OSG

OCTAVE SPECIALTY GROUP INC

NYSE · Surety Insurance · Inc. DE · CIK 0000874501
$5.60 +1.27% $252.1M
7 New Institutional Positions7 Institutional Exits
Vol
Market Cap$252.1M
Cap SizeMicro Cap
Inst. Holders50 funds
Inst. Value$69.5M
Inst. Activity7 buys / 7 sells
SEC Reports5
Exchange NYSE·Sector Surety Insurance·Inc. DE·CIK 0000874501·Prev Close $5.53

Recent Activity

Jun 11, 2026 SEC
Institutional activity in OSG during Q4 2025 was mixed: two mega-passive buyers (BofA, Morgan Stanley) added $6.6M in ho
INST-CLUSTER — Impact 4/10
Jun 11, 2026 SEC
Four major institutional investors — D.E. Shaw, Morgan Stanley, Citadel, and RenTech — collectively reduced their OSG po
INST-CLUSTER — Impact 5/10
May 14, 2026 SEC
Octave Specialty Group filed definitive additional proxy soliciting materials (DEFA14A) urging shareholders to vote FOR
DEFA14A — Impact 5/10
Apr 1, 2026 Insider
LAMMTENNANT JOAN M was granted 7,441 shares
Director
Apr 1, 2026 Insider
PRICE MICHAEL D was granted 7,441 shares
Director
Apr 1, 2026 Insider
Matus Kristi Ann was granted 7,441 shares
Director
Inst.
MARSHALL WACE, LLP — ADD
1,065,335 shares ($5.0M)
Inst.
MORGAN STANLEY — TRIM
235,246 shares ($1.1M)

Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$15.33 (Nov 2025)
Current $5.60 Low $12.00 Median $15.00 High $19.00 3 analysts
$12.00 $19.00

Analyst Ratings

Historical distribution71% buy · 7 analysts · last covering-analyst action Nov 2025
1Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Nov 12, 2025 Truist Securities MAINTAIN Buy → Buy
Jul 15, 2025 Truist Securities INITIATE Buy
May 6, 2014 Imperial Capital DOWNGRADE Outperform → In-Line
Apr 1, 2014 Imperial Capital UPGRADE Underperform → Outperform
Nov 7, 2012 Barclays MAINTAIN Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.01 $-0.01 — $0.00 98% YoY 2
Next Q $0.04 $0.02 — $0.07 121% YoY 2
Current FY $0.45 $0.40 — $0.50 178% YoY 2
Next FY $0.86 $0.78 — $0.95 92% YoY 2

Latest Reports

MIXED INST-CLUSTER 4/10
Institutional activity in OSG during Q4 2025 was mixed: two mega-passive buyers (BofA, Morgan Stanley) added $6.6M in ho
Jun 11, 2026
BEARISH INST-CLUSTER 5/10
Four major institutional investors — D.E. Shaw, Morgan Stanley, Citadel, and RenTech — collectively reduced their OSG po
Jun 11, 2026

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA——
BlackRock, Inc.$18.2M—
VANGUARD CAPITAL MANAGEMENT LLC$9.0M—
DIMENSIONAL FUND ADVISORS LP$6.1M—
MARSHALL WACE, LLP$5.0MADD

