The Oncology Institute Inc. (TOI) reported first-quarter 2026 revenue of $147.4 million, a year-over-year increase of 41.2% and above the consensus estimate of $144.7 million. The stock was up 1.25% since market close.
Cash flow and balance sheet highlights:
Overall, TOI delivered strong top-line growth and an improving gross profit but remained modestly unprofitable on an operating and net basis. Cash burn from operations and rising liabilities are items to watch even as revenue outperformed expectations.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
The Oncology Institute Inc. Insider Trading Activity
The Oncology Institute Inc. insiders have traded $TOI stock on the open market 15 times in the past 6 months. Of those trades, 8 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $TOI stock by insiders over the last 6 months:
- JOREY CHERNETT has made 8 purchases buying 646,414 shares for an estimated $1,998,290 and 0 sales.
- MOHIT KAUSHAL has made 0 purchases and 2 sales selling 95,719 shares for an estimated $335,133.
- MARK L PACALA has made 0 purchases and 3 sales selling 50,000 shares for an estimated $200,000.
- BRAD HIVELY sold 13,333 shares for an estimated $50,290
- ROBERT ROSS CARTER (Chief Financial Officer) sold 247 shares for an estimated $879
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.
The Oncology Institute Inc. Hedge Fund Activity
We have seen 70 institutional investors add shares of The Oncology Institute Inc. stock to their portfolio, and 52 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JOSH ARNOLD INVESTMENT CONSULTANT, LLC added 2,255,559 shares (+1104.3%) to their portfolio in Q4 2025, for an estimated $8,029,790
- CENTERBOOK PARTNERS LP removed 1,460,889 shares (-48.2%) from their portfolio in Q1 2026, for an estimated $4,484,929
- KANEN WEALTH MANAGEMENT LLC added 1,134,043 shares (+61.6%) to their portfolio in Q4 2025, for an estimated $4,037,193
- MILLENNIUM MANAGEMENT LLC removed 757,860 shares (-79.7%) from their portfolio in Q4 2025, for an estimated $2,697,981
- JANE STREET GROUP, LLC added 678,427 shares (+543.2%) to their portfolio in Q4 2025, for an estimated $2,415,200
- TIFF ADVISORY SERVICES, LLC removed 661,059 shares (-77.2%) from their portfolio in Q4 2025, for an estimated $2,353,370
- MANATUCK HILL PARTNERS, LLC removed 629,800 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $2,242,088
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.
The Oncology Institute Inc. Analyst Ratings
Wall Street analysts have issued reports on $TOI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/25/2025
To track analyst ratings and price targets for The Oncology Institute Inc., check out Quiver Quantitative's $TOI forecast page.
The Oncology Institute Inc. Price Targets
Multiple analysts have issued price targets for $TOI recently. We have seen 3 analysts offer price targets for $TOI in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Matthew Shea from Needham set a target price of $5.0 on 03/13/2026
- Yuan Zhi from B. Riley Securities set a target price of $8.0 on 03/13/2026
- David Larsen from BTIG set a target price of $7.0 on 03/09/2026
