Hippo Holdings Inc.

HIPO, HIPOW · Fire, Marine & Casualty Insurance · 26.0M shares · -28%/yr ↓ buyback · EDGAR filings ↗

Net buyback after stock comp: -$56M (gross $2M, SBC $58M)

Reference price $25.00 · est. market cap ~$651M — last insider sale, 2026-06-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

C66

Hippo Holdings — home-insurance insurtech that has turned profitable.

Strengths

ROE 13.2% (47th pct); net margin (48th); improving underwriting

Risks

Catastrophe-loss exposure; weak free cash flow (16th)
Underwriting-scale and reinsurance dependence

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Strong balance sheetStrong balance sheet — $218M cash & investments
Buying back stockNet buyback — share count -28%/yr over 4y
Insider sellingInsider selling — 9 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$1M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $117M2025-09-30 · $121M2025-12-31 · $120M2026-03-31 · $122M

Last 4 quarters · from SEC filings.

Key metrics

Net margin

12.3%

Return on equity

13.2%

Return on assets

3.0%

Revenue growth (QoQ)

0.9%

Free cash flow

$9M

Tangible book value

$422M

Cash & investments

$218M

Stock comp / revenue

6.3%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-10	Boettcher Laura	Grant	12K	—
2026-06-09	McCathron Richard	Sell	5.0K	$25.00
2026-06-03	Ellis Stewart	Grant	4.8K	—
2026-06-02	Holliday Susan Claire	Grant	4.8K	—
2026-06-02	Hay Laura J	Grant	2.5K	$25.40
2026-06-02	Hay Laura J	Grant	4.8K	—
2026-06-02	Schaaf Mark	Grant	4.7K	$25.40
2026-06-02	Schaaf Mark	Grant	4.8K	—
2026-06-02	Landman Sam	Grant	4.7K	$25.40
2026-06-02	Landman Sam	Grant	4.8K	—
2026-06-02	Fouche Lori Dickerson	Grant	4.7K	$25.40
2026-06-02	NICHOLS JOHN DRAKE	Grant	4.7K	$25.40
2026-06-02	NICHOLS JOHN DRAKE	Grant	4.8K	—
2026-06-02	WIJNBERG SANDRA S	Grant	4.7K	$25.40
2026-06-02	WIJNBERG SANDRA S	Grant	4.8K	—
2026-06-02	FRATER HUGH R	Grant	4.7K	$25.40
2026-06-02	FRATER HUGH R	Grant	4.8K	—
2026-06-02	Feder Eric	Grant	4.7K	$25.40
2026-06-02	Fouche Lori Dickerson	Grant	4.8K	—
2026-06-02	Holliday Susan Claire	Grant	2.5K	$25.40
2026-05-15	Ostergaard Torben	Sell	3.7K	$26.10
2026-05-15	Zeltser Guy	Tax withheld	4.2K	$26.41
2026-05-15	Stienstra Michael	Tax withheld	1.3K	$26.41
2026-05-15	Ostergaard Torben	Tax withheld	1.3K	$26.41
2026-05-15	McCathron Richard	Tax withheld	8.8K	$26.41
2026-05-14	Zeltser Guy	Grant	743	$22.72
2026-05-11	McCathron Richard	Sell	5.0K	$27.10
2026-04-27	Stienstra Michael	Tax withheld	794	$28.21
2026-04-27	Zeltser Guy	Tax withheld	1.1K	$28.21
2026-04-27	Ostergaard Torben	Tax withheld	1.4K	$28.21
2026-04-27	McCathron Richard	Tax withheld	1.4K	$28.21
2026-04-09	McCathron Richard	Sell	5.0K	$26.05
2026-03-09	McCathron Richard	Sell	5.0K	$25.86
2026-03-03	McCathron Richard	Grant	114K	—
2026-03-03	McCathron Richard	Grant	76K	—
2026-03-02	Stienstra Michael	Grant	9.9K	—
2026-03-02	Ostergaard Torben	Grant	9.9K	—
2026-03-02	Ostergaard Torben	Grant	15K	—
2026-03-02	Zeltser Guy	Grant	37K	—
2026-03-02	Zeltser Guy	Grant	25K	—
2026-03-02	Stienstra Michael	Grant	15K	—
2026-02-25	Ostergaard Torben	Sell	600	$30.44
2026-02-17	Ostergaard Torben	Sell	6.1K	$28.57
2026-02-15	Zeltser Guy	Tax withheld	4.5K	$28.59
2026-02-15	Stienstra Michael	Tax withheld	2.8K	$28.59
2026-02-15	Ostergaard Torben	Tax withheld	2.4K	$28.59
2026-02-15	McCathron Richard	Tax withheld	12K	$28.59
2026-02-09	McCathron Richard	Sell	5.0K	$29.14
2026-01-09	McCathron Richard	Sell	5.0K	$31.52
2025-12-22	Stienstra Michael	Sell	3.9K	$31.12
2025-12-18	NICHOLS JOHN DRAKE	Gift	4.9K	—
2025-12-09	McCathron Richard	Sell	5.0K	$29.82
2025-11-21	Ostergaard Torben	Sell	152	$32.63
2025-11-21	Ostergaard Torben	Sell	3.5K	$31.96
2025-11-18	Zeltser Guy	Sell	1.7K	$32.12
2025-11-18	Zeltser Guy	Sell	100	$32.74
2025-11-15	Ostergaard Torben	Tax withheld	2.1K	$31.11
2025-11-15	Zeltser Guy	Tax withheld	4.2K	$31.11
2025-11-15	Stienstra Michael	Tax withheld	2.5K	$31.11
2025-11-15	McCathron Richard	Tax withheld	11K	$31.11
2025-11-14	Zeltser Guy	Buy	665	$7.23
2025-10-01	Holliday Susan Claire	Grant	2.5K	—
2025-10-01	Hay Laura J	Grant	2.5K	—
2025-09-17	Zeltser Guy	Sell	5.0K	$37.46
2025-09-17	Zeltser Guy	Sell	200	$38.05
2025-09-10	McCathron Richard	Tax withheld	1.4K	$36.97
2025-09-10	Stienstra Michael	Tax withheld	752	$36.97
2025-09-10	Ostergaard Torben	Tax withheld	1.4K	$36.97
2025-09-10	Zeltser Guy	Tax withheld	1.0K	$36.97
2025-09-08	McCathron Richard	Sell	2.7K	$34.12
2025-08-22	McCathron Richard	Sell	2.3K	$34.00
2025-08-15	Stienstra Michael	Tax withheld	2.3K	$30.91
2025-08-15	Ostergaard Torben	Tax withheld	2.0K	$30.91
2025-08-15	Zeltser Guy	Tax withheld	4.0K	$30.91
2025-08-15	McCathron Richard	Tax withheld	11K	$30.91
2025-06-12	Ostergaard Torben	Sell	2.4K	$29.95
2025-06-04	Ostergaard Torben	Sell	4.9K	$24.61
2025-06-03	Landman Sam	Grant	4.7K	—
2025-06-03	NICHOLS JOHN DRAKE	Grant	5.8K	$24.35
2025-06-03	NICHOLS JOHN DRAKE	Grant	4.7K	—
2025-06-03	WIJNBERG SANDRA S	Grant	5.8K	$24.35
2025-06-03	WIJNBERG SANDRA S	Grant	4.7K	—
2025-06-03	Landman Sam	Grant	5.8K	$24.35
2025-06-03	Fouche Lori Dickerson	Grant	5.8K	$24.35
2025-06-03	Fouche Lori Dickerson	Grant	4.7K	—
2025-06-03	FRATER HUGH R	Grant	5.8K	$24.35
2025-06-03	FRATER HUGH R	Grant	4.7K	—
2025-06-03	Feder Eric	Grant	5.8K	$24.35
2025-06-03	Feder Eric	Grant	4.7K	—
2025-06-03	Schaaf Mark	Grant	5.8K	$24.35
2025-06-03	Schaaf Mark	Grant	4.7K	—
2025-05-15	Stienstra Michael	Tax withheld	2.9K	$22.10
2025-05-15	Zeltser Guy	Tax withheld	4.0K	$22.10
2025-05-15	McCathron Richard	Tax withheld	11K	$22.10
2025-05-15	Ostergaard Torben	Tax withheld	3.6K	$22.10
2025-05-14	Zeltser Guy	Grant	2.3K	$8.50
2025-04-01	Wand Assaf	Sell	12K	$25.04
2025-03-05	McCathron Richard	Grant	113K	—
2025-03-05	McCathron Richard	Grant	56K	—
2025-03-04	Stienstra Michael	Grant	24K	—
2025-03-04	Ostergaard Torben	Grant	24K	—
2025-03-04	Ellis Stewart	Grant	43K	—
2025-03-03	Wand Assaf	Sell	12K	$28.90
2025-02-18	Stienstra Michael	Sell	2.3K	$30.02
2025-02-15	Ostergaard Torben	Tax withheld	3.5K	$30.11
2025-02-15	Stienstra Michael	Tax withheld	3.0K	$30.11
2025-02-15	Ellis Stewart	Tax withheld	14K	$30.11
2025-02-15	McCathron Richard	Tax withheld	12K	$30.11
2025-02-05	Ostergaard Torben	Sell	19K	$30.29
2025-02-04	Ostergaard Torben	Sell	21K	$30.05
2025-02-03	Wand Assaf	Sell	4.2K	$27.22
2025-02-03	Wand Assaf	Sell	8.0K	$26.52
2025-01-29	Ostergaard Torben	Sell	3.0K	$27.25
2025-01-08	Ostergaard Torben	Sell	3.0K	$25.77
2025-01-02	Wand Assaf	Sell	8.5K	$25.81
2025-01-02	Wand Assaf	Sell	3.8K	$26.51
2025-01-02	Ellis Stewart	Sell	5.7K	$26.11
2025-01-02	Ellis Stewart	Sell	4.3K	$26.64

