Oscar HealthOSCR
OSCR
About: Oscar Health Inc is a health insurance company. The company provides various insurance plans for individuals, families, and employees. Also, the company provides virtual care, doctor support, scheduling appointments, and other related services. The company provides plans in the Medicare Advantage program to adults who are age 65 and older and eligible for traditional Medicare but who instead select coverage through a private market plan.
Employees: 2,400
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
76% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 50
46% more capital invested
Capital invested by funds: $2.45B [Q1] → $3.56B (+$1.11B) [Q2]
43% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 10 (+3) [Q2]
29% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 89
12% more funds holding
Funds holding: 286 [Q1] → 319 (+33) [Q2]
9% more call options, than puts
Call options by funds: $199M | Put options by funds: $183M
10.95% less ownership
Funds ownership: 86.77% [Q1] → 75.82% (-10.95%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
40%
downside
Avg. target
$11.80
29%
downside
High target
$14
16%
downside
5 analyst ratings
0 positive
0%
2 neutral
40%
3 negative
60%
Piper Sandler Jessica Tassan | 22%downside $13 | Neutral Maintained | 14 Aug 2025 |
Baird Michael Ha | 16%downside $14 | Neutral Downgraded | 25 Jul 2025 |
Barclays Andrew Mok | 34%downside $11 | Underweight Maintained | 23 Jul 2025 |
UBS Jonathan Yong | 34%downside $11 | Sell Downgraded | 15 Jul 2025 |
Wells Fargo Stephen Baxter | 40%downside $10 | Underweight Downgraded | 11 Jul 2025 |
Financial journalist opinion
Based on 18 articles about OSCR published over the past 30 days
Positive
Benzinga
14 hours ago
Rocket, Oscar, Hims & Hers: Short Sellers Are Playing With Fire
Wall Street's most crowded shorts are starting to look like powder kegs. Rocket Companies Inc RKT, Oscar Health Inc OSCR, and Hims & Hers Health Inc HIMS are sitting at the top of the market's short-interest leaderboard, each with more than a quarter of their float sold short.
Positive
The Motley Fool
3 days ago
Should Investors Buy Oscar Health Stock?
Oscar Health (OSCR 0.98%) reported a jump in its costs to serve customers, bringing down its profitability.
Neutral
Benzinga
5 days ago
What's Going On With Oscar Health Stock On Wednesday?
Oscar Health Inc. OSCR is trading lower on Wednesday, with no apparent news to explain the move. Year-to-date, the stock has gained roughly 15%.
Neutral
Seeking Alpha
1 week ago
Oscar Health: Undervalued, But Not Without Risk
Oscar Health is deeply undervalued but faces high short-term uncertainty due to ACA-specific risks and sector-wide negative catalysts. The expiration of ACA subsidies, adverse selection, and new legislation threaten enrollment and profitability, making Oscar more vulnerable than diversified peers. Despite near-term headwinds, Oscar is uniquely positioned for long-term growth, especially if ICHRA adoption improves the ACA risk pool.
Positive
Seeking Alpha
1 week ago
Oscar Could Stem The Healthcare Tide
Health insurers are experiencing sharp declines in stock prices, which are likely bottoming out. Despite the downturn, it is worth bottom fishing for quality companies like Oscar Healthcare. Oscar Health has a lot of opportunities with the growth of Health Reimbursement Arrangements (HRA).
Neutral
Business Wire
1 week ago
Hy-Vee Health and Oscar Serve Up a New Era of Employer Healthcare
NEW YORK & DES MOINES, Iowa--(BUSINESS WIRE)--Oscar Health, Inc. (NYSE: OSCR), a leading healthcare technology company in the individual market, and Hy-Vee, Inc., America's No. 1 grocery store based in the Midwest, are teaming up to introduce a one-of-a-kind healthcare benefit. The landmark health insurance plan saves employers money and gives employees concierge care at an affordable fixed price. Hy-Vee Health with Oscar* is powered by two industry-leading brands. Together they set a new stand.
Negative
Seeking Alpha
2 weeks ago
Wall Street Got Oscar All Wrong
Oscar's Q2 revenue rose 29% YoY to $2.86 billion, with membership growing 28% to over 2 million. The reported 91.1% MLR was distorted by a $692 million retroactive risk adjustment; normalized MLR was ~85.1%. SG&A dropped to 18.7% of revenue, driven by automation, AI, and vendor optimization, unlocking $60 million in annualized savings.
Neutral
The Motley Fool
2 weeks ago
Here's Why I Am Buying More Shares of Oscar Health After Earnings
In this video, I will review Oscar's (OSCR 5.72%) earnings report and explain why I will be increasing my position. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Neutral
Seeking Alpha
2 weeks ago
Oscar Health, Inc. (OSCR) Q2 2025 Earnings Call Transcript
Oscar Health, Inc. (NYSE:OSCR ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Chris Potochar - Vice President of Treasury & Investor Relations Mark Thomas Bertolini - CEO & Director Richard Scott Blackley - Chief Financial Officer Conference Call Participants Andrew Mok - Barclays Bank PLC, Research Division Craig Jones - BofA Securities, Research Division David Howard Windley - Jefferies LLC, Research Division Hua Ha - Robert W. Baird & Co. Incorporated, Research Division Jessica Elizabeth Tassan - Piper Sandler & Co., Research Division John Wilson Ransom - Raymond James & Associates, Inc., Research Division Jonathan Yong - UBS Securities LLC, Research Division Joshua Richard Raskin - Nephron Research LLC Stephen C.
Neutral
The Motley Fool
2 weeks ago
Oscar Health (OSCR) Q2 Revenue Rises 29%
Oscar Health (OSCR) Q2 Revenue Rises 29%
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