Market Cap
$9.5B
OSCR
Oscar Health, Inc.
$31.06 ▲ +3.88%
Prev close $29.90Market cap$9.5B
ConsensusHold
12-mo target$35.40 (+14.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Traditional Finance
Snapshot
The big-picture read on OSCR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (47%)
Inst. Holders
50 funds
Inst. Value
$4.4B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $76.9M sell
Insider Net $
-$76.9M
Social Sentiment
64° Warm
SEC Reports
13
Price chart 30d +2.4%
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 29, 2026 short_volume
Short Volume: OSCR — 58.0% short (0.8M / 1.4M)
Short: 840,018 | Exempt: 1,833 | TRF Vol: 1,448,038 | Short Ratio: 58.0% | Off-exchange volume (dark
Sep 18, 2026 Insider
Thrive Partners II GP, LLC disposed of 6,268,097 shares
Director
Sep 18, 2026 Insider
Thrive Partners II GP, LLC disposed of 75,520 shares
Director
Sep 18, 2026 Insider
Sep 16, 2026 SEC Thrive Partners II GP, LLC acquired 1,323,589 shares
Director
Oscar Health raised its full-year 2026 guidance at its Investor Day, improving the Medical Loss Ratio outlook by 50 bps
8-K — Impact 7/10
Oscar Health CFO Richard Scott Blackley filed a Form 144 to sell 18,750 shares of common stock, with an estimated aggreg
144 — Impact 4/10
Jeffery H. Boyd, a former affiliate of Oscar Health, filed a Form 144 notice to sell 134,370 shares of common stock valu
144 — Impact 2/10
Jun 30, 2026 Inst.
D. E. Shaw & — DOUBLED
12,643,617 shares ($360.6M)
Analyst ratings buy % +261.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
47% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 17, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 17, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Sep 17, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 17, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Aug 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 10, 2026 | Barclays | UPGRADE | Overweight | 54% |
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 9 | 1 | 0 | 47% | |
| Aug 1, 2026 | 2 | 7 | 9 | 1 | 0 | 47% | |
| Jul 1, 2026 | 2 | 7 | 9 | 1 | 0 | 47% | |
| Jun 1, 2026 | 2 | 6 | 9 | 2 | 0 | 42% | |
| May 1, 2026 | 2 | 6 | 8 | 2 | 0 | 44% | |
| Apr 1, 2026 | 0 | 3 | 8 | 3 | 3 | 18% | |
| Mar 1, 2026 | 0 | 3 | 8 | 3 | 3 | 18% | |
| Feb 1, 2026 | 0 | 2 | 8 | 4 | 3 | 12% |
Price targets
Where 10 covering analysts think OSCR trades over the next 12 months.
$35.40 +14.0% upside Buy
Current$31.06 Low$26.00 Median$33.50 High$49.00 10 analysts
$26.00$49.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
25, $75K Income, ~$210k Invested/Cash
▲ 1 · 💬 2· ⚡ 0.5
$142k in gains on $OSCR stock
▲ 1 · 💬 0· ⚡ 0.5
Why did $OSCR crash 10-13% post-Q2 despite crushing estimates?
▲ 1 · 💬 0· ⚡ 0.5
Is $OSCR the ultimate "conviction play" right now? The CEO (ex-Aetna) just dropped $12M of his own cash at these lows.
▲ 1 · 💬 0· ⚡ 0.5
Whatta year!
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 3 bullish, 4 bearish, 0 mixed, 6 neutral · avg impact 4.3/10.