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-06-15	Exec/director change	filing ↗
2026-06-05	Shareholder vote	filing ↗
2026-04-30	ResultsExhibits	filing ↗
2026-02-25	ResultsExhibits	filing ↗
2025-11-05	ResultsExhibits	filing ↗
2025-09-16	Exec/director changeReg FDExhibits	filing ↗
2025-08-06	ResultsExhibits	filing ↗
2025-06-16	OtherExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-15	2026-06-10	0001828105-26-000035 ↗
8-K	2026-06-05	2026-06-02	0001828105-26-000029 ↗
10-Q	2026-04-30	2026-03-31	0001828105-26-000025 ↗
8-K	2026-04-30	2026-04-30	0001828105-26-000023 ↗
10-K	2026-03-05	2025-12-31	0001828105-26-000008 ↗
8-K	2026-02-25	2026-02-25	0001828105-26-000002 ↗
8-K	2025-11-05	2025-11-05	0001828105-25-000066 ↗
10-Q	2025-11-05	2025-09-30	0001828105-25-000070 ↗
8-K	2025-09-16	2025-09-10	0001828105-25-000059 ↗
8-K	2025-08-06	2025-08-06	0001828105-25-000054 ↗
10-Q	2025-08-06	2025-06-30	0001828105-25-000055 ↗
8-K	2025-06-16	2025-06-11	0001828105-25-000044 ↗