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Octave Specialty Group Inc (OSG) stock

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NYSE: OSG NYSE Property & Casualty Insurance Next results ~November 9, 2026

C Fundamentals grade

Octave Specialty Group Inc is a US-listed company in the property & casualty insurance industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$4.8

Valuation models combined (2)

Base case. Range ~$3.5–$6.0. Weighted average of 2 models (price-to-book vs return on equity (peers), forward price-to-earnings vs peers).

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Octave Specialty Group Inc valuation: adjust assumptions and compare models →

Who’s trading

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

  • Insiders2 buying, 0 selling2 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds87 adding, 75 cuttingOf 28 active managers that changed their stake, 8 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Octave Specialty Group files

Where Octave Specialty stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $321m, up 26.8% on a year earlier, faster than the 17.5% growth a quarter earlier. That growth ranks 7 of 44 among the property & casualty insurance companies we cover. The diluted share count is down 3.8% on a year earlier, which lifts each remaining share. Our valuation models combined value is $12.18 a share, against a share price of $4.92.

Source: 10-Q filed August 6, 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 ~November 9, 2026 (estimated)

Octave Specialty Group Inc's trailing-twelve-month revenue grew 26.8% year on year, with a free-cash-flow margin of -34.2%. Where it stands out: change in growth rate of +9.3pp ranks 4 of 48 property & casualty insurance companies we cover. Where it lags: net margin of -49.6% ranks 46 of 48 property & casualty insurance companies we cover.

Current signal Net income rising while operating cash flow falls: TTM net income grew 77.1% while operating cash flow fell 67.1% — earnings and cash are telling different stories.

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

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 26.8% over the last 12 months, against a median of 8.3% for property & casualty insurance companies we cover.
  • Growth speeding up. The growth rate is 9.3 points higher than a quarter earlier.
  • Shrinking share count. Diluted shares fell 3.8% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 9 November; the share price can move sharply on the day.
  • Burning cash. Free cash flow was -34.2% of revenue over the last 12 months.
  • Volatile shares. Over the past year the shares showed annualised volatility of 68% and a beta of -0.1 against the S&P 500.
  • Below peers: net margin. Net margin of -49.6% ranks 46 of 48 property & casualty insurance companies we cover (median 10.8%).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 4.3% ranks 31 of 34 property & casualty insurance companies we cover (median 0.7%).
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 31.8% over 90 days.

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
-$0.04 against an average estimate of -$0.01: missed by 700.0%
Revenue
$83m, up 51.0% on a year earlier
Share reaction
-13.2% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 9, 2026; average EPS estimate -$0.05

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

Price chart

  • 1 day+3.2%
  • 1 week+8.3%
  • 1 month+13.0%
  • This year-33.2%
  • 1 year-36.7%
  • 5 years-69.0%
  • S&P 500 this year+11.2%

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

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$321M
Net margin
-49.6%
EPS (TTM, diluted)
$-3.46

Growth

Revenue growth
+26.8%
Change in growth rate
+9.3 pts
Share count change
−3.8%

Earnings

Last results
August 6, 2026
Next results (est.)
November 9, 2026

News & updates

Updated October 31, 2026

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

  1. 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.

Valuation

Octave Specialty Group Inc valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Octave Specialty Group Inc as an insurer, with every model that fits that kind of business. Cost of equity 8.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.69 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. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
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. ~$3.5 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$21 ~$18–$35 Left out: far from the other models (more than 3x away from their median)
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. ~$6.0 ~$5.2–$7.6 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. — Does not apply: pays no regular dividend
Cash-flow model (DCF) Free cash flow after stock pay, grown then faded to 2.5%, discounted at 8.5%. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Combined value Weighted average of the models that apply: the primary model (residual income) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$4.8 ~$3.5–$6.0 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Octave Specialty Group Inc with property, casualty and specialty insurers 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

36 /100

Weak moat

How hard Octave Specialty Group'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 0 / 20

    Net income has been a median -1.0% of total assets over 9 years.

