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Octave Specialty Group, Inc. Stock Price

NYSE:OSG Community·US$224.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

OSG Share Price Performance

US$4.84
-4.07 (-45.68%)
​
US$13.50
Fair Value
US$4.84
-4.07 (-45.68%)
64.1% undervalued intrinsic discount
US$13.50
Fair Value
Price US$4.84
AnalystConsensusTarget US$13.50
AnalystLowTarget US$8.00
AnalystHighTarget US$15.00
Mon, 13 Jul 26
Fair ValueUS$13.50
Share Pricen/a

OSG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$13.5 64.1% undervalued intrinsic discount

Legacy Business Sale And AI Investment Will Reshape Insurance Markets

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$8 39.5% undervalued intrinsic discount

Legacy Risks, Rising Costs Will Pressure Margins Despite Underwriting Gains

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$15 67.7% undervalued intrinsic discount

Digital Transformation And US Infrastructure Will Redefine Insurance

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
OSG logo
Octave Specialty Group
39.5% undervalued intrinsic discount

Legacy Risks, Rising Costs Will Pressure Margins Despite Underwriting Gains

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
OSG logo
Octave Specialty Group
64.1% undervalued intrinsic discount

Legacy Business Sale And AI Investment Will Reshape Insurance Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Jul
Read Narrative
OSG logo
Octave Specialty Group
67.7% undervalued intrinsic discount

Digital Transformation And US Infrastructure Will Redefine Insurance

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 28 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
OSG logo

OSG: Reset Margins And Richer P/E Will Support Future Upside Potential

Fair Value: US$8 39.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
OSG logo

OSG: Completed Buyback And Earnings Beat Will Support Long-Term Share Gains

Fair Value: US$13.5 64.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
OSG logo

OSG: Future P/E Reset Will Highlight Ongoing Share Repurchase Support

Fair Value: US$15 67.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

2 Risks
2 Rewards
View Full Analysis

Octave Specialty Group, Inc. Key Details

US$320.7m

Revenue

US$121.5m

Cost of Revenue

US$199.2m

Gross Profit

US$289.7m

Other Expenses

-US$90.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.01
62.11%
-28.22%
15.3%
View Full Analysis

About OSG

Founded
1991
Employees
483
CEO
Claude LeBlanc
WebsiteView website
www.octavegroup.com

Octave Specialty Group, Inc., an insurance holding company, primarily engages in the specialty property and casualty insurance business in the United States and the United Kingdom. It operates in two segments, Specialty Property and Casualty Insurance; and Insurance Distribution. The Specialty Property and Casualty Insurance segment provides specialty property and casualty program insurance with a focus on commercial and personal liability risks. The Insurance Distribution segment offers property, niche specialty risk, accident and health, miscellaneous specialty, reinsurance, surety, marine and energy, specialty auto, excess and surplus lines commercial package, professional lines, and directors’ and officers’ insurance. The company was formerly known as Ambac Financial Group, Inc. and changed its name to Octave Specialty Group, Inc. in November 2025. The company was incorporated in 1991 and is headquartered in New York, New York.

Recent OSG News & Updates

User avatar
Narrative Update • Sep 03

OSG: Reset Margins And Richer P/E Will Support Future Upside Potential

Analysts have revised their price target on Octave Specialty Group to $8.00 from $12.00, citing updated assumptions that include a lower projected profit margin and a much higher future P/E multiple. What’s in the News for Octave Specialty Group No recent news stories are currently available for Octave Specialty Group based on the sources reviewed as of 1 Sep 2026.

Recent updates

No updates

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