your badges 52W Range $1–$2 23% of range Analyst Rating HOLD 6 analysts Price Target $2 +37% upside P/E · ROE · Net Profit Margin ·

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

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Price $1.28
Market Cap (MRQ) $120M
52W Range $1–$2

OXSQ 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 OXSQ 5Y avg Peer Median Verdict
P/B (MRQ) 1.0 · 1.3 Fair value

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≈$0.42Paid monthly
5Y Div CAGR≈-7.3%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 16, 2026$0.04USD≈32.8%
Aug 17, 2026$0.04USD≈29.6%
Jul 17, 2026$0.04USD≈28.8%
Jun 16, 2026$0.04USD≈31.6%
May 15, 2026$0.04USD≈25.5%
Apr 16, 2026$0.04USD≈22.5%
Mar 17, 2026$0.04USD≈24.4%
Feb 13, 2026$0.04USD≈22.8%
Jan 16, 2026$0.04USD≈22.6%
Dec 17, 2025$0.04USD≈23.4%
Nov 14, 2025$0.04USD≈22.3%
Oct 17, 2025$0.04USD≈24.0%
Sep 16, 2025$0.04USD≈19.8%
Aug 15, 2025$0.04USD≈18.2%
Jul 17, 2025$0.04USD≈18.0%
Jun 16, 2025$0.04USD≈18.7%
May 16, 2025$0.04USD≈17.1%
Apr 16, 2025$0.04USD≈16.9%
Mar 17, 2025$0.04USD≈16.2%
Feb 14, 2025$0.04USD≈15.0%

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

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Avg Surprise -10.4%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 5, 2026 $0.05 $0.06 -18.3%
March 31, 2026 $0.05 $0.06 -18.3%
Dec. 31, 2025 $0.07 $0.07 -2.0%
Sept. 30, 2025 $0.07 $0.07 -2.0%
June 30, 2025 $0.08 $0.08 -2.0%
March 31, 2025 $0.09 $0.11 -19.8%

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

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No annual filings for OXSQ

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) 50 filers · $4.2M 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 50
Value held $4.2M
New positions 9
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (-1 vs prior Q) 9 (-4 vs prior Q) 15 (+1 vs prior Q) 6 (-7 vs prior Q) -82K

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
Legal & General Group Plc $960,852 725,171 22.80% Shares
TWO SIGMA ADVISERS, LP $563,047 319,913 13.36% Shares
UBS Group AG $399,337 302,528 9.47% Shares
BlackRock, Inc. $382,855 290,041 9.08% Shares
Virtus Investment Advisers, LLC $315,904 239,321 7.49% Shares
BRIAN LOW FINANCIAL GROUP, LLC $166,320 126,000 3.95% Shares
Strategic Wealth Partners, Ltd. $166,320 126,000 3.95% Shares
Silverberg Bernstein Capital Management LLC $140,857 106,710 3.34% Shares
MORGAN STANLEY $120,573 91,343 2.86% Shares
McIlrath & Eck, LLC $115,714 65,375 2.75% Shares
Founders Financial Alliance, LLC $112,022 84,865 2.66% Shares
TWO SIGMA INVESTMENTS, LP $90,739 68,742 2.15% Shares
LPL Financial LLC $76,615 58,042 1.82% Shares
Ethos Financial Group, LLC $51,172 38,767 1.21% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $49,460 37,470 1.17% Shares
CITADEL ADVISORS LLC $41,448 31,400 0.98% Call option
TWO SIGMA SECURITIES, LLC $41,257 31,255 0.98% Shares
BostonPremier Wealth LLC $34,354 26,026 0.82% Shares
First Affirmative Financial Network $33,700 19,040 0.80% Shares
Cetera Investment Advisers $30,027 22,748 0.71% Shares
Parkside Financial Bank & Trust $29,265 22,170 0.69% Shares
Arkadios Wealth Advisors $29,088 22,036 0.69% Shares
Sigma Planning Corp $28,881 21,879 0.69% Shares
StoneX Group Inc. $26,699 19,604 0.63% Shares
LeClair Wealth Partners LLC $23,921 18,122 0.57% Shares
United Bank $20,354 15,420 0.48% Shares
Reliant Investment Partners, LLC $17,770 13,462 0.42% Shares
Acorn Wealth Advisors, LLC $16,490 12,492 0.39% Shares
KENNEDY INVESTMENT GROUP, INC. $16,489 12,492 0.39% Shares
ROYAL BANK OF CANADA $16,000 11,800 0.38% Shares
CWA Asset Management Group, LLC $15,441 11,698 0.37% Shares
National Wealth Management Group, LLC $15,291 11,584 0.36% Shares
ALERUS FINANCIAL NA $13,200 10,000 0.31% Shares
LifeSteps Financial, Inc. $13,200 10,000 0.31% Shares
CIBC Private Wealth Group LLC $12,720 8,000 0.30% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7,085 5,367 0.17% Shares
Triumph Capital Management $4,752 3,600 0.11% Shares
Ameritas Advisory Services, LLC $3,199 2,424 0.08% Shares
SIMPLEX TRADING, LLC $2,580 1,955 0.06% Shares
JPMORGAN CHASE & CO $2,408 1,810 0.06% Shares
Arax Advisory Partners $1,885 1,428 0.04% Shares
HARBOUR INVESTMENTS, INC. $1,589 1,204 0.04% Shares
CoreCap Advisors, LLC $1,374 1,041 0.03% Shares
OSAIC HOLDINGS, INC. $799 605 0.02% Shares
WELLS FARGO & COMPANY/MN $716 542 0.02% Shares
Community Financial Services Group, LLC $680 515 0.02% Shares
HRT FINANCIAL LP $297 225,337 0.01% Shares
CANADA LIFE ASSURANCE Co $130 99,101 0.00% Shares
Cambridge Investment Research Advisors, Inc. $14 10,863 0.00% Shares
Caitong International Asset Management Co., Ltd $8 6 0.00% Shares

