OPRX

OptimizeRx Corp

Nasdaq · Services-Business Services, NEC · Inc. NV · CIK 0001448431
$5.23 -0.95% $98.1M
High Impact Filing (8/10)11 New Institutional Positions6 Institutional Exits
Vol
Market Cap$98.1M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$44.2M
Inst. Activity11 buys / 6 sells
SEC Reports6
Press Releases3
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. NV·CIK 0001448431·Prev Close $5.28

Recent Activity

Jun 12, 2026 SEC
OptimizeRx held its 2026 Annual Meeting on June 9, 2026. Shareholders approved an amendment to the 2021 Equity Incentive
8-K — Impact 3/10
Jun 11, 2026 SEC
In Q3 2025, three institutions (BofA, Schwab, RenTech) accumulated $3.3M in OPRX positions, while four sellers (Morgan S
INST-CLUSTER — Impact 4/10
Jun 9, 2026 Insider
WASSON GREGORY D was granted 34,517 shares
Director
Jun 9, 2026 Insider
Vos Ellen O'Connor was granted 34,517 shares
Director
Jun 9, 2026 Insider
Spangler Patrick D was granted 34,517 shares
Director
Jun 5, 2026 SEC
OptimizeRx disclosed the separation of Chief Commercial Officer Theresa Greco, effective June 15, 2026, with a separatio
8-K — Impact 3/10
Inst.
ROYCE & ASSOCIATES LP — ADD
888,030 shares ($5.6M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
216,856 shares ($1.4M)

