Y Intercept Hong Kong Ltd Makes New Investment in OneStream, Inc. $OS

Y Intercept Hong Kong Ltd purchased a new stake in shares of OneStream, Inc. (NASDAQ:OS) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 247,715 shares of the company’s stock, valued at approximately $4,565,000. Y Intercept Hong Kong Ltd owned 0.10% of OneStream at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the business. Advisors Asset Management Inc. lifted its stake in shares of OneStream by 68.3% during the second quarter. Advisors Asset Management Inc. now owns 1,442 shares of the company’s stock worth $41,000 after purchasing an additional 585 shares in the last quarter. First Horizon Advisors Inc. increased its position in shares of OneStream by 44.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,610 shares of the company’s stock worth $46,000 after purchasing an additional 499 shares during the last quarter. Rhumbline Advisers acquired a new stake in OneStream during the first quarter valued at approximately $35,000. KBC Group NV acquired a new stake in shares of OneStream during the 2nd quarter valued at approximately $58,000. Finally, Fourth Dimension Wealth LLC bought a new position in shares of OneStream in the 2nd quarter worth about $174,000.

OneStream Stock Down 0.1%

OS opened at $23.63 on Monday. OneStream, Inc. has a 12-month low of $16.51 and a 12-month high of $30.93. The stock’s 50 day moving average price is $20.34 and its two-hundred day moving average price is $20.51. The firm has a market capitalization of $5.76 billion, a P/E ratio of -49.23 and a beta of 2.04.

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

Wall Street Analysts Forecast Growth

Several research firms have commented on OS. Weiss Ratings restated a “sell (e+)” rating on shares of OneStream in a research report on Thursday. Piper Sandler cut shares of OneStream from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $28.00 to $24.00 in a research note on Tuesday, January 6th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $24.00 target price (up from $23.00) on shares of OneStream in a research report on Friday, January 16th. Citigroup lowered shares of OneStream from a “hold” rating to a “strong sell” rating in a research note on Friday, January 16th. Finally, Truist Financial set a $24.00 price objective on shares of OneStream in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seventeen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $26.35.

Insider Buying and Selling

In other OneStream news, CRO Ken Hohenstein sold 120,000 shares of OneStream stock in a transaction on Friday, January 16th. The shares were sold at an average price of $23.63, for a total transaction of $2,835,600.00. Following the sale, the executive owned 990,961 shares in the company, valued at $23,416,408.43. The trade was a 10.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Pamela Mcintyre sold 6,505 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $23.58, for a total transaction of $153,387.90. Following the completion of the sale, the chief accounting officer directly owned 58,847 shares in the company, valued at approximately $1,387,612.26. The trade was a 9.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 176,076 shares of company stock valued at $3,847,082 over the last ninety days. 12.77% of the stock is owned by company insiders.

About OneStream

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.