OC

Owens Corning

NYSE · Abrasive, Asbestos & Misc Nonmetallic Mineral Prods · Inc. DE · CIK 0001370946
$121.44 +0.02% $9.8B
High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits
Vol
Market Cap$9.8B
Cap SizeMid Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$5.2B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 2S
Insider Net $-$317.4K
Reddit Sentiment50° Neutral
SEC Reports3
Exchange NYSE·Sector Abrasive, Asbestos & Misc Nonmetallic Mineral Prods·Inc. DE·CIK 0001370946·Prev Close $121.41

Recent Activity

May 28, 2026 Insider
Marcon Rachel Barthelemy sold 700 shares
President, Doors @ $120.71 ($84.5K)
May 25, 2026 dark_pool
Dark Pool: OC — 1.0M shares, 24,893 trades
Week starting 2026-05-25. Total ATS volume: 966,685 shares across 24,893 trades.
May 8, 2026 Insider
Elsner Adrienne was granted 382 shares
Director @ $121.67 ($46.5K)
May 8, 2026 Insider
CORDEIRO EDUARDO E was granted 407 shares
Director @ $121.67 ($49.5K)
May 6, 2026 SEC
Owens Corning reported Q1 2026 results with net sales of $2.265B, down 10% YoY, and adjusted diluted EPS of $1.22, down
8-K — Impact 7/10
Apr 15, 2026 SEC
Owens Corning announced a $140 million additional loss on the sale of its global glass reinforcements business due to re
8-K — Impact 6/10
Feb 25, 2026 SEC
Owens Corning reported full-year 2025 revenue of $10.1 billion, a 3% increase from 2024, but a net loss of $188 million
8-K — Impact 7/10
Inst.
Allspring Global Investments Holdings, — DOUBLED
1,170,179 shares ($125.5M)

Price Targets

$144.53 +19.0% upside Buy
Current $121.44 Low $121.00 Median $144.00 High $174.00 15 analysts
$121.00 $174.00

Analyst Ratings

Buy64% buy · 28 analysts
8Strong Buy
10Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 7, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 7, 2026 Goldman Sachs MAINTAIN Neutral → Neutral
May 7, 2026 Truist Securities MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.05 ▲ +0.6% $2.80 — $3.21 -28% YoY 17
Next Q $3.43 ▼ -1.3% $3.03 — $3.70 -7% YoY 17
Current FY $9.51 $8.46 — $10.32 -21% YoY 18
Next FY $11.90 $10.00 — $13.25 25% YoY 18

Top Institutional Holders

FundValueMove
BlackRock, Inc.$996.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$596.1M
VANGUARD CAPITAL MANAGEMENT LLC$391.5M
STATE STREET CORP$334.0M
DIMENSIONAL FUND ADVISORS LP$299.2M

