OneStream, Inc. $OS Shares Acquired by Charles Schwab Investment Management Inc.

Key Points

• Charles Schwab Investment Management Inc. raised its holdings in OneStream, Inc. by 14.9%, increasing their shares to a total of 293,216, valued at approximately $6.26 million.
• Recent insider transactions included major shareholder Craig Colby selling 6,279 shares for about $177,256, while CFO William A. Koefoed sold 25,000 shares for $625,000.
• Analysts have mixed views on OneStream, with some lowering price targets; the stock currently enjoys a consensus rating of "Moderate Buy" with an average target price of $29.94.

Charles Schwab Investment Management Inc. raised its holdings in shares of OneStream, Inc. (NASDAQ:OS - Free Report) by 14.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 293,216 shares of the company's stock after buying an additional 38,078 shares during the quarter. Charles Schwab Investment Management Inc. owned about 0.12% of OneStream worth $6,257,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of OS. Barclays PLC grew its holdings in shares of OneStream by 105.2% during the fourth quarter. Barclays PLC now owns 22,310 shares of the company's stock worth $636,000 after buying an additional 11,437 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of OneStream by 3.4% during the fourth quarter. First Trust Advisors LP now owns 52,078 shares of the company's stock worth $1,485,000 after buying an additional 1,731 shares in the last quarter. Hsbc Holdings PLC purchased a new stake in shares of OneStream during the fourth quarter worth $238,000. Price T Rowe Associates Inc. MD grew its holdings in shares of OneStream by 2.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 425,840 shares of the company's stock worth $12,146,000 after buying an additional 10,319 shares in the last quarter. Finally, Nebula Research & Development LLC grew its holdings in shares of OneStream by 110.9% during the fourth quarter. Nebula Research & Development LLC now owns 13,348 shares of the company's stock worth $381,000 after buying an additional 7,019 shares in the last quarter.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on OS shares. Raymond James Financial dropped their target price on shares of OneStream from $29.00 to $27.00 and set an "outperform" rating for the company in a report on Friday, August 8th. Piper Sandler dropped their price objective on shares of OneStream from $34.00 to $28.00 and set an "overweight" rating for the company in a report on Friday, August 8th. Citigroup reissued a "neutral" rating and issued a $29.00 price objective (up previously from $27.00) on shares of OneStream in a report on Wednesday, July 16th. Mizuho dropped their price objective on shares of OneStream from $33.00 to $30.00 and set an "outperform" rating for the company in a report on Friday, August 8th. Finally, BMO Capital Markets dropped their price objective on shares of OneStream from $33.00 to $28.00 and set an "outperform" rating for the company in a report on Friday, August 8th. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $29.94.

Insider Buying and Selling at OneStream

In other news, CRO Ken Hohenstein sold 20,000 shares of the stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $21.56, for a total transaction of $431,200.00. Following the sale, the executive owned 1,003,163 shares of the company's stock, valued at approximately $21,628,194.28. This represents a 1.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Thomas Anthony Shea sold 9,913 shares of the stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $28.23, for a total transaction of $279,843.99. Following the sale, the chief executive officer directly owned 496,854 shares in the company, valued at $14,026,188.42. This represents a 1.96% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 168,973 shares of company stock valued at $4,459,158. Corporate insiders own 12.77% of the company's stock.

OneStream Stock Up 4.8%

OS stock traded up $0.96 during mid-day trading on Monday, hitting $20.79. 2,780,129 shares of the company were exchanged, compared to its average volume of 2,159,747. The firm has a market capitalization of $5.05 billion, a P/E ratio of -13.95 and a beta of 2.31. The business has a fifty day simple moving average of $23.72 and a 200-day simple moving average of $23.90. OneStream, Inc. has a 12-month low of $16.69 and a 12-month high of $35.39.

OneStream (NASDAQ:OS - Get Free Report) last announced its earnings results on Thursday, August 7th. The company reported $0.05 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.04. The company had revenue of $147.59 million during the quarter, compared to analyst estimates of $141.10 million. OneStream had a negative net margin of 45.07% and a negative return on equity of 27.54%. The business's revenue for the quarter was up 25.6% on a year-over-year basis. OneStream has set its FY 2025 guidance at 0.070-0.150 EPS. Q3 2025 guidance at 0.010-0.030 EPS. Research analysts predict that OneStream, Inc. will post 0.05 EPS for the current year.

About OneStream

OneStream, Inc is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.