Stephens Reaffirms Equal Weight Rating for Oscar Health (NYSE:OSCR)

Oscar Health (NYSE:OSCR)‘s stock had its “equal weight” rating reaffirmed by equities research analysts at Stephens in a research note issued on Thursday, Benzinga reports. They currently have a $34.00 price target on the stock. Stephens’ price objective indicates a potential upside of 5.45% from the stock’s previous close.

Other equities research analysts have also recently issued reports about the stock. Bank of America reissued an “underperform” rating and issued a $30.00 price target on shares of Oscar Health in a research report on Thursday. UBS Group lifted their target price on Oscar Health from $20.00 to $26.00 and gave the stock a “neutral” rating in a research report on Friday, August 7th. Weiss Ratings raised Oscar Health from a “sell (d+)” rating to a “hold (c+)” rating in a report on Tuesday, August 11th. Robert W. Baird upped their target price on Oscar Health from $27.00 to $33.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, The Goldman Sachs Group restated a “neutral” rating on shares of Oscar Health in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $29.90.

Oscar Health Stock Down 0.6%

OSCR stock opened at $32.24 on Thursday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 0.21. Oscar Health has a twelve month low of $10.69 and a twelve month high of $34.48. The company’s 50 day moving average is $30.70 and its two-hundred day moving average is $23.83. The stock has a market cap of $9.95 billion, a P/E ratio of 23.03, a PEG ratio of 0.48 and a beta of 2.37.

Oscar Health (NYSE:OSCR) last issued its earnings results on Thursday, August 6th. The company reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.40 by $0.70. The business had revenue of $4.88 billion during the quarter, compared to analysts’ expectations of $4.73 billion. Oscar Health had a net margin of 3.60% and a return on equity of 38.45%. The company’s revenue for the quarter was up 70.4% on a year-over-year basis. During the same quarter in the prior year, the business posted ($0.89) EPS. Research analysts expect that Oscar Health will post 1.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Mark T. Bertolini sold 624,244 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $28.48, for a total transaction of $17,778,469.12. Following the completion of the sale, the chief executive officer owned 7,751,570 shares in the company, valued at approximately $220,764,713.60. This represents a 7.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mario Schlosser sold 880,000 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $29.38, for a total value of $25,854,400.00. Following the transaction, the director directly owned 480,866 shares in the company, valued at approximately $14,127,843.08. This represents a 64.66% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 4,322,257 shares of company stock valued at $126,818,346. Insiders own 22.64% of the company’s stock.

Institutional Trading of Oscar Health

Hedge funds have recently added to or reduced their stakes in the stock. GAMMA Investing LLC grew its stake in Oscar Health by 32.9% in the 2nd quarter. GAMMA Investing LLC now owns 1,441 shares of the company’s stock worth $41,000 after acquiring an additional 357 shares during the period. IFP Advisors Inc grew its position in shares of Oscar Health by 69.5% in the second quarter. IFP Advisors Inc now owns 2,139 shares of the company’s stock valued at $61,000 after purchasing an additional 877 shares during the period. CoreCap Advisors LLC grew its position in shares of Oscar Health by 526.3% in the second quarter. CoreCap Advisors LLC now owns 1,190 shares of the company’s stock valued at $34,000 after purchasing an additional 1,000 shares during the period. Nicholas Wealth LLC. increased its stake in Oscar Health by 1.3% in the first quarter. Nicholas Wealth LLC. now owns 80,268 shares of the company’s stock valued at $921,000 after purchasing an additional 1,017 shares during the last quarter. Finally, Allworth Financial LP increased its stake in Oscar Health by 124.9% in the second quarter. Allworth Financial LP now owns 2,031 shares of the company’s stock valued at $58,000 after purchasing an additional 1,128 shares during the last quarter. 75.70% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Oscar Health

Here are the key news stories impacting Oscar Health this week:

• Positive Sentiment: Oscar Health raised its full-year 2026 earnings outlook and improved its expected medical loss ratio, suggesting better-than-anticipated cost control and profitability. The company maintained its revenue outlook, reducing concerns that the earnings improvement depends solely on weaker growth. Oscar Health Raises FY Earnings Guidance Ahead of Investor Day
• Positive Sentiment: Management plans a major ACA expansion over the next three years, indicating confidence in Oscar’s ability to gain members and extend its market position. Investors appear encouraged that the growth initiative is being paired with improving medical-cost performance. Oscar Health Plans Major Obamacare Expansion Over Next Three Years
• Positive Sentiment: Zacks added OSCR to its Rank #1, or “Strong Buy,” list of growth stocks, providing additional momentum and favorable external validation. Best Growth Stocks to Buy for September 17th
• Neutral Sentiment: Robert W. Baird raised its price target from $27 to $33 but kept a Neutral rating. With the target only modestly above the referenced $32.24 price, the call supports the valuation while signaling limited near-term upside. Baird Raises Oscar Health Price Target
• Negative Sentiment: A comparison with Centene favored Oscar’s rival because of Centene’s diversification, cash generation and recent share gains. Commentary also noted that Oscar is pursuing growth in a potentially shrinking ACA market, creating execution and pricing risks. Oscar Health vs. Centene

Oscar Health Company Profile

Oscar Health, Inc is a technology-focused health insurance company that offers health plans and related services to individuals, families and small businesses in the United States. The company’s primary business is providing Individual and Family plans through the Affordable Care Act marketplaces, along with health insurance options for small-group employers in select markets.

Oscar combines insurance coverage with digital tools designed to help members manage their care. Its offerings include online and mobile enrollment, virtual care, provider search and navigation services, claims and benefits information, and access to care teams.