TOI
Oncology Institute, Inc.
$5.31
+3.51%
$530.9M
No data for this timeframe.
Vol
Market Cap$530.9M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders47 funds
Inst. Value$62.5M
Inst. Activity10 buys / 4 sells
Insider Activity12B / 3S
Insider Net $$1.9M
Reddit Sentiment64° Warm
SEC Reports4
Press Releases1
Exchange Nasdaq·Sector Services-Offices & Clinics of Doctors of Medicine·Inc. DE·CIK 0001799191·Prev Close $5.13
Recent Activity
Jun 11, 2026
SEC
Four mega-passive institutions added to Oncology Institute (TOI) positions in Q3 2025 with aggregate net buying of $3.2M
INST-CLUSTER — Impact 3/10
Jun 9, 2026
SEC
A mixed insider cluster at Oncology Institute (TOI) shows a $126K open-market sale by the CMO and a $57K open-market pur
CLUSTER — Impact 2/10
Jun 8, 2026
Insider
Podnos Yale sold 23,451 shares
Chief Medical Officer @ $5.38 ($126.1K)
Jun 4, 2026
Insider
Chernett Jorey bought 12,000 shares
10%+ Owner @ $4.75 ($57.0K)
May 21, 2026
Insider
Carter Robert Ross disposed of 1,604 shares
Chief Financial Officer @ $4.47 ($7.2K)
Apr 27, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The press release announces an upcoming earni
PRESS-RELEASE — Impact 3/10
Inst.
BALYASNY ASSET MANAGEMENT L.P. — TRIM
1,826,370 shares ($5.6M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
902,809 shares ($2.8M)
Price Targets
$7.25
+36.5% upside
Strong Buy
Current $5.31
Low $5.00
Median $8.00
High $8.00
4 analysts
$5.00
$8.00
Analyst Ratings
2Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Mar 13, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| Mar 13, 2026 | Needham | REITERATE | Buy → Buy |
| Mar 9, 2026 | Needham | REITERATE | Buy → Buy |
| Mar 9, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.07 ▼ -4.0% | $-0.07 — $-0.06 | 57% YoY | 4 |
| Next Q | $-0.04 ▼ -20.0% | $-0.06 — $-0.04 | 68% YoY | 4 |
| Current FY | $-0.15 ▼ -12.5% | $-0.18 — $-0.09 | 72% YoY | 4 |
| Next FY | $-0.08 ▼ -6.7% | $-0.12 — $-0.01 | 47% YoY | 3 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutions added to Oncology Institute (TOI) positions in Q3 2025 with aggregate net buying of $3.2M
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
A mixed insider cluster at Oncology Institute (TOI) shows a $126K open-market sale by the CMO and a $57K open-market pur
Jun 9, 2026
BULLISH
Press
8/10
The Oncology Institute (TOI) reported strong fourth-quarter and full-year 2025 financial results, with Q4 revenue up 41.
