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OPRT
Oportun Financial Corporation
5.90
2 x 4.25
2 x 7.33
bid
ask
+
0.19
3.33%
2 @ 04:00 PM
5.98 +0.08 (1.36%)
| Ytd | 11.53% | |
| 1y | -12.46% |
5.73
day range
5.92
4.03
52 week range
7.96
| Open | 5.73 | Prev Close | 5.71 | Low | 5.73 | High | 5.92 | Mkt Cap | 271.11M |
| Vol | 693.57K | Avg Vol | 502.25K | EPS | 0.37 | P/E | 15.95 | Forward P/E | 4.42 |
| Beta | 1.10 | Short Ratio | 1.03 | Inst. Own | 79.59% | Dividend | N/A | Div Yield | N/A |
| Ex Div Date | N/A | Earning | 08-05 | 50-d Avg | 5.44 | 200-d Avg | 5.33 | 1yr Est | 6.17 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2024-11-12 | 2024-09 | 0 | 0.02 | N/A | N/A |
| 2024-08-08 | 2024-06 | -0.18 | 0.08 | 0.26 | 144.44% |
| 2024-08-08 | 2024-06 | -0.18 | N/A | N/A | N/A |
| 2024-05-09 | 2024-03 | -0.12 | N/A | N/A | N/A |
| 2024-05-09 | 2024-03 | -0.12 | 0.09 | 0.21 | 175.00% |
| 2024-03-12 | 2023-12 | -0.49 | -0.54 | -0.05 | -10.20% |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| 2024-08-12 | JMP Securities | Upgrade | Market Perform | |
| 2024-05-13 | JMP Securities | Upgrade | Market Perform | |
| 2024-04-24 | B. Riley Securities | Upgrade | Buy | Buy |
| 2024-03-15 | JMP Securities | Downgrade | Market Outperform | Market Perform |
| 2024-03-14 | Keefe, Bruyette & Woods | Upgrade | Market Perform | Market Perform |
| 2024-03-14 | Jefferies | Downgrade | Buy | Hold |
Profile
Oportun Financial Corporation provides financial services. The company offers personal loans and credit cards. It serves customers through online and over the phone, as well as through retail and Lending as a Service partner locations. The company was founded in 2005 and is headquartered in San Carlos, California.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2024-11-28 | COBLENTZ JONATHAN AARON | Chief Financial Officer | 0.00 | Purchase |
| 2024-12-12 | DASWANI MOHIT | Director | 41.92K | Purchase |
| 2024-12-09 | KIRSCHT PATRICK | Officer | 339.16K | Sale |
| 2024-09-09 | LAYTON KATHLEEN I | Officer | 102.59K | Sale |
| 2024-12-12 | MINETTI CARLOS MANUEL | Director | 49.50K | Purchase |
| 2024-12-08 | MUELLER CASEY | Officer | 197.94K | Sale |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Findell Capital Management LLC | 3.47M | 13.50M | 9.65% |
| 2024-09-29 | Long Focus Capital Management, LLC | 1.74M | 6.77M | 4.84% |
| 2024-09-29 | Boothbay Fund Management, LLC | 1.45M | 5.64M | 4.03% |
| 2024-09-29 | Millennium Management Llc | 1.40M | 5.44M | 3.89% |
| 2024-09-29 | Vanguard Group Inc | 1.28M | 4.98M | 3.56% |
| 2024-09-29 | Acuitas Investments LLC | 1.03M | 4.00M | 2.86% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Vanguard Total Stock Market Index Fund | 861.13K | 3.35M | 2.39% |
| 2024-09-29 | Vanguard Extended Market Index Fund | 391.65K | 1.52M | 1.09% |
| 2024-09-29 | Invesco ETF Tr-Invesco FTSE RAFI US 1500 Small-Mid ETF | 165.96K | 645.57K | 0.46% |
| 2024-10-30 | Fidelity Extended Market Index Fund | 164.80K | 641.08K | 0.46% |
| 2024-07-30 | DFA U.S. Targeted Value Portfolio | 132.04K | 513.64K | 0.37% |
| 2024-07-30 | Dimensional ETF Tr-Dimensional U.S. Targeted Value ETF | 113.85K | 442.86K | 0.32% |