Recent Insider Trades

DateInsiderTypeValue
Apr 1, 2026LAMMTENNANT JOANA$0.00
Apr 1, 2026PRICE MICHAELA$0.00
Apr 1, 2026Matus KristiA$0.00
Apr 1, 2026IGLESIAS LISAA$0.00
Apr 1, 2026Stein JeffreyA$0.00
50 institutional holders with $69.5M total value (14,929,933 shares) as of 2026-Q1. Top holders: ROYAL, BlackRock,, VANGUARD.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA17$0.000.0%—
2BlackRock, Inc.3,917,798$18.2M26.2%—
3VANGUARD CAPITAL MANAGEMENT LLC1,945,076$9.0M13.0%—
4DIMENSIONAL FUND ADVISORS LP1,310,132$6.1M8.8%—
5MARSHALL WACE, LLP1,065,335$5.0M7.1%ADD +42.3%
6STATE STREET CORP941,404$4.4M6.3%—
7Nuveen, LLC800,253$3.7M5.4%DOUBLED +131.1%
8CITADEL ADVISORS LLC431,809$2.0M2.9%NEAR_EXIT -84.7%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP390,193$1.8M2.6%—
10SUSQUEHANNA INTERNATIONAL GROUP, LLP375,800$1.7M2.5%—
11GOLDMAN SACHS GROUP INC346,293$1.6M2.3%—
12VANGUARD PORTFOLIO MANAGEMENT LLC295,900$1.4M2.0%—
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC295,344$1.4M2.0%—
14VANGUARD FIDUCIARY TRUST CO274,562$1.3M1.8%—
15BANK OF AMERICA CORP /DE/256,110$1.2M1.7%ADD +62.8%
16MORGAN STANLEY235,246$1.1M1.6%TRIM -74.9%
17RENAISSANCE TECHNOLOGIES LLC227,726$1.1M1.5%DOUBLED +805.2%
18Russell Investments Group, Ltd.181,271$842.9K1.2%TRIM -47.6%
19TUDOR INVESTMENT CORP ET AL159,963$743.8K1.1%TRIM -59.1%
20SEI INVESTMENTS CO156,078$725.8K1.0%DOUBLED +133.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPADD748,5721,065,335+42.3%$5.0M2026-Q1
MORGAN STANLEYTRIM938,712235,246-74.9%$1.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED25,158227,726+805.2%$1.1M2026-Q1
Russell Investments Group, Ltd.TRIM346,258181,271-47.6%$842.9K2026-Q1
SEI INVESTMENTS CODOUBLED66,718156,078+133.9%$725.8K2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED68,773144,301+109.8%$671.0K2026-Q1
PRUDENTIAL FINANCIAL INCADD54,34070,110+29.0%$326.0K2026-Q1
MetLife Investment Management, LLCTRIM19,9567,419-62.8%$34.5K2026-Q1
CWM, LLCTRIM5,5983,200-42.8%$14.9K2026-Q1
FMR LLCTRIM2,517994-60.5%$4.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED113352+211.5%$1.6K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD70,941101,965+43.7%$475.002026-Q1
HRT FINANCIAL LPTRIM111,70250,974-54.4%$237.002026-Q1
Allworth Financial LPNEAR_EXIT29134-88.3%$159.002026-Q1
MORGAN STANLEYDOUBLED194,124938,712+383.6%$7.3M2025-Q4
MARSHALL WACE, LLPADD455,074748,572+64.5%$5.8M2025-Q4
Russell Investments Group, Ltd.DOUBLED4,916346,258+6943.5%$2.7M2025-Q4
BANK OF AMERICA CORP /DE/ADD203,202330,901+62.8%$2.6M2025-Q4
ExodusPoint Capital Management, LPDOUBLED14,159109,765+675.2%$854.0K2025-Q4
Connor, Clark & Lunn Investment Management Ltd.TRIM105,46568,773-34.8%$535.1K2025-Q4
D. E. Shaw & Co., Inc.TRIM118,72544,126-62.8%$343.3K2025-Q4
BALYASNY ASSET MANAGEMENT L.P.TRIM81,22142,917-47.2%$333.9K2025-Q4
DEUTSCHE BANK AG\NEAR_EXIT532,13825,647-95.2%$199.5K2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM89,20025,158-71.8%$195.7K2025-Q4
Brevan Howard Capital Management LPTRIM35,48521,033-40.7%$163.6K2025-Q4
11 unique insiders with 34 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 1, 2026LAMMTENNANT JOAN MDirectorAWARD7,441——
Apr 1, 2026PRICE MICHAEL DDirectorAWARD7,441——
Apr 1, 2026Matus Kristi AnnDirectorAWARD7,441——
Apr 1, 2026IGLESIAS LISA GDirectorAWARD7,441——
Apr 1, 2026Stein Jeffrey ScottDirectorAWARD7,441——
Apr 1, 2026HAFT IAN DAVIDDirectorAWARD7,441——
Mar 23, 2026Ahn Cristina E.Chief Accounting OfficerAWARD8,067——
Mar 23, 2026METZ LAWRENCE F.*See Remarks for full titleAWARD28,246——
Mar 23, 2026Trick DavidExec VP, CFO & TreasurerAWARD26,250——
Mar 23, 2026Smith R SharonExec VP & Group COOAWARD24,375——
Mar 23, 2026LeBlanc ClaudeChief Executive OfficerAWARD99,375——
Mar 10, 2026Ahn Cristina E.Chief Accounting OfficerEXERCISE835——
Mar 10, 2026Ahn Cristina E.Chief Accounting OfficerTAX W/H203$4.90$994.70
Mar 3, 2026LeBlanc ClaudeChief Executive OfficerEXERCISE22,582——
Mar 3, 2026Trick DavidExec VP, CFO & TreasurerEXERCISE11,505——
