The ONE Group (STKS)

• Market cap: $81.7M
• 1 day: 0.76%
• 5 days: -3.65%
• 1 month: -1.49%
• 3 months: -29.22%
• 6 months: 2.33%
• Year to date: -6.71%
• 1 year: -24.57%
• 5 years: 16.3%
• 10 years: -37.88%
• Sector: Consumer Discretionary
• Industry: Restaurants

About: The One Group Hospitality Inc is a restaurant company that develops, owns and operates, manages and licenses upscale and polished casual, high-energy restaurants and lounges and provides turn-key food and beverage (F&B) services for hospitality venues, including hotels, casinos, and other high-end locations internationally. The company operates through four segments: STK, Benihana and Grill Concepts. The company generates the vast majority of its revenue from the domestic market.

Employees: 10,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

24% more capital invested

Capital invested by funds: $43.2M [Q1] → $53.4M (+$10.2M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

4% less funds holding

Funds holding: 53 [Q1] → 51 (-2) [Q2]

4.22% less ownership

Funds ownership: 47.04% [Q1] → 42.82% (-4.22%) [Q2]

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

66% less call options, than puts

Call options by funds: $104K | Put options by funds: $307K

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $5
• Avg. target: $5
• High target: $5

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Piper Sandler Nicole Miller Regan

$5

Neutral Maintained

6 Aug 2025