  • Durability 10 / 20

    Net margin has been a median -64.1%; its worst year was -1446.7%.

  • Discipline 15 / 20

    The diluted share count fell 1.0% over five years; stock-based pay has been a median 3.7% 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 (42 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

Next results: November 9, 2026, after the close. Analysts expect revenue of $92m and EPS of −$0.05 (range −$0.06 to −$0.04) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.17 +129% $363m +44%
Next $0.59 +247% $410m +13%

Next year's EPS estimate has moved −31.8% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −62.2% on 90 days ago. In the last 30 days, 0 analysts raised Octave Specialty Group Inc's forecast and 2 cut it.

Consensus EPS forecast Octave Specialty Group Inc, last 90 days
$0.00 $0.50 $1.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.45 Current fiscal year, 60 days ago: $0.30 Current fiscal year, 30 days ago: $0.17 Current fiscal year, 7 days ago: $0.17 Current fiscal year, Now: $0.17 $0.17 Next fiscal year, 90 days ago: $0.86 Next fiscal year, 60 days ago: $0.72 Next fiscal year, 30 days ago: $0.56 Next fiscal year, 7 days ago: $0.56 Next fiscal year, Now: $0.59 $0.59

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

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.45$0.86
60 days ago $0.30$0.72
30 days ago $0.17$0.56
7 days ago $0.17$0.56
Now $0.17$0.59

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.01 −$0.04 −700.0%
Mar 2026 $0.01 $0.37 +2366.7%
Dec 2025 −$0.20 −$0.02 +90.2%
Sept 2025 −$0.23 −$0.21 +8.7%

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

Analyst recommendations

3 analysts, Oct 2026
Buy3100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026123
  2. Sep 2026123

Counts of recommendations published by analysts covering Octave Specialty Group Inc, 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
3.3%
of tradable shares
Days to cover
2.57
at average volume
Short interest, 1 month
−22%
to October 15, 2026
Held by institutions
69%
of shares
Held by insiders
7.9%
of shares
Employees
483
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 −36.7%

$8.21 on October 31, 2025 to $5.20

ThenNowEffect
Revenue (last 12 months) $253m $321m +26.8%
P/S multiple 1.6x 0.7x −51.9%
Share count 48m 46m +4.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

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

Calendar year 202120222023202420252026 to date
Return
OSG+4%+9%−6%−23%−39%−33%
Industry peers (median)+15%−3%+9%+31%+9%+10%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OSG50%58%42%42%25%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OSG−27%−56%−35%−43%−48%−49%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 85% from December 12, 2016 to April 10, 2026. Getting back needed a 580% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$3.94 – $10.08
From 52-week high
−48.4%
vs 50-day average
+12.3%
vs 200-day average
−0.2%
Volatility (1 year)
68%
Beta vs S&P 500
-0.10

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 ±15.8%
After a week
5 up, 7 down
typical move ±13.1%
After a month
4 up, 8 down
typical move ±13.3%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −13.2% +0.5% −17.1% −12.5%
May 6, 2026 +38.1% +1.1% +28.1% +24.7%
February 23, 2026 −11.9% −0.3% −3.8% −16.3%
November 10, 2025 +18.9% +1.8% +8.1% −1.8%
August 7, 2025 −18.7% +0.7% −6.1% +7.5%
May 12, 2025 −18.4% +4.0% −2.7% −16.6%
February 26, 2025 −12.6% −1.5% −23.9% −25.3%
November 12, 2024 +11.0% −0.3% +6.1% +13.9%
August 5, 2024 −14.6% −2.0% −9.1% −6.4%
May 6, 2024 +23.0% +1.1% +22.6% −5.9%
February 27, 2024 +1.6% +0.1% −10.0% −9.0%
November 7, 2023 +7.2% +0.4% +19.8% +19.9%

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.

