undamentalytics Newsletter

Oceanfirst Financial Corp (OCFC) stock

Add holding +

NASDAQ: OCFC Nasdaq Regional Banks Next results ~January 21, 2027

D Fundamentals grade

Oceanfirst Financial Corp is a US-listed company in the regional banks industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 2 selling2 purchases and 4 sales by directors and officers, last 12 monthsInsider trades
  • Funds162 adding, 60 cuttingOf 46 active managers that changed their stake, 30 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Oceanfirst Financial files

Where Oceanfirst Financial stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $442m, up 13.5% on a year earlier, faster than the 6.9% growth a quarter earlier. The diluted share count is up 4.0% on a year earlier, which dilutes existing holders.

Our model value for Oceanfirst Financial is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 21, 2027 (estimated)

Oceanfirst Financial Corp's trailing-twelve-month revenue grew 13.5% year on year, with a free-cash-flow margin of 25.5%. Where it stands out: change in growth rate of +6.5pp ranks 37 of 244 regional banks companies we cover. Where it lags: net margin of 10.8% ranks 228 of 245 regional banks companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 160.5% while net income fell 45.3%: a 206pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Growth speeding up. The growth rate is 6.5 points higher than a quarter earlier.
  • Strong cash generation. 25.5% of revenue turned into free cash flow.
  • Net cash. Cash exceeds long-term debt by $0.3bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Share dilution. Diluted shares rose 4.0% in a year.
  • Below peers: net margin. Net margin of 10.8% ranks 228 of 245 regional banks companies we cover (median 28.7%).

Latest results: FY2026 Q2

Filed August 7, 2026
Earnings per share
$0.48 against an average estimate of $0.40: beat by 18.7%
Revenue
$131m, up 32.2% on a year earlier
Share reaction
+7.3% in the first session after the results on October 27, 2026, against +0.9% for the S&P 500
Next report
October 27, 2026; average EPS estimate $0.49

Oceanfirst Financial's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+4.1%
  • 1 week+13.3%
  • 1 month+11.3%
  • This year+7.4%
  • 1 year+7.2%
  • 5 years+0.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$442M
Net margin
10.8%
EPS (TTM, diluted)
$0.79

Growth

Revenue growth
+13.5%
Change in growth rate
+6.5 pts
Share count change
+4.0%

Earnings

Last results
October 27, 2026
Next results (est.)
January 21, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Insider trade
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

No model value for Oceanfirst Financial Corp at the moment. Current status: valuation models disagree too widely to rate. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valuation models disagree too widely to rate: held for review.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Oceanfirst Financial Corp as a bank or lender, with every model that fits that kind of business. Cost of equity 8.7%: the 10-year Treasury yield (4.9%) plus a beta of 0.84 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$29 ~$20–$42 Primary model, counts double
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$21 ~$18–$25 Included
Price-to-book vs return on equity (peers) The price-to-book that peers with this return on equity trade on, from a line fitted across peers. ~$46 ~$23–$69 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$34 ~$44–$65 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$22 ~$21–$26 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$23 ~$19–$28 Included
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Oceanfirst Financial Corp with banks and lenders in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

58 /100

Moderate moat

How hard Oceanfirst Financial's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 8 / 20

    Net income has been a median 0.7% of total assets over 10 years.

  • Durability 14 / 20

    Net margin has been a median 24.5%; its worst year was 10.8%.

  • Discipline 17 / 20

    The diluted share count rose 0.5% over five years; stock-based pay has been a median 1.4% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (64 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Oceanfirst Financial Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $1.80 +26% $601m +49%
Next $2.27 +26% $748m +25%

Next year's EPS estimate has moved −2.1% in 90 days, across 6 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −7.7% on 90 days ago. In the last 30 days, 0 analysts raised Oceanfirst Financial Corp's forecast and 5 cut it.

