26, 2025, and he will remain CFO, combining both roles. The filing says he will oversee finance, operations and go-to-market functions, and that he will receive stock options on 20,000 Class A shares, granted at a 10% premium to the closing price on the grant date.
Mark E. Jones, Jr. appointed Chief Operating Officer effective August 26, 2025, while remaining Chief Financial Officer
Role combines finance, operations and go-to-market revenue functions, per the company's August 28, 2025 press release
Stock options for 20,000 Class A shares granted at a 10% premium over the closing price on the grant date; other compensation unchanged
Jones is the son of Executive Chairman Mark E. Jones and Vice Chairman Robyn Jones
Goosehead Insurance reported second quarter 2025 results on July 23, 2025. Total revenue rose 20% to $94.0 million and Adjusted EBITDA rose to $29.2 million, but net income fell to $8.3 million from $10.9 million, and basic EPS fell to $0.20 from $0.25, partly due to a $4.7 million impairment charge tied to three office leases. The company kept its full-year 2025 revenue outlook of $350 million to $385 million.
Total revenues were $94.0 million, up 20% from $78.1 million a year earlier; Core Revenue was $86.8 million, up 18%.
Net income was $8.3 million versus $10.9 million; basic EPS was $0.20 versus $0.25.
Adjusted EBITDA was $29.2 million versus $24.7 million, while the Adjusted EBITDA margin was 31% versus 32%.
2025 guidance: total revenues of $350 million to $385 million and total written premiums of $4.38 billion to $4.65 billion.
Goosehead Insurance reported first-quarter 2025 results, with total revenue up 17% to $75.6 million and net income of $2.6 million, compared with $1.8 million a year earlier. The board also authorized a new $100 million share repurchase program through May 1, 2026, and the company reiterated its full-year 2025 guidance. For shareholders, the headline profit and revenue measures improved, although adjusted EPS fell 5% to $0.26.
Total revenues rose 17% to $75.6 million; core revenue rose 17% to $69.1 million.
Net income was $2.6 million versus $1.8 million; basic EPS was $0.09 versus $0.07.
Adjusted EPS was $0.26, down 5% from the prior-year period.
New $100 million buyback authorized through May 1, 2026; full-year 2025 revenue guidance of $350 million to $385 million reiterated.
Goosehead Insurance appointed Bill Wade to its Board of Directors on April 16, 2025, and announced the appointment in a press release on April 17, 2025. The Board has determined that Wade is independent under NASDAQ rules. The filing contains no financial results or guidance, and the company says Wade brings expertise in artificial intelligence and digital transformation.
Wade was appointed to the Board on April 16, 2025, and the Board determined he is independent under NASDAQ rules
Wade has over 25 years of experience as a senior partner and consultant at Bain & Company and holds an MBA from Harvard Business School
Wade will enter into the company's standard indemnification and restrictive covenant agreements for directors and executive officers
The filing reports no financial figures, and the company states no related-party transactions involving Wade
Goosehead Insurance reported fourth-quarter 2024 revenue of $93.9 million, up 49% from $63.0 million a year earlier, and net income of $23.8 million, up from $5.4 million. The company also gave 2025 total revenue guidance of $350 million to $385 million and said it paid a $5.91 per share special dividend in January 2025, totaling $146 million.
Q4 2024 total revenues $93.9 million, up 49% from $63.0 million; net income $23.8 million vs. $5.4 million
Q4 2024 basic EPS $0.60 per share; Adjusted EBITDA $37.4 million vs. $14.1 million
2025 guidance: total revenues of $350 million to $385 million; total written premiums of $4.65 billion to $4.88 billion
Special cash dividend of $5.91 per Class A share, paid January 31, 2025, totaling $146 million
Goosehead's subsidiary entered a $300 million term loan and $75 million revolving credit facility with JPMorgan Chase Bank, N.A. as administrative agent, replacing a 2021 credit agreement. The company's holding entity declared a $175 million distribution and the board declared a one-time special cash dividend of $5.91 per share, both payable January 31, 2025 to holders of record on January 21, 2025. Shareholders receive cash, but the company takes on new secured debt that matures in 2032 and 2030.
The $300 million term loan matures January 8, 2032, and the $75 million revolving credit facility matures January 8, 2030.
The special dividend is $5.91 per share, payable January 31, 2025 to Class A shareholders of record as of January 21, 2025.
Per the press release, $1.22 of the dividend comes from prior tax distributions and $4.69 from the Goosehead Financial, LLC distribution.
Per the press release, loan proceeds will also retire the company's existing $93 million term loan.
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