Market Cap
$9.2B
OC
Owens Corning
$118.21 ▲ +0.96%
Prev close $117.09Market cap$9.2B
ConsensusBuy
12-mo target$172.20 (+45.7%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits
Snapshot
The big-picture read on OC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$10.1B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $447.0K sell
Insider Net $
-$447.0K
Social Sentiment
50° Neutral
SEC Reports
4
Congressional
1 trades
Price chart 30d -11.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 Insider
Del Monaco Nicolas surrendered for taxes 856 shares
President, Roofing @ $128.67 ($110.1K)
Sep 15, 2026 Insider
Fister Todd W surrendered for taxes 1,180 shares
President and COO @ $128.67 ($151.8K)
Sep 7, 2026 dark_pool
Dark Pool: OC — 1.4M shares, 35,363 trades
Week starting 2026-09-07. Total ATS volume: 1,380,054 shares across 35,363 trades.
Aug 28, 2026 Insider
Aug 5, 2026 SEC Marcon Rachel Barthelemy sold 900 shares
President, Doors @ $144.07 ($129.7K)
Owens Corning reported Q2 2026 adjusted diluted EPS of $3.93, beating the $3.06 consensus by 28%, with net sales of $2.8
8-K — Impact 6/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
2,899,702 shares ($460.9M)
Jun 30, 2026 Inst.
Point72 Asset Management, L.P. — DOUBLED
1,217,226 shares ($193.5M)
Jun 24, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Analyst ratings buy % +10.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 25, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 12 | 8 | 0 | 0 | 71% | |
| Aug 1, 2026 | 8 | 11 | 8 | 0 | 0 | 70% | |
| Jul 1, 2026 | 8 | 11 | 8 | 0 | 0 | 70% | |
| Jun 1, 2026 | 8 | 10 | 10 | 0 | 0 | 64% | |
| May 1, 2026 | 8 | 10 | 10 | 0 | 0 | 64% | |
| Apr 1, 2026 | 8 | 10 | 10 | 0 | 0 | 64% | |
| Mar 1, 2026 | 8 | 10 | 10 | 0 | 0 | 64% | |
| Feb 1, 2026 | 8 | 10 | 10 | 0 | 0 | 64% |
Price targets
Where 15 covering analysts think OC trades over the next 12 months.
$172.20 +45.7% upside Strong Buy
Current$118.21 Low$140.00 Median$175.00 High$198.00 15 analysts
$140.00$198.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 3 bearish, 0 mixed, 0 neutral · avg impact 6.5/10.
BULLISH8-K6/10
Owens Corning reported Q2 2026 adjusted diluted EPS of $3.93, beating the $3.06 consensus by 28%, wi
Aug 5, 2026
BEARISH8-K7/10
Owens Corning reported Q1 2026 results with net sales of $2.265B, down 10% YoY, and adjusted diluted
May 6, 2026
BEARISH8-K6/10
Owens Corning announced a $140 million additional loss on the sale of its global glass reinforcement
Apr 15, 2026
BEARISH8-K7/10
Owens Corning reported full-year 2025 revenue of $10.1 billion, a 3% increase from 2024, but a net l
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: OC — 1.4M shares, 35,363 trades
Week starting 2026-09-07. Total ATS volume: 1,380,054 shares across 35,363 trades.
Aug 31, 2026
dark_pool
Dark Pool: OC — 1.7M shares, 38,873 trades
Week starting 2026-08-31. Total ATS volume: 1,667,968 shares across 38,873 trades.
Aug 24, 2026
dark_pool
Dark Pool: OC — 1.1M shares, 29,851 trades
Week starting 2026-08-24. Total ATS volume: 1,075,433 shares across 29,851 trades.
Aug 17, 2026
dark_pool
Dark Pool: OC — 1.1M shares, 31,546 trades
Week starting 2026-08-17. Total ATS volume: 1,118,511 shares across 31,546 trades.
