Sentiment-Signal
36,6
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
53.3
2 neu, 0 erhöht, -131507K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)
Score-Verlauf (90 Tage)
Stammdaten
Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New Hampshire, Oregon, South Carolina, South Dakota, and Virginia. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California.
Unternehmen & Branche
| Name | Oportun Financial Corp |
|---|---|
| Ticker | OPRT |
| CIK | 0001538716 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Financial - Credit Services |
| SIC | 6199 · Finance Services |
Wertpapier & Kennzahlen
| CUSIP | 68376D104 |
|---|---|
| ISIN | US68376D1046 |
| Typ | Common Stock |
| Marktkapitalisierung | 257,7 Mio. USD |
| Beta | 1,14 |
| Dividendenrendite | 0,00 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 956,685,000 | 25,246,000 | 0.53 | 3,257,856,000 | 390,082,000 |
| 2025-09-30 | 10-Q | 238,688,000 | 5,198,000 | 0.11 | 3,186,179,000 | 383,854,000 |
| 2025-06-30 | 10-Q | 234,346,000 | 6,877,000 | 0.14 | 3,201,086,000 | 375,989,000 |
| 2025-03-31 | 10-Q | 235,904,000 | 9,767,000 | 0.21 | 3,226,305,000 | 366,099,000 |
| 2024-12-31 | 10-K | 1,001,775,000 | -78,682,000 | -1.95 | 3,227,103,000 | 353,809,000 |
| 2024-09-30 | 10-Q | 249,951,000 | -29,956,000 | -0.75 | 3,251,298,000 | 327,556,000 |
| 2024-06-30 | 10-Q | 250,396,000 | -31,025,000 | -0.78 | 3,250,361,000 | 354,116,000 |
| 2024-03-31 | 10-Q | 250,482,000 | -26,439,000 | -0.68 | 3,277,501,000 | 381,972,000 |
| 2023-12-31 | 10-K | 1,056,919,000 | -179,951,000 | -4.88 | 3,411,888,000 | 404,404,000 |
| 2023-09-30 | 10-Q | 268,220,000 | -21,138,000 | -0.55 | 3,429,932,000 | 441,363,000 |
| 2023-06-30 | 10-Q | 266,563,000 | -14,899,000 | -0.41 | 3,472,043,000 | 458,398,000 |
| 2023-03-31 | 10-Q | 259,512,000 | -102,090,000 | -3.00 | 3,502,057,000 | 456,146,000 |
| 2022-12-31 | 10-K | 952,545,000 | -77,744,000 | -2.37 | 3,613,695,000 | 547,599,000 |
| 2022-09-30 | 10-Q | 250,076,000 | -105,827,000 | -3.21 | 3,539,994,000 | 549,113,000 |
| 2022-06-30 | 10-Q | 225,802,000 | -9,157,000 | -0.28 | 3,350,022,000 | 648,198,000 |
| 2022-03-31 | 10-Q | 214,720,000 | 45,663,000 | 1.37 | 2,992,551,000 | 649,936,000 |
| 2021-12-31 | 10-K | 626,782,000 | 47,414,000 | 1.56 | 2,946,625,000 | 603,881,000 |
| 2021-09-30 | 10-Q | 159,084,000 | 22,979,000 | 0.75 | 2,347,881,000 | 511,591,000 |
| 2021-06-30 | 10-Q | 138,254,000 | 7,250,000 | 0.24 | 2,221,483,000 | 484,581,000 |
| 2021-03-31 | 10-Q | 135,313,000 | 3,019,000 | 0.10 | 1,992,061,000 | 472,248,000 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | 0 | 3,937,168 | 20,827,619 | Neu | +100,0% | |
| BlackRock, Inc. | 3,105,600 | 0 | 3,105,600 | 16,428,623 | Neu | +100,0% | |
| VANGUARD GROUP INC | 2,263,271 | 0 | 2,263,271 | 11,972,703 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 1,899,552 | 0 | 1,899,552 | 10,048,630 | Neu | +100,0% | |
| Long Focus Capital Management, LLC | 1,515,777 | 0 | 1,515,777 | 8,018,460 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1,266,447 | 0 | 1,266,447 | 6,700,990 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 1,363,788 | 1,129,065 | 234,723 | 6,286,562 | Aufgestockt | +20,8% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 778,300 | 0 | 778,300 | 4,117,207 | Neu | +100,0% | |
| STATE STREET CORP | 743,465 | 0 | 743,465 | 3,932,930 | Neu | +100,0% | |
| SEGALL BRYANT & HAMILL, LLC | 651,582 | 0 | 651,582 | 3,446,869 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 625,387 | 0 | 625,387 | 3,308,297 | Neu | +100,0% | |
| Boston Partners | 597,328 | 0 | 597,328 | 3,159,870 | Neu | +100,0% | |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 0 | 588,233 | 3,111,753 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 402,937 | 0 | 402,937 | 2,131,537 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 357,203 | 0 | 357,203 | 1,889,604 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 356,499 | 0 | 356,499 | 1,885,880 | Neu | +100,0% | |
| MORGAN STANLEY | 347,228 | 0 | 347,228 | 1,836,836 | Neu | +100,0% | |
| Summa Corp. | 396,766 | 396,766 | 0 | 1,829,091 | Unverändert | 0,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 317,236 | 0 | 317,236 | 1,678,178 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 278,625 | 0 | 278,625 | 1,473,927 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 272,411 | 0 | 272,411 | 1,441,054 | Neu | +100,0% | |
