StreetInsider.com News Articles

Neptune Insurance Holdings (NP) PT Lowered to $25 at Morgan Stanley

Wed, 04 Mar 2026 16:04:58 -0500

Morgan Stanley analyst Bob Jian Huang lowered the price target on Neptune Insurance Holdings (NYSE: NP) to $25.00 (from $27.00) while maintaining a Equalweight rating.

The analyst commented, "We update our model to incorporate the latest 4Q25 results. We slightly increase our topline growth, partially offset by slightly higher agency commissions. Our 2026e/2027e EPS stay relatively flat, at $0.52/$0.63. Our PT decreases to $25/shr, as we mark our peer multiples to the market, and our PT implies a 31.8x 2027e EV/ EBITDA valuation"

Neptune Insurance Holdings (NP) PT Lowered to $25 at Morgan Stanley

Wed, 04 Mar 2026 16:04:58 -0500

Morgan Stanley analyst Bob Jian Huang lowered the price target on Neptune Insurance Holdings (NYSE: NP) to $25.00 (from $27.00) while maintaining a Equalweight rating.

Neptune Flood Research Group Analyzes Impact of FEMA's Proposed 2026 Harris County, Texas, Flood Map Update

Wed, 04 Mar 2026 12:50:00 -0500

Leading flood insurance provider examines the first major flood map overhaul in nearly 20 years in Harris County, and its positive implications for homeowners, insurers, and the national coverage gap

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- For nearly 20 years, FEMA's flood maps in Harris County, Texas, remained largely unchanged, leaving homeowners with an incomplete picture of their true flood risk. Hurricane Harvey proved it: roughly 70% of flooded homes sat outside the officially mapped high-risk zone. The new draft maps proposed for Harris County, released in February 2026, represent a step forward in aligning public policy with the

Neptune Flood Research Group Analyzes Impact of FEMA's Proposed 2026 Harris County, Texas, Flood Map Update

Wed, 04 Mar 2026 12:50:00 -0500

Form 10-K Neptune Insurance Holdin For: Dec 31

Thu, 26 Feb 2026 06:01:00 -0500

si-local-file:///var/storage/secattach/20260226/26063200.html

Form 4 Neptune Insurance Holdin For: Feb 20 Filed by: Vostrizansky Michael Warren

Tue, 24 Feb 2026 18:36:00 -0500

si-local-file:///var/storage/secattach/20260224/26053530.html

Mizuho Upgrades Neptune Insurance Holdings (NP) to Neutral

Tue, 24 Feb 2026 16:13:07 -0500

Mizuho analyst Yaron Kinar upgraded Neptune Insurance Holdings (NYSE: NP) from Underperform to Neutral with a price target of $24.00 (from $26.00).

The analyst comments "We upgrade NP shares to Neutral but lower our PT by $2, to $24 (17% upside). The upgrade reflects our view that it is very unlikely that AI will disrupt the NP business model. Still, a group-low 2.6% FCF yield (exhibit 6) and our belief that there is risk that the company faces competition from large national property carriers in the private flood market over time keep us from becoming even more constructive. A growing in-force

Mizuho Upgrades Neptune Insurance Holdings (NP) to Neutral

Tue, 24 Feb 2026 16:13:07 -0500

Mizuho analyst Yaron Kinar upgraded Neptune Insurance Holdings (NYSE: NP) from Underperform to Neutral with a price target of $24.00 (from $26.00).

BofA Securities Upgrades Neptune Insurance Holdings (NP) to Neutral

Fri, 20 Feb 2026 06:17:59 -0500

(Updated - February 20, 2026 6:17 AM EST)

BofA Securities analyst Joshua Shanker upgraded Neptune Insurance Holdings (NYSE: NP) from Underperform to Neutral with a price target of $23.00.

The analyst commented: "We believe the future earnings, with the stock having returned to near-IPO stock price, are supportive of the current valuation. With a more attractive valuation, we are upgrading shares to Neutral from Underperform while concerns around future competition remain and the ultimate outcome of AI disintermediation in the insurance distribution sector remains uncertain. Our PO is based upon a DCF with a terminal growth rate of 7% in 2031 with

BofA Securities Upgrades Neptune Insurance Holdings (NP) to Neutral

Fri, 20 Feb 2026 06:17:59 -0500

(Updated - February 20, 2026 6:17 AM EST)

BofA Securities analyst Joshua Shanker upgraded Neptune Insurance Holdings (NYSE: NP) from Underperform to Neutral with a price target of $23.00.

Neptune Insurance Holdings (NP) PT Lowered to $30 at Evercore ISI

Thu, 19 Feb 2026 08:09:01 -0500

Evercore ISI analyst David Motemaden lowered the price target on Neptune Insurance Holdings (NYSE: NP) to $30.00 (from $35.00) while maintaining a Outperform rating.

Neptune Insurance Holdings (NP) PT Lowered to $30 at Piper Sandler

Thu, 19 Feb 2026 06:53:22 -0500

Piper Sandler analyst John Barnidge lowered the price target on Neptune Insurance Holdings (NYSE: NP) to $30.00 (from $33.00) while maintaining a Overweight rating.

Keefe, Bruyette & Woods Upgrades Neptune Insurance Holdings (NP) to Outperform

Thu, 19 Feb 2026 06:42:56 -0500

(Updated - February 19, 2026 6:42 AM EST)

Keefe, Bruyette & Woods analyst Thomas McJoynt upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $25.00 (from $26.00).

