Diversify Advisory Services LLC Sells 256,597 Shares of OppFi Inc. $OPFI

Key Points

• Diversify Advisory Services LLC cut its stake in OppFi by 79.8% in Q4, selling 256,597 shares and leaving it with 65,039 shares (about 0.08% of the company) valued at roughly $645,000.
• OppFi reported Q results showing an $0.30 EPS (beat vs. $0.28 expected) but a large revenue miss of $85.6M vs. $159.8M expected, and set FY2026 guidance of 1.760–1.840 EPS.
• Other institutional moves included JPMorgan increasing its position by 163.2% to 780,258 shares, while insider activity included Director Jocelyn Moore selling 8,190 shares; insiders now own about 72% of the stock and institutional investors about 7.10%.

Diversify Advisory Services LLC lowered its holdings in OppFi Inc. (NYSE:OPFI - Free Report) by 79.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 65,039 shares of the company's stock after selling 256,597 shares during the period. Diversify Advisory Services LLC owned approximately 0.08% of OppFi worth $645,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. raised its position in shares of OppFi by 163.2% in the third quarter. JPMorgan Chase & Co. now owns 780,258 shares of the company's stock valued at $8,840,000 after purchasing an additional 483,859 shares during the period. Quantbot Technologies LP raised its position in shares of OppFi by 1,462.8% in the third quarter. Quantbot Technologies LP now owns 135,382 shares of the company's stock valued at $1,534,000 after purchasing an additional 126,719 shares during the period. Inspire Investing LLC bought a new stake in shares of OppFi in the third quarter valued at approximately $1,001,000. Squarepoint Ops LLC raised its position in shares of OppFi by 104.2% in the second quarter. Squarepoint Ops LLC now owns 65,882 shares of the company's stock valued at $922,000 after purchasing an additional 33,617 shares during the period. Finally, Accredited Wealth Management LLC bought a new stake in shares of OppFi in the third quarter valued at approximately $49,000. Institutional investors own 7.10% of the company's stock.

OppFi Trading Up 1.6%

OppFi stock opened at $8.47 on Wednesday. The firm's 50 day simple moving average is $8.56 and its 200 day simple moving average is $9.59. The firm has a market capitalization of $720.97 million, a PE ratio of -77.00 and a beta of 1.78. OppFi Inc. has a 1-year low of $7.36 and a 1-year high of $15.03.

OppFi (NYSE:OPFI - Get Free Report) last released its quarterly earnings results on Wednesday, March 11th. The company reported $0.30 EPS for the quarter, topping analysts' consensus estimates of $0.28 by $0.02. OppFi had a net margin of 4.41% and a return on equity of 45.42%. The business had revenue of $85.57 million during the quarter, compared to analysts' expectations of $159.80 million. OppFi has set its FY 2026 guidance at 1.760-1.840 EPS. Research analysts forecast that OppFi Inc. will post 0.86 earnings per share for the current year.

Insider Buying and Selling

In other OppFi news, Director Jocelyn Moore sold 8,190 shares of the business's stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $8.53, for a total value of $69,860.70. Following the completion of the transaction, the director owned 39,076 shares of the company's stock, valued at $333,318.28. The trade was a 17.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 72.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on OPFI shares. Zacks Research lowered shares of OppFi from a "strong-buy" rating to a "hold" rating in a research report on Monday, December 29th. Weiss Ratings reissued a "sell (d+)" rating on shares of OppFi in a research report on Monday, December 29th. One research analyst has rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $14.00.

About OppFi

OppFi NYSE: OPFI is a financial technology company that provides digital lending and credit solutions designed to meet the needs of near-prime consumers in the United States. Through its technology-driven platform, OppFi offers unsecured installment loans under the OppLoans brand, allowing borrowers to access credit online or via mobile devices. The company leverages proprietary data analytics and machine learning models to assess credit risk, streamline underwriting processes and deliver personalized loan products with transparent terms.

Headquartered in Chicago, Illinois, OppFi was founded in 2013 with a mission to increase financial inclusion for underserved and underbanked populations.

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