SelectQuote, Inc.(SLQT)— Stock Profile, AI Score & Financials
Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
SelectQuote, Inc. (SLQT) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores SLQT at 54.5/100 on a 32-signal composite quality model, placing it at rank #1,322 of 2,960 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (10.0) and earnings quality (19.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), SelectQuote, Inc. reports quarterly revenue of $321.7M, net income of $-16.8M, an operating margin of 1.1%. Top institutional holders of SLQT by reported 13-F value include ABRAMS BISON INVESTMENTS, Mariner, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SLQT trades on the NYSE exchange and files with the SEC under CIK 1794783. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SLQT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SelectQuote, Inc. directly from SEC EDGAR.
AI Quality Score
54.5/100
AI Rank
#1,322
Revenue
$321.7M
Net Income
$-16.8M
Free Cash Flow
$-4.5M
Operating Margin
1.1%
SLQT key financials by period
SelectQuote, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$1.6B
$62.2M
4.6%
FY 2025
10-K
$1.5B
$47.6M
4.5%
FY 2024
10-K
$1.3B
$-34.1M
4.9%
FY 2023
10-K
$1.0B
$-58.5M
1.2%
FY 2022
10-K
$764.0M
$-297.5M
-45.3%
FY 2021
10-K/A
$937.8M
$131.0M
21.3%
Institutions holding SLQT
Institutional investors reporting a position in SelectQuote, Inc. on SEC Form 13F.
AI-extracted from the 10-K filed 2026-08-25 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
SelectQuote reported FY2026 revenue of $1,618.5M (+6% YoY), driven by 14% pharmacy growth to $830.9M, while commission revenue declined 1% to $787.6M amid Senior segment softness.
Biggest Revenue Drivers
Healthcare Services$844.9M+14% YoY
Pharmacy revenue grew 14% on 16% increase in prescriptions per day and 1% member growth, partially offset by $23.8M manufacturer refunds under Inflation Reduction Act.
Senior$575.9M-4% YoY
Decline driven by 4% decrease in approved policies and lower production bonuses following AEP cycle.
Biggest Revenue Drivers
Total revenue: $1,618.5M+6% YoY
Healthcare Services$844.9M+14% YoY
Pharmacy revenue grew 14% on 16% increase in prescriptions per day and 1% member growth, partially offset by $23.8M manufacturer refunds under Inflation Reduction Act.
Senior$575.9M-4% YoY
Decline driven by 4% decrease in approved policies and lower production bonuses following AEP cycle.
Life$186.0M+8% YoY
Growth from 4% increase in final expense policies sold and 3% increase in term policies, plus premium per-policy gains.
All Other$20.2M+12% YoY
Auto & Home segment generating minimal but growing revenue.
Largest Expense Items
Cost of goods sold—pharmacy revenue$730.7M+16% YoY
Medication costs increased $115.9M due to 16% rise in prescriptions per day from Olathe facility full-year contribution plus 4.3M compensation increase.
Cost of commissions and other services revenue$312.2M+2% YoY
Increase of $6.4M in compensation costs for agents, partially offset by $0.7M depreciation decrease.
Marketing and advertising$313.7M-2% YoY
Decrease of $8.1M in lead costs offset by $2.6M increase in creative marketing for Life division.
Selling, general, and administrative$149.0M-9% YoY
Decrease of $13.0M in corporate development costs from prior-year securitization/preferred stock transaction costs and $3.2M impairment reduction.
Margins: Operating income increased to $73.9M (5% margin) from $68.5M (4% margin), with improved leverage on flat commission revenue. Healthcare Services margin pressure from pharmacy cost-of-goods remains partially offset by higher Life profitability.
Watch Items from the Filing
Senior segment revenue declined 4% YoY to $575.9M (36% of total), driven by 4% decrease in approved Medicare Advantage policies; segment faces headwinds from lower enrollment and competitive pressure during AEP.
Three largest insurance carrier partners (UHC, Humana, Aetna) represent 39%, 13%, and 12% of total revenue respectively; contracts are non-exclusive and terminable on 30 days' notice.
NYSE delisting risk: Company received notice on March 19, 2026 for non-compliance with $1.00 minimum share price; plans reverse stock split for cure, but stock price remains highly volatile at $1.41 as of December 31, 2025.
Healthcare Services benefiting from SelectRx expansion: Pharmacy members grew 1% to 109,039 and prescriptions per day increased 16% to 32,215, reflecting Olathe facility contribution; new facility capacity supports 200K+ members.
DOJ False Claims Act litigation pending: Department of Justice partially intervened in qui tam action (May 2025) against Company and competitors alleging Medicare Advantage marketing violations; outcome could restrict marketing development funds industry-wide.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
