Temasek Holdings Private Ltd Grows Stock Holdings in OneStream, Inc. $OS

Key Points

• Temasek Holdings Private Ltd significantly increased its holdings in OneStream, Inc. by 2,206.9% during the first quarter, bringing its total shares to approximately 2,956,360, valued at around $63 million.
• Several other institutional investors, including T. Rowe Price and Brown Advisory, also reported substantial increases in their stakes in OneStream during the same period, highlighting strong investor interest.
• OneStream reported earnings of $0.05 per share for the last quarter, exceeding estimates, and experienced a year-over-year revenue increase of 25.6%.

Temasek Holdings Private Ltd raised its stake in shares of OneStream, Inc. (NASDAQ:OS - Free Report) by 2,206.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,956,360 shares of the company's stock after purchasing an additional 2,828,209 shares during the quarter. Temasek Holdings Private Ltd owned 1.24% of OneStream worth $63,089,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently made changes to their positions in the company. Primecap Management Co. CA raised its holdings in OneStream by 0.3% in the 1st quarter. Primecap Management Co. CA now owns 145,100 shares of the company's stock worth $3,096,000 after purchasing an additional 400 shares in the last quarter. Arizona State Retirement System increased its stake in shares of OneStream by 4.0% in the 1st quarter. Arizona State Retirement System now owns 11,732 shares of the company's stock worth $250,000 after acquiring an additional 454 shares in the last quarter. IFP Advisors Inc increased its stake in OneStream by 10.6% during the 1st quarter. IFP Advisors Inc now owns 6,506 shares of the company's stock valued at $139,000 after purchasing an additional 624 shares in the last quarter. Norden Group LLC increased its stake in OneStream by 3.7% during the 1st quarter. Norden Group LLC now owns 21,906 shares of the company's stock valued at $467,000 after purchasing an additional 788 shares in the last quarter. Finally, Two Sigma Advisers LP increased its stake in OneStream by 20.3% during the 4th quarter. Two Sigma Advisers LP now owns 8,900 shares of the company's stock valued at $254,000 after purchasing an additional 1,500 shares in the last quarter.

OneStream Trading Up 0.2%

Shares of NASDAQ OS traded up $0.05 during mid-day trading on Friday, reaching $19.35. The company had a trading volume of 964,819 shares, compared to its average volume of 1,500,685. The business's 50-day moving average is $22.43 and its 200-day moving average is $23.60. The stock has a market cap of $4.70 billion, a price-to-earnings ratio of -13.00 and a beta of 2.30. OneStream, Inc. has a 52 week low of $16.69 and a 52 week high of $35.39.

OneStream (NASDAQ:OS - Get Free Report) last posted its quarterly earnings results on Thursday, August 7th. The company reported $0.05 EPS for the quarter, topping analysts' consensus estimates of $0.01 by $0.04. The firm had revenue of $147.59 million for the quarter, compared to analysts' expectations of $141.10 million. OneStream had a negative net margin of 45.07% and a negative return on equity of 27.54%. The firm's revenue 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. As a group, equities research analysts forecast that OneStream, Inc. will post 0.05 earnings per share for the current year.

Insider Transactions at OneStream

In other news, CRO Ken Hohenstein sold 20,000 shares of the company's stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $21.56, for a total value of $431,200.00. Following the transaction, the executive directly owned 1,003,163 shares in the company, valued at approximately $21,628,194.28. This represents a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO William A. Koefoed sold 25,000 shares of the company's stock in a transaction dated Friday, July 25th. The stock was sold at an average price of $25.00, for a total transaction of $625,000.00. Following the completion of the transaction, the chief financial officer owned 237,839 shares in the company, valued at approximately $5,945,975. The trade was a 9.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 140,000 shares of company stock worth $3,641,250. Insiders own 12.77% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Wedbush decreased their price target on shares of OneStream from $35.00 to $25.00 and set an "outperform" rating on the stock in a research report on Friday, August 8th. BMO Capital Markets lowered their target price on shares of OneStream from $33.00 to $28.00 and set an "outperform" rating on the stock in a report on Friday, August 8th. Raymond James Financial reduced their price target on shares of OneStream from $29.00 to $27.00 and set an "outperform" rating on the stock in a research report on Friday, August 8th. William Blair assumed coverage on shares of OneStream in a research report on Tuesday, May 20th. They issued an "outperform" rating on the stock. Finally, Mizuho reduced their price target on shares of OneStream from $33.00 to $30.00 and set an "outperform" rating on the stock in a research report on Friday, August 8th. Sixteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $29.94.

OneStream Company Profile

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.