Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$218.0M
45M shares
52-week range
$3.88 – $9.55
20% from low
Sector
SURETY INSURANCE
Exchange
NYSE
CS
P/S (TTM)
0.7
Octave Specialty Group Inc is a world-wide specialty insurance firm that provides strategic direction, risk oversight, data and technology solutions, and capital support to MGA businesses operating across the U.S., U.K., and Bermuda. The company operates in two segments: Specialty Property and Casualty Insurance and ID.
www.octavegroup.comNo one on the platform currently holds OSG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 227,726 | $1.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2024-03-27 | $0.0600 | 2024-04-11 |
| 2023-12-20 | $0.0600 | 2024-01-04 |
| Execution date | Ratio |
|---|---|
| 2016-06-13 | 1-for-6reverse |
No one on the platform has traded OSG yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 6.5% | 10.0% | ||||
| Profit Margin % | -95.9% | 127.3% | 32.7% | |||
| Free Cash Flow Margin % | -20.8% | 43.6% | -24.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +23.4% on the P/E track.
At today's price, your expected annual return is +29.5% on the P/E track.
At today's price, your expected annual return is +34.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $89M | +37.9% | $0.19 | $0.13–$0.25 | 26.2× | 2 |
| 2027 | $94M | +5.2% | $0.57 | $0.52–$0.62 | 8.8× | 2 |
| 2028 | $115M | +21.7% | $1.17 | $1.16–$1.18 | 4.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.01 | $-0.04 | -700.0% |
| 2026-05-06 | $0.02 | $0.37 | +1750.0% |
| 2026-02-23 | $-0.21 | $-0.02 | +90.5% |
| 2025-11-10 | $-0.23 | $-0.21 | +8.7% |
| 2025-08-07 | $-0.24 | $-0.22 | +8.3% |
| 2025-05-12 | $-0.07 | $-0.13 | -85.7% |
| 2025-02-26 | $0.06 | $-0.12 | -300.0% |
| 2024-11-12 | $0.08 | $-0.46 | -675.0% |
| $451M |
| — |
| GBLIGlobal Indemnity Group, LLC | $30.00 | +1.69% | $430M | — |
| GCBCGreene County Bancorp, Inc. | $35.59 | -0.35% | $606M | — |
Source: Financial Modeling Prep · peers by sector/industry
$AMBC $OSG Here are the Highlights KBW September 26 Presentation You see Everspan is earning money for the shareholders now and special effects ends. Combined ratio is 97,1% and is getting better. There is the techonolgy overview and the financial highlights. In the next half year of 2026 should the amount of the net income for the shareholder going up to $0 or positiv some millions. Turningpoint was in the first half year, shows the consolidated adjusted EBITDA for Shareholders.
View on StockTwits ↗
$OSG I finally got around to reading the earnings press release. I am trying to find out why this caused the stock to get slammed? I can't find anything really negative here. What gives?
View on StockTwits ↗$AMBC $OSG This is the AI-Effect for this group, i got from an AI-Bot Because they startet at july, the real effect will be shown in mid 3Q26. The bot calculated 4Q26 result is in the picture
View on StockTwits ↗$AMBC $OSG Coming Quarter 3Q26 is the turn-around in EPS You can check this with an KI-Bot by yourself. Result is in Picture and i made some links of sources for you: https://www.fool.com/earnings/call-transcripts/2025/11/11/ambac-ambc-q3-2025-earnings-call-transcript/ https://finance.yahoo.com/quote/OSG/earnings/OSG-Q2-2026-earnings_call-662264.html Because the special charges and legacy adjustments will have vanished, there will be no major deductions left to wipe out these profits.Why "Permanently" Positive?The significant shift starting in Q3 2027 is that the core company’s baseline earnings power (~$15M) will be high enough to comfortably cover the lowered holding expenses (~$7.5M)—even during seasonally slower periods like the summer quarter. From this point forward, the true earnings per share (GAAP EPS) will no longer be distorted by historical baggage and will accurately reflect the profitability of the new Octave Specialty Group.
View on StockTwits ↗$OSG $AMBC The real result from the offical webpage in a picture The companies earned positiv money. They bought for near $50 million a part of BEATS
View on StockTwits ↗
OSG Q2 2026 Earnings Summary $OSG https://stocktwits.com/news/earnings/earnings/osg-q2-2026-earnings-summary/cZofTWLRJB1
View on StockTwits ↗
$OSG Q2 '26 Earnings Results & Recap Octave Specialty Group reported total revenues of $82.995 million for the second quarter of 2026, with a net loss attributable to shareholders of $14.429 million, compared to $72.699 million in 2025.
View on StockTwits ↗
$AMBC 3 Companies to beat the markets? $AIG $AFL $OSG https://finance.yahoo.com/markets/stocks/articles/3-insurance-stocks-insure-q2-170100893.html During this evening's report, you will see that Everspan is growing; they have just hired three new directors. Furthermore, you will see that, alongside ALCORE and ARMADA, the other subsidiaries are now also beginning to grow beyond the break-even point. https://finance.yahoo.com/small-business/articles/everspan-group-expands-leadership-team-123000015.html
View on StockTwits ↗$OSG $AMBC After the earning call, OSG should move up One of OSG Groups is ALCORE. You do not knew, what it is? Alcor is a vibrant player in the global property and specialty market with an experienced team with a proven track record. As part of the Octave Specialty Group with over 250 staff globally and annual gross premiums in excess of US$ 750 million, Alcor can offer S&P AA- rated Lloyd’s underwriting capacity for global property placements. We handle a diverse range of occupancies and complex risks, tailoring solutions for our long-term clients and partners. Providing a truly global proposition from our offices in London, Bermuda and USA while operating as one team.
View on StockTwits ↗$FUBO That is correct. $FUBO can make a suprise in his earnings and $OSG too. The one with new programs, the other with sport events.
View on StockTwits ↗$AMBC $OSG What are you doing, if they have an EPS of $0,05 or more this time?
View on StockTwits ↗$AMBC $OSG next month next financial report expect more gain in EBIT and shareprice will go up
View on StockTwits ↗
Fundamental analysis of $OSG (OCTAVE SPECIALTY GROUP INC) based on financial data and reported results. #OSG
View on StockTwits ↗$FUBO For those losing their nerve: at $OSG (formerly $AMBC), we have already surpassed our 2028 target—with written premiums exceeding $2 billion annually—and the key subsidiary is generating an EBIT of approximately $80 million for the holding company. As for FUBO TV, it is on the verge of entering profitability. OSG achieved this milestone this quarter, and I believe FUBO TV will manage to do the same this year. Below, you will find the image from Yahoo Finance once again.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.