OSCR

Oscar Health, Inc.

NYSE · Hospital & Medical Service Plans · Inc. DE · CIK 0001568651
$28.26 -2.25% $8.5B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)20 New Institutional Positions16 Institutional Exits
Vol
Market Cap$8.5B
Cap SizeMid Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity20 buys / 16 sells
Insider Activity1B / 7S
Insider Net $$5.7M
Reddit Sentiment63° Warm
SEC Reports8
Exchange NYSE·Sector Hospital & Medical Service Plans·Inc. DE·CIK 0001568651·Prev Close $28.91

Recent Activity

Price Targets

$22.60 -20.0% upside Strong Sell
Current $28.26 Low $13.00 Median $21.00 High $35.00 10 analysts
$13.00 $35.00

Analyst Ratings

Hold42% buy · 19 analysts
2Strong Buy
6Buy
9Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Barclays UPGRADE Equal-Weight → Overweight
May 26, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 UBS MAINTAIN Neutral → Neutral
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Baird MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.33 ▼ -16.0% $-0.18 — $0.69 137% YoY 10
Next Q $-0.19 ▲ +1.6% $-0.46 — $0.00 64% YoY 10
Current FY $1.07 ▲ +10.8% $0.63 — $1.38 163% YoY 9
Next FY $1.46 ▲ +5.8% $1.00 — $2.00 36% YoY 10

Top Institutional Holders

FundValueMove
BlackRock, Inc.$198.5M
VANGUARD CAPITAL MANAGEMENT LLC$123.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$121.0M
D. E. Shaw &$62.9MDOUBLED
STATE STREET CORP$60.4M

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Plouffe DavidA$0.00
Jun 4, 2026Sankaran SidA$0.00
Jun 4, 2026Gassen WilliamA$0.00
Jun 4, 2026Lang LauraA$0.00
Jun 4, 2026WITTMAN VANESSAA$0.00

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish
50 institutional holders with $1.3B total value (111,890,509 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 20 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,309,539$198.5M15.5%
2VANGUARD CAPITAL MANAGEMENT LLC10,777,627$123.6M9.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC10,545,848$121.0M9.4%
4D. E. Shaw & Co., Inc.5,485,285$62.9M4.9%DOUBLED +283.6%
5STATE STREET CORP5,262,372$60.4M4.7%
6DIMENSIONAL FUND ADVISORS LP4,192,777$48.1M3.7%
7SUSQUEHANNA INTERNATIONAL GROUP, LLP3,482,700$39.9M3.1%
8CITADEL ADVISORS LLC3,466,362$39.8M3.1%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP3,424,100$39.3M3.1%
10MORGAN STANLEY3,354,981$38.5M3.0%TRIM -50.8%
11Point72 Asset Management, L.P.3,113,671$35.7M2.8%DOUBLED +569.4%
12BANK OF AMERICA CORP /DE/2,860,310$32.8M2.6%DOUBLED +205.1%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP2,745,804$31.5M2.5%
14TWO SIGMA INVESTMENTS, LP2,349,525$26.9M2.1%DOUBLED +1415.2%
15WOLVERINE ASSET MANAGEMENT LLC2,342,800$26.9M2.1%
16CITADEL ADVISORS LLC2,171,800$24.9M1.9%
17CITADEL ADVISORS LLC2,154,200$24.7M1.9%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,898,745$21.8M1.7%
19TUDOR INVESTMENT CORP ET AL1,720,794$19.7M1.5%
20Freestone Grove Partners LP1,602,569$18.4M1.4%DOUBLED +214.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM6,814,0463,354,981-50.8%$38.5M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED937,5782,860,310+205.1%$32.8M2026-Q1
Freestone Grove Partners LPDOUBLED508,9361,602,569+214.9%$18.4M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW1,333,869$15.3M2026-Q1
GROUP ONE TRADING LLCADD673,6601,257,777+86.7%$14.4M2026-Q1
Assenagon Asset Management S.A.ADD640,7601,227,803+91.6%$14.1M2026-Q1
FMR LLCTRIM1,928,9121,198,772-37.9%$13.7M2026-Q1
Trexquant Investment LPDOUBLED295,9981,018,333+244.0%$11.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED136,100754,700+454.5%$8.7M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED24,248526,699+2072.1%$6.0M2026-Q1
SEI INVESTMENTS CODOUBLED50,288400,149+695.7%$4.6M2026-Q1
Russell Investments Group, Ltd.ADD211,385353,603+67.3%$4.1M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD237,882318,532+33.9%$3.7M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED35,601197,317+454.2%$2.3M2026-Q1
TD ASSET MANAGEMENT INCADD133,168195,464+46.8%$2.2M2026-Q1
ExodusPoint Capital Management, LPTRIM343,571165,533-51.8%$1.9M2026-Q1
Clear Street Group Inc.TRIM260,345150,210-42.3%$1.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD60,33580,050+32.7%$918.2K2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT342,28260,295-82.4%$691.6K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED13,71950,707+269.6%$581.6K2026-Q1
Brevan Howard Capital Management LPTRIM90,52347,092-48.0%$540.1K2026-Q1
HighTower Advisors, LLCTRIM54,15436,678-32.3%$420.7K2026-Q1
XPONANCE LLCADD15,87221,780+37.2%$249.8K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD14,29019,622+37.3%$225.1K2026-Q1
Wealthfront Advisers LLCTRIM31,10817,018-45.3%$195.2K2026-Q1
12 unique insiders with 26 transactions. Net insider value: $5.7M ($11.9M bought, $6.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Plouffe DavidDirectorAWARD8,475
Jun 4, 2026Sankaran SidDirectorAWARD8,475
Jun 4, 2026Gassen WilliamDirectorAWARD8,475
Jun 4, 2026Lang Laura WDirectorAWARD8,475
Jun 4, 2026WITTMAN VANESSA AMESDirectorAWARD8,475
Jun 2, 2026Schlosser MarioDirectorSELL24,452$21.74$531.6K
Jun 2, 2026Baltrus VictoriaChief Accounting OfficerSELL1,091$21.74$23.7K
Jun 2, 2026Blackley Richard ScottChief Financial OfficerSELL22,706$21.74$493.6K
Jun 2, 2026Liang JanetPresident, Oscar InsuranceSELL8,940$21.74$194.4K
Jun 2, 2026McAnaney AdamChief Legal OfficerSELL7,065$21.74$153.6K
May 18, 2026Blackley Richard ScottChief Financial OfficerSELL110,000$25.03$2.8M
May 14, 2026Blackley Richard ScottChief Financial OfficerSELL91,259$23.10$2.1M
Apr 9, 2026Gassen WilliamDirectorAWARD1,418$14.54$20.6K
Apr 9, 2026Plouffe DavidDirectorAWARD1,461$14.54$21.2K
Apr 9, 2026BOYD JEFFERY HDirectorAWARD3,610$14.54$52.5K
Apr 9, 2026Sankaran SidDirectorAWARD1,203$14.54$17.5K
Apr 6, 2026Bertolini Mark TChief Executive OfficerTAX W/H1,000,001$11.92$11.9M
Apr 6, 2026Bertolini Mark TChief Executive OfficerBUY1,000,000$11.92$11.9M
Apr 3, 2026Bertolini Mark TChief Executive OfficerEXERCISE5,733,334
Mar 12, 2026Blackley Richard ScottChief Financial OfficerGIFT75,000
Mar 2, 2026Liang JanetPresident, Oscar InsuranceAWARD106,458
Mar 2, 2026Bertolini Mark TChief Executive OfficerAWARD1,596,877
Mar 2, 2026Baltrus VictoriaChief Accounting OfficerAWARD17,300
Mar 2, 2026McAnaney AdamChief Legal OfficerAWARD67,424
Mar 2, 2026Schlosser MarioPresident of Technology & CTOAWARD189,141
Mar 2, 2026Blackley Richard ScottChief Financial OfficerAWARD134,847

