Earnings · SLQT
SLQT

SLQT Earnings Preview

SelectQuote, Inc. · Financial Services · $132M

13d until earnings

SLQT Earnings

Tuesday, May 05 2026
EPS Estimate
$0.02
$0.02 – $0.02
Revenue Estimate
$439M
Current Price
$0.77

Our Position

bearish

Guidance cut despite 12% revenue growth and debt extension

structured data est. revisions stable

The guidance cut overshadows solid top-line growth and reveals client concentration risk — when one carrier's marketing spend drops, the entire year unravels. The refinancing buys time, but SLQT's real problem isn't liquidity; it's that revenue visibility is fragile and margin headwinds are structural, not temporary. The SelectRx growth is a bright spot, but it can't offset near-term PBM pressure.

Watch: Monitor how aggressively that major carrier ramps marketing spend again in H2 2026 — without it, the company risks missing the reset guidance. Also track the PBM reimbursement impact: if the January agreement doesn't stabilize rates as promised, SLQT could face further cuts.

Data Signal Summary

2 bullish
2 bearish
Estimates down -80% Insider buying cluster Put/call 0.0 (bullish skew) Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.8%
Est. Revisions (30d)
-80.0% 0up/1dn
Analyst Target (mean)
$3 $1–$5 +300%
Options P/C Ratio
0.03
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Renaissance

Recent Activity

insider trades 45 transactions
Other · WOLFE CHRIS (Director) ·9,502 shares
Other · VUKOVIC SRDJAN (Director) ·9,502 shares
Other · CLEMENT RYAN MOORE (Chief Financial Officer) ·27,068 shares
Buy · GRANT ROBERT CLAY (President) ·118,901 shares ·$105,024
Other · DEVANNY EARL H III (Director) ·52,631 shares
40 more
Other · DEVINE DENISE L ·52,631 shr
Other · PATEL KAVITA K ·52,631 shr
Other · HAWKS DONALD L. III ·52,631 shr
Other · WELDON RAYMOND F. ·52,631 shr
Other · FISHER STEPHANIE D ·59,651 shr
Other · DANKER TIMOTHY ROBERT ·658,528 shr
Other · GRANT WILLIAM THOMAS III ·548,774 shr
Other · GRANT ROBERT CLAY ·631,089 shr
Other · BOULWARE DANIEL ALLEN ·220,489 shr
Other · CLEMENT RYAN MOORE ·211,240 shr
Other · ANDERSON SARAH TAYLOR ·62,433 shr
Other · MATTHEWS JOSHUA BRANDON ·144,321 shr
Buy · DEVINE DENISE L ·4,000 shr ·$14,460
Other · CLEMENT RYAN MOORE ·46,702 shr
Other · FISHER STEPHANIE D ·19,634 shr
Other · DANKER TIMOTHY ROBERT ·133,333 shr
Other · GRANT WILLIAM THOMAS III ·111,111 shr
Other · GRANT ROBERT CLAY ·127,778 shr
Other · BOULWARE DANIEL ALLEN ·43,065 shr
Other · SOUAN RYAN S ·9,722 shr
Other · ANDERSON SARAH TAYLOR ·9,722 shr
Other · MATTHEWS JOSHUA BRANDON ·26,250 shr
Sell · ANDERSON SARAH TAYLOR ·50,000 shr ·$272,000
Exercise · ANDERSON SARAH TAYLOR ·15,000 shr ·$28,125
Other · GRANT WILLIAM THOMAS II ·94,890 shr
Other · DEVANNY EARL H III ·94,890 shr
Other · DEVINE DENISE L ·94,890 shr
Other · PATEL KAVITA K ·94,890 shr
Other · HAWKS DONALD L. III ·94,890 shr
Other · WELDON RAYMOND F. ·94,890 shr
Other · FISHER STEPHANIE D ·37,800 shr
Other · DANKER TIMOTHY ROBERT ·428,860 shr
Other · GRANT WILLIAM THOMAS III ·358,616 shr
Other · GRANT ROBERT CLAY ·411,298 shr
Other · BOULWARE DANIEL ALLEN ·140,180 shr
Other · SOUAN RYAN S ·36,108 shr
Other · CLEMENT RYAN MOORE ·116,226 shr
Other · ANDERSON SARAH TAYLOR ·38,938 shr
Other · MATTHEWS JOSHUA BRANDON ·89,859 shr
Exercise · FISHER STEPHANIE D ·11,751 shr ·$29,495

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