OSG
Octave Specialty Group Inc
$6.13
+0.11 (+1.83%)
At close · Jul 13
Market Cap
$275.93M
Shares
45,013,592
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$6.13
Open$6.03
Day$5.96–6.18
52W$3.88–10.38
Avg vol 30d508K
Short int1.3M · 2.9% float · 1.7d
Short vol48%
Last earningsMay 6, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 6
Up next
Next earnings call
Aug 5, 2026
Est · unconfirmed
· in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 6, 2026
Equibles Rating
blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical
Sell
Momentum
Weak
Sentiment
Bearish
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 17.2 · elevated
Equity put/call 0.67
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−7%
below
Price vs 50-day avg
+8%
above
RSI (14)
54
neutral
MACD trend
Negative
52-week position
35%
mid-range
Momentum
relative strength
1-month return
+11%
trailing
6-month return
+1%
trailing
YTD return
−21%
this year
Relative strength
−7%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $6 › 200d $7 — 200d above 50d
Institutional flow
Distributing
5 of 148 funds reported for Jun 30 · net -13.0K sh shares · +2 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
2.91% of float · ▲ +22.1% MoM · 1.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
148 holders — mid 3-yr range
Squeeze score
53
elevated · 0–100
Fundamentals
Revenue growth
+7%
Y/Y
EPS growth
+50%
Y/Y
Buyback
$8.4M
remaining
Balance sheet
$88.0M
net debt
Quant / Vol
risk profile
Volatility
71%
annualized · 1-yr
Max drawdown
−61%
past year
ATR
4.4%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−7%
Bearish
Price vs 50-day avg
+8%
Bullish
RSI (14)
54
Neutral
MACD trend
Negative
Bearish
52-week position
35%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $6 › 200d $7 — 200d above 50d
Institutional flow
Distributing
5 of 148 funds reported for Jun 30 · net -13.0K sh shares · +2 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
2.91% of float · ▲ +22.1% MoM · 1.7 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
148 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $4
Now $6 · 35%
52-wk high $10
vs 200-day avg -7%
vs 50-day avg +8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA margin to shareholders (Insurance Distribution) non-GAAP | 32% | Q1 2026 | — |
| Adjusted EBITDA to Shareholders (Everspan) non-GAAP | 1.6M | Q1 2026 | — |
| Adjusted EBITDA to Shareholders (Insurance Distribution) non-GAAP | 25M | Q1 2026 | — |
| Adjusted net income (Everspan) non-GAAP | 1.2M | Q1 2026 | — |
| Gross premiums written (Everspan) | 104M | Q1 2026 | — |
| Loss ratio (Everspan active programs) | 57% | Q1 2026 | — |
| Net premiums written (Everspan) | 32M | Q1 2026 | — |
| Organic revenue growth (Insurance Distribution) | 42% | Q1 2026 | — |
| Pre-tax income margin to shareholders (Insurance Distribution) | 16% | Q1 2026 | — |
| Total P&C premium production | 531M | Q1 2026 | — |
|
|
|||
| Total revenue (Insurance Distribution Segment) | 79M | Q1 2026 | — |
| adjusted EBITDA to shareholders non-GAAP | $20.1M | Q1 2026 call | — |
| adjusted EBITDA to shareholders margin non-GAAP | 32.3% | Q1 2026 call | — |
| adjusted net income to shareholders non-GAAP | $16.6M | Q1 2026 call | — |
| adjusted net income to shareholders per share non-GAAP | $0.37 | Q1 2026 call | — |
| Everspan accident year loss ratio | 54% | Q1 2026 call | — |
| Everspan active programs loss ratio | 57% | Q1 2026 call | — |
| Everspan adjusted EBITDA non-GAAP | $2M | Q1 2026 call | — |
| Everspan combined ratio | 95% | Q1 2026 call | — |
| Everspan gross premiums written | $104M | Q1 2026 call | — |
| Everspan net premiums earned | $20M | Q1 2026 call | — |
| Everspan net premiums written | $32M | Q1 2026 call | — |
| Insurance Distribution adjusted EBITDA non-GAAP | $25M | Q1 2026 call | — |
| Insurance Distribution adjusted EBITDA to shareholders non-GAAP | $25.3M | Q1 2026 call | — |
| Insurance Distribution debt to EBITDA (pro forma TTM) | 3.2 | March 31, 2026 call | — |
| Specialty Property & Casualty adjusted EBITDA non-GAAP | $1.6M | Q1 2026 call | — |
| Insurance Distribution Segment Adjusted EBITDA to Shareholders non-GAAP | $7M | the fourth quarter | — |
| Insurance Distribution Segment Commission Income | $37M | the fourth quarter | — |
| Insurance Distribution Segment Organic revenue growth | 8.1% | the fourth quarter | — |
| Specialty P&C Insurance (Everspan) Gross premiums written | $80M | the fourth quarter | — |
| Specialty P&C Insurance (Everspan) Net premiums written | $23M | the fourth quarter | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Insurance - Specialty — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OSG
this stock
Octave Specialty Group Inc
|
$275.93M | -21.2% | +132.6% | — | 2.9% |
|
FNF
Fidelity National Financial, Inc.
|
$13.47B | -6.3% | +5.6% | 17.8 | 3.3% |
|
RYAN
Ryan Specialty Holdings, Inc.
|
$11.01B | -18.8% | +21.3% | — | 5.7% |
|
AXS
Axis Capital Holdings Ltd
|
$8.44B | +7.4% | +9.9% | 8.6 | 3.0% |
|
FAF
First American Financial Corp
|
$7.14B | +15.0% | +21.6% | 10.8 | 6.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OSG | -4.5% | +10.9% | +1.2% | -1.8% | -21.2% |
| SPY | -0.3% | +1.6% | +8.3% | +0.3% | +9.9% |
| vs SPY | -4.2% | +9.3% | -7.2% | -2.1% | -31.1% |
Capital returns
Buyback program
· as of Mar 31, 2026
Authorized
$50.00M
Spent (derived)
$41.55M
Remaining
$8.45M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.