BULLISH8-K7/10
Oscar Health raised its full-year 2026 guidance at its Investor Day, improving the Medical Loss Rati
Sep 16, 2026
BEARISH1444/10
Oscar Health CFO Richard Scott Blackley filed a Form 144 to sell 18,750 shares of common stock, with
Aug 18, 2026
NEUTRAL1442/10
Jeffery H. Boyd, a former affiliate of Oscar Health, filed a Form 144 notice to sell 134,370 shares
Aug 11, 2026
BEARISHCLUSTER5/10
CEO Mark Bertolini sold $13.85M of OSCR stock on June 30, and director Mario Schlosser sold an addit
Jul 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: OSCR — 58.0% short (0.8M / 1.4M)
Short: 840,018 | Exempt: 1,833 | TRF Vol: 1,448,038 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: OSCR — 65.3% short (1.8M / 2.8M)
Short: 1,816,444 | Exempt: 472,097 | TRF Vol: 2,782,432 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: OSCR — 56.9% short (1.1M / 2.0M)
Short: 1,124,691 | Exempt: 420 | TRF Vol: 1,977,699 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Aug 19, 2026
short_volume
Short Volume: OSCR — 58.1% short (0.9M / 1.5M)
Short: 874,573 | Exempt: 3,397 | TRF Vol: 1,505,231 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Aug 6, 2026
earnings_calendar
OSCR Q2 2026 Earnings Scheduled — 2026-08-06
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 | $-0.17 | $-0.40–$0.07 | 68.3% | +31.8% | 3↑ 4↓ | $4.7B | 7 |
| Next Q | $-1.13 | $-1.52–$-0.95 | 9.2% | +10.3% | 5↑ 3↓ | $4.5B | 7 |
| Current FY | $1.91 | $1.75–$2.12 | 213.2% | +9.3% | 8↑ 0↓ | $18.7B | 8 |
| Next FY | $2.17 | $1.85–$2.35 | 13.2% | +15.1% | 8↑ 0↓ | $20.8B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.168 | — |
| 7d ago | $-0.246 | +0.078 |
| 30d ago | $-0.246 | +0.078 |
| 60d ago | $-0.204 | +0.036 |
| 90d ago | $-0.195 | +0.028 |
Institutional ownership
Which big funds own OSCR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.4B total value (155,663,361 shares) as of 2026-Q2. Top holders: BlackRock,, D., VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 20,587,428 | $587.2M | 13.2% | — |
| D. E. Shaw & Co., Inc. | 12,643,617 | $360.6M | 8.1% | DOUBLED +130.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,029,424 | $314.6M | 7.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,579,437 | $301.7M | 6.8% | — |
| AMERICAN CENTURY COMPANIES INC | 9,055,242 | $258.3M | 5.8% | ADD +28.8% |
| JANE STREET GROUP, LLC | 6,365,039 | $181.5M | 4.1% | DOUBLED +119.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,819,186 | $166.0M | 3.7% | — |
| STATE STREET CORP | 5,801,351 | $165.5M | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,712,400 | $162.9M | 3.7% | NEAR_EXIT -82.9% |
| FMR LLC | 4,998,523 | $142.6M | 3.2% | DOUBLED +317.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | DOUBLED | 5,485,285 | 12,643,617 | +130.5% | $360.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | 7,029,356 | 9,055,242 | +28.8% | $258.3M |
| JANE STREET GROUP, LLC | DOUBLED | 2,904,105 | 6,365,039 | +119.2% | $181.5M |
| FMR LLC | DOUBLED | 1,198,772 | 4,998,523 | +317.0% | $142.6M |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 3,284,500 | — | $93.7M |
| GOLDMAN SACHS GROUP INC | ADD | 1,471,754 | 2,289,557 | +55.6% | $65.3M |
| MORGAN STANLEY | TRIM | 3,354,981 | 2,114,280 | -37.0% | $60.3M |
| Nuveen, LLC | ADD | 1,324,301 | 1,770,745 | +33.7% | $50.5M |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,860,310 | 1,318,173 | -53.9% | $37.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | NEW | — | 1,093,992 | — | $31.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$76.9M — $0.00 bought, $76.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 6,268,097 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 75,520 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 1,323,589 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 4,855,810 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 164,218 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 1,323,589 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 4,855,810 | — | — |
| Sep 18, 2026 | Kushner Joshua | Co-Founder and Vice Chairman | J | 6,268,097 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 164,218 | — | — |
| Sep 18, 2026 | Thrive Partners II GP, LLC | Director | J | 6,268,097 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OSCR.
Shares short
17,770,151
Settlement Sep 15, 2026
Change vs prior
+8.6%
Semi-monthly cycle
Days to cover
3.6
At avg daily volume
Of shares outstanding
≈5.8%
Estimate — not % of float
All OSCR filing & press-release reports (13)
- 8-K reportSep 16, 2026
- 144 reportAug 18, 2026
- 144 reportAug 11, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportJul 2, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 8, 2026
- 8-K reportJun 8, 2026
- 144 reportJun 2, 2026
- 8-K reportJun 2, 2026
- 144 reportMay 14, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 21, 2026