Mar 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $13.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.7M | — |
| BALYASNY ASSET MANAGEMENT L.P. | $5.6M | TRIM |
| CITADEL ADVISORS LLC | $5.2M | TRIM |
| STATE STREET CORP | $4.5M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Podnos Yale | SELL | $126.1K |
| Jun 4, 2026 | Chernett Jorey | BUY | $57.0K |
| May 21, 2026 | Carter Robert | J | $7.2K |
| May 21, 2026 | Virnich Daniel | J | $103.1K |
| May 21, 2026 | Podnos Yale | J | $8.1K |
Reddit Sentiment
64°
Warm
Bearish
Neutral
Bullish
47 institutional holders with $62.5M total value (20,402,066 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, BALYASNY. Net buying activity: 10 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,415,867 | $13.6M | 21.7% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3,476,781 | $10.7M | 17.1% | — |
| 3 | BALYASNY ASSET MANAGEMENT L.P. | 1,826,370 | $5.6M | 9.0% | TRIM -27.5% |
| 4 | CITADEL ADVISORS LLC | 1,703,000 | $5.2M | 8.4% | TRIM -66.1% |
| 5 | STATE STREET CORP | 1,461,454 | $4.5M | 7.2% | ADD +74.9% |
| 6 | GOLDMAN SACHS GROUP INC | 1,351,899 | $4.2M | 6.6% | — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 902,809 | $2.8M | 4.4% | ADD +25.1% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 862,839 | $2.6M | 4.2% | — |
| 9 | CITADEL ADVISORS LLC | 608,267 | $1.9M | 3.0% | TRIM -66.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 518,900 | $1.6M | 2.5% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 483,060 | $1.5M | 2.4% | — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 419,423 | $1.3M | 2.1% | DOUBLED +169.3% |
| 13 | MARSHALL WACE, LLP | 342,265 | $1.1M | 1.7% | ADD +89.8% |
| 14 | TWO SIGMA INVESTMENTS, LP | 307,754 | $944.8K | 1.5% | — |
| 15 | Centiva Capital, LP | 224,245 | $688.4K | 1.1% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 214,915 | $659.8K | 1.1% | ADD +27.1% |
| 17 | MORGAN STANLEY | 171,940 | $527.9K | 0.8% | DOUBLED +144.0% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114,900 | $352.7K | 0.6% | — |
| 19 | Nuveen, LLC | 95,264 | $292.5K | 0.5% | — |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92,869 | $285.1K | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 2,518,437 | 1,826,370 | -27.5% | $5.6M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 721,900 | 902,809 | +25.1% | $2.8M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 155,724 | 419,423 | +169.3% | $1.3M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 180,300 | 342,265 | +89.8% | $1.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 46,448 | 63,439 | +36.6% | $194.8K | 2026-Q1 |
| FMR LLC | DOUBLED | 1,492 | 49,531 | +3219.8% | $152.1K | 2026-Q1 |
| MetLife Investment Management, LLC | TRIM | 40,455 | 27,790 | -31.3% | $85.3K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 14,765 | 26,525 | +79.6% | $81.4K | 2026-Q1 |
| ExodusPoint Capital Management, LP | NEAR_EXIT | 117,326 | 24,419 | -79.2% | $75.0K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 62,140 | 9,038 | -85.5% | $27.7K | 2026-Q1 |
| CWM, LLC | DOUBLED | 3 | 1,992 | +66300.0% | $6.1K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 162 | 615 | +279.6% | $1.9K | 2026-Q1 |
| Allworth Financial LP | ADD | 58 | 108 | +86.2% | $332.00 | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 38,002 | 48,271 | +27.0% | $149.00 | 2026-Q1 |