Octave Specialty Group Inc in five measures

Fundamentals grade C
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) Octave Specialty Group Inc
-$100M $0 $100M $200M $300M $400M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: -$38.4M Revenue (TTM), FY23 Q4: $124.7M Revenue (TTM), FY24 Q1: $116.3M Revenue (TTM), FY24 Q2: $105.3M Revenue (TTM), FY24 Q3: $101.3M Revenue (TTM), FY24 Q4: $235.8M Revenue (TTM), FY25 Q1: $249M Revenue (TTM), FY25 Q2: $252.9M Revenue (TTM), FY25 Q3: $249.5M Revenue (TTM), FY25 Q4: $251.2M Revenue (TTM), FY26 Q1: $292.6M Revenue (TTM), FY26 Q2: $320.7M $320.7M

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

View chart data
Period Revenue (TTM)
FY23 Q3 -$38.4M
FY23 Q4 $124.7M
FY24 Q1 $116.3M
FY24 Q2 $105.3M
FY24 Q3 $101.3M
FY24 Q4 $235.8M
FY25 Q1 $249M
FY25 Q2 $252.9M
FY25 Q3 $249.5M
FY25 Q4 $251.2M
FY26 Q1 $292.6M
FY26 Q2 $320.7M
Revenue growth, TTM YoY Octave Specialty Group Inc
-100% 0% 100% 200% FY22 Q1 FY22 Q4 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY22 Q1: -23.2% Revenue growth, TTM YoY, FY22 Q2: -5.8% Revenue growth, TTM YoY, FY22 Q3: 6.6% Revenue growth, TTM YoY, FY22 Q4: -81.3% Revenue growth, TTM YoY, FY23 Q4: 137.1% Revenue growth, TTM YoY, FY24 Q4: 89.1% Revenue growth, TTM YoY, FY25 Q1: 114.2% Revenue growth, TTM YoY, FY25 Q2: 140.2% Revenue growth, TTM YoY, FY25 Q3: 146.3% Revenue growth, TTM YoY, FY25 Q4: 6.5% Revenue growth, TTM YoY, FY26 Q1: 17.5% Revenue growth, TTM YoY, FY26 Q2: 26.8% 26.8%

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

View chart data
Period Revenue growth, TTM YoY
FY22 Q1 -23.2%
FY22 Q2 -5.8%
FY22 Q3 6.6%
FY22 Q4 -81.3%
FY23 Q4 137.1%
FY24 Q4 89.1%
FY25 Q1 114.2%
FY25 Q2 140.2%
FY25 Q3 146.3%
FY25 Q4 6.5%
FY26 Q1 17.5%
FY26 Q2 26.8%
FCF margin (TTM) Octave Specialty Group Inc
-4000% -3000% -2000% -1000% 0% 1000% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -3616.0% FCF margin (TTM), FY23 Q4: 157.0% FCF margin (TTM), FY24 Q1: 106.8% FCF margin (TTM), FY24 Q2: 113.0% FCF margin (TTM), FY24 Q3: 147.9% FCF margin (TTM), FY24 Q4: -8.1% FCF margin (TTM), FY25 Q1: -18.6% FCF margin (TTM), FY25 Q2: -28.8% FCF margin (TTM), FY25 Q3: -66.3% FCF margin (TTM), FY25 Q4: -37.5% FCF margin (TTM), FY26 Q1: -32.4% FCF margin (TTM), FY26 Q2: -34.2% -34.2%