| Connor, Clark & Lunn Investment Management Ltd. | 172,909 | 0 | 172,909 | 914,689 | Neu | +100,0% | |
| Empowered Funds, LLC | 172,033 | 0 | 172,033 | 910,055 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 160,810 | 0 | 160,810 | 850,685 | Neu | +100,0% | |
| Squarepoint Ops LLC | 155,324 | 0 | 155,324 | 821,664 | Neu | +100,0% | |
| BARCLAYS PLC | 149,925 | 0 | 149,925 | 793,104 | Neu | +100,0% | |
| EMG Holdings, L.P. | 139,172 | 0 | 139,172 | 736,220 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 132,179 | 0 | 132,179 | 699,227 | Neu | +100,0% | |
| WINTON GROUP Ltd | 131,936 | 0 | 131,936 | 697,941 | Neu | +100,0% | |
| Nuveen, LLC | 151,017 | 71,450 | 79,567 | 696,188 | Aufgestockt | +111,4% | |
| Trexquant Investment LP | 128,234 | 0 | 128,234 | 678,358 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 121,011 | 0 | 121,011 | 640,147 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 116,761 | 0 | 116,761 | 617,666 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 115,562 | 0 | 115,562 | 611,322 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 113,722 | 0 | 113,722 | 601,589 | Neu | +100,0% | |
| GLOBEFLEX CAPITAL L P | 102,900 | 0 | 102,900 | 544,341 | Neu | +100,0% | |
| Invesco Ltd. | 100,127 | 0 | 100,127 | 529,672 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 99,800 | 0 | 99,800 | 527,942 | Neu | +100,0% | |
| PRINCIPAL FINANCIAL GROUP INC | 92,721 | 0 | 92,721 | 490,494 | Neu | +100,0% | |
| State of Wyoming | 85,270 | 0 | 85,270 | 451,078 | Neu | +100,0% | |
| MACKENZIE FINANCIAL CORP | 68,368 | 0 | 68,368 | 365,049 | Neu | +100,0% | |
| PDT Partners, LLC | 68,348 | 0 | 68,348 | 361,561 | Neu | +100,0% | |
| UBS Group AG | 78,412 | 96,567 | -18,155 | 361,479 | Reduziert | -18,8% | |
| PANAGORA ASSET MANAGEMENT INC | 66,934 | 0 | 66,934 | 354,081 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 61,778 | 0 | 61,778 | 326,806 | Neu | +100,0% | |
| MARTINGALE ASSET MANAGEMENT L P | 59,162 | 0 | 59,162 | 312,967 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 58,960 | 0 | 58,960 | 311,898 | Neu | +100,0% | |
| HSBC HOLDINGS PLC | 58,980 | 58,980 | 0 | 267,179 | Unverändert | 0,0% | |
| Man Group plc | 49,775 | 0 | 49,775 | 263,310 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 47,253 | 0 | 47,253 | 249,964 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -12,401 | 4.90 | -60,764.90 | -125,0% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -8,666 | 4.90 | -42,463.40 | -87,4% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -12,099 | 4.90 | -59,285.10 | -122,0% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -14,172 | 4.90 | -69,442.80 | -142,9% | |
| 2026-03-10 | Kirscht Patrick | Officer, Chief Credit Officer | Open Market Sale | -19,362 | 4.90 | -94,873.80 | -195,2% | |
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -1,398 | 4.90 | -6,850.20 | -14,1% | |
| 2026-03-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -5,556 | 4.90 | -27,224.40 | -56,0% | |
| 2025-09-10 | Layton Kathleen I. | Officer, Chief Legal Officer | Open Market Sale | -4,214 | 6.64 | -27,980.96 | -57,6% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-04-10 | 1.272 | 4,84 | 6.156 |
| 2026-04-09 | 4 | 4,87 | 19 |
| 2026-04-07 | 68 | 4,72 | 321 |
| 2026-04-06 | 186 | 4,61 | 857 |
| 2026-03-25 | 7 | 4,59 | 32 |
| 2026-03-04 | 4.164 | 5,46 | 22.735 |
| 2026-03-02 | 8.897 | 5,18 | 46.086 |
| 2026-02-27 | 6.511 | 5,46 | 35.550 |
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1,363,788 | 6,286,562 | 63.70 |
| Summa Corp. | 396,766 | 1,829,091 | 18.53 |
| Nuveen, LLC | 151,017 | 696,188 | 7.05 |
| UBS Group AG | 78,412 | 361,479 | 3.66 |
| HSBC HOLDINGS PLC | 58,980 | 267,179 | 2.71 |
| Russell Investments Group, Ltd. | 37,210 | 171,538 | 1.74 |
| Brooklyn Investment Group | 14,169 | 65,320 | 0.66 |
| R Squared Ltd | 12,973 | 59,806 | 0.61 |
| Abel Hall, LLC | 12,355 | 56,957 | 0.58 |
| Police & Firemen's Retirement System of New Jersey | 10,404 | 47,962 | 0.49 |
| Legal & General Group Plc | 3,630 | 16,734 | 0.17 |
| Sterling Capital Management LLC | 1,341 | 6,182 | 0.06 |
| ROTHSCHILD INVESTMENT LLC | 359 | 1,655 | 0.02 |
| PNC FINANCIAL SERVICES GROUP, INC. | 337 | 1,554 | 0.02 |
| GAMMA Investing LLC | 156 | 719 | 0.01 |
| SJS Investment Consulting Inc. | 67 | 309 | 0.00 |
| Farther Finance Advisors, LLC | 66 | 302 | 0.00 |
| State of Alaska, Department of Revenue | 21,037 | 96 | 0.00 |
| HARBOR CAPITAL ADVISORS, INC. | 10,593 | 49 | 0.00 |
| IFP Advisors, Inc | 3 | 14 | 0.00 |