Price Targets

$11.50 +119.9% upside Strong Buy
Current $5.23 Low $7.00 Median $10.50 High $18.00 6 analysts
$7.00 $18.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Lake Street MAINTAIN Buy → Buy
May 13, 2026 B. Riley Securities MAINTAIN Buy → Buy
May 13, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight
May 13, 2026 Stifel MAINTAIN Buy → Buy
Mar 6, 2026 Lake Street MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.11 $0.08 — $0.15 -53% YoY 5
Next Q $0.25 $0.18 — $0.29 23% YoY 5
Current FY $0.94 $0.88 — $1.00 -11% YoY 5
Next FY $1.09 ▼ -2.3% $0.94 — $1.27 16% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$7.3M
ROYCE & ASSOCIATES LP$5.6MADD
VANGUARD CAPITAL MANAGEMENT LLC$4.3M
BLAIR WILLIAM & CO/IL$3.9M
DIMENSIONAL FUND ADVISORS LP$3.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026WASSON GREGORYA$0.00
Jun 9, 2026Vos EllenA$0.00
Jun 9, 2026Spangler PatrickA$0.00
Jun 9, 2026Presti MariyammaA$0.00
Jun 9, 2026Lang JamesA$0.00
50 institutional holders with $44.2M total value (7,001,108 shares) as of 2026-Q1. Top holders: BlackRock,, ROYCE, VANGUARD. Net buying activity: 11 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,163,501$7.3M16.5%
2ROYCE & ASSOCIATES LP888,030$5.6M12.6%ADD +30.2%
3VANGUARD CAPITAL MANAGEMENT LLC685,449$4.3M9.7%
4BLAIR WILLIAM & CO/IL614,992$3.9M8.7%
5DIMENSIONAL FUND ADVISORS LP563,570$3.5M8.0%
6STATE STREET CORP477,780$3.0M6.8%
7GOLDMAN SACHS GROUP INC358,443$2.3M5.1%
8VANGUARD PORTFOLIO MANAGEMENT LLC331,037$2.1M4.7%
9RENAISSANCE TECHNOLOGIES LLC216,856$1.4M3.1%DOUBLED +633.2%
10D. E. Shaw & Co., Inc.142,923$897.6K2.0%TRIM -64.8%
11Trexquant Investment LP136,874$859.6K1.9%
12Russell Investments Group, Ltd.125,493$788.1K1.8%TRIM -56.6%
13VANGUARD FIDUCIARY TRUST CO111,129$697.9K1.6%
14SEI INVESTMENTS CO98,633$619.4K1.4%ADD +83.4%
15CREDIT AGRICOLE S A89,200$560.2K1.3%
16Vanguard Global Advisers, LLC85,400$536.3K1.2%
17RAYMOND JAMES FINANCIAL INC83,163$522.3K1.2%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC82,072$515.4K1.2%ADD +45.8%
19ALLIANCEBERNSTEIN L.P.39,850$488.6K1.1%
20MORGAN STANLEY76,368$479.6K1.1%TRIM -53.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ROYCE & ASSOCIATES LPADD682,030888,030+30.2%$5.6M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED29,578216,856+633.2%$1.4M2026-Q1
Russell Investments Group, Ltd.TRIM289,060125,493-56.6%$788.1K2026-Q1
SEI INVESTMENTS COADD53,78998,633+83.4%$619.4K2026-Q1
MORGAN STANLEYTRIM164,59276,368-53.6%$479.6K2026-Q1
FMR LLCDOUBLED5,59169,448+1142.1%$436.1K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD53,09468,494+29.0%$430.1K2026-Q1
PRUDENTIAL FINANCIAL INCADD31,49542,705+35.6%$268.2K2026-Q1
MARSHALL WACE, LLPADD19,82531,286+57.8%$196.5K2026-Q1
FRANKLIN RESOURCES INCADD16,28424,166+48.4%$151.8K2026-Q1
RHUMBLINE ADVISERSTRIM27,45120,198-26.4%$126.8K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD13,90019,300+38.8%$121.2K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM44,57715,866-64.4%$99.6K2026-Q1
CWM, LLCDOUBLED6836,562+860.8%$41.2K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT8,0511,284-84.1%$8.1K2026-Q1
NISA INVESTMENT ADVISORS, LLCNEAR_EXIT2,121303-85.7%$1.9K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED62168+171.0%$1.1K2026-Q1
Russell Investments Group, Ltd.ADD213,298289,060+35.5%$3.5M2025-Q4
D. E. Shaw & Co., Inc.TRIM321,051112,867-64.8%$1.4M2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDADD27,56153,094+92.6%$650.9K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM63,70446,181-27.5%$566.2K2025-Q4
BANK OF AMERICA CORP /DE/TRIM84,76042,576-49.8%$522.0K2025-Q4
PRUDENTIAL FINANCIAL INCTRIM86,48531,495-63.6%$386.1K2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM107,90029,578-72.6%$362.6K2025-Q4
WELLS FARGO & COMPANY/MNADD21,32728,903+35.5%$354.4K2025-Q4
9 unique insiders with 11 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026WASSON GREGORY DDirectorAWARD34,517
Jun 9, 2026Vos Ellen O'ConnorDirectorAWARD34,517
Jun 9, 2026Spangler Patrick DDirectorAWARD34,517
Jun 9, 2026Presti Mariyamma VargheseDirectorAWARD17,258
Jun 9, 2026Lang James PaulDirectorAWARD34,517
Jun 9, 2026KLEMA CATHYDirectorAWARD34,517
May 15, 2026Silvestro Stephen LChief Executive OfficerTAX W/H5,219$5.21$27.2K
May 15, 2026Greco TheresaChief Commercial OfficerTAX W/H914$5.21$4.8K
May 1, 2026Presti Mariyamma VargheseDirectorAWARD13,060
Feb 11, 2026Odence-Ford MarionChief Legal & Admin OfficerEXERCISE4,000
Feb 11, 2026Odence-Ford MarionChief Legal & Admin OfficerTAX W/H1,386$9.23$12.8K
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$11.50 mean target +119.9% upside Strong Buy (1.43)
$7.00 Low $18.00 High
MetricValue
Current Price$5.23
Target Low$7.00
Target Mean$11.50
Target Median$10.50
Target High$18.00
# Analysts6
RecommendationStrong Buy (1.43)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.11 $0.08 $0.15 -53.3% 0↑ 1↓ $0.0B -30.8% 5
Next Q
2026-09-30
$0.25 $0.18 $0.29 23.0% 0↑ 1↓ $0.0B -2.3% 5
Current FY
2026-12-31
$0.94 $0.88 $1.00 -10.7% -0.4% 1↑ 0↓ $0.1B -11.0% 5
Next FY
2027-12-31
$1.09 $0.94 $1.27 16.0% -2.3% 0↑ 1↓ $0.1B 11.8% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.112
7d ago$0.103+0.009
30d ago$0.000+0.112
60d ago$0.000+0.112
90d ago$0.168-0.056
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Lake Street MAINTAIN Buy Buy
May 13, 2026 B. Riley Securities MAINTAIN Buy Buy
May 13, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
May 13, 2026 Stifel MAINTAIN Buy Buy
Mar 6, 2026 Lake Street MAINTAIN Buy Buy
Mar 6, 2026 Roth Capital MAINTAIN Buy Buy
Mar 6, 2026 B. Riley Securities REITERATE Buy Buy
Mar 6, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Mar 6, 2026 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264720085%
May 1, 20264720085%
Apr 1, 20264720085%
Mar 1, 20264720085%
Feb 1, 20264720085%
Jan 1, 20264720085%
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.

