OPFI

OppFi Inc.

NYSE · Finance Services · CIK 0001818502
$8.36 +0.72% $713.9M
High Impact Filing (8/10)10 New Institutional Positions5 Institutional Exits
Vol
Market Cap$713.9M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$115.3M
Inst. Activity10 buys / 5 sells
Insider Activity0B / 3S
Insider Net $-$414.0K
SEC Reports4
Exchange NYSE·Sector Finance Services·CIK 0001818502·Prev Close $8.30

Recent Activity

Jun 9, 2026 Insider
Vennettilli David was granted 25,265 shares
Director
Jun 9, 2026 Insider
SCHWARTZ THEODORE G was granted 16,843 shares
Director
Jun 9, 2026 Insider
Moore Jocelyn was granted 16,843 shares
Director
Jun 8, 2026 SEC
Director Christina M. Favilla filed a Form 144 notice of intent to sell 30,000 Class A shares of OppFi Inc., with an est
144 — Impact 2/10
May 7, 2026 earnings_calendar
OPFI Q1 2026 Earnings Scheduled — 2026-05-07
Apr 29, 2026 SEC
OppFi Inc. announced a transformative acquisition of BNCCORP, Inc. for approximately $130.7 million in cash and stock, a
8-K — Impact 8/10
Apr 28, 2026 SEC
OppFi Inc. filed definitive additional proxy materials for its 2026 annual meeting, scheduled for June 9, 2026. The boar
DEFA14A — Impact 2/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
426,089 shares ($3.3M)

Price Targets

$14.00 +67.5% upside Strong Buy
Current $8.36 Low $11.00 Median $15.00 High $16.00 3 analysts
$11.00 $16.00

Analyst Ratings

Buy78% buy · 9 analysts
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight
Apr 17, 2026 Citizens MAINTAIN Market Outperform → Market Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.46 ▼ -1.6% $0.41 — $0.54 1% YoY 4
Next Q $0.52 $0.49 — $0.55 12% YoY 4
Current FY $1.79 ▲ +0.7% $1.78 — $1.80 13% YoY 4
Next FY $2.14 ▲ +5.9% $2.02 — $2.34 19% YoY 3