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

Current analyst consensus: Hold (42% buy). Based on 19 analysts: 2 strong buy, 6 buy, 9 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$22.60 mean target -20.0% upside Strong Sell (2.82)
$13.00 Low $35.00 High
MetricValue
Current Price$28.26
Target Low$13.00
Target Mean$22.60
Target Median$21.00
Target High$35.00
# Analysts10
RecommendationStrong Sell (2.82)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.33 $-0.18 $0.69 137.4% -16.0% 4↑ 2↓ $4.7B 65.6% 10
Next Q
2026-09-30
$-0.19 $-0.46 $0.00 64.1% +1.6% 1↑ 5↓ $4.7B 55.7% 10
Current FY
2026-12-31
$1.07 $0.63 $1.38 163.5% +10.8% 8↑ 1↓ $18.6B 58.8% 9
Next FY
2027-12-31
$1.46 $1.00 $2.00 36.2% +5.8% 5↑ 3↓ $19.8B 6.8% 10

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.333
7d ago$0.376-0.043
30d ago$0.396-0.063
60d ago$0.142+0.191
90d ago$0.142+0.191
5 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Barclays UPGRADE Equal-Weight Overweight
May 26, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 UBS MAINTAIN Neutral Neutral
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Baird MAINTAIN Neutral Neutral
May 6, 2026 Wolfe Research INITIATE Peer Perform
Apr 20, 2026 Jefferies UPGRADE Underperform Hold
Jan 9, 2026 UBS UPGRADE Sell Neutral
Jan 5, 2026 Barclays UPGRADE Underweight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262692042%
May 1, 20262682044%
Apr 1, 20260383318%
Mar 1, 20260383318%
Feb 1, 20260284312%
Jan 1, 20260265313%
Strong BuyBuyHoldSellStrong Sell

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

63°
Warm
Bearish Neutral Bullish
4 mentions 2 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 29, 2026144° Neutral001
Apr 29, 2026144° Neutral001
Apr 15, 2026160° Warm101
Apr 15, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 2mo ago
Whatta year!
▲ 1 💬 1 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: OSCR — 57.6% short (1.6M / 2.8M)
Short: 1,592,131 | Exempt: 37,789 | TRF Vol: 2,764,797 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: OSCR — 140,999 shares ($2.8M) failed to deliver
Settlement: 20260507, Price: $19.84, FTD Value: $2,797,420.16, OSCAR HEALTH INC CL A
May 6, 2026
earnings_calendar
OSCR Q1 2026 Earnings Scheduled — 2026-05-06
Apr 20, 2026
short_interest
FTD: OSCR — 36,282 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $15.79, FTD Value: $572,892.78, OSCAR HEALTH INC CL A