Consensus EPS forecast Oceanfirst Financial Corp, last 90 days
$1.60 $1.80 $2.00 $2.20 $2.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.95 Current fiscal year, 60 days ago: $1.80 Current fiscal year, 30 days ago: $1.78 Current fiscal year, 7 days ago: $1.75 Current fiscal year, Now: $1.80 $1.80 Next fiscal year, 90 days ago: $2.31 Next fiscal year, 60 days ago: $2.32 Next fiscal year, 30 days ago: $2.30 Next fiscal year, 7 days ago: $2.27 Next fiscal year, Now: $2.27 $2.27

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.95$2.31
60 days ago $1.80$2.32
30 days ago $1.78$2.30
7 days ago $1.75$2.27
Now $1.80$2.27

Earnings against estimates

Oceanfirst Financial Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.40 $0.48 +18.7%
Jun 2026 $0.43 $0.43 +0.3%
Mar 2026 $0.39 $0.43 +9.8%
Dec 2025 $0.36 $0.41 +12.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

7 analysts, Oct 2026
Buy343%
Hold457%
Sell00%

Monthly trend

  1. Oct 20261247
  2. Sep 20261247
  3. Aug 20261247
  4. Jul 20261247

Counts of recommendations published by analysts covering Oceanfirst Financial Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.7%
of tradable shares
Days to cover
4.39
at average volume
Short interest, 1 month
+10%
to October 15, 2026
Held by institutions
84%
of shares
Held by insiders
2.4%
of shares
Employees
898
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +7.2%

$17.42 on October 31, 2025 to $18.67

Oceanfirst Financial Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $390m $442m +13.5%
Net margin 22.5% 10.8% −51.8%
P/E multiple 11.5x 23.5x +103.8%
Share count 58m 60m −3.8%

Biggest factor: net margin.

Last 3 years +50.0%

$12.45 on November 3, 2023 to $18.67

Oceanfirst Financial Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $447m $442m −1.1%
Net margin 33.0% 10.8% −67.2%
P/E multiple 5.0x 23.5x +372.9%
Share count 59m 60m −2.3%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Oceanfirst Financial Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
OCFC+23%−1%−14%+9%+4%+7%
Industry peers (median)+34%−4%−2%+16%+10%+24%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OCFC50%42%42%50%50%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OCFC−24%−23%−49%−21%−22%−22%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 59% from June 20, 2018 to March 18, 2020. Getting back needed a 144% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$15.62 – $20.04
From 52-week high
−6.8%
vs 50-day average
+6.8%
vs 200-day average
+2.2%
Volatility (1 year)
27%
Beta vs S&P 500
0.51

