Octave Specialty Group Beheer
Beheer criteriumcontroles 1/4
De CEO Octave Specialty Group is Claude LeBlanc, benoemd in Jan2017, heeft een ambtstermijn van 9.5 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.36M, bestaande uit 8.7% salaris en 91.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.33% van de aandelen van het bedrijf, ter waarde $ 6.54M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.9 jaar en 4.9 jaar.
Belangrijke informatie
Claude LeBlanc
Algemeen directeur
US$10.4m
Totale compensatie
| Percentage CEO-salaris | 8.69% |
| Dienstverband CEO | 9.5yrs |
| Eigendom CEO | 2.3% |
| Management gemiddelde ambtstermijn | less than a year |
| Gemiddelde ambtstermijn bestuur | 4.9yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jun 28
OSG: Future P/E Reset Will Highlight Ongoing Share Repurchase Support
Analysts have adjusted their price target for Octave Specialty Group from $19.00 to $15.00 as they incorporate updated assumptions for revenue growth, profit margin, discount rate, and a lower future P/E multiple. What's in the News for Octave Specialty Group Octave Specialty Group reported that from January 1, 2026 to March 31, 2026, it repurchased 0 shares for US$0 million under its existing buyback program.
Narratiefupdate • Jun 14
OSG: Steady Assumptions And Margins Will Support Future Upside Potential
Analysts have kept their $12.00 price target for Octave Specialty Group unchanged, citing only minor adjustments to projected revenue growth, profit margin, and future P/E assumptions as the key reasons for maintaining their view. What's in the News No recent news items, periodical coverage, or key developments for Octave Specialty Group were provided in the available sources.Narratiefupdate • May 31
OSG: Faster Modeled Execution And Profitability Will Support Future Upside Potential
Analysts have kept their $12.00 price target for Octave Specialty Group unchanged, citing updated assumptions for faster revenue growth at 20.71%, a modestly higher profit margin at 11.06%, and a slightly lower forward P/E of 10.62, which together support the current valuation view. Valuation Changes Fair Value: Held steady at $12.00, with no change in the central valuation estimate.Narratiefupdate • May 13
OSG: Completed Buybacks Will Tighten Float And Support Future Upside Potential
Analysts have kept their $12.00 price target for Octave Specialty Group unchanged, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth expectations of 15.54%, a profit margin estimate of 10.93%, and a projected future P/E of 12.26x. What's in the News From October 1, 2025 to December 31, 2025, Octave Specialty Group repurchased 3,142,554 shares for US$27.34 million, representing 6.73% of its shares.Narratiefupdate • Apr 22
OSG: Completed Buybacks Will Tighten Float And Support Future Upside Potential
Analysts have kept their $12.00 price target for Octave Specialty Group unchanged, noting only slight adjustments to underlying assumptions such as discount rate, revenue growth, profit margin, and future P/E, which they view as offsetting each other overall. What's in the News Between October 1, 2025 and December 31, 2025, Octave Specialty Group repurchased 3,142,554 shares, representing 6.73% of its shares, for $27.34 million under its existing buyback program (Key Developments).Narratiefupdate • Apr 07
OSG: Share Repurchases Will Tighten Float And Support Future Upside Potential
Analysts now maintain their price target for Octave Specialty Group at $12.00, citing similar fair value and margin assumptions, with only modest adjustments to revenue growth, the discount rate, and future P/E inputs. What's in the News Completed share repurchase of 4,371,886 shares, representing 9.33% of outstanding shares, for a total of $42.45 million under the buyback announced on November 12, 2024 (Key Developments).Narratiefupdate • Mar 23
OSG: Share Repurchases Will Support Future Upside Potential
Analysts now hold their price target for Octave Specialty Group at $12.00, reflecting slightly updated assumptions for revenue growth, profit margins, discount rate, and future P/E that fine tune rather than overhaul their prior view. What's in the News Completed share repurchase program with a total of 4,371,886 shares bought back for $42.45 million, representing 9.33% of shares under the buyback announced on November 12, 2024 (Key Developments).Narratiefupdate • Mar 09
OSG: Share Repurchases And Auditor Shift Will Support Future Upside Potential
