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Octave Specialty Group, Inc. Stock Price

NYSE:OSG Community·US$262.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 5 Fair Values set on narratives written by author

OSG Share Price Performance

US$5.74
-2.04 (-26.22%)
US$12.00
Fair Value
US$5.74
-2.04 (-26.22%)
52.2% undervalued intrinsic discount
US$12.00
Fair Value
Price US$5.74
AnalystLowTarget US$12.00
AnalystConsensusTarget US$16.33
AnalystHighTarget US$19.00

OSG Community Narratives

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Fair Value US$12 52.2% undervalued intrinsic discount

Legacy Risks, Rising Costs Will Pressure Margins Despite Underwriting Gains

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Fair Value US$16.33 64.9% undervalued intrinsic discount

Legacy Business Sale And AI Investment Will Reshape Insurance Markets

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·
Fair Value US$19 69.8% undervalued intrinsic discount

Digital Transformation And US Infrastructure Will Redefine Insurance

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US$16.33
64.9% undervalued intrinsic discount
Profit Margin
11.31%
Future PE
14.22x
Price in 2029
US$19.84

Trending Discussion

Updated Narratives

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OSG: Completed Buybacks Will Tighten Float And Support Future Upside Potential

Fair Value: US$12 52.2% undervalued intrinsic discount
1 users have set this as their fair value
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OSG: Earnings Beat And ArmadaCare Integration Will Support Long-Term Share Gains

Fair Value: US$16.33 64.9% undervalued intrinsic discount
3 users have set this as their fair value
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Digital Transformation And US Infrastructure Will Redefine Insurance

Fair Value: US$19 69.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Fair value with mediocre balance sheet.

1 Risk
2 Rewards

Octave Specialty Group, Inc. Key Details

US$292.6m

Revenue

US$115.4m

Cost of Revenue

US$177.3m

Gross Profit

US$272.9m

Other Expenses

-US$95.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.13
60.57%
-32.69%
11.4%
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

Narrative Update 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.

Recent updates

No updates