OPRT
Oportun Financial Corp
$4.77
+0.42%
$218.2M
No data for this timeframe.
Vol
Market Cap$218.2M
Cap SizeMicro Cap
Analyst ConsensusBuy (67%)
Inst. Holders8 funds
Inst. Value$19.3M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$66.1K
SEC Reports3
Recent Activity
Apr 30, 2026
SEC
Oportun Financial Corporation filed Amendment No. 1 to its 10-K for the year ended December 31, 2025, solely to include
10-K/A — Impact 2/10
Apr 23, 2026
SEC
Oportun Financial Corporation announced it will release Q1 2026 financial results on May 7, 2026. No financial data was
PRESS-RELEASE — Impact 3/10
Apr 2, 2026
SEC
Oportun Financial Corp announced the departure of CEO Raul Vazquez, who will transition to a non-employee advisor role,
8-K — Impact 3/10
Mar 10, 2026
Insider
Kirscht Patrick sold 12,099 shares
Chief Credit Officer @ $4.90 ($59.3K)
Mar 10, 2026
Insider
Kirscht Patrick sold 75,047 shares
Chief Credit Officer @ $0.00 ($0.00)
Mar 10, 2026
Insider
Vazquez Raul sold 18,190 shares
Chief Executive Officer @ $0.00 ($0.00)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
132,179 shares ($699.2K)
Inst.
BANK OF AMERICA CORP — DOUBLED
115,562 shares ($611.3K)
Price Targets
$8.50
+72.8% upside
Strong Buy
Current $4.92
Low $6.00
Median $9.00
High $11.00
5 analysts
$6.00
$11.00
Analyst Ratings
4Strong Buy
4Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Feb 27, 2026 | BTIG | REITERATE | Buy → Buy |
| Jan 12, 2026 | JP Morgan | UPGRADE | Underweight → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.38 ▼ -2.2% | $0.29 — $0.66 | 24% YoY | 6 |
| Next Q | $0.47 ▼ -0.8% | $0.41 — $0.53 | 20% YoY | 6 |
| Current FY | $1.56 ▲ +2.0% | $1.51 — $1.60 | 15% YoY | 6 |
| Next FY | $1.89 ▼ -0.6% | $1.70 — $2.15 | 21% YoY | 6 |
Latest Reports
NEUTRAL
10-K/A
2/10
Oportun Financial Corporation filed Amendment No. 1 to its 10-K for the year ended December 31, 2025, solely to include
Apr 30, 2026
NEUTRAL
PRESS-RELEASE
3/10
Oportun Financial Corporation announced it will release Q1 2026 financial results on May 7, 2026. No financial data was
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $12.0M | ADD |
| TWO SIGMA INVESTMENTS, LP | $3.3M | ADD |
| MORGAN STANLEY | $1.8M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $699.2K | TRIM |
| BANK OF AMERICA CORP | $611.3K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 10, 2026 | Kirscht Patrick | SELL | $59.3K |
| Mar 10, 2026 | Kirscht Patrick | A | $0.00 |
| Mar 10, 2026 | Vazquez Raul | F | $0.00 |
| Mar 10, 2026 | Kirscht Patrick | A | $0.00 |
| Mar 10, 2026 | Layton Kathleen | A | $0.00 |
8 institutional holders with $19.3M total value (3,645,599 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 2,263,271 | $12.0M | 62.1% | ADD +30.4% |
| 2 | TWO SIGMA INVESTMENTS, LP | 625,387 | $3.3M | 17.2% | ADD +78.5% |
| 3 | MORGAN STANLEY | 347,228 | $1.8M | 9.5% | ADD +37.1% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 132,179 | $699.2K | 3.6% | TRIM -36.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 115,562 | $611.3K | 3.2% | DOUBLED +136.7% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 113,722 | $601.6K | 3.1% | DOUBLED +524.6% |
| 7 | WELLS FARGO & COMPANY/MN | 45,414 | $240.2K | 1.2% | ADD +51.2% |
| 8 | FMR LLC | 2,836 | $15.0K | 0.1% | DOUBLED +242.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 208,179 | 132,179 | -36.5% | $699.2K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 48,824 | 115,562 | +136.7% | $611.3K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 30,033 | 45,414 | +51.2% | $240.2K | 2025-Q4 |
| FMR LLC | DOUBLED | 828 | 2,836 | +242.5% | $15.0K | 2025-Q4 |
| VANGUARD GROUP INC | ADD | 1,616,032 | 2,106,640 | +30.4% | $13.0M | 2025-Q3 |
| MORGAN STANLEY | ADD | 225,778 | 309,564 | +37.1% | $1.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 347,800 | 208,179 | -40.1% | $1.3M | 2025-Q3 |
| UBS Group AG | ADD | 48,343 | 84,922 | +75.7% | $524.0K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 118,051 | 48,824 | -58.6% | $301.2K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 21,486 | 30,033 | +39.8% | $185.3K | 2025-Q3 |
| FMR LLC | TRIM | 1,258 | 828 | -34.2% | $5.1K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 487,500 | 347,800 | -28.7% | $2.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 272,771 | 118,051 | -56.7% | $845.2K | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 16,000 | 99,939 | +524.6% | $715.6K | 2025-Q2 |
| UBS Group AG | ADD | 27,961 | 48,343 | +72.9% | $346.1K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEW | — | 21,486 | — | $153.8K | 2025-Q2 |