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

View chart data
Period FCF margin (TTM)
FY23 Q3 -3616.0%
FY23 Q4 157.0%
FY24 Q1 106.8%
FY24 Q2 113.0%
FY24 Q3 147.9%
FY24 Q4 -8.1%
FY25 Q1 -18.6%
FY25 Q2 -28.8%
FY25 Q3 -66.3%
FY25 Q4 -37.5%
FY26 Q1 -32.4%
FY26 Q2 -34.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. 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.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 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 434 296 686 507 622 511 496 156 282 54 125 236 251 321
Net income −753 −1,960 −257 75 −329 186 −216 −437 −17 522 5 −556 −259 −159
Diluted EPS — −$6.48 −$0.85 $1.64 −$7.25 $3.99 −$4.69 −$9.47 −$0.61 $11.48 $0.18 −$11.96 −$5.93 −$3.46
Growth (year on year)
Revenue — −31.9% +131.8% −26.1% +22.7% −17.8% −2.9% −68.5% +80.8% −81.0% +132.6% +89.1% +6.5% +26.8%
Net income — — — — −539.6% — −216.1% — — — −99.1% <−999% — —
Diluted EPS — — — — −542.1% — −217.5% — — — −98.4% <−999% — —
Margins
Net margin −173.5% −662.8% −37.4% 14.8% −52.9% 36.4% −43.5% −280.1% −6.0% 973.9% 4.0% −235.8% −103.1% −49.6%
Cash flow
Cash from operations −2,087 4 −614 830 −221 −1,543 −311 −175 −131 1,335 200 1 −52 −62
Stock-based pay 5 −15 — 5 4 12 12 11 14 11 12 9 10 14
Balance sheet
Cash 9 16 44 91 624 63 24 20 17 6 7 30 68 79
Total debt 208 224 150 102 992 2,929 2,822 2,739 2,230 639 508 150 118 155
Net debt (negative = net cash) 199 208 106 11 368 2,866 2,798 2,719 2,213 633 501 120 49 76
Diluted shares 294m 302m 302m 45m 47m 47m 46m 46m 47m 46m 46m 47m 47m 46m
Returned to shareholders
Buybacks — — — — — — — — — 14 5 12 30 —
Total returned — — — — — — — — — 14 5 12 30 —

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

Buybacks, last 3 fiscal years
$46.1M
Diluted share count
−3.8%
year over year

Competitors: side by side with peers

Closest by revenue in property & casualty insurance
Last 12 months unless stated OSG ACIC AMSF ITIC NODK KINS Median
Revenue, last 12 months $321m $331m $333m $293m $267m $238m $1.7bn
Revenue growth, last 12 months 26.8% 3.3% 7.7% 8.7% −13.9% 28.0% 8.0%
Revenue growth, 3-year average — 25.5% 2.9% 5.0% −2.5% 17.6% 9.5%
Revenue growth, latest quarter 51.0% −4.5% −2.6% 17.5% −7.7% 25.9% 4.2%
Net margin −49.6% 30.3% 12.1% 13.8% 2.9% 14.8% 10.5%
Cash from operations / revenue −19.4% −9.3% 3.8% 10.9% −12.2% 36.3% 18.2%
Free-cash-flow margin −34.2% −9.4% 3.7% 9.0% −12.2% 34.9% 17.6%
Free-cash-flow margin, 3-year average 16.7% 60.7% 4.0% 8.1% 4.8% 28.0% 16.5%
Stock pay / revenue 4.3% 1.5% 0.7% 0.2% 0.3% 0.8% 0.6%
Change in share count −3.8% 0.4% −1.7% −0.0% −1.0% 4.7% −0.7%

Median of all 48 companies we cover in property & casualty insurance. 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

48 property & casualty insurance companies
Measure Company Peer median Rank
Revenue growth Growth 26.8% 8.3% 8 of 48
Change in growth rate Growth +9.3pp -0.7pp 4 of 48
Net margin Profitability -49.6% 10.8% 46 of 48
Stock pay as % of revenue Cash generation 4.3% 0.7% 31 of 34
Change in share count Balance sheet -3.8% -0.7% 10 of 47

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
Segments
Line of business Revenue Share YoY
Insurance Distribution $164M 65.2% ▲ 65.0%
Specialty Property Casualty Program $88.4M 35.2% ▼ 30.0%
Corporate -$907,000 -0.4% ▼ 108.8%
Products and services
Line of business Revenue YoY
Accident Health $29.6M ▼ 1.6%
Property $22.6M ▲ 341.1%
Specialty Automobile $17.4M ▼ 2.7%
Reinsurance $15.7M ▲ 857.5%
Other Professional $13.3M ▲ 31.9%
Niche Specialty Risks $13.3M ▲ 151.8%
Surety $10.3M ▲ 249.6%
Professional Directors and Officers Liability Insurance $7M ▲ 391.9%
Miscellaneous Specialty $5.4M ▲ 218.8%
Marine and Energy $4.6M ▲ 61.8%
Environmental $4.3M ▼ 67.4%

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

Geography
Region Revenue Share YoY
United States $172M 68.6% ▼ 18.9%
United Kingdom $78.9M 31.4% ▲ 239.9%

From Octave Specialty Group Inc's 10-K filed March 4, 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.