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Marcon RachelSELL$84.5K
May 8, 2026Elsner AdrienneA$46.5K
May 8, 2026CORDEIRO EDUARDOA$49.5K
May 8, 2026Collins MichelleA$58.2K
May 8, 2026Williams JohnA$46.5K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish
50 institutional holders with $5.2B total value (48,254,321 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.9,210,864$996.8M19.1%
2VANGUARD PORTFOLIO MANAGEMENT LLC5,508,121$596.1M11.4%
3VANGUARD CAPITAL MANAGEMENT LLC3,618,028$391.5M7.5%
4STATE STREET CORP3,064,304$334.0M6.4%
5DIMENSIONAL FUND ADVISORS LP2,764,616$299.2M5.7%
6FIRST TRUST ADVISORS LP2,179,214$235.8M4.5%
7DAVIS SELECTED ADVISERS2,100,935$227.4M4.4%
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,278,118$138.3M2.7%
9Allspring Global Investments Holdings, LLC1,170,179$125.5M2.4%DOUBLED +721.9%
10NORDEA INVESTMENT MANAGEMENT AB1,126,860$118.1M2.3%DOUBLED +228.3%
11TWO SIGMA INVESTMENTS, LP972,510$105.2M2.0%
12HARRIS ASSOCIATES L P915,393$99.1M1.9%DOUBLED +226.3%
13MORGAN STANLEY825,878$89.4M1.7%
14DEUTSCHE BANK AG\763,547$82.6M1.6%
15BANK OF AMERICA CORP /DE/744,127$80.5M1.5%
16GOLDMAN SACHS GROUP INC732,333$79.3M1.5%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC700,527$75.8M1.5%
18VICTORY CAPITAL MANAGEMENT INC682,556$73.9M1.4%
19SOUND SHORE MANAGEMENT INC /CT/592,330$64.1M1.2%NEW
20SCHRODER INVESTMENT MANAGEMENT GROUP555,232$57.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Allspring Global Investments Holdings, LLCDOUBLED142,3791,170,179+721.9%$125.5M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED343,2341,126,860+228.3%$118.1M2026-Q1
HARRIS ASSOCIATES L PDOUBLED280,528915,393+226.3%$99.1M2026-Q1
SOUND SHORE MANAGEMENT INC /CT/NEW592,330$64.1M2026-Q1
Gotham Asset Management, LLCADD389,784510,371+30.9%$55.2M2026-Q1
FRANKLIN RESOURCES INCADD356,414468,254+31.4%$50.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW449,745$48.7M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW423,790$45.9M2026-Q1
FMR LLCTRIM1,085,716417,642-61.5%$45.2M2026-Q1
Point72 Asset Management, L.P.TRIM760,588335,185-55.9%$36.3M2026-Q1
AmundiADD225,016288,809+28.4%$31.3M2026-Q1
SEI INVESTMENTS CODOUBLED59,282181,184+205.6%$19.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD90,027127,624+41.8%$13.8M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.DOUBLED203114,441+56274.9%$12.4M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD64,120112,710+75.8%$12.2M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM167,613104,472-37.7%$11.3M2026-Q1
PRUDENTIAL FINANCIAL INCNEAR_EXIT428,83795,922-77.6%$10.4M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD62,26383,690+34.4%$9.1M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED6,44783,245+1191.2%$9.0M2026-Q1
M&G PlcADD58,91380,009+35.8%$8.6M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM99,13372,892-26.5%$7.9M2026-Q1
ExodusPoint Capital Management, LPTRIM107,62971,880-33.2%$7.8M2026-Q1
CWM, LLCADD46,78867,919+45.2%$7.4M2026-Q1
Mariner, LLCDOUBLED31,19265,141+108.8%$7.0M2026-Q1
COMMERCE BANKDOUBLED3,10358,454+1783.8%$6.3M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$317.4K ($0.00 bought, $317.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Marcon Rachel BarthelemyPresident, DoorsSELL700$120.71$84.5K
May 8, 2026Elsner AdrienneDirectorAWARD382$121.67$46.5K
May 8, 2026CORDEIRO EDUARDO EDirectorAWARD407$121.67$49.5K
May 8, 2026Collins Michelle TDirectorAWARD478$121.67$58.2K
May 8, 2026Williams John DavidDirectorAWARD382$121.67$46.5K
May 8, 2026Doerfler MariVice President and ControllerSELL1,926$120.92$232.9K
May 8, 2026FESTA ALFRED EDirectorAWARD407$121.67$49.5K
May 8, 2026Martin Paul EdwardDirectorAWARD382$121.67$46.5K
May 8, 2026Lonergan Edward FDirectorAWARD750$121.67$91.3K
May 8, 2026Nimocks Suzanne PDirectorAWARD414$121.67$50.4K
May 1, 2026Fister Todd WEVP, CFO and COOAWARD8,147$122.73$999.9K