| FMR LLC | ADD | 948 | 1,258 | +32.7% | $9.0K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 312,561 | 557,905 | +78.5% | $3.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 192,199 | 458,565 | +138.6% | $2.5M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 64,913 | 188,142 | +189.8% | $1.0M | 2025-Q1 |
| UBS Group AG | DOUBLED | 2,795 | 27,961 | +900.4% | $153.5K | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 16,000 | — | $87.8K | 2025-Q1 |
| FMR LLC | ADD | 668 | 948 | +41.9% | $5.2K | 2025-Q1 |
| UBS Group AG | DOUBLED | 1,038 | 2,795 | +169.3% | $10.8K | 2024-Q4 |
| MORGAN STANLEY | NEAR_EXIT | 263,207 | 64,013 | -75.7% | $179.9K | 2024-Q3 |
3 unique insiders with 2 transactions. Net insider value: -$66.1K ($0.00 bought, $66.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 10, 2026 | Kirscht Patrick | Chief Credit Officer | SELL | 12,099 | $4.90 | $59.3K |
| Mar 10, 2026 | Kirscht Patrick | Chief Credit Officer | A | 75,047 | $0.00 | $0.00 |
| Mar 10, 2026 | Vazquez Raul | Chief Executive Officer | F | 18,190 | $0.00 | $0.00 |
| Mar 10, 2026 | Kirscht Patrick | Chief Credit Officer | A | 37,524 | $0.00 | $0.00 |
| Mar 10, 2026 | Layton Kathleen I. | Chief Legal Officer | A | 35,179 | $0.00 | $0.00 |
| Mar 10, 2026 | Layton Kathleen I. | Chief Legal Officer | SELL | 1,398 | $4.90 | $6.9K |
| Mar 10, 2026 | Layton Kathleen I. | Chief Legal Officer | A | 70,357 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 2.7/10.
NEUTRAL
10-K/A
2/10
Oportun Financial Corporation filed Amendment No. 1 to its 10-K for the year ended December 31, 2025
Apr 30, 2026
NEUTRAL
PRESS-RELEASE
3/10
Oportun Financial Corporation announced it will release Q1 2026 financial results on May 7, 2026. No
Apr 23, 2026
NEUTRAL
8-K
3/10
Oportun Financial Corp announced the departure of CEO Raul Vazquez, who will transition to a non-emp
Apr 2, 2026
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 12 analysts: 4 strong buy, 4 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$8.50 mean target
+72.8% upside
Strong Buy (3.00)
$6.00 Low
$11.00 High
| Metric | Value |
|---|---|
| Current Price | $4.92 |
| Target Low | $6.00 |
| Target Mean | $8.50 |
| Target Median | $9.00 |
| Target High | $11.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (3.00) |
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 |
$0.38 | $0.29 | $0.66 | 23.6% | -2.2% | 2↑ 3↓ | $0.2B | -1.4% | 6 |
| Next Q 2026-09-30 |
$0.47 | $0.41 | $0.53 | 19.7% | -0.8% | 2↑ 3↓ | $0.2B | -0.8% | 6 |
| Current FY 2026-12-31 |
$1.56 | $1.51 | $1.60 | 14.6% | +2.0% | 2↑ 1↓ | $0.9B | -1.4% | 6 |
| Next FY 2027-12-31 |
$1.89 | $1.70 | $2.15 | 21.1% | -0.6% | 1↑ 3↓ | $1.0B | 4.8% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.383 | |
| 7d ago | $0.383 | |
| 30d ago | $0.392 | -0.009 |
| 60d ago | $0.399 | -0.015 |
| 90d ago | $0.378 | +0.006 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 9, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 27, 2026 | BTIG | REITERATE | Buy | Buy |
| Jan 12, 2026 | JP Morgan | UPGRADE | Underweight | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 4 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Apr 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Mar 1, 2026 | 5 | 5 | 3 | 0 | 0 | 77% | |
| Feb 1, 2026 | 5 | 4 | 4 | 0 | 0 | 69% | |
| Jan 1, 2026 | 5 | 4 | 3 | 1 | 0 | 69% |
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
OPRT Q1 2026 Earnings Scheduled — 2026-05-07
May 1, 2026
other
Oportun Named to USA Today’s America’s Best Customer Service in Financial Services List 2026
Oportun Named to USA Today’s America’s Best Customer Service in Financial Services List 2026
Apr 23, 2026
earnings
Oportun to Report First Quarter 2026 Financial Results on Thursday, May 7, 2026
<p align="justify">SAN CARLOS, Calif., April 23, 2026 (GLOBE NEWSWIRE) -- Oportun (Nasdaq: OPRT), a mission-driven financial services company, will
Apr 16, 2026
other
Oportun Appoints Doug Bland as Chief Executive Officer to Lead Next Phase of Growth and Profitability
<p align="justify">SAN MATEO, Calif., April 16, 2026 (GLOBE NEWSWIRE) -- Oportun Financial Corporation (Nasdaq: OPRT), a mission-driven financial se
Apr 2, 2026
other
Oportun Provides Updates on Leadership Transition
Kate Layton and Gaurav Rana to jointly lead Oportun on an interim basis as Board of Directors advances CEO search <pre>Kate Layton and Gaurav Rana to
Mar 12, 2026
other
Oportun to Present at Sidoti March Virtual Investor Conference
Oportun to Present at Sidoti March Virtual Investor Conference
Feb 26, 2026
earnings_calendar
OPRT Q4 2025 Earnings After Market Close — 2026-02-26