Analysts have reduced their price target on Octave Specialty Group from $15.00 to $12.00, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Completed share repurchase of 4,371,886 shares in total, representing 9.33% of shares, for $41.69 million under the buyback announced on November 12, 2024.Narratiefupdate • Feb 22
OSG: Auditor Transition And Execution Will Support Future Upside Potential
Analysts have adjusted their price target on Octave Specialty Group to $15.00. This change reflects updated assumptions around slightly higher projected revenue growth, a modestly stronger profit margin, and a lower future P/E multiple.Narratiefupdate • Feb 07
OSG: ArmadaCare Execution And Organic Expansion Will Support Future Upside Potential
Analysts have raised their price target on Octave Specialty Group to $15 from $10, citing updated models that incorporate recent earnings, higher assumed organic growth, and the impact of the ArmadaCare deal. Analyst Commentary While the new US$15 price target signals higher modeled value for Octave Specialty Group, not all of the commentary behind the scenes is purely optimistic.Narratiefupdate • Jan 24
OSG: Higher Growth Assumptions And ArmadaCare Integration Will Drive Future Upside
Narrative Update Analysts have lifted their price target on Octave Specialty Group to US$15 from US$10, citing refreshed models that factor in higher assumed organic growth, the ArmadaCare acquisition and recent quarterly performance. Analyst Commentary While the higher US$15 target reflects more constructive modeling around organic growth and the ArmadaCare acquisition, not all commentary skews optimistic.
Narratiefupdate • Jan 09
OSG: Earnings Beat And ArmadaCare Integration Will Support Long-Term Share Gains
Analysts have raised their price target on Octave Specialty Group by $5 to $15, citing updated models that incorporate Q3 earnings, revised assumptions for organic growth, and the expected impact of the ArmadaCare transaction. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated Q3 earnings model as support for the new US$15 price target, arguing that current valuation better reflects Octave Specialty Group's recent financial results.Narratiefupdate • Dec 25
OSG: Earnings Beat And Deals Will Drive Long-Term Shareholder Upside
Analysts raised their price target for Octave Specialty Group by $5, increasing it to $15 from $10. They cited updated models that reflect stronger assumed organic growth following an earnings beat and recent strategic transactions, which they believe support a path to sustained elevated expansion.Narratiefupdate • Dec 11
OSG: Q3 Earnings Beat Will Support Long-Term Shareholder Value Expansion
Analysts raised their price target on Octave Specialty Group to $15 from $10, citing updated models that reflect stronger than expected Q3 performance, higher assumed organic growth, and incremental upside from recent strategic deals. Analyst Commentary Analysts note that the revised price target for Octave Specialty Group is grounded in tangible improvements to the company’s growth profile, as well as rising confidence in management’s ability to execute on recent strategic initiatives.Narratiefupdate • Nov 27
OSG: Sustained Organic Expansion Will Drive Long-Term Shareholder Value
Analysts have raised their price target for Octave Specialty Group, increasing it by $5 to reflect stronger than expected organic growth and recent strategic acquisitions. Analyst Commentary Following the recent price target increase, analysts have provided additional context regarding their views on Octave Specialty Group's prospects.Narratiefupdate • Nov 13
AMBC: Revenue Momentum and Armada Acquisition Will Drive Further Share Upside
Analysts have raised their price target for Octave Specialty Group from $14.67 to $16.33. They cite stronger projected revenue growth and improved profitability metrics in their updated outlook.Seeking Alpha • Oct 03
Ambac: Surprise Acquisition Changes Outlook (Rating Downgrade)
Summary Ambac is downgraded to Hold following the surprise $250M ArmadaCare acquisition after selling its legacy guarantee business. The new deal adds product diversification and potential growth, but reintroduces debt and increases risk to the balance sheet. Management maintains 2028 adjusted EBITDA guidance at $80M–$90M, despite the significant size of the ArmadaCare acquisition. I recommend waiting for a lower entry price below $7 or more clarity in Q3 results before considering AMBC a Buy again. Read the full article on Seeking AlphaNieuw narratief • Jul 20
