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SLSLDE

Slide Insurance Holdings, Inc. Common Stock

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$SLDE·$2.9B·Insurance - Property & Casualty·Financial Services
$26.23+0.0%YTD+27.5%1Y+88.6%
Price updated 11m ago·X counts updated 2d ago
SLSLDE
$SLDESlide Insurance Holdings, Inc. Common Stock
$26.23+0.01%39 posts1.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SLDE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $SLDE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SLDE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-14

The move is getting stronger, with heavier trading behind it.

Slide Insurance at 4.4x P/E — Q2 revenue +48%, 46% op margin, up 80% T12M, no X sample to read.

Slide Insurance Holdings is the specialty homeowners-insurance franchise — Q2 revenue $387M up 47.9% YoY at 46% operating margin — up 28% YTD as the specialty-insurance cycle plus disciplined underwriting drove earnings.

  • Q2 revenue was $387M up 47.9% YoY at 46% operating margin — this is real, high-growth insurance revenue with 84% gross margin, and 4.4x P/E is priced deeply cheap given the fundamental profile; the negative T12M returns say the market has been slow to catch up.
  • At 98% of its 52-week range and 14% above the 50-day, this is accelerating on real fundamentals. No X sentiment sample was included in the bundle.

The Nov 4 Q3 print with revenue growth continuing above 40% plus continued 45%+ operating margin is what carries this past $30; a specific Florida-hurricane-loss cycle event or a competitive-market-share signal reversing is what pulls this back to $18.

What to watch: The Nov 4 Q3 print. Revenue growth continuing above 40% plus continued 45%+ operating margin and disciplined-underwriting commentary is what carries this past $30; a specific Florida-hurricane-loss cycle event or a competitive-market-share signal reversing is what pulls this back to $18.

On the calendar: 2026-11-04 — Q3 earnings

no sentiment sample

Read the AI verdict on $SLDE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Florida-focused homeowners and condo property insurer serving policyholders in a market underserved by traditional national carriers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Property & Casualty sits in its cycle right now — and what that implies for $SLDE.

Insurance - Property & Casualty · Financial Services

Hard P&C pricing cycle — premium rates still outpacing loss cost inflation after elevated catastrophe losses — and elevated investment yields are the twin earnings drivers; early signs of personal auto competition softening hint the hard cycle may be entering its later stages, with ALL analysts flagging profits likely peaking.

What this means for $SLDE

Direct beneficiary — Slide's tech-enabled Florida homeowners platform operates in a market structurally repriced after years of carrier exits; elevated premium rates in this capacity-scarce segment directly improve underwriting economics.

Top industry ETF

$KIESPDR S&P Insurance ETF
+5.5%YTD
+8.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
4.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
20.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
52.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
44.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
50.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
84.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.06$0.85+24.7%
Q1 2026Apr 28, 2026$1.02$0.82+24.4%
Q4 2025Feb 24, 2026$1.23$0.87+41.4%
Q3 2025Nov 5, 2025$0.79$0.49+61.2%
Next earningsWed, Nov 4·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$386.8M+47.9%71.9%46.1%$1.17$300.1M
Q1 FY26$389.3M+38.2%71.5%47.7%$1.13$288.8M
Q4 FY25$347.0M+45.5%120%64.0%$1.38$421.2M
Q3 FY25$265.7M+32.8%73.8%55.3%$0.89$24.5M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.6B – $1.9B$3.76$3.74 – $3.772
FY27$1.9B$1.8B – $2.0B$3.70$3.66 – $3.742
FY28$1.9B$1.9B – $1.9B$3.81$3.54 – $4.062

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 9Robert Jr GriesDirector61.8K sh$1.5MSellSep 8Robert Jr GriesDirector107.5K sh$2.6MSellSep 3Powell Charles WilliamChief Revenue Officer2.1K sh$52KSellSep 3Larson Matthew PaulChief Risk Officer11.4K sh$280KSellAug 14Stephen L RohdeDirector5.0K sh$109KSellAug 6Stephen L RohdeDirector5.0K sh$105KSellAug 4Robert Jr GriesDirector28.2K sh$577KSellAug 3Robert Jr GriesDirector28.2K sh$574KSellJul 31Stephen L RohdeDirector5.0K sh$100KSellJul 7Robert Jr GriesDirector28.2K sh$594K
1–10 of 31
+ 25 other (17 exempts · 8 inkinds) in window

See when $SLDE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 278-K — Item 7.01: Press release / Reg FD
AI summary

Slide Insurance Holdings, Inc. (Nasdaq: SLDE) announced its Board of Directors declared an initial quarterly cash dividend of $0.07 per share on common stock on July 27, 2026, payable August 28, 2026 to stockholders of record as of August 14, 2026. This is the company's inaugural quarterly dividend declaration — a meaningful signal that management views the business as generating sufficient capital to begin returning cash to shareholders following its recent public market debut.

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
AI summary

Slide Insurance Holdings, Inc. (Nasdaq: SLDE) filed its 2026 annual meeting voting results on June 10, 2026. Directors Robert Gries (80,945,212 for), Andrew Wright (73,504,402 for), and Beth W. Bruce (74,191,861 for) were re-elected. Forvis Mazars, LLP was ratified as independent auditor with 93,541,941 votes for. All proposals passed comfortably — routine annual meeting vote disclosure.

8-KPress release / Reg FDApr 288-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 238-K — Item 7.01: Press release / Reg FD
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HB Wealth Management LLC Has $2.78 Million Holdings in Slide Insurance Holdings, Inc. $SLDEdefenseworld.net·7d agoBank of New York Mellon Corp Purchases New Shares in Slide Insurance Holdings, Inc. $SLDEdefenseworld.net·9d agoHead to Head Comparison: W.R. Berkley (NYSE:WRB) vs. Slide Insurance (NASDAQ:SLDE)defenseworld.net·13d agoBest Value Stocks to Buy for September 2ndzacks.com·14d ago5,087,170 Shares in Slide Insurance Holdings, Inc. $SLDE Acquired by BlackRock Inc.defenseworld.net·17d ago

In themes

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Consumer Fintech & Neobanks

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Voices on X · last 7 days

No standout posts about $SLDE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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