| CWM, LLC | NEAR_EXIT | 109 | 3 | -97.2% | — | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 91,016 | 222,053 | +144.0% | $790.5K | 2025-Q4 |
| MARSHALL WACE, LLP | DOUBLED | 25,164 | 180,300 | +616.5% | $641.9K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 38,367 | 83,601 | +117.9% | $297.6K | 2025-Q4 |
| MetLife Investment Management, LLC | ADD | 21,636 | 40,455 | +87.0% | $144.0K | 2025-Q4 |
| NATIONAL BANK OF CANADA /FI/ | NEAR_EXIT | 91,441 | 17,733 | -80.6% | $63.0K | 2025-Q4 |
| FMR LLC | DOUBLED | 626 | 1,492 | +138.3% | $5.3K | 2025-Q4 |
| Allworth Financial LP | DOUBLED | 4 | 58 | +1350.0% | $207.00 | 2025-Q4 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 29,764 | 38,002 | +27.7% | $136.00 | 2025-Q4 |
| STATE STREET CORP | ADD | 646,257 | 1,130,025 | +74.9% | $3.9M | 2025-Q3 |
| UBS Group AG | DOUBLED | 420,373 | 1,055,862 | +151.2% | $3.7M | 2025-Q3 |
7 unique insiders with 29 transactions. Net insider value: $1.9M ($2.3M bought, $461.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Podnos Yale | Chief Medical Officer | SELL | 23,451 | $5.38 | $126.1K |
| Jun 4, 2026 | Chernett Jorey | 10%+ Owner | BUY | 12,000 | $4.75 | $57.0K |
| May 21, 2026 | Carter Robert Ross | Chief Financial Officer | J | 1,604 | $4.47 | $7.2K |
| May 21, 2026 | Virnich Daniel | Chief Executive Officer | J | 23,058 | $4.47 | $103.1K |
| May 21, 2026 | Podnos Yale | Chief Medical Officer | J | 1,805 | $4.47 | $8.1K |
| May 20, 2026 | Chernett Jorey | 10%+ Owner | BUY | 33,500 | $4.07 | $136.3K |
| May 19, 2026 | Chernett Jorey | 10%+ Owner | BUY | 30,000 | $4.09 | $122.7K |
| May 19, 2026 | Chernett Jorey | 10%+ Owner | BUY | 5,000 | $4.05 | $20.3K |
| Apr 16, 2026 | Kaushal Mohit | Director | SELL | 38,433 | $3.50 | $134.5K |
| Apr 14, 2026 | Kaushal Mohit | Director | SELL | 57,286 | $3.50 | $200.6K |
| Apr 9, 2026 | Chernett Jorey | 10%+ Owner | BUY | 20,000 | $3.10 | $62.0K |
| Mar 27, 2026 | Carter Robert Ross | Chief Financial Officer | J | 20,320 | $3.07 | $62.4K |
| Mar 27, 2026 | England Kristin | Chief Administrative Officer | AWARD | 55,743 | — | — |
| Mar 27, 2026 | Langsam Jeffrey | Chief Clinical Officer | AWARD | 70,270 | — | — |
| Mar 27, 2026 | Chernett Jorey | 10%+ Owner | BUY | 27,429 | $2.96 | $81.2K |
| Mar 27, 2026 | Virnich Daniel | Chief Executive Officer | J | 98,534 | $3.07 | $302.5K |
| Mar 27, 2026 | Carter Robert Ross | Chief Financial Officer | AWARD | 202,914 | — | — |
| Mar 27, 2026 | Virnich Daniel | Chief Executive Officer | AWARD | 670,608 | — | — |
| Mar 27, 2026 | Podnos Yale | Chief Medical Officer | AWARD | 66,446 | — | — |
| Mar 27, 2026 | Podnos Yale | Chief Medical Officer | J | 16,173 | $3.07 | $49.7K |
| Mar 26, 2026 | Chernett Jorey | 10%+ Owner | BUY | 50,000 | $3.15 | $157.5K |
| Mar 24, 2026 | Chernett Jorey | 10%+ Owner | BUY | 125,000 | $3.11 | $388.8K |
| Mar 20, 2026 | Chernett Jorey | 10%+ Owner | BUY | 25,000 | $3.35 | $83.8K |
| Mar 17, 2026 | Podnos Yale | Chief Medical Officer | J | 3,420 | $3.59 | $12.3K |
| Mar 17, 2026 | Chernett Jorey | 10%+ Owner | BUY | 75,000 | $3.42 | $256.5K |
| Mar 17, 2026 | Carter Robert Ross | Chief Financial Officer | J | 1,314 | $3.59 | $4.7K |
| Mar 17, 2026 | Virnich Daniel | Chief Executive Officer | J | 11,834 | $3.59 | $42.5K |
| Mar 16, 2026 | Chernett Jorey | 10%+ Owner | BUY | 60,985 | $3.29 | $200.6K |
| Mar 13, 2026 | Chernett Jorey | 10%+ Owner | BUY | 263,000 | $2.92 | $768.0K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 3.3/10.
