ONL

Orion Properties Inc.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001873923
$2.79 0.00% $158.6M
High Impact Filing (8/10)6 Institutional Exits
Vol
Market Cap$158.6M
Cap SizeMicro Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$22.7M
Inst. Activity2 buys / 6 sells
SEC Reports2
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001873923·Prev Close $2.79

Recent Activity

May 13, 2026 Insider
GILYARD REGINALD HAROLD was granted 43,103 shares
Director
May 13, 2026 Insider
Lieb Richard J was granted 34,483 shares
Director
May 13, 2026 Insider
Whyte Gregory J. was granted 34,483 shares
Director
May 7, 2026 earnings_calendar
ONL Q1 2026 Earnings Scheduled — 2026-05-07
Mar 20, 2026 SEC
Orion Properties Inc. filed a Definitive Additional Materials proxy statement (DEFA14A) related to a shareholder vote. T
DEFA14A — Impact 2/10
Mar 5, 2026 SEC
Orion Properties reported declining financial performance for 2025 with revenue down 10.5% YoY and Core FFO per share do
8-K — Impact 8/10
Inst.
MARSHALL WACE, LLP — ADD
451,635 shares ($971.0K)
Inst.
MORGAN STANLEY — TRIM
358,843 shares ($771.5K)

Price Targets

$3.00 +7.5% upside Buy
Current $2.79 Low $3.00 Median $3.00 High $3.00 1 analysts
$3.00 $3.00

Analyst Ratings

Buy67% buy · 6 analysts
1Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Jones Trading MAINTAIN Buy → Buy
Jan 26, 2026 Jones Trading UPGRADE Hold → Buy
Jan 9, 2026 Jones Trading INITIATE Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current FY $-0.46 ▼ -4.5% $-0.46 — $-0.46 81% YoY 1

Top Institutional Holders

FundValueMove
VANGUARD CAPITAL MANAGEMENT LLC$5.1M
RENAISSANCE TECHNOLOGIES LLC$3.7M
BlackRock, Inc.$3.1M
DIMENSIONAL FUND ADVISORS LP$1.2M
D. E. Shaw &$1.1MADD

