OCTAVE SPECIALTY GROUP INC(OSG)Stock Analysis
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Rank #1,888 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
OSG Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for OCTAVE SPECIALTY GROUP INC (OSG), a Financials sector company. 13F Pro's AI-powered ranking engine scores OSG at 45.0/100 on a 32-signal composite quality model, placing it at rank #1,888 of 2,961 stocks — the bottom half of the AI-ranked universe. OSG scores in the top quartile across revenue growth (90.8). Areas of concern include earnings quality (9.8) and institutional flow (10.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 28.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), OCTAVE SPECIALTY GROUP INC reports quarterly revenue of $83.0M, net income of $-12.2M. Top institutional holders of OSG by reported 13-F value include BlackRock, Western Standard, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. OSG trades on the NYSE exchange and files with the SEC under CIK 874501. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OSG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OCTAVE SPECIALTY GROUP INC directly from SEC EDGAR. OCTAVE SPECIALTY GROUP INC's 13F Pro composite quality score has ranged between 33 and 50 since 2026, currently 45.0 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.
Revenue
Q2 2026
$83.0M
Net Income
Q2 2026
$-12.2M
ROIC
Q2 2026
-5.5%
D/E Ratio
Q2 2026
0.22
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.5% YoYNet Income
+53.4% YoYEPS (Diluted)
+50.4% YoYTotal Assets
-72.4% YoYTotal Debt
-21.6% YoYOp. Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $251.2M +6.5% | $235.8M +89.1% | $124.7M +132.6% | $53.6M -81.0% | $282.0M +80.8% | $156.0M |
| Net Income | $-259.1M +53.4% | $-556.1M -11331.8% | $5.0M -99.1% | $522.1M +3171.3% | $-17.0M +96.1% | $-437.0M |
| EPS (Diluted) | $-5.93 +50.4% | $-11.96 -6744.4% | $0.18 -98.4% | $11.48 +1982.0% | $-0.61 +93.6% | $-9.47 |
| Total Assets | $2.22B -72.4% | $8.06B -4.4% | $8.43B +5.7% | $7.97B -35.2% | $12.30B -6.9% | $13.22B |
| Total Debt | $117.6M -21.6% | $150.0M -70.5% | $508.0M -20.5% | $639.0M -71.3% | $2.23B -18.6% | $2.74B |
| Operating Cash Flow | — | — | $200.0M -85.0% | $1.33B +1119.1% | $-131.0M +25.1% | $-175.0M |
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Available Research
13F Pro tracks comprehensive data for OCTAVE SPECIALTY GROUP INC including:
Top Institutional Holders of OSG
BlackRock, Inc.
$28.5M4,572,516 shWestern Standard LLC
$14.0M2,247,591 shVANGUARD CAPITAL MANAGEMENT LLC
$12.3M1,972,619 shPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
$10.3M1,647,793 shTHIRD AVENUE MANAGEMENT LLC
$8.4M1,341,879 shBain Capital Credit, LP
$6.9M1,108,012 shGEODE CAPITAL MANAGEMENT, LLC
$6.9M1,106,335 shSTATE STREET CORP
$5.6M898,673 shDIMENSIONAL FUND ADVISORS LP
$4.5M716,947 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.2M676,800 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $28.5M | 4,572,516 |
| Western Standard LLC | $14.0M | 2,247,591 |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.3M | 1,972,619 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $10.3M | 1,647,793 |
| THIRD AVENUE MANAGEMENT LLC | $8.4M | 1,341,879 |
| Bain Capital Credit, LP | $6.9M | 1,108,012 |
| GEODE CAPITAL MANAGEMENT, LLC | $6.9M | 1,106,335 |
| STATE STREET CORP | $5.6M | 898,673 |
| DIMENSIONAL FUND ADVISORS LP | $4.5M | 716,947 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 676,800 |
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Popular Research
Is OSG a good stock to buy?
13F Pro's AI-powered analysis of OCTAVE SPECIALTY GROUP INC (OSG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OSG are available on the OSG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OSG is classified as a small company.
Which hedge funds own OSG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OSG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OCTAVE SPECIALTY GROUP INC's investment landscape.