OSCR
Oscar Health, Inc.
$24.51
+3.86%
$7.4B
No data for this timeframe.
Vol
Market Cap$7.4B
Cap SizeMid Cap
Analyst ConsensusHold (42%)
Inst. Holders9 funds
Inst. Value$537.6M
Inst. Activity6 buys / 0 sells
Insider Activity1B / 7S
Insider Net $$5.7M
Reddit Sentiment63° Warm
SEC Reports5
Recent Activity
Jun 2, 2026
SEC
Oscar Health CFO Richard Scott Blackley filed a Form 144 on June 2, 2026, indicating intent to sell 34,808 shares of com
144 — Impact 4/10
Jun 2, 2026
SEC
Oscar Health filed an 8-K reporting that co-founder Mario Schlosser transitioned from President of Technology and CTO to
8-K — Impact 2/10
Jun 2, 2026
Insider
Schlosser Mario sold 24,452 shares
Director @ $21.74 ($531.6K)
Jun 2, 2026
Insider
Baltrus Victoria sold 1,091 shares
Chief Accounting Officer @ $21.74 ($23.7K)
Jun 2, 2026
Insider
Blackley Richard Scott sold 22,706 shares
Chief Financial Officer @ $21.74 ($493.6K)
May 14, 2026
SEC
Oscar Health CFO Richard Scott Blackley filed a Form 144 indicating intent to sell 100,000 common shares (approx. $2.36M
144 — Impact 3/10
Inst.
MORGAN STANLEY — ADD
6,814,046 shares ($97.9M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
4,202,237 shares ($60.4M)
Price Targets
$22.10
-9.8% upside
Sell
Current $24.51
Low $13.00
Median $21.00
High $30.00
10 analysts
$13.00
$30.00
Analyst Ratings
2Strong Buy
6Buy
9Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | Wolfe Research | INITIATE | Peer Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next Q | $-0.19 ▼ -556.9% | $-0.46 — $0.00 | 64% YoY | 10 |
| Current FY | $1.07 ▲ +28.0% | $0.63 — $1.38 | 163% YoY | 9 |
| Current Q | $0.33 ▲ +40.7% | $-0.18 — $0.69 | 137% YoY | 10 |
| Next FY | $1.46 ▲ +0.8% | $1.00 — $2.00 | 36% YoY | 10 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $297.5M | — |
| MORGAN STANLEY | $97.9M | ADD |
| TWO SIGMA INVESTMENTS, LP | $60.4M | DOUBLED |
| FMR LLC | $27.7M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $25.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Schlosser Mario | SELL | $531.6K |
| Jun 2, 2026 | Baltrus Victoria | SELL | $23.7K |
| Jun 2, 2026 | Blackley Richard | SELL | $493.6K |
| Jun 2, 2026 | Liang Janet | SELL | $194.4K |
| Jun 2, 2026 | McAnaney Adam | SELL | $153.6K |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
9 institutional holders with $537.6M total value (37,413,161 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 6 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 20,701,250 | $297.5M | 55.3% | — |
| 2 | MORGAN STANLEY | 6,814,046 | $97.9M | 18.2% | ADD +42.8% |
| 3 | TWO SIGMA INVESTMENTS, LP | 4,202,237 | $60.4M | 11.2% | DOUBLED +1205.3% |
| 4 | FMR LLC | 1,928,912 | $27.7M | 5.2% | DOUBLED +5025.0% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,757,207 | $25.3M | 4.7% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 937,578 | $13.5M | 2.5% | ADD +45.0% |
| 7 | WELLS FARGO & COMPANY/MN | 624,520 | $9.0M | 1.7% | DOUBLED +166.0% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 246,100 | $3.5M | 0.7% | NEW |
| 9 | NORGES BANK | 201,311 | $2.9M | 0.5% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 4,770,288 | 6,814,046 | +42.8% | $97.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 321,940 | 4,202,237 | +1205.3% | $60.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 37,637 | 1,928,912 | +5025.0% | $27.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 234,769 | 624,520 | +166.0% | $9.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 246,100 | — | $3.5M | 2025-Q4 |
