Sentiment-Signal
30,6
Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
19.4
Keine neuen Positionen
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 | 1,129,065 | 0 | 1,129,065 | 5,972,920 | Neu | +100,0% | |
| 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% | |
| 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% | |
| 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% | |
| UBS Group AG | 96,567 | 0 | 96,567 | 510,840 | 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% | |
| 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% | |
| HSBC HOLDINGS PLC | 58,980 | 0 | 58,980 | 314,363 | 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% | |
| 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% | |
| XTX Topco Ltd | 46,794 | 0 | 46,794 | 247,540 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 45,414 | 0 | 45,414 | 240,240 | 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) |
|---|---|---|---|
| 2026-03-25 | 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
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Neuberger Berman Group LLC | 3,937,168 | 20,827,619 | 15.79 |
| BlackRock, Inc. | 3,105,600 | 16,428,623 | 12.45 |
| VANGUARD GROUP INC | 2,263,271 | 11,972,703 | 9.07 |
| MILLENNIUM MANAGEMENT LLC | 1,899,552 | 10,048,630 | 7.62 |
| Long Focus Capital Management, LLC | 1,515,777 | 8,018,460 | 6.08 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,266,447 | 6,700,990 | 5.08 |
| DIMENSIONAL FUND ADVISORS LP | 1,129,065 | 5,972,920 | 4.53 |
| BOOTHBAY FUND MANAGEMENT, LLC | 778,300 | 4,117,207 | 3.12 |
| STATE STREET CORP | 743,465 | 3,932,930 | 2.98 |
| SEGALL BRYANT & HAMILL, LLC | 651,582 | 3,446,869 | 2.61 |
| TWO SIGMA INVESTMENTS, LP | 625,387 | 3,308,297 | 2.51 |
| Boston Partners | 597,328 | 3,159,870 | 2.39 |
| GLYNN CAPITAL MANAGEMENT LLC | 588,233 | 3,111,753 | 2.36 |
| GOLDMAN SACHS GROUP INC | 402,937 | 2,131,537 | 1.62 |
| BNP PARIBAS FINANCIAL MARKETS | 357,203 | 1,889,604 | 1.43 |
| AMERICAN CENTURY COMPANIES INC | 356,499 | 1,885,880 | 1.43 |
| MORGAN STANLEY | 347,228 | 1,836,836 | 1.39 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 317,236 | 1,678,178 | 1.27 |
| NORTHERN TRUST CORP | 278,625 | 1,473,927 | 1.12 |
| CITADEL ADVISORS LLC | 272,411 | 1,441,054 | 1.09 |