Neptune Insurance Holdings Inc.
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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.
Over the past 7 days, AlphAI's AI scored 12 news stories mentioning NP (Neptune Insurance Holdings Inc.). Coverage has skewed bullish: 8 bullish, 2 neutral, and 2 bearish.
Recent NP coverage spans financial news, earnings and insider activity.
In the last 30 days, NP insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($4.6M). The most active reporter was Duffy Matthew Paul, President & Chief Risk Officer, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The target cut suggests modest downside pressure on NP.
Guidance lift and price target raise suggest upside potential.
Leadership change may cause short-term stock pressure.
Strong top‑line growth and record profit suggest positive earnings surprise.
Analyst reiteration and higher price target may drive buying interest.
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.
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.
2 min readMizuho 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.
2 min readNeptune 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.
1 min readNeptune 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
2 min readPiper 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.
2 min readDuffy 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.
1 min readDuffy Matthew Paul (President & Chief Risk Officer) sold 41,392 shares of Neptune Insurance Holdings Inc. (NP) at $27.15 ($1.12M total) on 2026-10-06 under a Rule 10b5-1 trading plan.
1 min readDuffy Matthew Paul (President & Chief Risk Officer) sold 39,737 shares of Neptune Insurance Holdings Inc. (NP) at an average of $27.67 ($27.65–$28.48, $1.10M total) across 2 trades on 2026-10-02 under a Rule 10b5-1 trading plan.
1 min readNeptune Insurance (NP) has appointed David Noble as a Class I director, effective immediately, expanding its board to seven members. Noble qualifies as independent under SEC and NYSE rules and received 28,704 RSUs vesting over three years. The board has not yet determined his committee appointments.
1 min readNeptune Insurance Holdings Inc. (NP) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 30, 2026, the Board of Directors (the “Board”) of Neptune Insurance Holdings Inc. (the “Company”), acting by u
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