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OSW: Dividend And Share Repurchases Will Support Future Share Price Upside

OSW: Rising Margins And Buybacks Will Drive Upside In 2025

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OSW
AnalystConsensusTarget
Not Invested
Published 24 Sep 2024

Update shared on 15 Dec 2025

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4.2%
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8.9%

Analysts have modestly raised their price target on OneSpaWorld Holdings to $26.50, reflecting slightly higher long term discount rate and earnings multiple assumptions, while profit margin and revenue growth expectations remain effectively unchanged.

What's in the News

  • Issued new earnings guidance for the fourth quarter and full year 2025, projecting Q4 revenue of $241 million to $246 million and full year revenue of $960 million to $965 million, implying high single digit growth versus 2024 and supported by two new health and wellness centers on cruise ships (company guidance)
  • Recorded $180,000 in long lived asset impairment charges in the third quarter ended September 30, 2025, reflecting adjustments to certain spa and wellness assets (company filing)
  • Announced a quarterly dividend of $0.05 per share, payable December 3, 2025, with an ex dividend and record date of November 19, 2025 (company announcement)
  • Completed a share repurchase tranche between July 1 and October 29, 2025, buying back 1,537,691 shares, or about 1.5 percent of shares outstanding, for $32.6 million under the April 30, 2025 authorization (company announcement)

Valuation Changes

  • The fair value estimate remains unchanged at $26.50 per share.
  • The discount rate has risen slightly from 7.16 percent to about 7.19 percent, indicating a modestly higher required return.
  • The revenue growth forecast is effectively unchanged, holding at roughly 8.48 percent annually.
  • The net profit margin expectation remains stable at approximately 9.77 percent.
  • The future P/E multiple has increased slightly from about 26.26x to 26.28x.

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Disclaimer

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