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±3.5%
After a week
4 up, 7 down
typical move ±3.9%
After a month
5 up, 6 down
typical move ±5.2%
Oceanfirst Financial Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 27, 2026 +7.3% +0.9% — —
July 31, 2026 +0.1% +2.2% −1.1% −3.1%
April 23, 2026 +1.6% +0.4% +2.6% +0.7%
January 22, 2026 −3.2% +0.6% −2.5% −0.5%
October 22, 2025 −4.4% +0.1% −0.6% −7.6%
July 24, 2025 −4.4% +0.5% −8.0% +1.3%
April 24, 2025 +1.2% +2.8% +2.0% +2.8%
January 23, 2025 −1.0% +0.3% −5.1% −6.6%
October 17, 2024 −0.3% +0.4% −6.1% +8.1%
July 18, 2024 −6.8% −1.4% −1.7% −10.5%
April 18, 2024 +4.9% −1.1% +5.3% +12.6%
January 18, 2024 +6.5% +2.1% +8.4% −3.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Oceanfirst Financial Corp in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Oceanfirst Financial Corp
$380M $400M $420M $440M $460M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $437.7M Revenue (TTM), FY23 Q4: $403.4M Revenue (TTM), FY24 Q1: $401M Revenue (TTM), FY24 Q2: $393.2M Revenue (TTM), FY24 Q3: $388.3M Revenue (TTM), FY24 Q4: $384.2M Revenue (TTM), FY25 Q1: $383.6M Revenue (TTM), FY25 Q2: $389.7M Revenue (TTM), FY25 Q3: $395.8M Revenue (TTM), FY25 Q4: $404.9M Revenue (TTM), FY26 Q1: $410.2M Revenue (TTM), FY26 Q2: $442.2M $442.2M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $437.7M
FY23 Q4 $403.4M
FY24 Q1 $401M
FY24 Q2 $393.2M
FY24 Q3 $388.3M
FY24 Q4 $384.2M
FY25 Q1 $383.6M
FY25 Q2 $389.7M
FY25 Q3 $395.8M
FY25 Q4 $404.9M
FY26 Q1 $410.2M
FY26 Q2 $442.2M
Revenue growth, TTM YoY Oceanfirst Financial Corp
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 11.5% Revenue growth, TTM YoY, FY23 Q4: -7.6% Revenue growth, TTM YoY, FY24 Q1: -9.8% Revenue growth, TTM YoY, FY24 Q2: -12.0% Revenue growth, TTM YoY, FY24 Q3: -11.3% Revenue growth, TTM YoY, FY24 Q4: -4.7% Revenue growth, TTM YoY, FY25 Q1: -4.3% Revenue growth, TTM YoY, FY25 Q2: -0.9% Revenue growth, TTM YoY, FY25 Q3: 1.9% Revenue growth, TTM YoY, FY25 Q4: 5.4% Revenue growth, TTM YoY, FY26 Q1: 6.9% Revenue growth, TTM YoY, FY26 Q2: 13.5% 13.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 11.5%
FY23 Q4 -7.6%
FY24 Q1 -9.8%
FY24 Q2 -12.0%
FY24 Q3 -11.3%
FY24 Q4 -4.7%
FY25 Q1 -4.3%
FY25 Q2 -0.9%
FY25 Q3 1.9%
FY25 Q4 5.4%
FY26 Q1 6.9%
FY26 Q2 13.5%
FCF margin (TTM) Oceanfirst Financial Corp
0% 20% 40% 60% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 42.0% FCF margin (TTM), FY23 Q4: 28.9% FCF margin (TTM), FY24 Q1: 34.9% FCF margin (TTM), FY24 Q2: 22.9% FCF margin (TTM), FY24 Q3: 3.4% FCF margin (TTM), FY24 Q4: 22.0% FCF margin (TTM), FY25 Q1: 9.3% FCF margin (TTM), FY25 Q2: 11.1% FCF margin (TTM), FY25 Q3: 22.6% FCF margin (TTM), FY25 Q4: 19.6% FCF margin (TTM), FY26 Q1: 25.9% FCF margin (TTM), FY26 Q2: 25.5% 25.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 42.0%
FY23 Q4 28.9%
FY24 Q1 34.9%
FY24 Q2 22.9%
FY24 Q3 3.4%
FY24 Q4 22.0%
FY25 Q1 9.3%
FY25 Q2 11.1%
FY25 Q3 22.6%
FY25 Q4 19.6%
FY26 Q1 25.9%
FY26 Q2 25.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Oceanfirst Financial Corp: annual financial statements
Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 81 92 93 91 87 91 93 141 196 275 298 387 357 437 403 384 405 442
Net income 16 20 21 20 16 20 20 23 42 72 89 63 110 147 104 100 71 48
Diluted EPS $0.98 $1.12 $1.14 $1.12 $0.95 $1.19 $1.21 $0.98 $1.28 $1.51 $1.75 $1.02 $1.78 $2.42 $1.70 $1.65 $1.17 $0.79
Growth (year on year)
Revenue — +14.0% +0.2% −1.5% −4.7% +4.5% +2.6% +50.8% +39.5% +40.3% +8.3% +29.8% −7.7% +22.2% −7.6% −4.7% +5.4% +13.5%
Net income — +30.2% +1.8% −3.5% −18.4% +22.0% +2.0% +13.4% +84.3% +69.4% +23.1% −28.5% +73.9% +33.2% −29.0% −3.8% −29.1% −45.3%
Diluted EPS — +14.3% +1.8% −1.8% −15.2% +25.3% +1.7% −19.0% +30.6% +18.0% +15.9% −41.7% +74.5% +36.0% −29.8% −2.9% −29.1% −47.4%
Margins
Net margin 19.3% 22.0% 22.4% 21.9% 18.8% 21.9% 21.8% 16.4% 21.6% 26.1% 29.7% 16.4% 30.8% 33.6% 25.8% 26.0% 17.5% 10.8%
Free-cash-flow margin 17.4% 40.4% 16.5% 31.0% 35.8% 26.0% 26.2% 19.0% 16.0% 29.4% 31.9% 30.5% 33.0% 53.7% 28.9% 22.0% 19.6% 25.5%
Cash flow
Cash from operations 17 40 18 31 35 28 28 33 80 93 100 133 160 250 124 92 87 122
Capital spending 3 3 2 3 4 4 4 7 49 11 5 15 42 16 8 8 8 9
Free cash flow 14 37 15 28 31 24 24 27 31 81 95 118 118 234 117 85 80 113
Stock-based pay 1 1 1 1 1 1 1 2 2 3 4 4 5 7 6 6 5 6
Free cash flow after stock pay 13 36 14 28 31 23 23 25 29 78 91 114 113 228 111 79 75 106
Balance sheet
Cash 23 31 78 63 — — — 301 110 122 133 1,319 225 168 154 124 135 274
Total debt 0 0 0 0 271 401 423 377 425 611 688 364 348 1,476 1,118 1,331 1,707 2,287
Net debt (negative = net cash) −23 −31 −78 −63 — — — 76 315 488 555 −955 123 1,308 965 1,207 1,572 2,013
Diluted shares 13m 18m 18m 18m 17m 17m 17m 24m 33m 48m 51m 60m 60m 59m 59m 58m 57m 60m
Returned to shareholders
Dividends 9 9 9 9 8 8 9 13 19 30 34 43 45 48 51 51 48 46
Buybacks — — 2 12 8 9 6 2 0 11 26 15 36 7 0 21 25 8
Total returned 9 9 11 20 16 17 15 14 19 40 60 58 81 55 51 72 73 53

