OSG
OCTAVE SPECIALTY GROUP INCPrice
Daily candles with volume.
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Mar 3. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 25 added (0 new), 19 trimmed or exited.
- EstimatesFALLING
Current-quarter EPS estimate $0.045 → −$0.047 over 90 days. 0 up, 2 down in 30 days.
- TrendUPTREND
5% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | TRIM | $4.5M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | TRIM | $4.1M |
| MARSHALL WACE, LLP | TRIM | $3.8M |
| MORGAN STANLEY | DOUBLED | $3.6M |
| GOLDMAN SACHS GROUP INC | ADD | $3.5M |
| GENDELL JEFFREY L | TRIM | $3.1M |
| Nuveen, LLC | TRIM | $2.7M |
| Caption Management, LLC | TRIM | $2.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Nov 2025Price is below the lowest target. Median implies +150%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Nov 12, 2025 | Truist Securities MAINTAIN | Buy |
| Jul 15, 2025 | Truist Securities INITIATE | Buy |
| May 6, 2014 | Imperial Capital DOWNGRADE | In-Line |
| Apr 1, 2014 | Imperial Capital UPGRADE | Outperform |
| Nov 7, 2012 | Barclays MAINTAIN | Underweight |
| Oct 23, 2012 | Credit Suisse DOWNGRADE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 3, 2026 | Smith R Sharon Exec VP & Group COO | EXERCISE | 55,433 sh |
| Oct 3, 2026 | Smith R Sharon Exec VP & Group COO | TAX W/H | $11.7K |
| Oct 3, 2026 | Smith R Sharon Exec VP & Group COO | EXERCISE | 52,894 sh |
| Oct 3, 2026 | Smith R Sharon Exec VP & Group COO | EXERCISE | 2,539 sh |
| Oct 3, 2026 | Trick David Exec VP, CFO & Treasurer | EXERCISE | 63,472 sh |
| Oct 3, 2026 | Trick David Exec VP, CFO & Treasurer | EXERCISE | 66,519 sh |
| Oct 3, 2026 | Trick David Exec VP, CFO & Treasurer | TAX W/H | $14.0K |
| Oct 3, 2026 | Trick David Exec VP, CFO & Treasurer | EXERCISE | 3,047 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.05 | -$0.06–-$0.04 | +6.7% | $92.4M |
| Next Q | -$0.11 | -$0.14–-$0.08 | +0.0% | $88.5M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $0.59 | $0.50–$0.67 | +6.0% | $410.3M |
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 1 bearish · 2 mixed · 3 neutral- MIXED 8-KAug 6, 2026
OSG reported Q2 2026 revenue of $83.0M (+51% YoY), beating the $84.3M consensus by a slight miss…
The Insurance Distribution segment's 44% organic growth and Everspan's improving combined ratio are positive signals, but the GAAP net loss and rising debt levels warrant caution. Monitor the…
- MIXED INST-CLUSTERJun 11, 2026
Institutional activity in OSG during Q4 2025 was mixed: two mega-passive buyers (BofA, Morgan…
The cluster shows a clear divergence: passive buyers are accumulating while active/quant funds are exiting. Given the 45-day reporting lag, these positions may have already been adjusted. Monitor…
- BEARISH INST-CLUSTERJun 11, 2026
Four major institutional investors — D.E. Shaw, Morgan Stanley, Citadel, and RenTech —…
The near-unanimous institutional selling, especially Citadel's near-exit, is a strong bearish signal for OSG. Monitor for any Q4 2025 13F filings to see if selling continued or reversed. The stock's…
- NEUTRAL DEFA14AMay 14, 2026
Octave Specialty Group filed definitive additional proxy soliciting materials (DEFA14A) urging…
Monitor the vote outcome on Proposal 4 (2026 Incentive Compensation Plan) — ISS opposition signals potential governance pushback from institutional holders. The 1.2M share request represents ~0.5%…
All OSG filing & press-release reports (6)
- 8-K reportAug 6, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportMay 14, 2026
- DEFA14A reportApr 10, 2026
- 8-K reportApr 7, 2026