MLR Guidance Edge: Social media discussions spotlight Oscar Health's projection for a medical loss ratio below its historical peers, setting it apart in insurer comparisons. Investors share charts illustrating this metric's strength, sparking interest in the company's cost controls amid industry pressures.
2026 Prove-It Year: Chatter frames 2026 as a critical test, with optimism around exceeding low expectations through robust Q1 results. Noted improvements in SG&A expenses during 2025's reset phase reinforce views of AI-driven efficiency holding firm.
Institutional Backing: Rising stakes from heavyweights like Vanguard and T. Rowe Price highlight ongoing conviction. Technical talk eyes a potential rebound to the 50-day moving average, though the stock remains range-bound between key Fibonacci levels.
Note: This discussion summary was generated from an AI condensation of post data.
Oscar Health Insider Trading Activity
Oscar Health insiders have traded $OSCR stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $OSCR stock by insiders over the last 6 months:
- MARIO SCHLOSSER (President of Technology & CTO) has made 0 purchases and 10 sales selling 1,208,478 shares for an estimated $19,844,016.
- RICHARD SCOTT BLACKLEY (Chief Financial Officer) has made 0 purchases and 2 sales selling 44,356 shares for an estimated $674,358.
- ADAM MCANANEY (Chief Legal Officer) has made 0 purchases and 2 sales selling 20,562 shares for an estimated $281,251.
- JANET LIANG (President, Oscar Insurance) has made 0 purchases and 2 sales selling 14,791 shares for an estimated $221,533.
- VICTORIA BALTRUS (Chief Accounting Officer) has made 0 purchases and 2 sales selling 8,787 shares for an estimated $130,934.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oscar Health Revenue
Oscar Health had revenues of $2.8B in Q4 2025. This is an increase of 17.26% from the same period in the prior year.
You can track OSCR financials on Quiver Quantitative's OSCR stock page.
Oscar Health Hedge Fund Activity
We have seen 173 institutional investors add shares of Oscar Health stock to their portfolio, and 234 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 11,649,591 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $220,526,757
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 5,422,772 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $77,925,233
- BIT CAPITAL GMBH added 5,227,152 shares (+545.0%) to their portfolio in Q4 2025, for an estimated $75,114,174
- D. E. SHAW & CO., INC. added 4,500,503 shares (+283.6%) to their portfolio in Q4 2025, for an estimated $64,672,228
- JANE STREET GROUP, LLC added 4,012,871 shares (+226.8%) to their portfolio in Q4 2025, for an estimated $57,664,956
- TWO SIGMA INVESTMENTS, LP added 3,924,897 shares (+1415.2%) to their portfolio in Q4 2025, for an estimated $56,400,769
- CAPITAL WORLD INVESTORS removed 3,622,586 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,056,560
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oscar Health Analyst Ratings
Wall Street analysts have issued reports on $OSCR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 11/26/2025
- Wells Fargo issued a "Underweight" rating on 11/13/2025
- Barclays issued a "Underweight" rating on 11/10/2025
- UBS issued a "Sell" rating on 11/07/2025
To track analyst ratings and price targets for Oscar Health, check out Quiver Quantitative's $OSCR forecast page.
Oscar Health Price Targets
Multiple analysts have issued price targets for $OSCR recently. We have seen 6 analysts offer price targets for $OSCR in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Jonathan Yong from UBS set a target price of $17.0 on 01/09/2026
- Andrew Mok from Barclays set a target price of $18.0 on 01/05/2026
- Dean Sublett from Stephens & Co. set a target price of $17.0 on 12/11/2025
- Jessica Tassan from Piper Sandler set a target price of $25.0 on 11/26/2025
- Stephen Baxter from Wells Fargo set a target price of $11.0 on 11/13/2025
- Scott Fidel from Goldman Sachs set a target price of $17.0 on 10/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
