Oportun Financial Corporation (OPRT) reported second-quarter 2026 results with total revenue of $233 million and GAAP net income of $8.5 million, up 24% from $6.9 million a year earlier. GAAP earnings per share were $0.18 basic and $0.17 diluted.
The company said adjusted EBITDA rose 56% to $49 million and its 30-plus day delinquency rate was 4.0%, the lowest since the fourth quarter of 2021. Oportun also raised its full-year adjusted EBITDA outlook and improved its annualized net charge-off rate expectation.
- Second-quarter total revenue was $233 million, compared with $234 million in the prior-year quarter.
- GAAP net income was $8.5 million, compared with $6.9 million a year earlier.
- GAAP diluted EPS was $0.17, compared with $0.14 in the prior-year quarter.
- Aggregate originations were $488 million, up 1% from $481 million a year earlier.
- The 30-plus day delinquency rate was 4.0% at quarter end, compared with 4.4% a year earlier.
- For full-year 2026, Oportun guided for total revenue of $935 million to $955 million and adjusted EBITDA of $160 million to $175 million.
$OPRT Insider Trading Activity
$OPRT insiders have traded $OPRT stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $OPRT stock by insiders over the last 6 months:
- PATRICK KIRSCHT (Chief Credit Officer) has made 0 purchases and 4 sales selling 54,299 shares for an estimated $266,065.
- KATHLEEN I. LAYTON (Chief Legal Officer) has made 0 purchases and 3 sales selling 19,355 shares for an estimated $94,839.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OPRT Hedge Fund Activity
We have seen 59 institutional investors add shares of $OPRT stock to their portfolio, and 57 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FORAGER CAPITAL MANAGEMENT, LLC added 981,726 shares (+41.2%) to their portfolio in Q1 2026, for an estimated $4,525,756
- MEROS INVESTMENT MANAGEMENT, LP added 726,385 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,348,634
- BOSTON PARTNERS removed 597,328 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,753,682
- AQR CAPITAL MANAGEMENT LLC added 589,037 shares (+590.2%) to their portfolio in Q1 2026, for an estimated $2,715,460
- GLYNN CAPITAL MANAGEMENT LLC removed 588,233 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,711,754
- ACADIAN ASSET MANAGEMENT LLC removed 541,542 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,496,508
- MACKENZIE FINANCIAL CORP added 419,868 shares (+614.1%) to their portfolio in Q1 2026, for an estimated $1,935,591
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