| NORGES BANK | NEW | — | 201,311 | — | $2.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 2,734,527 | 4,770,288 | +74.4% | $90.3M | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,005,634 | 2,723,170 | +170.8% | $51.5M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 823,832 | 1,194,555 | +45.0% | $22.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,366,565 | 321,940 | -76.4% | $6.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 152,728 | 234,769 | +53.7% | $4.4M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 399,875 | 37,637 | -90.6% | $712.5K | 2025-Q3 |
| NORGES BANK | EXIT | 16,718 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,464,700 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 1,015,315 | 2,734,527 | +169.3% | $58.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 952,573 | 1,464,700 | +53.8% | $31.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 721,921 | 1,366,565 | +89.3% | $29.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 553,299 | 823,832 | +48.9% | $17.7M | 2025-Q2 |
| FMR LLC | ADD | 277,763 | 399,875 | +44.0% | $8.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 16,718 | — | $358.4K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,677,673 | 952,573 | -64.4% | $12.5M | 2025-Q1 |
| FMR LLC | TRIM | 566,109 | 277,763 | -50.9% | $3.6M | 2025-Q1 |
| NORGES BANK | EXIT | 80,738 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 5,037,948 | 2,284,911 | -54.6% | $30.7M | 2024-Q4 |
| UBS Group AG | ADD | 752,844 | 1,200,007 | +59.4% | $16.1M | 2024-Q4 |
10 unique insiders with 8 transactions. Net insider value: $5.7M ($11.9M bought, $6.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Schlosser Mario | Director | SELL | 24,452 | $21.74 | $531.6K |
| Jun 2, 2026 | Baltrus Victoria | Chief Accounting Officer | SELL | 1,091 | $21.74 | $23.7K |
| Jun 2, 2026 | Blackley Richard Scott | Chief Financial Officer | SELL | 22,706 | $21.74 | $493.6K |
| Jun 2, 2026 | Liang Janet | President, Oscar Insurance | SELL | 8,940 | $21.74 | $194.4K |
| Jun 2, 2026 | McAnaney Adam | Chief Legal Officer | SELL | 7,065 | $21.74 | $153.6K |
| May 18, 2026 | Blackley Richard Scott | Chief Financial Officer | SELL | 110,000 | $25.03 | $2.8M |
| May 14, 2026 | Blackley Richard Scott | Chief Financial Officer | SELL | 91,259 | $23.10 | $2.1M |
| Apr 9, 2026 | Gassen William | Director | A | 1,418 | $14.54 | $20.6K |
| Apr 9, 2026 | Plouffe David | Director | A | 1,461 | $14.54 | $21.2K |
| Apr 9, 2026 | BOYD JEFFERY H | Director | A | 3,610 | $14.54 | $52.5K |
| Apr 9, 2026 | Sankaran Sid | Director | A | 1,203 | $14.54 | $17.5K |
| Apr 6, 2026 | Bertolini Mark T | Chief Executive Officer | F | 1,000,001 | $11.92 | $11.9M |
| Apr 6, 2026 | Bertolini Mark T | Chief Executive Officer | BUY | 1,000,000 | $11.92 | $11.9M |
| Apr 3, 2026 | Bertolini Mark T | Chief Executive Officer | M | 5,733,334 | $0.00 | $0.00 |
| Apr 3, 2026 | Bertolini Mark T | Chief Executive Officer | M | 5,733,334 | $0.00 | $0.00 |
| Mar 12, 2026 | Blackley Richard Scott | Chief Financial Officer | G | 75,000 | $0.00 | $0.00 |
| Mar 2, 2026 | Liang Janet | President, Oscar Insurance | A | 106,458 | $0.00 | $0.00 |
| Mar 2, 2026 | Bertolini Mark T | Chief Executive Officer | A | 1,596,877 | $0.00 | $0.00 |
| Mar 2, 2026 | Baltrus Victoria | Chief Accounting Officer | A | 17,300 | $0.00 | $0.00 |
| Mar 2, 2026 | McAnaney Adam | Chief Legal Officer | A | 67,424 | $0.00 | $0.00 |
| Mar 2, 2026 | Schlosser Mario | President of Technology & CTO | A | 189,141 | $0.00 | $0.00 |
| Mar 2, 2026 | Blackley Richard Scott | Chief Financial Officer | A | 134,847 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.2/10.