The analyst commented: "AEBITDA of $26m beat our/consensus' $24m/$24m on stronger revenues. 4Q organic growth was 39% (consensus: 25%), with a modest boost from the government shutdown pausing NFIP business and temporary agent incentives. Management raised its FY26 revenue and AEBITDA guidance by about 2% each on strong core business trends. We raise our AEBITDA estimates by 4% but trim our target to $25 (from $26) using a

Keefe, Bruyette & Woods Upgrades Neptune Insurance Holdings (NP) to Outperform

Thu, 19 Feb 2026 06:42:56 -0500

(Updated - February 19, 2026 6:42 AM EST)

Keefe, Bruyette & Woods analyst Thomas McJoynt upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $25.00 (from $26.00).

Keefe, Bruyette & Woods Upgrades Neptune Insurance Holdings (NP) to Outperform

Thu, 19 Feb 2026 06:42:56 -0500

(Updated - February 19, 2026 6:42 AM EST)

Keefe, Bruyette & Woods analyst Thomas McJoynt upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $25.00 (from $26.00).

Neenah Paper (NP) Tops Q4 EPS by 1c

Wed, 18 Feb 2026 16:34:33 -0500

Neenah Paper (NYSE: NP) reported Q4 EPS of $0.10, $0.01 better than the analyst estimate of $0.09. Revenue for the quarter came in at $43.8 million, versus $0 reported last year.

For earnings history and earnings-related data on Neenah Paper (NP) click here.

Neptune Insurance Holdings Inc. Reports Fourth Quarter and Full Year 2025 Results

Wed, 18 Feb 2026 16:33:00 -0500

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Neptune Insurance Holdings Inc. (NYSE: NP), the parent company of Neptune Flood Incorporated, has released its financial results for the fourth quarter and full year ended December 31, 2025, by posting an update on its Investor Relations website. The earnings presentation can be viewed by clicking here or visiting investors.neptuneflood.com.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260218070157/en/

Fourth Quarter 2025 Highlights

Revenue growth of 39% to $43.8 million
Net income decrease of 63% to $4.3 million, at a 10% margin,

Neptune Insurance Holdings Inc. Reports Fourth Quarter and Full Year 2025 Results

Wed, 18 Feb 2026 16:33:00 -0500

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260218070157/en/

Fourth Quarter 2025 Highlights

Revenue growth of 39% to $43.8 million
Net income decrease of 63% to $4.3 million, at a 10% margin,

Form 8-K Neptune Insurance Holdin For: Feb 18

Wed, 18 Feb 2026 16:17:00 -0500

si-local-file:///var/storage/secattach/20260218/26022132.html

BMO Capital Upgrades Neptune Insurance Holdings (NP) to Outperform

Fri, 13 Feb 2026 05:50:37 -0500

(Updated - February 13, 2026 5:50 AM EST)

BMO Capital analyst Michael Zaremski upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $20.00 (from $25.00).

The analyst commented: "Our target price moves to $20 (from $25) given we swim in a relative world and peer multiples have also come down meaningfully. Our regression analysis, which drives our valuation, levers Neptune to insurance broker multiples, where the business mix/reliance on humans is markedly different (Neptune has revenue/employee of $2.6mm in 2025E, significantly higher than WTW at ~$200K, for example (we use WTW since we estimate its

BMO Capital Upgrades Neptune Insurance Holdings (NP) to Outperform

Fri, 13 Feb 2026 05:50:37 -0500

(Updated - February 13, 2026 5:50 AM EST)

BMO Capital analyst Michael Zaremski upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $20.00 (from $25.00).

BMO Capital Upgrades Neptune Insurance Holdings (NP) to Outperform

Fri, 13 Feb 2026 05:50:37 -0500

(Updated - February 13, 2026 5:50 AM EST)

BMO Capital analyst Michael Zaremski upgraded Neptune Insurance Holdings (NYSE: NP) from Market Perform to Outperform with a price target of $20.00 (from $25.00).

Neptune Insurance Holdings to Announce Fourth Quarter 2025 Financial Results

Thu, 12 Feb 2026 17:49:00 -0500

ST. PETERSBURG, Fla.--(BUSINESS WIRE)-- Neptune Insurance Holdings Inc. (“Neptune” or the “Company”) (NYSE: NP), the parent company of Neptune Flood Incorporated, today announced that it will report its financial results for the fourth quarter ended December 31, 2025, after the market closes on Wednesday, February 18, 2026.

The company plans to host a conference call and webcast to discuss its financial results at 5:00 PM ET on Wednesday, February 18th. The dial-in number for the conference call is (800) 715-9871 or (646) 307-1963 (international). Please dial the number 10 minutes prior to the scheduled start time. A live

Neptune Insurance Holdings to Announce Fourth Quarter 2025 Financial Results

Thu, 12 Feb 2026 17:49:00 -0500

Neptune Insurance Holdings (NP) PT Raised to $31 at Deutsche Bank

Mon, 22 Dec 2025 07:21:23 -0500

Deutsche Bank analyst Cave Montazeri raised the price target on Neptune Insurance Holdings (NYSE: NP) to $31.00 (from $29.00) while maintaining a Buy rating.