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$7.6M
Dividends (TTM)
$45.9M
Returned to shareholders
47%
of free cash flow
Buybacks, last 3 fiscal years
$46.4M
Diluted share count
+4.0%
year over year
Total shareholder yield
5.0%
dividends 4.3% + buybacks 0.7% of market value
Dividend payout ratio
96%
of net income paid out

Competitors: side by side with peers

Closest by revenue in regional banks
Growth, margins and cash generation against peers
Last 12 months unless stated OCFC TCBK CNOB TMP SYBT SRCE Median
Revenue, last 12 months $442m $437m $453m $455m $423m $462m $255m
Revenue growth, last 12 months 13.5% 8.8% 31.5% 38.5% 13.0% 9.9% 12.5%
Revenue growth, 3-year average −0.4% 0.1% 16.7% 26.7% 7.1% 7.5% 6.0%
Revenue growth, latest quarter 32.2% 8.0% −15.3% 2.8% 17.1% 8.7% 10.7%
Net margin 10.8% 31.0% 33.2% 39.6% 35.3% 38.5% 28.7%
Cash from operations / revenue 27.5% 31.7% 40.4% 13.0% 37.9% 51.1% 34.3%
Free-cash-flow margin 25.5% 30.5% 39.5% 10.9% 34.8% 49.7% 31.4%
Free-cash-flow margin, 3-year average 19.8% 29.8% 28.0% 22.9% 36.1% 48.5% 29.9%
Stock pay / revenue 1.4% 1.0% 1.2% 0.7% 1.1% 1.5% 1.2%
Change in share count 4.0% −1.9% 19.2% 0.2% 1.0% −1.3% 0.4%

Median of all 245 companies we cover in regional banks. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

245 regional banks companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth 13.5% 12.5% 114 of 245
Change in growth rate Growth +6.5pp +0.0pp 37 of 244
Net margin Profitability 10.8% 28.7% 228 of 245
Stock pay as % of revenue Cash generation 1.4% 1.3% 119 of 206
Change in share count Balance sheet 4.0% 0.4% 168 of 230

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue YoY
Deposit Account $17.9M ▼ 18.0%
Investment Advisory Management and Administrative Service $1.5M ▼ 13.2%

These categories overlap or exclude eliminations, so shares aren't shown.

From Oceanfirst Financial Corp's 10-K filed February 27, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$1.6B
Institutions reporting
230
Shares held vs prior quarter
▲ 60.1%
Positions opened / closed
47 / 21