BEARISH
144
4/10
Oscar Health CFO Richard Scott Blackley filed a Form 144 on June 2, 2026, indicating intent to sell
Jun 2, 2026
NEUTRAL
8-K
2/10
Oscar Health filed an 8-K reporting that co-founder Mario Schlosser transitioned from President of T
Jun 2, 2026
NEUTRAL
144
3/10
Oscar Health CFO Richard Scott Blackley filed a Form 144 indicating intent to sell 100,000 common sh
May 14, 2026
BULLISH
8-K
8/10
Oscar Health reported Q1 2026 total revenue of $4.65B (up 52.6% YoY) and diluted EPS of $2.07, signi
May 6, 2026
NEUTRAL
8-K
4/10
Oscar Health reaffirmed its full-year 2026 guidance ahead of the Medicarians 2026 conference and ann
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (42% buy). Based on 19 analysts: 2 strong buy, 6 buy, 9 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$22.10 mean target
-9.8% upside
Sell (2.91)
$13.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $24.51 |
| Target Low | $13.00 |
| Target Mean | $22.10 |
| Target Median | $21.00 |
| Target High | $30.00 |
| # Analysts | 10 |
| Recommendation | Sell (2.91) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next Q 2026-09-30 |
$-0.19 | $-0.46 | $0.00 | 64.1% | -556.9% | 1↑ 3↓ | $4.7B | 55.7% | 10 |
| Current FY 2026-12-31 |
$1.07 | $0.63 | $1.38 | 163.5% | +28.0% | 7↑ 1↓ | $18.6B | 58.8% | 9 |
| Current Q 2026-06-30 |
$0.33 | $-0.18 | $0.69 | 137.4% | +40.7% | 3↑ 1↓ | $4.7B | 65.6% | 10 |
| Next FY 2027-12-31 |
$1.46 | $1.00 | $2.00 | 36.2% | +0.8% | 4↑ 3↓ | $19.8B | 6.8% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.333 | |
| 7d ago | $0.376 | -0.043 |
| 30d ago | $0.237 | +0.096 |
| 60d ago | $0.142 | +0.191 |
| 90d ago | $0.142 | +0.191 |
13 analyst firms have rated this stock: 6 upgrades, 6 downgrades, 9 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | Wolfe Research | INITIATE | — | Peer Perform |
| Apr 20, 2026 | Jefferies | UPGRADE | Underperform | Hold |
| Jan 9, 2026 | UBS | UPGRADE | Sell | Neutral |
| Jan 5, 2026 | Barclays | UPGRADE | Underweight | Equal-Weight |
| Dec 11, 2025 | Stephens & Co. | INITIATE | — | Equal-Weight |
| Nov 26, 2025 | Piper Sandler | UPGRADE | Neutral | Overweight |
| Nov 13, 2025 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Nov 10, 2025 | Barclays | MAINTAIN | Underweight | Underweight |
| Nov 7, 2025 | UBS | MAINTAIN | Sell | Sell |
| Oct 14, 2025 | Goldman Sachs | INITIATE | — | Neutral |
| Oct 7, 2025 | Wells Fargo | MAINTAIN | Underweight | Underweight |
| Aug 14, 2025 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Jul 25, 2025 | Baird | DOWNGRADE | Outperform | Neutral |
| Jul 23, 2025 | Barclays | MAINTAIN | Underweight | Underweight |
| Jul 15, 2025 | UBS | DOWNGRADE | Neutral | Sell |
| Jul 11, 2025 | Wells Fargo | DOWNGRADE | Equal-Weight | Underweight |
| Jul 2, 2025 | Barclays | INITIATE | — | Underweight |
| Jun 9, 2025 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 13, 2025 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Dec 10, 2024 | Jefferies | INITIATE | — | Underperform |
| Nov 6, 2024 | B of A Securities | DOWNGRADE | Neutral | Underperform |
| Oct 7, 2024 | UBS | INITIATE | — | Neutral |
| Sep 10, 2024 | Piper Sandler | REITERATE | Overweight | Overweight |
| Aug 8, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jul 10, 2024 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jun 26, 2024 | Piper Sandler | INITIATE | — | Overweight |
| Jun 12, 2024 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 30, 2024 | B of A Securities | DOWNGRADE | Buy | Neutral |
| May 30, 2024 | Baird | INITIATE | — | Outperform |
| May 20, 2024 | B of A Securities | MAINTAIN | Buy | Buy |
| May 9, 2024 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 9, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Mar 22, 2024 | Raymond James | INITIATE | — | Outperform |
| Feb 15, 2024 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 9, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 8, 2024 | B of A Securities | MAINTAIN | Buy | Buy |
| Nov 2, 2023 | B of A Securities | UPGRADE | Neutral | Buy |
| Aug 30, 2023 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Aug 10, 2023 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Aug 9, 2023 | Credit Suisse | MAINTAIN | Outperform | Outperform |
| Jul 14, 2023 | Morgan Stanley | REITERATE | Equal-Weight | Equal-Weight |
| Jun 13, 2023 | Wells Fargo | MAINTAIN | — | Overweight |
| Jun 6, 2023 | B of A Securities | UPGRADE | Underperform | Neutral |
| May 17, 2023 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 10, 2023 | Credit Suisse | MAINTAIN | — | Outperform |
| Mar 29, 2023 | B of A Securities | MAINTAIN | — | Underperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 9 | 2 | 0 | 42% | |
| May 1, 2026 | 2 | 6 | 8 | 2 | 0 | 44% | |
| Apr 1, 2026 | 0 | 3 | 8 | 3 | 3 | 18% | |
| Mar 1, 2026 | 0 | 3 | 8 | 3 | 3 | 18% | |
| Feb 1, 2026 | 0 | 2 | 8 | 4 | 3 | 12% | |
| Jan 1, 2026 | 0 | 2 | 6 | 5 | 3 | 13% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 29, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 29, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 15, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 7, 2026
short_interest
FTD: OSCR — 140,999 shares ($2.8M) failed to deliver
Settlement: 20260507, Price: $19.84, FTD Value: $2,797,420.16, OSCAR HEALTH INC CL A
May 6, 2026
earnings_calendar
OSCR Q1 2026 Earnings Scheduled — 2026-05-06
Apr 20, 2026
short_interest
FTD: OSCR — 36,282 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $15.79, FTD Value: $572,892.78, OSCAR HEALTH INC CL A