Jun 1, 2026
other
OptimizeRx to Participate in Upcoming Investor Conferences
<p align="left">WALTHAM, Mass., June 01, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=VLdt-WWGU7pJ39atWiFP-gfJdvp1Q8
May 21, 2026
contract
DeepIntent Becomes First Healthcare DSP to Integrate OptimizeRx’s Authenticated EHR Network
Powered by OptimizeRx’s new programmatic infrastructure, collaboration expands access to premium point of care inventory for life sciences marketers <
May 13, 2026
short_volume
Short Volume: OPRX — 62.3% short (0.7M / 1.1M)
Short: 695,753 | Exempt: 75,815 | TRF Vol: 1,116,372 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
earnings
OptimizeRx Reports First Quarter 2026 Financial Results and Updates Fiscal Year 2026 Guidance
<p align="center">– Q1 revenue totals $19.8 million<br>– Q1 net loss and adjusted EBITDA came in at $(0.5) million and $3.3 million, respectively<br>–
May 12, 2026
earnings_calendar
OPRX Q1 2026 Earnings Scheduled — 2026-05-12
May 11, 2026
other
OptimizeRx Launches Programmatic Access to Authenticated EHR Advertising at Scale
Expands life sciences marketers’ reach at the validated point of care, enabling DSPs to directly integrate with OptimizeRx’s trusted EHR network for t
Apr 30, 2026
earnings_calendar
OPRX Q1 2026 Earnings Scheduled — 2026-04-30
Apr 8, 2026
other
OptimizeRx Appoints Mary Varghese Presti to Board of Directors
Microsoft Health & Life Sciences COO brings expertise in scaling healthcare platforms, commercializing new technologies, and driving operational effic
Mar 25, 2026
short_volume
Short Volume: OPRX — 69.2% short (0.6M / 0.9M)
Short: 594,487 | Exempt: 900 | TRF Vol: 858,563 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Mar 5, 2026
earnings
UPDATE – OptimizeRx Reports Strong Fourth Quarter and Full Year 2025 Financial Results
<p align="justify">WALTHAM, Mass., March 05, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthc
Mar 5, 2026
earnings
OptimizeRx Reports Strong Fourth Quarter and Full Year 2025 Financial Results
<p align="justify">WALTHAM, Mass., March 05, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthc
Mar 5, 2026
earnings_calendar
OPRX Q4 2025 Earnings After Market Close — 2026-03-05