Who owns it

Funds buying and selling
Reported value
$188M
Institutions reporting
148
Shares held vs prior quarter
▼ 7.6%
Positions opened / closed
37 / 35

Top buyers and sellers, Q2 2026: 87 institutions bought and 75 sold ; the biggest buyer was Blackrock, Inc (+655K shares) and the biggest seller Wolf Hill Capital Management, LP (−990K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $28.5M 4.6M 15.2% ▲ 16.7%
Western Standard LLC $14M 2.2M 7.5% 0.0%
Vanguard Capital Management LLC $12.3M 2.0M 6.6% ▲ 1.4%
Prescott Group Capital Management, L.L.C. $10.3M 1.6M 5.5% ▲ 3.5%
Third Avenue Management LLC $8.4M 1.3M 4.5% 0.0%
Bain Capital Credit, LP $6.9M 1.1M 3.7% 0.0%
Geode Capital Management, LLC $6.9M 1.1M 3.7% ▲ 8.2%
State Street Corp $5.6M 899K 3.0% ▼ 4.5%
Dimensional Fund Advisors LP $4.5M 717K 2.4% ▼ 45.3%
Jacobs Levy Equity Management, Inc $4.1M 650K 2.2% ▼ 26.5%
Marshall Wace, LLP $3.8M 602K 2.0% ▼ 43.5%
Zacks Investment Management $3.7M 590K 2.0% New

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 Octave Specialty Group Inc's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $91,285 2 trades by 2 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $91,285 net buying
Insider Date Trade Shares Price Value
Leblanc Claude Chief Executive Officer January 2, 2026 Buy 12,000 $7.59 $91,080
Smith R Sharon Exec VP & Group COO November 12, 2025 Buy 20 $10.25 $205

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.

Earnings dates and SEC filings

Results announcements

Next expected around November 9, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 6, 2026
  • February 23, 2026
  • November 10, 2025
  • August 7, 2025
  • May 12, 2025

Recent SEC filings

Data status

When each part of this page on Octave Specialty Group Inc 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.

Octave Specialty Group Inc in brief

What does Octave Specialty Group Inc do?
Octave Specialty Group Inc is a US-listed company in the property & casualty insurance industry. Its financial year ends in December.
What is Octave Specialty Group Inc's stock ticker?
Octave Specialty Group Inc trades under the ticker OSG on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Octave Specialty Group Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Octave Specialty Group Inc reported revenue of $321M, 26.8% higher than a year earlier, according to its SEC filings.
What is Octave Specialty Group Inc's free cash flow?
Octave Specialty Group Inc's free-cash-flow margin is -34.2% of revenue over the trailing twelve months.
Who are Octave Specialty Group Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Western Standard LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Octave Specialty Group Inc's market cap?
On November 2, 2026, Octave Specialty Group Inc's market capitalisation was about $239M and net debt of $76.4M. Market figures come from third-party market data and may be delayed.
Who are Octave Specialty Group Inc's competitors?
In our Property & Casualty Insurance peer group, the companies closest to Octave Specialty Group Inc are American Coastal Insurance Corp, Amerisafe Inc, Investors Title Co, NI Holdings, Inc. and Kingstone Companies, Inc. The side-by-side comparison below sets their revenue, margins and growth against Octave Specialty Group Inc's.
Are insiders buying or selling Octave Specialty Group Inc stock?
Over the last 12 months, Octave Specialty Group Inc's directors and officers reported 2 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Octave Specialty Group Inc's next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Octave Specialty Group Inc announces its own schedule.