Oscar Health, Inc. (NYSE:OSCR) Receives Consensus Rating of "Hold" from Brokerages

Key Points

• Analysts maintain a “Hold” consensus: Of 12 brokerages covering Oscar Health, seven rate the stock Hold, three Buy, one Strong Buy and one Sell. The average 12-month price target is $24, below the reported share price of $27.93.
• Second-quarter results exceeded expectations: Oscar reported EPS of $1.10 versus the $0.40 consensus, while revenue rose 70.4% year over year to $4.88 billion. The company also raised its 2026 revenue and operating-earnings outlook.
• Elevated member churn remains a key risk: Concerns about customer retention and the sustainability of Oscar’s earnings growth have weighed on the stock despite the strong quarterly beat and improved guidance.

Oscar Health, Inc. (NYSE:OSCR - Get Free Report) has been given a consensus recommendation of "Hold" by the twelve ratings firms that are presently covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation, three have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price target among brokers that have issued a report on the stock in the last year is $24.00.

OSCR has been the topic of several analyst reports. Wells Fargo & Company set a $20.00 price target on shares of Oscar Health and gave the stock an "equal weight" rating in a report on Thursday, June 4th. Robert W. Baird set a $27.00 price objective on shares of Oscar Health in a research note on Friday. Jefferies Financial Group raised shares of Oscar Health from an "underperform" rating to a "hold" rating and lifted their target price for the stock from $10.00 to $16.00 in a research report on Monday, April 20th. UBS Group upped their target price on Oscar Health from $20.00 to $26.00 and gave the company a "neutral" rating in a report on Friday. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $36.00 price target on shares of Oscar Health in a research report on Tuesday, July 28th.

Key Stories Impacting Oscar Health

Here are the key news stories impacting Oscar Health this week:

• Positive Sentiment: Substantial earnings and revenue beat: Oscar reported quarterly EPS of $1.10, versus the $0.40–$0.43 analyst consensus, compared with a $0.89 loss in the year-ago quarter. Revenue rose 70.4% to $4.88 billion, exceeding estimates of approximately $4.73 billion. Oscar Health Inc. Q2 Earnings Beat Estimates
• Positive Sentiment: Profitability improved sharply: The insurer generated approximately $361 million of second-quarter profit and more than $1 billion in net income during the first half, helped by membership growth and easing medical costs. Oscar Health Reports Another Big Profit
• Positive Sentiment: Full-year outlook was raised: Oscar increased its 2026 revenue forecast to $18.7 billion–$19.0 billion, above the roughly $18.6 billion consensus estimate, and indicated $500 million–$700 million in earnings from operations with an 81.5%–82.5% medical-loss-ratio target. Oscar Health Signals 2026 Earnings Outlook
• Neutral Sentiment: The results reinforce Oscar’s improving profit-turnaround story, with technology and operational execution remaining important to managing a changing customer base. Oscar Health 2026 Profit Turnaround
• Negative Sentiment: Churn outlook pressured the shares: Management’s forecast for elevated member churn raised concerns about retention, future enrollment growth and whether the unusually strong earnings can be sustained. That concern reportedly outweighed the quarterly beat and guidance increase. Oscar Health Falls as Churn Forecast Overshadows Q2 Beat

Oscar Health Price Performance

Shares of NYSE:OSCR opened at $27.93 on Monday. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 0.26. The stock's fifty day simple moving average is $28.93 and its two-hundred day simple moving average is $20.40. Oscar Health has a 1-year low of $10.69 and a 1-year high of $33.10. The stock has a market cap of $8.42 billion, a PE ratio of 19.95, a price-to-earnings-growth ratio of 0.75 and a beta of 2.36.

Oscar Health (NYSE:OSCR - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.10 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.40 by $0.70. Oscar Health had a net margin of 3.60% and a return on equity of 44.96%. The firm had revenue of $4.88 billion for the quarter, compared to the consensus estimate of $4.73 billion. During the same period in the previous year, the firm earned ($0.89) EPS. The business's revenue for the quarter was up 70.4% compared to the same quarter last year. As a group, analysts forecast that Oscar Health will post 1.18 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Richard Scott Blackley sold 100,000 shares of Oscar Health stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $23.16, for a total transaction of $2,316,000.00. Following the sale, the chief financial officer directly owned 1,216,660 shares in the company, valued at $28,177,845.60. The trade was a 7.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Janet Liang sold 12,475 shares of Oscar Health stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $21.94, for a total value of $273,701.50. Following the sale, the insider owned 259,057 shares in the company, valued at $5,683,710.58. The trade was a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 3,662,466 shares of company stock worth $105,145,815 in the last ninety days. Company insiders own 22.64% of the company's stock.

Hedge Funds Weigh In On Oscar Health

Several institutional investors have recently added to or reduced their stakes in OSCR. GAMMA Investing LLC increased its position in shares of Oscar Health by 32.9% in the second quarter. GAMMA Investing LLC now owns 1,441 shares of the company's stock worth $41,000 after purchasing an additional 357 shares during the last quarter. Focus Partners Wealth lifted its position in Oscar Health by 1.4% during the third quarter. Focus Partners Wealth now owns 57,787 shares of the company's stock valued at $1,094,000 after purchasing an additional 824 shares during the last quarter. Equitable Holdings Inc. grew its stake in Oscar Health by 7.0% in the 4th quarter. Equitable Holdings Inc. now owns 12,975 shares of the company's stock worth $186,000 after buying an additional 850 shares in the last quarter. Captrust Financial Advisors grew its stake in Oscar Health by 2.0% in the 4th quarter. Captrust Financial Advisors now owns 45,754 shares of the company's stock worth $657,000 after buying an additional 895 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC grew its stake in Oscar Health by 5.6% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 17,774 shares of the company's stock worth $255,000 after buying an additional 938 shares in the last quarter. Institutional investors own 75.70% of the company's stock.

Oscar Health Company Profile

Oscar Health, trading on the New York Stock Exchange under the ticker OSCR, is a technology-driven health insurance company headquartered in New York, New York. Founded in 2012 by Mario Schlosser, Joshua Kushner and Kevin Nazemi, the company was built with the goal of simplifying healthcare coverage and enhancing member experience. Oscar leverages a proprietary digital platform to streamline plan enrollment, claims administration and member support, distinguishing itself in the individual, family and small group insurance markets.

The company's primary products include on-exchange individual and family medical plans under the Affordable Care Act, off-exchange plans, as well as Medicare Advantage offerings.

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