Activists & 5%+ owners 3 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
Jonathan H. Cohen, Saul B. Rosenthal, Charles M. Royce ×2 filings March 6, 2018 · Initial filing Passive investment SEC
Raging Capital Fund, LP, Raging Capital Fund (QP), LP, Raging Capital Management, LLC, William C. Martin ×6 filings Aug. 23, 2010 · Initial filing · SEC
Undisclosed reporting person Nov. 8, 2007 · Initial filing Passive investment 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 11 insiders · 5 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jonathan H Cohen Chief Executive Officer May 20, 2026 P 2,417,193 1 0 $166,410
Bruce L. Rubin CFO, CS and Treasurer June 14, 2023 X 10,949 0 0 $0
Patrick Conroy CFO, CCO and Secretary Dec. 21, 2011 P 54,985 0 0 $0
Saul B Rosenthal President and COO May 20, 2026 P 2,201,479 1 0 $166,408
Lee D Stern Executive Vice President Jan. 25, 2005 X 4,659 0 0 $0
Steven P Novak Director June 14, 2023 X 20,001 0 0 $0
ROYCE CHARLES M Director June 14, 2023 X 392,285 0 0 $0
George Stelljes III Director March 18, 2020 P 34,000 0 0 $0
Richard W Neu Director March 13, 2020 P 70,000 0 0 $0
OBRIEN G PETER Director Dec. 8, 2014 G 66,510 0 0 $0
Tonia L Pankopf Director June 13, 2008 X 5,649 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 1.22% 239,321 NS July 31, 2026 N-PORT

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

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rating · 6 analysts SELL
Median target $1.75 +36.7%
0 0.0% Strong Buy
0 0.0% Buy
3 50.0% Hold
1 16.7% Sell
2 33.3% Strong Sell

12-Month Price Target

1 analysts · 2026-10-04

Mean target $1.75 +36.7%

Low$1.75 Mean$1.75 High$1.75

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
OXSQ · · · · · ·
NSLR · · · · · ·
WHG · 21.8 3.2% 7.2% 5.7% ·
EARN · · · · · ·
WHF $155M 11.2 · · 5.2% ·
SAMG · 27.1 1.4% 3.9% 7.5% ·
BLK $165.98B 30.3 18.7% 22.9% 10.7% ·

Latest News Recent headlines mentioning this company

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Oxford Square’s 21% Yield Masks a Crumbling Portfolio Yahoo Finance · 4 months, 3 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed May 1, 2026