346,813 Shares in OneStream, Inc. $OS Bought by Evergreen Capital Management LLC

Evergreen Capital Management LLC purchased a new stake in OneStream, Inc. (NASDAQ:OS) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 346,813 shares of the company’s stock, valued at approximately $6,392,000. Evergreen Capital Management LLC owned about 0.14% of OneStream at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of OS. Concurrent Investment Advisors LLC acquired a new stake in OneStream in the 3rd quarter valued at about $203,000. Financiere des Professionnels Fonds d investissement inc. acquired a new position in OneStream during the third quarter worth approximately $144,000. Institute for Wealth Management LLC. bought a new stake in OneStream in the third quarter valued at approximately $422,000. Wallace Advisory Group LLC acquired a new stake in shares of OneStream in the third quarter valued at approximately $146,000. Finally, Advance Capital Management Inc. acquired a new stake in shares of OneStream in the third quarter valued at approximately $284,000.

Insiders Place Their Bets

In related news, CFO William A. Koefoed sold 9,571 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $17.73, for a total transaction of $169,693.83. Following the completion of the sale, the chief financial officer owned 206,127 shares in the company, valued at approximately $3,654,631.71. This represents a 4.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CRO Ken Hohenstein sold 40,000 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $17.21, for a total value of $688,400.00. Following the completion of the sale, the executive directly owned 990,961 shares of the company’s stock, valued at $17,054,438.81. The trade was a 3.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 56,076 shares of company stock valued at $1,011,482. Corporate insiders own 12.77% of the company’s stock.

OneStream Stock Performance

Shares of OS stock opened at $23.62 on Friday. The stock has a market cap of $5.76 billion, a price-to-earnings ratio of -49.21 and a beta of 2.04. OneStream, Inc. has a 1-year low of $16.51 and a 1-year high of $30.93. The stock has a 50-day moving average of $20.22 and a 200-day moving average of $20.65.

OneStream (NASDAQ:OS) last posted its quarterly earnings data on Thursday, November 6th. The company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.06. OneStream had a negative net margin of 14.50% and a positive return on equity of 9.65%. The company had revenue of $154.30 million during the quarter, compared to analysts’ expectations of $148.16 million. During the same period in the prior year, the company posted ($1.06) earnings per share. OneStream’s revenue for the quarter was up 19.5% compared to the same quarter last year. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS and its Q4 2025 guidance at 0.040-0.070 EPS. Sell-side analysts forecast that OneStream, Inc. will post 0.05 earnings per share for the current year.

Wall Street Analysts Forecast Growth

OS has been the subject of several research reports. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $24.00 price target (up previously from $23.00) on shares of OneStream in a report on Friday. Cowen lowered shares of OneStream from a “buy” rating to a “hold” rating in a research report on Tuesday, January 6th. UBS Group set a $24.00 target price on shares of OneStream in a report on Friday. Wedbush lowered shares of OneStream from an “outperform” rating to a “hold” rating and set a $24.00 price target on the stock. in a research note on Tuesday, January 6th. Finally, Robert W. Baird set a $24.00 price target on shares of OneStream in a report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seventeen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, OneStream currently has a consensus rating of “Hold” and a consensus target price of $26.35.

OneStream Company Profile

OneStream Software, Inc (NASDAQ: OS) is a software company specializing in unified Corporate Performance Management (CPM) solutions. The company’s flagship OneStream XF platform consolidates financial data, budgeting and forecasting, reporting and analytics into a single, extensible cloud solution. By replacing legacy CPM applications and manual, spreadsheet-driven processes, OneStream enables organizations to streamline financial close, improve data accuracy and accelerate decision-making across the finance function.

Built on a single codebase, the OneStream XF platform offers a marketplace of prebuilt financial applications and reporting templates that can be deployed on demand.