247,715 Shares in OneStream, Inc. $OS Purchased by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd purchased a new stake in shares of OneStream, Inc. (NASDAQ:OS) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 247,715 shares of the company’s stock, valued at approximately $4,565,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Rhumbline Advisers bought a new stake in shares of OneStream during the first quarter worth approximately $35,000. Advisors Asset Management Inc. grew its stake in OneStream by 68.3% in the second quarter. Advisors Asset Management Inc. now owns 1,442 shares of the company’s stock valued at $41,000 after acquiring an additional 585 shares during the period. First Horizon Advisors Inc. increased its stake in OneStream by 44.9% during the 2nd quarter. First Horizon Advisors Inc. now owns 1,610 shares of the company’s stock worth $46,000 after purchasing an additional 499 shares in the last quarter. KBC Group NV acquired a new stake in shares of OneStream during the second quarter worth $58,000. Finally, Financiere des Professionnels Fonds d investissement inc. bought a new position in shares of OneStream during the third quarter worth about $144,000.

Analyst Ratings Changes

Several equities research analysts have commented on OS shares. JPMorgan Chase & Co. reissued an “underweight” rating and set a $24.00 price target (up from $23.00) on shares of OneStream in a research report on Friday, January 16th. Raymond James Financial cut shares of OneStream from an “outperform” rating to a “market perform” rating in a research note on Thursday, January 8th. Rosenblatt Securities downgraded OneStream from a “buy” rating to a “hold” rating and reduced their price target for the company from $26.00 to $24.00 in a research note on Wednesday, January 7th. Robert W. Baird set a $24.00 target price on shares of OneStream in a research report on Tuesday, January 6th. Finally, BNP Paribas Exane cut OneStream from an “outperform” rating to a “hold” rating and set a $24.00 price target on the stock. in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, seventeen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $26.35.

OneStream Trading Down 0.1%

Shares of OS stock opened at $23.63 on Monday. OneStream, Inc. has a 12 month low of $16.51 and a 12 month high of $30.93. The firm has a market capitalization of $5.76 billion, a price-to-earnings ratio of -49.23 and a beta of 2.04. The business’s 50-day moving average price is $20.34 and its 200-day moving average price is $20.51.

OneStream (NASDAQ:OS) last released its quarterly earnings results on Thursday, November 6th. The company reported $0.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.02 by $0.06. The firm had revenue of $154.30 million during the quarter, compared to the consensus estimate of $148.16 million. OneStream had a negative net margin of 14.50% and a positive return on equity of 9.65%. The company’s revenue for the quarter was up 19.5% on a year-over-year basis. During the same quarter last year, the firm earned ($1.06) earnings per share. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS and its Q4 2025 guidance at 0.040-0.070 EPS. On average, sell-side analysts predict that OneStream, Inc. will post 0.05 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO William A. Koefoed sold 9,571 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $17.73, for a total value of $169,693.83. Following the transaction, the chief financial officer owned 206,127 shares in the company, valued at approximately $3,654,631.71. The trade was a 4.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CRO Ken Hohenstein sold 120,000 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $23.63, for a total transaction of $2,835,600.00. Following the completion of the transaction, the executive owned 990,961 shares in the company, valued at approximately $23,416,408.43. The trade was a 10.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 176,076 shares of company stock worth $3,847,082. 12.77% of the stock is currently owned by insiders.

OneStream Profile

OneStream Software, Inc (NASDAQ: OS) is a software company specializing in unified Corporate Performance Management (CPM) solutions. The company’s flagship OneStream XF platform consolidates financial data, budgeting and forecasting, reporting and analytics into a single, extensible cloud solution. By replacing legacy CPM applications and manual, spreadsheet-driven processes, OneStream enables organizations to streamline financial close, improve data accuracy and accelerate decision-making across the finance function.

Built on a single codebase, the OneStream XF platform offers a marketplace of prebuilt financial applications and reporting templates that can be deployed on demand.