SelectQuote, Inc. (NYSE:SLQT ) Q4 2025 Earnings Conference Call August 21, 2025 8:30 AM ET Company Participants Matthew Gunter - Corporate Participant Robert Clay Grant - President Ryan M. Clement - Chief Financial Officer Timothy Robert Danker - CEO & Director William Thomas Grant - Chief Operating Officer Conference Call Participants Benjamin Hendrix - RBC Capital Markets, Research Division George Frederick Sutton - Craig-Hallum Capital Group LLC, Research Division Patrick Joseph McCann - NOBLE Capital Markets, Inc., Research Division Operator Welcome to SelectQuote's Fourth Quarter Earnings Conference Call.
SelectQuote (SLQT) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.18 per share a year ago.
SelectQuote (SLQT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SelectQuote (SLQT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Compressing real yields and a Fed pivot position SelectQuote for a duration-driven re-rating as the market's 74 percent discount to peers is untenable against highly visible multi-year cash flows. AI-enabled targeting and a seasoned agent force are delivering record productivity and margin expansion that deepen SLQT's competitive moat. A swift capital structure reset through receivables securitization and preferred equity has slashed leverage and interest expense, unlocking over one hundred million dollars in strategic liquidity.
SelectQuote, Inc. (NYSE:SLQT ) Q3 2025 Earnings Conference Call May 12, 2025 8:30 AM ET Company Participants Matt Gunter - Investor Relations Tim Danker - Chief Executive Officer Ryan Clement - Chief Financial Officer Bob Grant - President Conference Call Participants George Sutton - Craig Hallum Michael Murray - RBC Capital Markets Pat McCann - NOBLE Capital Markets Operator Welcome to SelectQuote's Third Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
SelectQuote (SLQT) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.05 per share a year ago.
SelectQuote, Inc. operates a direct-to-consumer platform for insurance and healthcare products but remains unprofitable and niche, with a market value of about $580 million. The company leverages proprietary technology to lower customer acquisition costs and has shifted focus to healthcare, particularly Medicare Advantage, for higher long-term value. Despite revenue growth, profitability remains elusive, with net losses reported in recent years; recent recapitalization and Medicare reimbursement changes may improve short-term financials.
I'm upgrading SelectQuote to a buy rating after the stock's recent sharp fall. The federal government recently approved a 5.06% reimbursement rate increase for Medicare Advantage plans, which should translate into more aggressive marketing from carriers. This will lead to stronger demand and referral fees for SelectQuote, similar to how the government's premium increase approvals helped EverQuote in the auto insurance industry.
The average of price targets set by Wall Street analysts indicates a potential upside of 33.5% in SelectQuote (SLQT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
SelectQuote, Inc. (NYSE:SLQT ) Q2 2025 Results Conference Call February 10, 2025 5:00 PM ET Company Participants Matt Gunter - Investor Relations Tim Danker - Chief Executive Officer Ryan Clement - Chief Financial Officer Bob Grant - President Conference Call Participants Benjamin Hendrix - RBC Capital Markets George Sutton - Craig Hallum Pat McCann - NOBLE Capital Markets Operator Good afternoon, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today.
SelectQuote (SLQT) came out with quarterly earnings of $0.30 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.11 per share a year ago.