NEUTRAL
INST-CLUSTER
3/10
Four mega-passive institutions added to Oncology Institute (TOI) positions in Q3 2025 with aggregate
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
A mixed insider cluster at Oncology Institute (TOI) shows a $126K open-market sale by the CMO and a
Jun 9, 2026
NEUTRAL
PRESS-RELEASE
3/10
Analysis based on filing metadata only — document content was unavailable. The press release announc
Apr 27, 2026
MIXED
CLUSTER
5/10
Two insiders traded TOI shares over the past week, including a $201K sale by Director Kaushal Mohit
Apr 16, 2026
Current analyst consensus: Strong Buy (88% buy). Based on 8 analysts: 2 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$7.25 mean target
+36.5% upside
Strong Buy (1.25)
$5.00 Low
$8.00 High
| Metric | Value |
|---|---|
| Current Price | $5.31 |
| Target Low | $5.00 |
| Target Mean | $7.25 |
| Target Median | $8.00 |
| Target High | $8.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (1.25) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.07 | $-0.07 | $-0.06 | 56.7% | -4.0% | 1↑ 0↓ | $0.2B | 31.1% | 4 |
| Next Q 2026-09-30 |
$-0.04 | $-0.06 | $-0.04 | 67.9% | -20.0% | 2↑ 1↓ | $0.2B | 24.1% | 4 |
| Current FY 2026-12-31 |
$-0.15 | $-0.18 | $-0.09 | 72.2% | -12.5% | 4↑ 0↓ | $0.7B | 31.1% | 4 |
| Next FY 2027-12-31 |
$-0.08 | $-0.12 | $-0.01 | 46.7% | -6.7% | 1↑ 0↓ | $0.8B | 24.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.065 | |
| 7d ago | $-0.065 | |
| 30d ago | $-0.063 | -0.003 |
| 60d ago | $-0.068 | +0.003 |
| 90d ago | $-0.083 | +0.018 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Mar 13, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 9, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 9, 2026 | BTIG | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
64°
Warm
Bearish
Neutral
Bullish
3 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 19, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
A few small caps I’m watching into the session
▲ 1
💬 1
⚡ 0.5
May 7, 2026
earnings_calendar
TOI Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
earnings_calendar
TOI Q1 2026 Earnings After Market Close — 2026-05-06
Apr 27, 2026
earnings
The Oncology Institute Announces First Quarter 2026 Earnings Release Date and Conference Call
<p>CERRITOS, Calif., April 27, 2026 (GLOBE NEWSWIRE) -- The Oncology Institute, Inc. (“TOI”) (NASDAQ: TOI) a pioneer in value-based community oncolo
Apr 6, 2026
other
The Oncology Institute Names Minh Merchant Chief Legal Officer
<p>CERRITOS, Calif., April 06, 2026 (GLOBE NEWSWIRE) -- The Oncology Institute, Inc. (“TOI”) (NASDAQ: TOI), one of the largest value-based oncology
Mar 30, 2026
short_volume
Short Volume: TOI — 55.5% short (0.6M / 1.1M)
Short: 589,204 | Exempt: 79,295 | TRF Vol: 1,061,911 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: TOI — 64.6% short (0.4M / 0.7M)
Short: 443,246 | Exempt: 3,891 | TRF Vol: 685,685 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
earnings
The Oncology Institute Reports Fourth Quarter and Full Year 2025 Financial Results and Guidance for 2026
<p align="left">CERRITOS, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- The Oncology Institute, Inc. (NASDAQ: TOI) (“TOI” or the “Company”), one of the
Mar 12, 2026
earnings_calendar
TOI Q4 2025 Earnings After Market Close — 2026-03-12
Mar 5, 2026
earnings_calendar
TOI Q4 2025 Earnings After Market Close — 2026-03-05
Feb 10, 2026
short_interest
FTD: TOI — 280,400 shares ($0.8M) failed to deliver
Settlement: 20260210, Price: $2.68, FTD Value: $751,472, THE ONCOLOGY INSTITUTE, INC. C