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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
43% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 68
39% more call options, than puts
Call options by funds: $78M | Put options by funds: $56.2M
5.73% more ownership
Funds ownership: 86.23% [Q3] → 91.96% (+5.73%) [Q4]
9% less funds holding
Funds holding: 281 [Q3] → 256 (-25) [Q4]
26% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 77
31% less capital invested
Capital invested by funds: $3.78B [Q3] → $2.62B (-$1.16B) [Q4]
33% less funds holding in top 10
Funds holding in top 10: 12 [Q3] → 8 (-4) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$16
9%
downside
Avg. target
$16
9%
downside
High target
$16
9%
downside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Wells Fargo Stephen Baxter 31% 1-year accuracy 10 / 32 met price target | 9%downside $16 | Equal-Weight Downgraded | 13 Mar 2025 |
Financial journalist opinion
Based on 9 articles about OSCR published over the past 30 days
Negative
The Motley Fool
1 day ago
Should Investors Buy Oscar Health Stock Right Now?
Healthcare stocks have been under pressure in the U.S. due to increasing regulatory headwinds and rising costs.
Negative
Seeking Alpha
2 days ago
Oscar Health: Steep Budget Cuts In 2026 Healthcare Estimates Spell Uncertainty
I rate Oscar Health as a Hold, due to proposed steep budget cuts in the 2026 budget, impacting Medicaid and Medicare Advantage coverage. Oscar Health's impressive financials and revenue growth are overshadowed by macroeconomic risks, including potential policy changes and increased uninsured rates. Despite strong internal operations and a projected revenue CAGR of ~20% between 2024 and 2027, external factors pose significant risks to growth.
Positive
Seeking Alpha
3 days ago
Oscar Health: The Healthcare Disruptor Just Hit Its Stride
Oscar Health, Inc. delivered strong Q1 results with 42% revenue growth, improved cost control, and expanding membership, signaling sustainable profitability and margin expansion. The company stands to benefit from competitor exits in ACA exchanges and potential policy changes lowering prescription drug costs, enhancing long-term operating leverage. Despite a high current P/E, forward multiples and consensus EPS growth suggest Oscar is undervalued with >41% upside potential in the next 12-18 months.
Positive
Yahoo Finance
1 week ago
How AI helped Oscar Health cut costs and grow
Oscar Health (OSCR) stock has been rising since the company reported first quarter earnings results that beat estimates on both the top and bottom lines. Oscar Health also reaffirmed its full-year guidance for all metrics.
Neutral
Seeking Alpha
1 week ago
Oscar Health, Inc. (OSCR) Q1 2025 Earnings Call Transcript
Oscar Health, Inc. (NYSE:OSCR ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Chris Potochar - Vice President of Treasury and Investor Relations Mark Bertolini - Chief Executive Officer Scott Blackley - Chief Financial Officer Conference Call Participants John Ransom - Raymond James Stephen Baxter - Wells Fargo Jonathan Yong - UBS Joanna Gajuk - Bank of America Josh Raskin - Nephron Research Jessica Tassan - Piper Sandler Michael Ha - Baird David Windley - Jefferies Operator Good morning, everyone. My name is Ellie, and I will be your conference operator for today.
Positive
Zacks Investment Research
1 week ago
Oscar Health, Inc. (OSCR) Beats Q1 Earnings and Revenue Estimates
Oscar Health, Inc. (OSCR) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.62 per share a year ago.
Neutral
Business Wire
1 week ago
Oscar Health Announces Strong Financial Results for First Quarter 2025 And Reaffirms 2025 Guidance
NEW YORK--(BUSINESS WIRE)--Oscar Health, Inc. (“Oscar” or the “Company”) (NYSE: OSCR), a leading healthcare technology company, announced today its financial results for the first quarter ended March 31, 2025. “Oscar reported strong financial results in the first quarter,” said Mark Bertolini, CEO of Oscar Health. “We delivered continued top-line growth and bottom-line performance with significant year-over-year increases in revenue and net income. We continue to expect meaningful margin expans.
Neutral
Zacks Investment Research
2 weeks ago
Oscar Health, Inc. (OSCR) Stock Declines While Market Improves: Some Information for Investors
In the closing of the recent trading day, Oscar Health, Inc. (OSCR) stood at $13.01, denoting a -1.06% change from the preceding trading day.
Negative
Zacks Investment Research
3 weeks ago
Oscar Health, Inc. (OSCR) Stock Falls Amid Market Uptick: What Investors Need to Know
The latest trading day saw Oscar Health, Inc. (OSCR) settling at $11.60, representing a -0.34% change from its previous close.
Neutral
Zacks Investment Research
1 month ago
Oscar Health, Inc. (OSCR) Stock Drops Despite Market Gains: Important Facts to Note
Oscar Health, Inc. (OSCR) closed at $12.42 in the latest trading session, marking a -1.19% move from the prior day.
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