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OSG · Octave Specialty Group Inc

Track OSG — free
$4.49 -0.05 (-1.10%)
Market Cap
$204.53M
Shares
45.05M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$4.54 Open$4.39 Day$4.33–4.56 52W close$3.94–10.08 Avg vol 30d489K Short int1.6M · 3.5% float · 2.6d Short vol28% Last earningsAug 7, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 9, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 6, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$320.67M
Trailing 12 months
Net income (TTM)
−$158.75M
Trailing 12 months
Revenue growth YoY
+51.0%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
-5.7%
Year over year · fewer shares
Price change (1Y)
-49.7%
Trailing year
Short interest
3.5%
Latest settlement · 2.6 days to cover
View all 114 metrics

AI Brief

Q2 FY26 earnings call · Aug 7, 2026
Q2 FY26

TL;DR. Octave Specialty Group raised consolidated adjusted EBITDA guidance to $45 million (from $40 million) but lowered Everspan adjusted EBITDA guidance to $6 million (from $7.5 million) and slashed full-year adjusted net income per share guidance to $0.15–$0.20 (from $0.50), citing higher acquisition costs at Everspan and revised interest/depreciation/tax/NCI assumptions. Insurance Distribution delivered Q2 organic revenue growth of 44% and nearly fourfold adjusted EBITDA growth year-over-year, while Everspan's combined ratio improved more than 600 bps year-over-year.

Bullish
  • + Raised full-year consolidated adjusted EBITDA guidance to $45 million from $40 million.
  • + Everspan Q2 combined ratio improved more than 600 bps year-over-year, with loss ratio falling to 61.4%.
  • + Revised Everspan adjusted EBITDA guidance of $6 million still represents a 58% increase over 2025's $3.8 million.
Bearish
  • Cut Everspan 2026 adjusted EBITDA guidance to $6 million from $7.5 million due to higher-than-expected acquisition/onboarding costs.
  • Cut full-year adjusted net income per share guidance to $0.15–$0.20 from $0.50, citing updated interest, depreciation, taxes, and NCI assumptions.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 16.3 · calm Equity put/call 0.67
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −24%
below
Price vs 50-day avg −17%
below
RSI (14) 40
neutral
MACD trend Positive
52-week position 10%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −19%
trailing
6-month return −13%
trailing
YTD return −42%
this year
Relative strength −26%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $5 › 200d $6 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +37 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.48% of float · ▲ +8.2% MoM · 2.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
148 holders — mid 3-yr range
Squeeze score 45
elevated · 0–100
Fundamentals
Strong
Revenue growth +7%
Y/Y
EPS growth +50%
Y/Y
Buyback $8.4M
remaining
Balance sheet $49.1M
net debt
Quant / Vol
risk profile
Very High
Volatility 69%
annualized · 1-yr
Max drawdown −61%
past year
ATR 4.9%
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
3 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−24% Bearish
Price vs 50-day avg
−17% Bearish
RSI (14)
40 Neutral
MACD trend
Positive Bullish
52-week position
10% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $5 › 200d $6 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +37 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.48% of float · ▲ +8.2% MoM · 2.6 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
Range low $4 Now $5 · 10% Range high $10
vs 200-day avg -24% vs 50-day avg -17%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Insurance - Specialty — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
OSG
Octave Specialty Group Inc
this stock
$204.53M -41.6% +6.5% 3.5%
FNF
Fidelity National Financial, Inc.
$12.34B -15.7% +5.6% 3.1%
FAF
First American Financial Corp
$7.53B +19.8% +21.6% 10.2 5.5%
AXS
Axis Capital Holdings Ltd
$7.28B -6.8% +10.2% 7.4 2.8%
ACT
Enact Holdings, Inc.
$6.69B +22.2% +2.8% 10.2 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
148
% held
70.4%
Net QoQ
-1.7M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
153
View
Short & Settlement
Short Interest Rising
Shares short
1.6M
Days to cover
2.6d
Change
+118.3K sh
View
Short Volume
Short vol %
28%
As of
Sep 1, 2026
Short Total
View
Fails to Deliver
FTD shares
285
Value
$1.7K
As of
Jul 22, 2026
View
Off-Exchange
Off-exchange %
40.8%
Week of
Jul 27, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$251.2M
Net income (FY)
$-259.1M
EPS diluted
$-5.93
View
Buybacks
Authorized
$50.0M
Remaining
$8.4M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 6, 2026
This year
11
View
Proposed Sales
Value
$1.4M
Shares
105.6K
Filed
Jun 26, 2023
View
Earnings & Events
Earnings Calls Upcoming
Next call
Sep 9, 2026
Last call
Aug 7, 2026
View
Investor Relations
Latest news
Octave Specialty Group Reports Se…
Published
Aug 6, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
OSG +0.7% -19.4% -13.0% +4.1% -41.7%
SPY -0.5% -1.2% +12.6% -0.7% +11.7%
vs SPY +1.2% -18.1% -25.7% +4.8% -53.4%

Capital returns

Buyback program · as of Jun 30, 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.

Key facts CIK 874501 CUSIP 023139884 13F (30d) 121 filings 121 filers Visit website Investor relations