Top Institutional Holders

FundValueMove
WELLINGTON MANAGEMENT GROUP LLP$20.3MDOUBLED
BlackRock, Inc.$14.9M
VANGUARD CAPITAL MANAGEMENT LLC$9.1M
TWO SIGMA INVESTMENTS, LP$8.5MADD
MORGAN STANLEY$5.5MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Vennettilli DavidA$0.00
Jun 9, 2026SCHWARTZ THEODOREA$0.00
Jun 9, 2026Moore JocelynA$0.00
Jun 9, 2026Favilla ChristinaA$0.00
Jun 9, 2026Zeeman GregoryA$0.00
50 institutional holders with $115.3M total value (14,950,123 shares) as of 2026-Q1. Top holders: WELLINGTON, BlackRock,, VANGUARD. Net buying activity: 10 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1WELLINGTON MANAGEMENT GROUP LLP2,630,168$20.3M17.6%DOUBLED +193.3%
2BlackRock, Inc.1,935,383$14.9M12.9%
3VANGUARD CAPITAL MANAGEMENT LLC1,186,153$9.1M7.9%
4TWO SIGMA INVESTMENTS, LP1,096,268$8.5M7.3%ADD +45.0%
5MORGAN STANLEY710,308$5.5M4.7%ADD +32.9%
6Nuveen, LLC652,596$5.0M4.4%ADD +53.8%
7RENAISSANCE TECHNOLOGIES LLC630,308$4.9M4.2%
8STATE STREET CORP536,218$4.1M3.6%
9CITADEL ADVISORS LLC510,976$3.9M3.4%DOUBLED +3048.0%
10TUDOR INVESTMENT CORP ET AL487,289$3.8M3.3%DOUBLED +152.2%
11Trexquant Investment LP446,617$3.4M3.0%DOUBLED +137.5%
12DIMENSIONAL FUND ADVISORS LP426,089$3.3M2.8%ADD +50.0%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP417,800$3.2M2.8%
14GOLDMAN SACHS GROUP INC328,524$2.5M2.2%
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP211,667$1.6M1.4%DOUBLED +208.1%
16CITADEL ADVISORS LLC206,100$1.6M1.4%DOUBLED +3048.0%
17MARSHALL WACE, LLP205,210$1.6M1.4%
18VANGUARD FIDUCIARY TRUST CO189,153$1.5M1.3%
19MACKENZIE FINANCIAL CORP185,177$1.4M1.2%DOUBLED +125.7%
20BANK OF AMERICA CORP /DE/180,483$1.4M1.2%TRIM -28.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD284,140426,089+50.0%$3.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED68,696211,667+208.1%$1.6M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED82,039185,177+125.7%$1.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM252,624180,483-28.6%$1.4M2026-Q1
Rockefeller Capital Management L.P.DOUBLED1,000170,000+16900.0%$1.3M2026-Q1
AMERIPRISE FINANCIAL INCADD95,567124,828+30.6%$962.4K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM112,73546,880-58.4%$361.4K2026-Q1
Brevan Howard Capital Management LPADD30,30246,454+53.3%$358.2K2026-Q1
Invesco Ltd.TRIM48,58021,589-55.6%$166.5K2026-Q1
HSBC HOLDINGS PLCADD11,27016,539+46.8%$127.2K2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT65,9632,958-95.5%$22.8K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED85121,133+2383.3%$5.4K2026-Q1
CWM, LLCADD367528+43.9%$4.1K2026-Q1
PEAK6 LLCNEAR_EXIT3,970496-87.5%$3.8K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED88305+246.6%$2.4K2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED843,6522,474,102+193.3%$25.9M2025-Q4
Nuveen, LLCADD490,295754,039+53.8%$7.9M2025-Q4
DIMENSIONAL FUND ADVISORS LPDOUBLED81,354284,140+249.3%$3.0M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED75,677252,624+233.8%$2.6M2025-Q4
VICTORY CAPITAL MANAGEMENT INCTRIM250,783168,159-32.9%$1.8M2025-Q4
LOS ANGELES CAPITAL MANAGEMENT LLCADD89,986112,735+25.3%$1.1M2025-Q4
FEDERATED HERMES, INC.DOUBLED30,50282,906+171.8%$867.2K2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM160,65568,696-57.2%$718.6K2025-Q4
WELLS FARGO & COMPANY/MNADD49,29162,105+26.0%$649.6K2025-Q4
Allspring Global Investments Holdings, LLCADD35,33756,873+60.9%$585.8K2025-Q4
8 unique insiders with 29 transactions. Net insider value: -$414.0K ($0.00 bought, $414.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Vennettilli DavidDirectorAWARD25,265
Jun 9, 2026SCHWARTZ THEODORE GDirectorAWARD16,843
Jun 9, 2026Moore JocelynDirectorAWARD16,843
Jun 9, 2026Favilla Christina MDirectorAWARD16,843
Jun 9, 2026Zeeman Gregory TDirectorAWARD16,843
Jun 8, 2026Favilla Christina MDirectorSELL30,000$8.14$244.2K
May 4, 2026Vennettilli DavidDirectorSELL10,000$10.00$100.0K
May 4, 2026McKay Christopher J.Chief Risk & Analytics OfficerTAX W/H357$9.51$3.4K
May 4, 2026Johnson Pamela D.CFOTAX W/H469$9.51$4.5K
Apr 28, 2026McKay Christopher J.Chief Risk & Analytics OfficerD1,350,000
Apr 28, 2026McKay Christopher J.Chief Risk & Analytics OfficerAWARD1,350,000
Apr 28, 2026Schwartz Todd G.Chief Executive OfficerD54,137,072
Apr 28, 2026McKay Christopher J.Chief Risk & Analytics OfficerD1,350,000
Apr 28, 2026Schwartz Todd G.Chief Executive OfficerEXERCISE24,656,083
Apr 28, 2026SCHWARTZ THEODORE GDirectorD18,887,359
Apr 28, 2026SCHWARTZ THEODORE GDirectorEXERCISE18,887,359
Apr 28, 2026Vennettilli DavidDirectorD284,501
Apr 28, 2026Vennettilli DavidDirectorEXERCISE284,501
Apr 20, 2026Schwartz Todd G.Chief Executive OfficerD50,000
Apr 2, 2026Schwartz Todd G.Chief Executive OfficerTAX W/H2,643$7.71$20.4K
Apr 2, 2026McKay Christopher J.Chief Risk & Analytics OfficerTAX W/H1,970$7.71$15.2K
Apr 2, 2026Johnson Pamela D.CFOTAX W/H1,974$7.71$15.2K
Apr 1, 2026McKay Christopher J.Chief Risk & Analytics OfficerAWARD26,007
Apr 1, 2026Schwartz Todd G.Chief Executive OfficerAWARD208,053
Apr 1, 2026Johnson Pamela D.CFOAWARD27,073
Mar 12, 2026Moore JocelynDirectorSELL8,190$8.53$69.9K
Feb 27, 2026Schwartz Todd G.Chief Executive OfficerD10,000
Feb 3, 2026Johnson Pamela D.CFOTAX W/H541$9.73$5.3K
Feb 3, 2026McKay Christopher J.Chief Risk & Analytics OfficerTAX W/H363$9.73$3.5K

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

Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$14.00 mean target +67.5% upside Strong Buy (3.00)
$11.00 Low $16.00 High
MetricValue
Current Price$8.36
Target Low$11.00
Target Mean$14.00
Target Median$15.00
Target High$16.00
# Analysts3
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.46 $0.41 $0.54 1.1% -1.6% 0↑ 1↓ $0.2B 9.9% 4
Next Q
2026-09-30
$0.52 $0.49 $0.55 12.0% -0.5% 1↑ 1↓ $0.2B 10.6% 4
Current FY
2026-12-31
$1.79 $1.78 $1.80 12.9% +0.7% 2↑ 0↓ $0.7B 10.6% 4
Next FY
2027-12-31
$2.14 $2.02 $2.34 19.2% +5.9% 3↑ 0↓ $0.8B 17.1% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.455
7d ago$0.465-0.010
30d ago$0.463-0.008
60d ago$0.467-0.012
90d ago$0.467-0.012
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Apr 17, 2026 Citizens MAINTAIN Market Outperform Market Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262520078%
May 1, 20262520078%
Apr 1, 20262520078%
Mar 1, 20262520078%
Feb 1, 20262520078%
Jan 1, 20262520078%
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
OPFI Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: OPFI — 65.0% short (0.4M / 0.6M)
Short: 397,628 | Exempt: 545 | TRF Vol: 612,180 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Mar 11, 2026
earnings_calendar
OPFI Q4 2025 Earnings Before Market Open — 2026-03-11
Mar 5, 2026
earnings_calendar
OPFI Q4 2025 Earnings Before Market Open — 2026-03-05