379,351 Shares in OSI Systems, Inc. $OSIS Bought by William Blair Investment Management LLC

Key Points

• William Blair Investment Management acquired 379,351 OSI Systems shares worth approximately $83 million, giving it a 2.3% stake. Institutional investors collectively own 89.21% of the company.
• OSI Systems narrowly beat quarterly EPS expectations at $3.78, but revenue of $484.1 million fell well short of the $529.7 million consensus estimate, partly because of delayed Security-segment deliveries.
• Analysts remain broadly positive, with five Buy ratings and two Holds, but several firms lowered their price targets. Fiscal 2027 revenue guidance came in below expectations, while EPS guidance was set at $11.13–$11.49.

William Blair Investment Management LLC bought a new position in shares of OSI Systems, Inc. (NASDAQ:OSIS - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 379,351 shares of the technology company's stock, valued at approximately $82,964,000. William Blair Investment Management LLC owned approximately 2.30% of OSI Systems as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the company. Danske Bank A S acquired a new position in shares of OSI Systems during the 3rd quarter worth $25,000. Group One Trading LLC purchased a new stake in shares of OSI Systems in the 1st quarter worth about $27,000. Private Trust Co. NA grew its stake in OSI Systems by 179.5% in the 4th quarter. Private Trust Co. NA now owns 123 shares of the technology company's stock valued at $31,000 after acquiring an additional 79 shares during the last quarter. Mcguire Capital Advisors Inc. acquired a new stake in OSI Systems in the 4th quarter valued at about $32,000. Finally, Keating Financial Advisory Services Inc. purchased a new position in OSI Systems during the 2nd quarter valued at about $39,000. Institutional investors and hedge funds own 89.21% of the company's stock.

OSI Systems Stock Performance

OSI Systems stock opened at $206.73 on Friday. The stock has a fifty day moving average price of $220.35 and a 200 day moving average price of $247.02. The company has a current ratio of 3.25, a quick ratio of 2.42 and a debt-to-equity ratio of 1.12. OSI Systems, Inc. has a 52 week low of $186.50 and a 52 week high of $311.72. The firm has a market capitalization of $3.41 billion, a P/E ratio of 22.97, a PEG ratio of 1.63 and a beta of 1.21.

OSI Systems (NASDAQ:OSIS - Get Free Report) last posted its quarterly earnings results on Thursday, August 20th. The technology company reported $3.78 EPS for the quarter, beating the consensus estimate of $3.77 by $0.01. The company had revenue of $484.06 million during the quarter, compared to analysts' expectations of $529.72 million. OSI Systems had a return on equity of 19.97% and a net margin of 8.66%.The firm's revenue was up .1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.84 EPS. OSI Systems has set its FY 2027 guidance at 11.130-11.490 EPS. Equities research analysts anticipate that OSI Systems, Inc. will post 11.42 earnings per share for the current year.

Analyst Upgrades and Downgrades

OSIS has been the subject of a number of research reports. Citigroup cut their target price on shares of OSI Systems from $345.00 to $279.00 and set a "buy" rating for the company in a research report on Monday, May 18th. Roth Capital reiterated a "buy" rating and issued a $274.00 price target on shares of OSI Systems in a research report on Friday. Bank of America dropped their price objective on shares of OSI Systems from $315.00 to $300.00 and set a "buy" rating for the company in a research note on Monday, July 20th. B. Riley Financial restated a "buy" rating and set a $265.00 price objective (down from $320.00) on shares of OSI Systems in a research report on Friday. Finally, Weiss Ratings lowered OSI Systems from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, July 30th. Five analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $281.71.

Key OSI Systems News

Here are the key news stories impacting OSI Systems this week:

• Positive Sentiment: Adjusted fourth-quarter EPS of $3.78 exceeded the roughly $3.77 consensus estimate, supported by margin expansion. Full-year fiscal 2026 revenue reached a record $1.79 billion, while the company ended the year with an approximately $1.9 billion backlog. OSIS Q4 Earnings Beat on Margin Gains, Revenues Miss Estimates
• Positive Sentiment: The board expanded OSI Systems’ share-repurchase authorization by 1 million shares, leaving 1,078,731 shares available for repurchase. The move signals management’s confidence in long-term cash generation and may provide support for the stock. OSI Systems Announces Expansion of Stock Repurchase Program
• Neutral Sentiment: Oppenheimer maintained an “outperform” rating but lowered its price target from $320 to $300, reflecting reduced near-term expectations while retaining a constructive long-term view. These Analysts Cut Their Forecasts On OSI Systems After Q4 Results
• Negative Sentiment: Quarterly revenue of approximately $484 million missed expectations near $530 million and was pressured by about $50 million of Security-segment deliveries delayed by Middle East conflict-related disruptions and site-access constraints.
• Negative Sentiment: Initial fiscal 2027 revenue guidance of $1.875 billion to $1.93 billion came in below Wall Street expectations, raising concerns about shipment timing and growth. Although adjusted EPS guidance of $11.13 to $11.49 was broadly near consensus, analysts responded by cutting forecasts and price targets. OSI Systems forecasts fiscal 2027 revenue as Middle East deliveries shift

About OSI Systems

OSI Systems, Inc NASDAQ: OSIS is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.

OSI Systems operates three primary business segments.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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