OneWater Marine (NASDAQ:ONEW) Releases FY 2026 Earnings Guidance

OneWater Marine (NASDAQ:ONEW) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.350-0.550 for the period, compared to the consensus EPS estimate of 0.510. The company issued revenue guidance of $1.8 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

Analyst Ratings Changes

Several analysts recently commented on the stock. Truist Financial cut their price objective on shares of OneWater Marine from $15.00 to $13.00 and set a “buy” rating on the stock in a research report on Monday, July 6th. Robert W. Baird set a $13.00 price target on shares of OneWater Marine in a research report on Friday, May 1st. Weiss Ratings cut OneWater Marine from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Friday, May 22nd. Finally, KeyCorp decreased their price target on OneWater Marine from $16.00 to $14.00 and set an “overweight” rating for the company in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $13.33.

OneWater Marine Price Performance

NASDAQ ONEW opened at $12.25 on Friday. The stock has a market capitalization of $203.60 million, a price-to-earnings ratio of -1.64 and a beta of 1.53. OneWater Marine has a 1-year low of $8.12 and a 1-year high of $17.92. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.16 and a quick ratio of 0.29. The business’s fifty day moving average price is $11.55 and its 200-day moving average price is $11.35.

OneWater Marine (NASDAQ:ONEW) last issued its quarterly earnings data on Thursday, July 30th. The company reported $0.73 EPS for the quarter, missing the consensus estimate of $0.75 by ($0.02). The firm had revenue of $530.71 million during the quarter, compared to the consensus estimate of $553.73 million. OneWater Marine had a positive return on equity of 2.22% and a negative net margin of 6.72%.OneWater Marine has set its FY 2026 guidance at 0.350-0.550 EPS. On average, equities analysts predict that OneWater Marine will post 0.58 earnings per share for the current year.

Insider Activity at OneWater Marine

In other OneWater Marine news, Chairman Philip Austin Jr. Singleton bought 21,930 shares of OneWater Marine stock in a transaction on Tuesday, May 5th. The stock was acquired at an average cost of $10.88 per share, with a total value of $238,598.40. Following the completion of the acquisition, the chairman owned 801,816 shares in the company, valued at approximately $8,723,758.08. This represents a 2.81% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John Troiano sold 27,844 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $12.07, for a total transaction of $336,077.08. Following the sale, the director directly owned 41,438 shares of the company’s stock, valued at approximately $500,156.66. The trade was a 40.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.50% of the company’s stock.

OneWater Marine News Summary

Here are the key news stories impacting OneWater Marine this week:

• Positive Sentiment: Management outlined FY2026 revenue of approximately $1.75 billion to $1.8 billion and said it is targeting leverage below 4x, which could ease balance-sheet concerns if achieved. OneWater outlines FY2026 revenue and leverage targets
• Neutral Sentiment: OneWater maintained FY2026 revenue guidance near $1.8 billion, broadly consistent with analyst expectations. Its EPS forecast of $0.35 to $0.55 has a midpoint of $0.45, compared with consensus of $0.51, limiting the positive impact of the revenue outlook. OneWater Marine FY2026 guidance
• Negative Sentiment: Fiscal third-quarter adjusted earnings were $0.73 per share, below the $0.75 analyst consensus and down from $0.79 a year earlier. Revenue of $530.71 million also missed expectations of $553.73 million, signaling weaker-than-anticipated demand or sales execution. OneWater Marine fiscal third-quarter earnings snapshot
• Negative Sentiment: The company reported a negative net margin of roughly 6.7%, while its relatively high leverage and weak liquidity metrics add risk as the recreational marine market remains challenging. The earnings and revenue shortfalls, combined with below-consensus EPS guidance, are the main reasons investors are reacting negatively. OneWater Marine misses third-quarter estimates

Institutional Trading of OneWater Marine

Institutional investors have recently made changes to their positions in the business. BNP Paribas Financial Markets increased its position in OneWater Marine by 94.4% in the third quarter. BNP Paribas Financial Markets now owns 2,872 shares of the company’s stock worth $45,000 after purchasing an additional 1,395 shares during the last quarter. Los Angeles Capital Management LLC purchased a new position in shares of OneWater Marine in the 4th quarter worth $82,000. JPMorgan Chase & Co. increased its holdings in shares of OneWater Marine by 50.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 8,129 shares of the company’s stock worth $129,000 after buying an additional 2,710 shares during the last quarter. Man Group plc bought a new stake in shares of OneWater Marine in the 4th quarter worth about $139,000. Finally, Wells Fargo & Company MN raised its position in shares of OneWater Marine by 39.9% during the 4th quarter. Wells Fargo & Company MN now owns 12,973 shares of the company’s stock valued at $140,000 after buying an additional 3,701 shares in the last quarter. Hedge funds and other institutional investors own 94.32% of the company’s stock.

OneWater Marine Company Profile

OneWater Marine Inc (NASDAQ: ONEW) is a leading U.S.-based recreational boat retailer offering a comprehensive range of marine products and services. Since its public debut in 2018, the company has built a broad network of locations that serve both coastal and inland markets. OneWater Marine focuses on delivering a full-service customer experience, from initial boat selection to long-term maintenance and support.

Through its dealership network, OneWater Marine markets new and pre-owned powerboats and personal watercraft from top manufacturers.