Aug 14, 2026
short_interest_report
Short Interest: OC down 24% to 2.1M shares
Settlement 2026-08-14 | Days to cover: 2.18 | ≈2.60% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.09 | $2.79–$3.25 | -15.9% | -0.8% | 1↑ 14↓ | $2.6B | 17 |
| Next Q | $1.72 | $1.11–$2.31 | 56.4% | -4.7% | 8↑ 8↓ | $2.3B | 17 |
| Current FY | $9.94 | $9.17–$10.49 | -17.5% | -1.0% | 16↑ 0↓ | $9.9B | 18 |
| Next FY | $11.91 | $9.97–$13.40 | 19.8% | -0.9% | 13↑ 3↓ | $10.3B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.087 | — |
| 7d ago | $3.113 | -0.026 |
| 30d ago | $3.113 | -0.026 |
| 60d ago | $3.351 | -0.264 |
| 90d ago | $3.394 | -0.308 |
Institutional ownership
Which big funds own OC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.1B total value (63,447,739 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, AQR. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,814,550 | $1.4B | 13.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,468,670 | $869.3M | 8.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,679,060 | $577.9M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,630,191 | $577.1M | 5.7% | — |
| STATE STREET CORP | 3,097,509 | $492.4M | 4.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,951,985 | $469.2M | 4.7% | — |
| FIRST TRUST ADVISORS LP | 2,899,702 | $460.9M | 4.6% | ADD +33.1% |
| AMERICAN CENTURY COMPANIES INC | 2,255,518 | $358.5M | 3.6% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,218,358 | $352.6M | 3.5% | — |
| DAVIS SELECTED ADVISERS | 2,081,213 | $330.7M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 2,179,214 | 2,899,702 | +33.1% | $460.9M |
| Point72 Asset Management, L.P. | DOUBLED | 335,185 | 1,217,226 | +263.2% | $193.5M |
| NORGES BANK | NEW | — | 1,103,877 | — | $175.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,278,118 | 957,875 | -25.1% | $152.3M |
| FMR LLC | ADD | 417,642 | 584,425 | +39.9% | $92.9M |
| RAYMOND JAMES FINANCIAL INC | ADD | 452,040 | 579,516 | +28.2% | $92.1M |
| DEUTSCHE BANK AG\ | TRIM | 763,547 | 518,994 | -32.0% | $82.5M |
| BANQUE PICTET & CIE SA | ADD | 402,697 | 510,971 | +26.9% | $81.2M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 960,377 | 432,385 | -55.0% | $68.7M |
| MARSHALL WACE, LLP | DOUBLED | 9,498 | 249,080 | +2522.4% | $39.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$447.0K — $0.00 bought, $447.0K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Del Monaco Nicolas | President, Roofing | TAX W/H | 856 | $128.67 | $110.1K |
| Sep 15, 2026 | Fister Todd W | President and COO | TAX W/H | 1,180 | $128.67 | $151.8K |
| Aug 28, 2026 | Marcon Rachel Barthelemy | President, Doors | SELL | 900 | $144.07 | $129.7K |
| Aug 10, 2026 | Canovas De La Nuez Jose Manuel | President, Insulation | AWARD | 3,250 | $153.80 | $499.9K |
| Aug 10, 2026 | Collins Jonathan Mark | EVP & Chief Financial Officer | AWARD | 19,504 | $153.80 | $3.0M |
| Aug 10, 2026 | Marcon Rachel Barthelemy | President, Doors | AWARD | 6,501 | $153.80 | $999.9K |
| Aug 10, 2026 | Del Monaco Nicolas | President, Roofing | AWARD | 6,501 | $153.80 | $999.9K |
| Aug 7, 2026 | Williams John David | Director | AWARD | 296 | $157.10 | $46.5K |
| Aug 7, 2026 | Lonergan Edward F | Director | AWARD | 581 | $157.10 | $91.3K |
| Aug 7, 2026 | FESTA ALFRED E | Director | AWARD | 315 | $157.10 | $49.5K |
Congressional trades
OC trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Owens Corning | Jul 8, 2026(15d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OC.
Shares short
2,352,518
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
2.0
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All OC filing & press-release reports (4)
- 8-K reportAug 5, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 15, 2026
- 8-K reportFeb 25, 2026