Apr 9, 2026Martin Paul EdwardDirectorAWARD52.001$114.95$6.0K
Apr 9, 2026Mendez-Andino JoseEVP, Chief Innovation OfficerAWARD100.509$114.95$11.6K
Apr 9, 2026Williams John DavidDirectorAWARD367.146$114.95$42.2K
Apr 9, 2026FESTA ALFRED EDirectorAWARD85.362$114.95$9.8K
Apr 9, 2026Mannen Maryann T.DirectorAWARD163.012$114.95$18.7K
Apr 9, 2026Lonergan Edward FDirectorAWARD350.522$114.95$40.3K
Apr 9, 2026CORDEIRO EDUARDO EDirectorAWARD84.53$114.95$9.7K
Apr 9, 2026Elsner AdrienneDirectorAWARD124.959$114.95$14.4K
Apr 9, 2026Nimocks Suzanne PDirectorAWARD140.015$114.95$16.1K
Apr 6, 2026Doerfler MariVice President and ControllerTAX W/H1,167$106.28$124.0K
Feb 27, 2026Collins Michelle TDirectorAWARD476$122.07$58.1K
Feb 27, 2026CORDEIRO EDUARDO EDirectorAWARD406$122.07$49.6K
Feb 27, 2026Mannen Maryann T.DirectorAWARD412$122.07$50.3K
Feb 27, 2026Nimocks Suzanne PDirectorAWARD413$122.07$50.4K
Feb 27, 2026Elsner AdrienneDirectorAWARD381$122.07$46.5K
Feb 27, 2026Martin Paul EdwardDirectorAWARD381$122.07$46.5K
Feb 27, 2026FESTA ALFRED EDirectorAWARD406$122.07$49.6K
Feb 27, 2026Williams John DavidDirectorAWARD381$122.07$46.5K
Feb 27, 2026Lonergan Edward FDirectorAWARD748$122.07$91.3K
Feb 25, 2026Fister Todd WEVP & Chief Financial OfficerAWARD10,309
Feb 25, 2026Canovas De La Nuez Jose ManuelPresident, InsulationAWARD1,809
Feb 25, 2026Chambers BrianChair, President and CEOAWARD55,512
Feb 25, 2026Baymiller Ann LizabethChief Information OfficerAWARD1,255
Feb 25, 2026Mendez-Andino JoseEVP, Chief Innovation OfficerAWARD9,517
Feb 25, 2026Mendez-Andino JoseEVP, Chief Innovation OfficerTAX W/H4,246$123.48$524.3K
Feb 25, 2026Marcon Rachel BarthelemyPresident, DoorsAWARD1,322
Feb 25, 2026Marcon Rachel BarthelemyPresident, DoorsTAX W/H393$123.48$48.5K
Feb 25, 2026Del Monaco NicolasPresident, RoofingAWARD2,643
Feb 25, 2026Beredo Gina A.EVP, CAO & GCAWARD7,929
Feb 5, 2026Baymiller Ann LizabethChief Information OfficerTAX W/H415$132.23$54.9K
Feb 5, 2026Fister Todd WEVP & Chief Financial OfficerTAX W/H1,350$132.23$178.5K
Feb 5, 2026Canovas De La Nuez Jose ManuelPresident, InsulationTAX W/H156$132.23$20.6K
Feb 5, 2026Del Monaco NicolasPresident, RoofingTAX W/H439$132.23$58.0K
Feb 5, 2026Chambers BrianChair, President and CEOTAX W/H2,988$132.23$395.1K
Feb 5, 2026Beredo Gina A.EVP, GC and SecretaryTAX W/H664$132.23$87.8K
Feb 5, 2026Marcon Rachel BarthelemyPresident, DoorsTAX W/H113$132.23$14.9K
Feb 5, 2026Doerfler MariVice President and ControllerTAX W/H147$132.23$19.4K
Feb 4, 2026Fister Todd WEVP & Chief Financial OfficerAWARD7,528$132.83$999.9K
Feb 4, 2026Baymiller Ann LizabethChief Information OfficerAWARD2,258$132.83$299.9K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (64% buy). Based on 28 analysts: 8 strong buy, 10 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$144.53 mean target +19.0% upside Buy (1.94)
$121.00 Low $174.00 High
MetricValue
Current Price$121.44
Target Low$121.00
Target Mean$144.53
Target Median$144.00
Target High$174.00
# Analysts15
RecommendationBuy (1.94)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.05 $2.80 $3.21 -27.5% +0.6% 8↑ 9↓ $2.6B -3.6% 17
Next Q
2026-09-30
$3.43 $3.03 $3.70 -6.6% -1.3% 7↑ 10↓ $2.7B 0.2% 17
Current FY
2026-12-31
$9.51 $8.46 $10.32 -21.1% 8↑ 8↓ $9.9B -1.9% 18
Next FY
2027-12-31
$11.90 $10.00 $13.25 25.1% +0.5% 11↑ 4↓ $10.3B 3.6% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.051
7d ago$3.051-0.000
30d ago$3.034+0.017
60d ago$3.060-0.010
90d ago$3.073-0.022
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Goldman Sachs MAINTAIN Neutral Neutral
May 7, 2026 Truist Securities MAINTAIN Hold Hold
May 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 7, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 24, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 20, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 13, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 8, 2026 Barclays MAINTAIN Overweight Overweight
