Neptune Insurance Holdings Inc.
Neptune is a managing general agent that underwrites and administers insurance policies for residential and commercial property owners through a nationwide network of agencies. Its products include primary and excess flood insurance and parametric earthquake insurance. Neptune does not bear the insurance risk or handle claims; insurance and reinsurance companies known as capacity providers take on those responsibilities. Neptune earns commissions from capacity providers, calculated as a negotiated percentage of each policy’s premium, and fees from policyholders. Neptune’s core platforms are Triton, an automated underwriting engine, and Poseidon, a policy management system. Its distribution includes agency and broker partnerships, an in-house agency and direct-to-customer sales through an online interface in select states. Neptune is headquartered in St. Petersburg, Florida.
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No enriched coverage for $NP in the last 7 days.
Duffy Matthew Paul (President & Chief Risk Officer) sold 260,000 shares of Neptune Insurance Holdings Inc. (NP) at an average of $28.12 ($28.03–$28.28, $7.31M total) across 3 trades over 2026-11-09 to 2026-11-11.
Burgess Trevor R (Chief Executive Officer) sold 171,285 shares of Neptune Insurance Holdings Inc. (NP) at an average of $27.72 ($27.68–$28.44, $4.75M total) across 3 trades over 2026-11-05 to 2026-11-06 under a Rule 10b5-1 trading plan.
Burgess Trevor R (Chief Executive Officer) sold 119,577 shares of Neptune Insurance Holdings Inc. (NP) at an average of $28.95 ($28.80–$29.95, $3.46M total) across 3 trades over 2026-11-03 to 2026-11-04 under a Rule 10b5-1 trading plan.
Recent NP coverage spans insider activity, earnings and financial news.
In the last 30 days, NP insiders filed 12 SEC Form 4 transactions — no purchases and 12 sales ($18.9M). The most active reporter was Burgess Trevor R, Chief Executive Officer, with 9 filings. 75% of those filings were made under pre-arranged Rule 10b5-1 plans.
The insider sale may signal reduced confidence or simply portfolio rebalancing.
Insider selling is a near-term sentiment signal, but it is pre-arranged under a 10b5-1 plan, which typically reduces interpretive weight.
The insider sale may signal reduced confidence or simply portfolio rebalancing, potentially prompting short-term selling pressure.
The insider sale may signal reduced confidence and could weigh on the stock.
The target cut suggests modest downside pressure on NP.
AlphAI scores every news story that mentions NP with an AI model for sentiment and relevance, and aggregates insider trades from Neptune Insurance Holdings Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Duffy Matthew Paul (President & Chief Risk Officer) sold 260,000 shares of Neptune Insurance Holdings Inc. (NP) at an average of $28.12 ($28.03–$28.28, $7.31M total) across 3 trades over 2026-11-09 to 2026-11-11.
Burgess Trevor R (Chief Executive Officer) sold 171,285 shares of Neptune Insurance Holdings Inc. (NP) at an average of $27.72 ($27.68–$28.44, $4.75M total) across 3 trades over 2026-11-05 to 2026-11-06 under a Rule 10b5-1 trading plan.
Burgess Trevor R (Chief Executive Officer) sold 119,577 shares of Neptune Insurance Holdings Inc. (NP) at an average of $28.95 ($28.80–$29.95, $3.46M total) across 3 trades over 2026-11-03 to 2026-11-04 under a Rule 10b5-1 trading plan.
Burgess Trevor R (Chief Executive Officer) sold 110,859 shares of Neptune Insurance Holdings Inc. (NP) at an average of $29.26 ($29.05–$29.46, $3.24M total) across 2 trades over 2026-10-30 to 2026-11-02 under a Rule 10b5-1 trading plan.
Morgan Stanley maintained an Overweight rating on Neptune Insurance Holdings (NP) but lowered its price target to $35.00 from $36.00. The company's P/E ratio is 127.05x, above its 5-year median. Insider activity shows significant selling. NP operates in climate-related property insurance with a market cap of $3.99 billion.
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) announced CFO Jim Steiner will resign after the 2026 annual 10-K filing. Board member Cristian Melej will succeed him. Melej previously served as CFO of another company.
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
Piper Sandler reiterated an Overweight rating on Neptune Insurance (NYSE:NP) with a $39.00 price target ahead of its Q3 2026 earnings. The stock trades at $29.24, with analysts' price targets ranging from $31 to $39. The firm cited Neptune's 33% revenue growth and expansion into earthquake insurance. Neptune reported Q2 2026 EPS of $0.15, beating estimates, and revenue growth of 32.8%. BMO Capital downgraded Neptune to Market Perform with a $32.00 target.
Duffy Matthew Paul (President & Chief Risk Officer) sold 84,441 shares of Neptune Insurance Holdings Inc. (NP) at an average of $28.10 ($27.88–$28.47, $2.37M total) across 2 trades on 2026-10-08 under a Rule 10b5-1 trading plan.