Mar 3, 2026Trick DavidExec VP, CFO & TreasurerEXERCISE9,790——
Mar 3, 2026Smith R SharonExec VP & Group COOEXERCISE1,541——
Mar 3, 2026LeBlanc ClaudeChief Executive OfficerEXERCISE24,548——
Mar 3, 2026LeBlanc ClaudeChief Executive OfficerEXERCISE47,130——
Mar 3, 2026Trick DavidExec VP, CFO & TreasurerEXERCISE1,715——
Mar 3, 2026Smith R SharonExec VP & Group COOEXERCISE10,261——
Mar 3, 2026Smith R SharonExec VP & Group COOEXERCISE8,720——
Sep 30, 2025Trick DavidExec VP, CFO & TreasurerEXERCISE42,515——
Sep 30, 2025Trick DavidExec VP, CFO & TreasurerAWARD46,300——
Sep 30, 2025Trick DavidExec VP, CFO & TreasurerTAX W/H22,796$8.34$190.1K
Sep 30, 2025Smith R SharonExec VP & Group COOEXERCISE3,235——
Sep 30, 2025Smith R SharonExec VP & Group COOAWARD76,206——
Sep 30, 2025Smith R SharonExec VP & Group COOTAX W/H3,235$8.34$27.0K
Sep 29, 2025Smith R SharonExec VP & Group COOCONVERT145,135——
Sep 29, 2025Trick DavidExec VP, CFO & TreasurerCONVERT165,361——
Sep 29, 2025Smith R SharonExec VP & Group COOCONVERT145,135——
Sep 29, 2025Smith R SharonExec VP & Group COOTAX W/H70,680$9.72$687.0K
Sep 29, 2025Trick DavidExec VP, CFO & TreasurerTAX W/H80,531$9.72$782.8K
Sep 29, 2025Trick DavidExec VP, CFO & TreasurerCONVERT165,361——
5 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 3 neutral. Avg impact: 4.4/10.
MIXED INST-CLUSTER 4/10
Institutional activity in OSG during Q4 2025 was mixed: two mega-passive buyers (BofA, Morgan Stanle
Jun 11, 2026
BEARISH INST-CLUSTER 5/10
Four major institutional investors — D.E. Shaw, Morgan Stanley, Citadel, and RenTech — collectively
Jun 11, 2026
NEUTRAL DEFA14A 5/10
Octave Specialty Group filed definitive additional proxy soliciting materials (DEFA14A) urging share
May 14, 2026
NEUTRAL DEFA14A 3/10
OCTAVE SPECIALTY GROUP INC is holding its 2026 Annual Meeting where shareholders will vote on the re
Apr 10, 2026
NEUTRAL 8-K 5/10
Octave Specialty Group secured a $40 million additional term loan under its existing credit agreemen
Apr 7, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Nov 2025): 71% buy across 7 analysts — 1 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$15.33 mean target (Nov 2025)
$12.00 Low $19.00 High
MetricValue
Current Price$5.60
Target Low$12.00
Target Mean$15.33
Target Median$15.00
Target High$19.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.01 $-0.01 $0.00 97.7% — 1↑ 0↓ $0.1B 53.4% 2
Next Q
2026-09-30
 $0.04 $0.02 $0.07 121.4% — 2↑ 0↓ $0.1B 38.5% 2
Current FY
2026-12-31
 $0.45 $0.40 $0.50 177.6% — 1↑ 0↓ $0.4B 47.0% 2
Next FY
2027-12-31
 $0.86 $0.78 $0.95 92.2% — 2↑ 0↓ $0.4B 10.6% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.005
7d ago$0.000-0.005
30d ago$0.000-0.005
60d ago$0.000-0.005
90d ago$-0.075+0.070
9 analyst firms have rated this stock: 1 upgrades, 4 downgrades, 2 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Nov 12, 2025 Truist Securities MAINTAIN Buy Buy
Jul 15, 2025 Truist Securities INITIATE — Buy
May 6, 2014 Imperial Capital DOWNGRADE Outperform In-Line
Apr 1, 2014 Imperial Capital UPGRADE Underperform Outperform
Nov 7, 2012 Barclays MAINTAIN — Underweight
Oct 23, 2012 Credit Suisse DOWNGRADE Outperform Neutral
Oct 23, 2012 Jefferies MAINTAIN — Hold
Oct 22, 2012 Jefferies MAINTAIN — Hold
Oct 22, 2012 Dahlman Rose DOWNGRADE Hold Sell
Oct 22, 2012 Clarkson Capital Markets DOWNGRADE Outperform Market Perform
Oct 22, 2012 Deutsche Bank MAINTAIN — Hold
Oct 22, 2012 Jefferies MAINTAIN — Hold
Sep 13, 2012 Global Hunter Securities INITIATE — Neutral
Aug 2, 2012 Deutsche Bank MAINTAIN — Hold
Aug 2, 2012 Jefferies MAINTAIN — Hold
Jul 24, 2012 Jefferies MAINTAIN — Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261420071%
May 1, 20261410083%
Apr 1, 20261410083%
Mar 1, 20261410083%
Feb 1, 20261410083%
Jan 1, 20261410083%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 6, 2026
earnings_calendar
OSG Q1 2026 Earnings Scheduled — 2026-05-06
Feb 23, 2026
earnings_calendar
OSG Q4 2025 Earnings After Market Close — 2026-02-23