Carlon Jonathan Winant sold $1.6M of NP

Mizuho raised its price target on Neptune Insurance (NYSE:NP) to $33 from $31, maintaining a Neutral rating. The company reported adjusted EPS of $0.17, up 44% YoY, and raised fiscal 2026 revenue guidance to $204M. Revenue grew 34% YoY, and adjusted EBITDA margin improved to 61.7%. Management also introduced fiscal 2027 guidance of $238M. InvestingPro data shows the stock trades above Fair Value.

Neptune Insurance (NP) reported record EBITDA in Q3 2026, raising 2026 guidance and providing initial 2027 outlook. CEO Trevor Burgess highlighted AI's potential to reduce costs, deep distribution relationships, and competitive advantages in the flood market. The company expects margin growth, driven by AI and new products like an upcoming earthquake offering. Strong new business premium growth was attributed to expanding into underinsured markets.

Neptune Insurance Holdings Inc. (NP) filed an SEC Form 8-K — Results of Operations and Financial Condition. Neptune Insurance Holdings Inc. Reports Third Quarter 2026 Results ST. PETERSBURG, Fla., Oct 20, 2026 – Neptune Insurance Holdings Inc. (the “Company”) (NYSE: NP), the parent company of Neptune Flood Incorporated, has released its financial results for the third quarter of 2026 b

BSIV Hold 101, LP sold 1,632,160 shares of Neptune Insurance Holdings Inc. (NP) at $33.22 ($54.22M total) on 2026-07-29.

FTV VII, L.P. sold 1,867,840 indirectly-held shares of Neptune Insurance Holdings Inc. (NP) at $33.22 ($62.05M total) on 2026-07-29.

STORY3 Capital Partners, LLC purchased 632,922 indirectly-held shares of Rent the Runway, Inc. (RENT) at $3.55 ($2.25M total) on 2026-10-21. Filed jointly with S3 RR Aggregator, LLC (Director), Rising Sons Capital, LLC (Director) and Comisar Peter Harley (Director).