Annis Gardner Whiting Capital Advisors LLC Boosts Holdings in OneStream, Inc. $OS

Annis Gardner Whiting Capital Advisors LLC grew its holdings in OneStream, Inc. (NASDAQ:OS) by 723.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,525 shares of the company’s stock after acquiring an additional 180,556 shares during the period. OneStream comprises approximately 0.8% of Annis Gardner Whiting Capital Advisors LLC’s portfolio, making the stock its 16th largest position. Annis Gardner Whiting Capital Advisors LLC owned 0.08% of OneStream worth $3,787,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. EFG Asset Management North America Corp. grew its holdings in OneStream by 111.8% during the 3rd quarter. EFG Asset Management North America Corp. now owns 105,470 shares of the company’s stock worth $1,943,000 after acquiring an additional 55,682 shares in the last quarter. Kornitzer Capital Management Inc. KS purchased a new position in shares of OneStream during the third quarter worth about $4,526,000. Y Intercept Hong Kong Ltd purchased a new position in OneStream during the 3rd quarter worth approximately $4,565,000. Gibbs Wealth Management acquired a new position in shares of OneStream in the 3rd quarter valued at $617,000. Finally, Evergreen Capital Management LLC acquired a new position in OneStream in the third quarter valued at $6,392,000.

Analysts Set New Price Targets

Several equities research analysts have recently commented on OS shares. Rosenblatt Securities cut OneStream from a “buy” rating to a “hold” rating and cut their price target for the stock from $26.00 to $24.00 in a research note on Wednesday, January 7th. Needham & Company LLC downgraded shares of OneStream from a “buy” rating to a “hold” rating in a research report on Wednesday, January 7th. Raymond James Financial downgraded OneStream from an “outperform” rating to a “market perform” rating in a research note on Thursday, January 8th. BMO Capital Markets downgraded OneStream from an “outperform” rating to a “market perform” rating and cut their price objective for the stock from $25.00 to $24.00 in a research report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. reissued an “underweight” rating and issued a $24.00 target price (up previously from $23.00) on shares of OneStream in a research note on Friday, January 16th. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $26.35.

Insiders Place Their Bets

In other news, CRO Ken Hohenstein sold 120,000 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $23.63, for a total value of $2,835,600.00. Following the sale, the executive owned 990,961 shares in the company, valued at approximately $23,416,408.43. This represents a 10.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Pamela Mcintyre sold 6,505 shares of the company’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $23.58, for a total value of $153,387.90. Following the sale, the chief accounting officer owned 58,847 shares in the company, valued at $1,387,612.26. The trade was a 9.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 176,076 shares of company stock worth $3,847,082 in the last three months. 12.77% of the stock is owned by insiders.

OneStream Stock Performance

OS stock opened at $23.68 on Thursday. OneStream, Inc. has a 1 year low of $16.51 and a 1 year high of $30.32. The stock has a 50-day simple moving average of $20.53 and a 200-day simple moving average of $20.51. The firm has a market cap of $5.77 billion, a P/E ratio of -49.33 and a beta of 2.04.

OneStream (NASDAQ:OS) last posted its quarterly earnings data on Thursday, November 6th. The company reported $0.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $148.16 million. During the same quarter last year, the firm posted ($1.06) earnings per share. The business’s quarterly revenue was up 19.5% on a year-over-year basis. OneStream has set its FY 2025 guidance at 0.150-0.190 EPS and its Q4 2025 guidance at 0.040-0.070 EPS. On average, equities research analysts predict that OneStream, Inc. will post 0.05 EPS for the current year.

OneStream 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.