Top buyers and sellers, Q2 2026: 162 institutions bought and 60 sold ; the biggest buyer was Warburg Pincus LLC (+9.6M shares) and the biggest seller Metlife Investment Management, LLC (−668K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $194M 9.9M 12.4% ▲ 47.6%
Warburg Pincus LLC $187M 9.6M 11.9% New
Dimensional Fund Advisors LP $89.6M 4.6M 5.7% ▲ 34.6%
Wellington Management Group LLP $80.3M 4.1M 5.1% ▲ 58.5%
State Street Corp $75.6M 3.9M 4.8% ▲ 34.2%
Vanguard Capital Management LLC $71.7M 3.7M 4.6% ▲ 51.3%
T. Rowe Price Investment Management, Inc. $57.3M 2.9M 3.6% ▲ 34.7%
Two Sigma Investments, LP $47M 2.4M 3.0% ▲ 53.0%
Invesco Ltd. $46.7M 2.4M 3.0% ▲ 19.8%
Geode Capital Management, LLC $43M 2.2M 2.7% ▲ 56.1%
Systematic Financial Management LP $29.6M 1.5M 1.9% ▲ 9.7%
Endeavour Capital Advisors Inc $26.3M 1.3M 1.7% ▲ 19.4%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Oceanfirst Financial Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Katsoulis Nicos Director October 30, 2026 Buy 10,000 $17.83 $178,277
Barrett Patrick Sean Senior EVP & CFO October 30, 2026 Buy 5,000 $17.90 $89,500
Schaeffer Brian 10% owner August 31, 2026 Sell 5,500 $18.91 $104,005
Buran John R Director August 7, 2026 Sell 113,463 $19.40 $2.2M
Buran John R Director August 7, 2026 Sell 113,630 $19.40 $2.2M
Buran John R Director August 7, 2026 Sell 113,630 $19.40 $2.2M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 8 trades and filings

No trades in Oceanfirst Financial Corp disclosed in the last 12 months; 8 earlier trades on record.

  • Josh Gottheimer(D-NJ 5):Purchase, $1,001 - $15,000, traded April 15, 2024, filed May 15, 2024
  • Josh Gottheimer(D-NJ 5):Sale (partial), $1,001 - $15,000, traded March 14, 2024, filed April 7, 2024
  • Josh Gottheimer(D-NJ 5):Purchase, $1,001 - $15,000, traded January 11, 2024, filed February 15, 2024

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 21, 2027 estimated from the company's past filing pattern, not announced

  • October 27, 2026
  • July 31, 2026
  • April 23, 2026
  • January 22, 2026
  • October 22, 2025
  • July 24, 2025

Recent SEC filings

Data status

When each part of this page on Oceanfirst Financial Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Oceanfirst Financial Corp in brief

What does Oceanfirst Financial Corp do?
Oceanfirst Financial Corp is a US-listed company in the regional banks industry. Its financial year ends in December.
What is Oceanfirst Financial Corp's stock ticker?
Oceanfirst Financial Corp trades under the ticker OCFC on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Oceanfirst Financial Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Oceanfirst Financial Corp reported revenue of $442M, 13.5% higher than a year earlier, according to its SEC filings.
What is Oceanfirst Financial Corp's free cash flow?
Oceanfirst Financial Corp's free-cash-flow margin is 25.5% of revenue over the trailing twelve months.
Who are Oceanfirst Financial Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Warburg Pincus LLC and Dimensional Fund Advisors LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Oceanfirst Financial Corp buying back stock, and does it pay a dividend?
Oceanfirst Financial Corp spent $7.6M on share repurchases over the trailing twelve months, and its diluted share count still rose 4.0% over the year.
What is Oceanfirst Financial Corp's market cap?
On November 2, 2026, Oceanfirst Financial Corp's market capitalisation was about $1.1B, with a price-to-earnings ratio of 23.5 and net debt of $2B. Market figures come from third-party market data and may be delayed.
Does Oceanfirst Financial Corp pay a dividend?
Yes: Oceanfirst Financial Corp paid $45.9M in dividends over the trailing twelve months, a dividend yield of 4.27% and a payout ratio of 95.8%.
Who are Oceanfirst Financial Corp's competitors?
In our Regional Banks peer group, the companies closest to Oceanfirst Financial Corp are Trico Bancshares /, Connectone Bancorp, Inc., Tompkins Financial Corp, Stock Yards Bancorp, Inc. and 1st Source Corp. The side-by-side comparison below sets their revenue, margins and growth against Oceanfirst Financial Corp's.
Are insiders buying or selling Oceanfirst Financial Corp stock?
Over the last 12 months, Oceanfirst Financial Corp's directors and officers reported 2 open-market purchases and 4 sales on Form 4. The insider trading page charts every trade.
When is Oceanfirst Financial Corp's next earnings date?
Around January 21, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Oceanfirst Financial Corp announces its own schedule.