Feb 26, 2026 UBS MAINTAIN Buy Buy
Feb 26, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 11, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Jan 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 6, 2026 UBS MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026810100064%
May 1, 2026810100064%
Apr 1, 2026810100064%
Mar 1, 2026810100064%
Feb 1, 2026810100064%
Jan 1, 2026810100064%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 22, 2026160° Warm101
Mar 26, 2026140° Cool011
Mar 26, 2026140° Cool011
May 25, 2026
dark_pool
Dark Pool: OC — 1.0M shares, 24,893 trades
Week starting 2026-05-25. Total ATS volume: 966,685 shares across 24,893 trades.
May 18, 2026
dark_pool
Dark Pool: OC — 1.9M shares, 42,613 trades
Week starting 2026-05-18. Total ATS volume: 1,887,477 shares across 42,613 trades.
May 11, 2026
dark_pool
Dark Pool: OC — 1.3M shares, 36,615 trades
Week starting 2026-05-11. Total ATS volume: 1,286,185 shares across 36,615 trades.
May 7, 2026
short_volume
Short Volume: OC — 76.7% short (0.4M / 0.5M)
Short: 415,303 | Exempt: 274 | TRF Vol: 541,492 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: OC — 63.7% short (0.4M / 0.7M)
Short: 441,632 | Exempt: 0 | TRF Vol: 692,946 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
OC Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dark_pool
Dark Pool: OC — 2.5M shares, 46,896 trades
Week starting 2026-05-04. Total ATS volume: 2,516,660 shares across 46,896 trades.
May 4, 2026
short_volume
Short Volume: OC — 71.2% short (0.4M / 0.6M)
Short: 397,581 | Exempt: 0 | TRF Vol: 558,606 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: OC — 1.1M shares, 32,581 trades
Week starting 2026-04-27. Total ATS volume: 1,071,922 shares across 32,581 trades.
Apr 22, 2026
FDA
FHF Farmhouse Fresh, Midnight Clearing, NIGHT LOTION, 2.5% BENZOYL PEROXIDE ACNE TREATMENT, OTC a) 0.5 fl. oz./15ml; and b)1 fl. oz./30ml tubes; Made in the USA for FarmHouse Fresh, 8797 CR 858 McKinney, Texas
Class II: Chemical contamination: Presence of benzene
Apr 22, 2026
FDA
SLMD BP Acne Spot Treatment, 10% Benzoyl Peroxide, 0.5 fl. oz - 15 mL bottles, Sandra Lee MD, Distributed by Skin PS Brands, Culver City, CA90232.
Class II: Chemical contamination: Presence of benzene
Apr 22, 2026
FDA
SLMD Benzoyl Peroxide Acne Lotion, Benzoyl Peroxide 2.5%, a) 0.7 fl. oz - 21 mL and b) 1.5 fl. oz. - 44mL bottles, SANDRA LEE MD., Distributed by Skin PS Brands, Culver City, CA 90232.
Class II: Chemical contamination: Presence of benzene
Apr 22, 2026
FDA
HydroPeptide CLEAR ALLIANCE SERUM, 2.5% BENZOYL PEROXIDE, a)1 FL OZ/30ml; b) 2 FL OZ/60ml spray bottle; DIST BY HYDROPEPTIDE LLC, ISSAQUAH, WA 98027
Class II: Chemical contamination: Presence of benzene
Apr 22, 2026
FDA
FHF Farmhouse Fresh, Midnight Clearing, NIGHT LOTION, 2.5% BENZOYL PEROXIDE ACNE TREATMENT, OTC a) 0.5 fl. oz./15ml; and b)1 fl. oz./30ml tubes; Made in the USA for FarmHouse Fresh, 8797 CR 858 McKinney, Texas
Class II: Chemical contamination: Presence of benzene
Apr 20, 2026
dark_pool
Dark Pool: OC — 1.9M shares, 42,271 trades
Week starting 2026-04-20. Total ATS volume: 1,913,117 shares across 42,271 trades.
Apr 20, 2026
short_interest
FTD: OC — 21,834 shares ($2.7M) failed to deliver
Settlement: 20260420, Price: $122.84, FTD Value: $2,682,088.56, OWENS CORNING INC COM STK NEW
Apr 17, 2026
short_volume
Short Volume: OC — 74.0% short (0.5M / 0.6M)
Short: 453,320 | Exempt: 100 | TRF Vol: 612,377 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: OC — 75.3% short (0.5M / 0.7M)
Short: 493,426 | Exempt: 4,758 | TRF Vol: 655,494 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: OC — 1.9M shares, 35,481 trades
Week starting 2026-04-13. Total ATS volume: 1,892,508 shares across 35,481 trades.
Apr 8, 2026
short_volume
Short Volume: OC — 60.5% short (0.3M / 0.5M)
Short: 318,472 | Exempt: 111 | TRF Vol: 526,642 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)