your badges 52W Range $3–$8 15% of range Analyst Rating SELL 8 analysts Price Target $4 +29% upside P/E · ROE · Net Profit Margin ·

OFS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $3.48
Market Cap (MRQ) $47M
52W Range $3–$8

OFS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend OFS 5Y avg Peer Median Verdict
P/B (MRQ) 0.4 · 1.1 Undervalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.68Paid quarterly
5Y Div CAGR≈14.2%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 18, 2026$0.17USD≈28.3%
Jun 18, 2026$0.17USD≈32.7%
Mar 20, 2026$0.17USD≈36.4%
Dec 19, 2025$0.17USD≈25.1%
Sep 19, 2025$0.34USD≈16.3%
Jun 20, 2025$0.34USD≈15.9%
Mar 21, 2025$0.34USD≈14.8%
Dec 20, 2024$0.34USD≈16.9%
Sep 20, 2024$0.34USD≈16.0%
Jun 18, 2024$0.34USD≈14.4%
Mar 15, 2024$0.34USD≈13.5%
Dec 21, 2023$0.34USD≈11.7%
Sep 21, 2023$0.34USD≈11.3%
Jun 22, 2023$0.33USD≈12.5%
Mar 23, 2023$0.33USD≈12.1%
Dec 22, 2022$0.30USD≈11.3%
Sep 22, 2022$0.29USD≈11.9%
Jun 22, 2022$0.29USD≈9.6%
Mar 23, 2022$0.28USD≈8.0%
Dec 22, 2021$0.25USD≈8.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -16.8%
Next Report Oct 26, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $0.08 $0.14 -43.4%
March 31, 2026 $0.18 $0.21 -15.1%
Dec. 31, 2025 $0.20 $0.23 -13.9%
Sept. 30, 2025 $0.22 $0.24 -9.2%
June 30, 2025 $0.25 $0.24 3.1%
March 31, 2025 $0.26 $0.33 -22.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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No annual filings for OFS

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 26 filers · $2.7M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 26
Value held $2.7M
New positions 4
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-5 vs prior Q) 11 (+3 vs prior Q) 1 (-5 vs prior Q) 10 (0 vs prior Q) -199K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
TWO SIGMA ADVISERS, LP $520,268 109,300 18.92% Shares
Callodine Capital Management, LP $380,005 107,346 13.82% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $352,186 98,647 12.81% Shares
Virtus Investment Advisers, LLC $319,269 90,189 11.61% Shares
Curi Capital, LLC $230,100 65,000 8.37% Shares
Vident Advisory, LLC $147,901 41,780 5.38% Shares
Concorde Asset Management, LLC $123,867 33,550 4.51% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $123,284 34,826 4.48% Shares
MORGAN STANLEY $97,569 27,562 3.55% Shares
Arkadios Wealth Advisors $94,822 26,786 3.45% Shares
SOA Wealth Advisors, LLC. $69,637 19,672 2.53% Shares
CITADEL ADVISORS LLC $59,118 16,700 2.15% Call option
&PARTNERS $47,790 13,500 1.74% Shares
Prota Financial, LLC $46,361 12,950 1.69% Shares
Sanctuary Advisors, LLC $42,841 12,102 1.56% Shares
CITADEL ADVISORS LLC $40,002 11,300 1.45% Put option
ROYAL BANK OF CANADA $27,000 7,500 0.98% Shares
LGT Financial Advisors LLC $10,921 3,085 0.40% Shares
UBS Group AG $4,892 1,382 0.18% Shares
OSAIC HOLDINGS, INC. $3,915 1,106 0.14% Shares
LANARK FINANCIAL, INC. $2,865 809 0.10% Shares
SIMPLEX TRADING, LLC $2,619 740 0.10% Shares
Triumph Capital Management $1,770 500 0.06% Shares
CWM, LLC $355 100 0.01% Shares
Janney Montgomery Scott LLC $42 11,750 0.00% Shares
Caitong International Asset Management Co., Ltd $11 3 0.00% Shares

Activists & 5%+ owners 2 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Orchard First Source Asset Management Holdings, LLC, Richard S. Ressler, The OI3 2019 Trust, Orchard Capital Corporation, Orchard Investments, LLC, OI3, LLC ×2 filings July 5, 2023 · Initial filing · SEC
Orchard First Source Asset Management, LLC, Richard S. Ressler, The OI3 2019 Trust, Orchard Capital Corporation, Orchard Investments, LLC Sept. 27, 2021 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 10 insiders · 5 officers · 5 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Bilal Rashid Director and CEO Nov. 11, 2020 P 20,000 0 0 $0
Jeffrey A Cerny Director and CFO Nov. 12, 2020 P 30,000 0 0 $0
Mukya Porter Chief Compliance Officer Nov. 17, 2020 P 210 0 0 $0
Jeffery S. Owen Chief Accounting Officer Nov. 16, 2020 P 14,500 0 0 $0
Eric P. Rubenfeld Chief Compliance Officer Aug. 31, 2015 S 0 0 0 $0
Elaine Healy Director May 28, 2020 P 10,000 0 0 $0
Glenn R. Pittson Director Aug. 27, 2014 P 80,031 0 0 $0
Marc Abrams Director Dec. 10, 2013 P 2,000 0 0 $0
Orchard First Source Asset Management, LLC 10% owner Jan. 9, 2023 J 0 0 0 $0
Richard Ressler 10% owner Nov. 13, 2020 P 12,073 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
VPC · ETFis Series Trust I 1.00% 90,189 NS July 31, 2026 N-PORT

OFS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 8 analysts SELL
Median target $4.50 +29.3%
0 0.0% Strong Buy
0 0.0% Buy
3 37.5% Hold
4 50.0% Sell
1 12.5% Strong Sell

12-Month Price Target

1 analysts · 2026-10-02

Mean target $4.50 +29.3%

Low$4.50 Mean$4.50 High$4.50

Peer comparison (GICS sub-industry) Key metrics vs sector peers

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OFS · · · · · ·
OCCI · · · · · ·
GECC · · · · · ·
GEG $55M 5.4 -8.5% 79.0% 19.4% ·
HGBL $43M 12.4 12.4% 7.0% 5.4% ·
INV $283M -0.8 · -14266.4% -93.2% ·
GROW · 13.0 32.8% 21.2% 6.8% 24.9%
RAND $34M -4.2 · · -14.8% ·
BLK $165.98B 30.3 18.7% 22.9% 10.7% ·

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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BOUNCE_UP Stopped out Sep 25
risk 1 reward 1.50
entry $7.92 R:R 1.50

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed Jul 31, 2026