US Infrastructure Spending And Automation Will Unlock Insurance Potential
Diversification into specialty insurance and tech-driven operations is improving revenue stability, earnings quality, and operational efficiency.Seeking Alpha • Mar 01
Ambac: Despite EPS Miss, It's A Growth Company
Summary Ambac Financial Group saw a stock decline after an earnings miss for Q4. Such a sell-off overlooks the fundamental improvements: profitable underwriting and the build-out of a higher-ROE distribution platform. The sale of the legacy business remains to be approved by Wisconsin, creating a thorn in AMBC's side for the moment. Management, however, was eager about the growth ahead; the current price is a small P/E for earnings in just a few years. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Ambac Financial: Don't Get Lost In The Weeds; It's Working
Summary Ambac Financial Group has shifted from guarantee insurance to specialty property-casualty insurance and distribution. Despite a drop in tangible book value per share, the sale of the legacy business and recent acquisitions are expected to improve financials and boost earnings. Ambac Financial faces risks from recent hurricanes and potential delays in the legacy business sale approval, but overall outlook remains positive. I maintain a Buy rating on AMBC stock, believing Ambac's turnaround strategy will lead to better capitalization and improved earnings, offering a favorable risk-reward asymmetry. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Ambac Financial: Unbundling The Recent Sale And The New Acquisition
Summary Ambac sold its Financial Guarantee business to Oaktree at a disappointing valuation, causing a 20% drop in stock price. The company reinvested proceeds into acquiring a majority stake in Beat Capital Partners for $280 million at a generous valuation, raising concerns among investors. Despite the negative stock reaction, a new valuation framework suggests a fair value per share of around $15, indicating a 20% upside potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Ambac: Finally Shaking Off The Great Financial Crisis
Summary Ambac Financial Group has undergone a turnaround after the 2008 Financial Crisis, improving its financial position and evolving its business model. The company's balance sheet appears healthy and able to meet upcoming obligations, with a new focus on specialty property-casualty insurance. AMBC is positioning itself to underwrite its products through a technology-driven MGA model, aiming to take advantage of the growing US market with attractive loss ratios. Yet, investors should remember that the discount exists for a reason, given how a recession could particularly affect a company like this. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Ambac: Releasable Liquidity And SOTP Analysis Reveals Upside Potential
Summary Ambac is a complex company with a financial guarantees business and a new specialty P&C insurance business. We run a comparison with MBIA to compute releasable liquidity from the FG business that may be paid out as a special dividend. Ambac may benefit from a liquidity release or a sale, but the bulk of its value lies in its new businesses. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Ambac Financial Group Inc: Debt Trap Disguised As Value Opportunity
Summary Ambac Financial Group Inc is trading at low multiples but has a significant amount of debt that is impacting its expansion capacities. AMBC operates through two divisions, Everspan and Cirrata, and presents itself as an opportunity in the growing specialty coverage market. The company's high debt levels and inconsistent bottom line make it a risky investment, and the share price is expected to decline further. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
Ambac Remains Discounted By An Apprehensive Market
Summary Ambac has seen significant price appreciation since the announced settlement with Bank of America and Nomura Holdings. Alongside aggressive growth from Cirrata, shareholders can expect effective organic and inorganic growth from Ambac. Despite these factors, Ambac still trades at a 23% undervaluation, leading me to rate the company a 'buy'. Read the full article on Seeking AlphaSeeking Alpha • Jan 03
Ambac settles with Nomura, closing financial crisis-era RMBS lawsuits