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026GILYARD REGINALDA$0.00
May 13, 2026Lieb RichardA$0.00
May 13, 2026Whyte GregoryA$0.00
May 13, 2026ALLEN KATHLEENA$0.00
Mar 12, 2026MCDOWELL PAULA$0.00
50 institutional holders with $22.7M total value (10,570,724 shares) as of 2026-Q1. Top holders: VANGUARD, RENAISSANCE, BlackRock,. Net selling activity: 6 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1VANGUARD CAPITAL MANAGEMENT LLC2,381,890$5.1M22.5%
2RENAISSANCE TECHNOLOGIES LLC1,706,100$3.7M16.1%
3BlackRock, Inc.1,444,213$3.1M13.7%
4DIMENSIONAL FUND ADVISORS LP571,758$1.2M5.4%
5D. E. Shaw & Co., Inc.521,574$1.1M4.9%ADD +31.9%
6MARSHALL WACE, LLP451,635$971.0K4.3%ADD +89.2%
7TWO SIGMA INVESTMENTS, LP445,924$958.7K4.2%ADD +63.0%
8MORGAN STANLEY358,843$771.5K3.4%TRIM -30.4%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC315,337$678.0K3.0%TRIM -32.1%
10VANGUARD FIDUCIARY TRUST CO313,027$673.0K3.0%
11RAYMOND JAMES FINANCIAL INC300,025$645.1K2.8%
12STATE STREET CORP237,674$515.8K2.3%TRIM -74.7%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP211,448$454.6K2.0%
14CITADEL ADVISORS LLC144,832$311.4K1.4%
15NOMURA ASSET MANAGEMENT CO LTD92,200$198.2K0.9%ADD +41.4%
16GOLDMAN SACHS GROUP INC91,971$197.7K0.9%
17Asset Management One Co., Ltd.81,329$174.9K0.8%
18Invesco Ltd.65,817$141.5K0.6%TRIM -58.6%
19NOMURA ASSET MANAGEMENT INTERNATIONAL INC.63,164$136.0K0.6%
20MACQUARIE GROUP LTD63,164$135.8K0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPADD238,676451,635+89.2%$971.0K2026-Q1
MORGAN STANLEYTRIM515,535358,843-30.4%$771.5K2026-Q1
Mariner, LLCTRIM131,81959,944-54.5%$128.9K2026-Q1
OMERS ADMINISTRATION CorpTRIM58,40027,200-53.4%$58.5K2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCTRIM22,82314,094-38.2%$30.3K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM8,2175,652-31.2%$12.3K2026-Q1
Russell Investments Group, Ltd.TRIM8,2055,662-31.0%$12.2K2026-Q1
GROUP ONE TRADING LLCADD530826+55.8%$1.8K2026-Q1
D. E. Shaw & Co., Inc.ADD448,869591,957+31.9%$1.3M2025-Q4
MORGAN STANLEYTRIM779,438515,535-33.9%$1.2M2025-Q4
TWO SIGMA INVESTMENTS, LPADD236,770385,916+63.0%$872.2K2025-Q4
MARSHALL WACE, LLPDOUBLED100,959238,676+136.4%$539.4K2025-Q4
Mariner, LLCTRIM228,389131,819-42.3%$297.9K2025-Q4
NOMURA ASSET MANAGEMENT CO LTDADD65,20092,200+41.4%$208.4K2025-Q4
Invesco Ltd.TRIM157,10865,110-58.6%$147.1K2025-Q4
BANK OF AMERICA CORP /DE/TRIM95,12443,870-53.9%$99.1K2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT922,78026,381-97.1%$59.6K2025-Q4
COMMONWEALTH EQUITY SERVICES, LLCTRIM30,76322,823-25.8%$51.6K2025-Q4
BANK OF MONTREAL /CAN/TRIM37,21016,692-55.1%$37.7K2025-Q4
WELLS FARGO & COMPANY/MNTRIM19,03110,790-43.3%$24.4K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.TRIM12,3065,260-57.3%$11.9K2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED47,368236,770+399.9%$639.3K2025-Q3
Mariner, LLCTRIM456,388228,389-50.0%$616.7K2025-Q3
BANK OF AMERICA CORP /DE/ADD64,15595,124+48.3%$256.8K2025-Q3
WELLS FARGO & COMPANY/MNTRIM34,11619,031-44.2%$51.4K2025-Q3
9 unique insiders with 24 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026GILYARD REGINALD HAROLDDirectorAWARD43,103
May 13, 2026Lieb Richard JDirectorAWARD34,483
May 13, 2026Whyte Gregory J.DirectorAWARD34,483
May 13, 2026ALLEN KATHLEENDirectorAWARD34,483
Mar 12, 2026MCDOWELL PAUL HSee Remarks.AWARD217,573
Mar 12, 2026Brandon GavinSee Remarks.AWARD115,063
Mar 12, 2026Schmidt Revea LynnSee Remarks.AWARD62,762
Mar 12, 2026Day Christopher HavilandSee Remarks.AWARD99,372
Mar 12, 2026Hughes Paul CGeneral Counsel & SecretaryAWARD73,222
Mar 7, 2026Schmidt Revea LynnSee Remarks.TAX W/H2,096$2.45$5.1K
Mar 7, 2026Hughes Paul CGeneral Counsel & SecretaryTAX W/H2,679$2.45$6.6K
Mar 7, 2026Day Christopher HavilandSee Remarks.TAX W/H2,327$2.45$5.7K
Mar 7, 2026Brandon GavinSee Remarks.TAX W/H3,200$2.45$7.8K
Mar 7, 2026MCDOWELL PAUL HSee Remarks.TAX W/H10,197$2.45$25.0K
Mar 3, 2026Schmidt Revea LynnSee Remarks.TAX W/H6,793$2.46$16.7K
Mar 3, 2026Brandon GavinSee Remarks.TAX W/H10,329$2.46$25.4K
Mar 3, 2026Day Christopher HavilandSee Remarks.TAX W/H7,871$2.46$19.4K
Mar 3, 2026MCDOWELL PAUL HSee Remarks.TAX W/H33,008$2.46$81.2K
Mar 3, 2026Hughes Paul CGeneral Counsel & SecretaryTAX W/H10,721$2.46$26.4K
Feb 26, 2026Hughes Paul CGeneral Counsel & SecretaryTAX W/H6,903$2.56$17.7K
Feb 26, 2026Schmidt Revea LynnSee Remarks.TAX W/H4,782$2.56$12.2K
Feb 26, 2026Brandon GavinSee Remarks.TAX W/H8,055$2.56$20.6K
Feb 26, 2026MCDOWELL PAUL HSee Remarks.TAX W/H23,245$2.56$59.5K
Feb 26, 2026Day Christopher HavilandSee Remarks.TAX W/H6,375$2.56$16.3K

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

Current analyst consensus: Buy (67% buy). Based on 6 analysts: 1 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$3.00 mean target +7.5% upside Buy (3.00)
$3.00 Low $3.00 High
MetricValue
Current Price$2.79
Target Low$3.00
Target Mean$3.00
Target Median$3.00
Target High$3.00
# Analysts1
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $0.00 $0.00 $0.0B -8.3%
Next Q
2026-09-30
$0.00 $0.00 $0.00 $0.0B -7.1%
Current FY
2026-12-31
$-0.46 $-0.46 $-0.46 81.5% -4.5% 1↑ 0↓ $0.1B -5.3% 1
Next FY
2027-12-31
$0.00 $0.00 $0.00 $0.1B 2.0%
1 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Jones Trading MAINTAIN Buy Buy
Jan 26, 2026 Jones Trading UPGRADE Hold Buy
Jan 9, 2026 Jones Trading INITIATE Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261320067%
May 1, 20261320067%
Apr 1, 20261320067%
Mar 1, 20261320067%
Feb 1, 20261320067%
Jan 1, 2026003410%
Strong BuyBuyHoldSellStrong Sell

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

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings_calendar
ONL Q1 2026 Earnings Scheduled — 2026-05-07
Mar 5, 2026
earnings_calendar
ONL Q4 2025 Earnings Scheduled — 2026-03-05