Ambac Financial Group (NYSE:AMBC) said Tuesday its Assurance Corporation subsidiary (AAC) entered into a settlement agreement with Nomura (NYSE:NMR) that will give AAC $140M. The settlement brings to an end all of Ambac's (AMBC) legacy residential mortgage-backed securities representation and warranty litigation that arose from the 2008 financial crisis. In October, Bank of America (BAC) agreed to pay Ambac $1.8B to settle litigation related to mortgage company Countrywide's collapse during the crisis. The settlement exceeds the amount of recovery recorded on Ambac's (AMBC) Q3 2022 GAAP financial statements attributed to the Nomura (NMR) litigation. As a result, the company will record a gain of ~$43M in its Q4 financial statement. Last month, Street Insider reported that Assured Guaranty (AGO) and Ambac Financial (AMBC) had made bids for rival MBIA (MBI).Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$96m |
| Dec 31 2025 | US$10m | US$900k | -US$117m |
| Sep 30 2025 | n/a | n/a | -US$106m |
| Jun 30 2025 | n/a | n/a | -US$94m |
| Mar 31 2025 | n/a | n/a | -US$87m |
| Dec 31 2024 | US$6m | US$900k | -US$65m |
| Sep 30 2024 | n/a | n/a | -US$78m |
| Jun 30 2024 | n/a | n/a | US$8m |
| Mar 31 2024 | n/a | n/a | US$10m |
| Dec 31 2023 | US$7m | US$900k | -US$20m |
| Sep 30 2023 | n/a | n/a | US$197m |
| Jun 30 2023 | n/a | n/a | US$471m |
| Mar 31 2023 | n/a | n/a | US$489m |
| Dec 31 2022 | US$6m | US$900k | -US$33m |
| Sep 30 2022 | n/a | n/a | US$327m |
| Jun 30 2022 | n/a | n/a | US$4m |
| Mar 31 2022 | n/a | n/a | -US$31m |
| Dec 31 2021 | US$7m | US$900k | -US$29m |
| Sep 30 2021 | n/a | n/a | -US$23m |
| Jun 30 2021 | n/a | n/a | -US$148m |
| Mar 31 2021 | n/a | n/a | -US$153m |
| Dec 31 2020 | US$6m | US$900k | -US$437m |
| Sep 30 2020 | n/a | n/a | -US$533m |
| Jun 30 2020 | n/a | n/a | -US$359m |
| Mar 31 2020 | n/a | n/a | -US$453m |
| Dec 31 2019 | US$6m | US$900k | -US$216m |
Compensatie versus markt: De totale vergoeding ($USD 10.36M ) Claude } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 1.59M ).
Compensatie versus inkomsten: De vergoeding van Claude is gestegen terwijl het bedrijf verliesgevend is.
CEO
Claude LeBlanc (61 yo)
9.5yrs
Tenure
US$10,356,228
Compensatie
Mr. Claude LeBlanc, C.P.A., serves as the Chief Executive Officer and Director at Drivers Edge Insurance Company since 2022 until 2024. He has been Chief Executive Officer and Director of 21st Century Auto...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 9.5yrs | US$10.36m | 2.33% $ 6.5m | |
| Executive VP | 20.2yrs | US$4.26m | 0.58% $ 1.6m | |
| Executive VP & Group COO | less than a year | US$3.56m | 0.33% $ 930.9k | |
| Senior MD & General Counsel | less than a year | US$507.87k | geen gegevens | |
| Chief Accounting Officer | less than a year | geen gegevens | geen gegevens | |
| Chief Information Officer | no data | geen gegevens | geen gegevens | |
| MD & Head of Investor Relations | less than a year | geen gegevens | geen gegevens | |
| Director of Corporate Communications | no data | geen gegevens | geen gegevens | |
| Chief People Officer | no data | geen gegevens | geen gegevens | |
| President of Everspan Group | less than a year | geen gegevens | geen gegevens | |
| President of Cirrata Group | 3.2yrs | geen gegevens | geen gegevens | |
| Corporate Secretary & Assistant General Counsel | no data | geen gegevens | geen gegevens |
0.9yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van OSG wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.9 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1.9yrs | US$10.36m | 2.33% $ 6.5m | |
| Independent Director | 4.9yrs | US$295.62k | 0.18% $ 513.7k | |
| Independent Director | 8.3yrs | US$295.62k | 0.24% $ 667.6k | |
| Independent Director | 3.1yrs | US$305.62k | 0.11% $ 300.6k | |
| Independent Director | 3.1yrs | US$280.62k | 0.46% $ 1.3m | |
| Independent Director | 10.3yrs | US$315.62k | 0.29% $ 823.2k | |
| Independent Chairman of the Board | 13.2yrs | US$405.62k | 0.48% $ 1.4m |
4.9yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van OSG wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/01 21:50 |
| Aandelenkoers aan het einde van de dag | 2026/07/01 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Octave Specialty Group, Inc. wordt gevolgd door 7 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Giuliano Anderes Bologna | BTIG |
| Mary Kane | Citigroup Inc |
| Giuliano Anderes Bologna | Compass Point Research & Trading, LLC |