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Octave Specialty Group, Inc. (OSG)

Financial Services | Insurance - Specialty | New York, United States | NYSE
4.64 USD +0.13 (2.882%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 4.60 -0.04 (-0.040%) ⇩ (Aug. 28, 2026, 7:01 p.m. EDT)

Short-term:★⯪☆☆☆Long-term:★☆☆☆☆Dividends:☆☆☆☆☆
Hot Take | Aug. 22, 2026, 2:22 a.m. EDT

The investment case here is fundamentally broken. Despite a 51% surge in revenue growth and a 'strong buy' analyst consensus driven by a turnaround narrative, the market has punished the stock relentlessly, delivering a 51.4% cumulative loss over the last nine years. The critical red flag is the trajectory: the company has posted three consecutive years of negative annual returns, signaling a deep structural deterioration that overrides the recent top-line growth. The balance sheet is fragile, with debt significantly exceeding equity and operating cash flows remaining negative despite reported free cash flow anomalies. There is no dividend to cushion the blow, and the options market confirms this pessimism, with traders stacking heavy put positions while call activity remains sparse. The statistical forecast offers only a weak, low-confidence lean upward, which is insufficient to counter the glaring fundamental decay. This is a value trap where the market has correctly identified that the business quality has eroded, making it a dangerous hold for now.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.138591
MSTL0.142758
AutoARIMA0.142859
AutoTheta0.204989

Forecast horizon: 45 days | Selected: AutoETS

Forecast Reliability
Score 32%
H-stat 84.09
Ljung-Box p 0.000
Jarque-Bera p 0.091
Excess Kurtosis -1.47
Attribute Value
Sector Financial Services
Debt to Equity Ratio 15.311
Revenue per Share 6.973
Market Cap 209,038,896
Forward P/E 8.34
Beta 0.85
Profit Margins -51.11%
Previous Name Ambac Financial Group, Inc.
Website https://www.octavegroup.com

As of Aug. 22, 2026, 2:22 a.m. EDT: Speculators are positioning heavily for downside protection, evidenced by massive open interest in out-of-the-money puts (strikes $3.00-$4.00) compared to negligible call volume. While there is some call activity at higher strikes ($8.00-$10.00) suggesting a speculative hope for a rebound, the overwhelming weight of capital is in put writing and buying, indicating a bearish sentiment that the stock will struggle to recover from current lows.


Info Dump

Attribute Value
52 Week Change -0.49496078
Address1 40 Wall Street
Address2 55th Floor
All Time High 35.61
All Time Low 3.88
Ask 4.6
Ask Size 600
Audit Risk 7
Average Analyst Rating 1.0 - Strong Buy
Average Daily Volume10 Day 351,370
Average Daily Volume3 Month 463,858
Average Volume 463,858
Average Volume10Days 351,370
Beta 0.85
Bid 4.59
Bid Size 800
Board Risk 1
Book Value 15.522
City New York
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 4.64
Current Ratio 0.975
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 4.83
Day Low 4.52
Debt To Equity 15.311
Display Name Octave Specialty
Earnings Call Timestamp End 1,786,105,800
Earnings Call Timestamp Start 1,786,105,800
Earnings Timestamp 1,786,046,400
Earnings Timestamp End 1,794,254,400
Earnings Timestamp Start 1,794,254,400
Ebitda 7,368,000
Ebitda Margins 0.02298
Enterprise To Ebitda 77.608
Enterprise To Revenue 1.783
Enterprise Value 571,817,920
Eps Current Year 0.165
Eps Forward 0.55667
Eps Trailing Twelve Months -2.01
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 212 208 3414
Fifty Day Average 5.5646
Fifty Day Average Change -0.9246001
Fifty Day Average Change Percent -0.16615751
Fifty Two Week Change Percent -49.49608
Fifty Two Week High 10.38
Fifty Two Week High Change -5.7400002
Fifty Two Week High Change Percent -0.5529865
Fifty Two Week Low 3.88
Fifty Two Week Low Change 0.75999975
Fifty Two Week Low Change Percent 0.19587623
Fifty Two Week Range 3.88 - 10.38
Financial Currency USD
First Trade Date Milliseconds 1,367,415,000,000
Float Shares 42,455,619
Forward Eps 0.55667
Forward P E 8.335279
Free Cashflow 341,303,360
Full Exchange Name NYSE
Full Time Employees 483
Fullday Change 0.13
Fullday Change Percent 2.88248
Fullday Price 4.6
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.62109
Gross Profits 199,168,000
Has Pre Post Market Data 1
Held Percent Insiders 0.07908
Held Percent Institutions 0.6965
Implied Shares Outstanding 45,051,486
Industry Insurance - Specialty
Industry Disp Insurance - Specialty
Industry Key insurance-specialty
Ir Website http://ir.ambac.com/phoenix.zhtml?c=80774&p=irol-irhome
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary 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.
Long Name Octave Specialty Group, Inc.
Market us_market
Market Cap 209,038,896
Market State CLOSED
Max Age 86,400
Message Board Id finmb_317460
Most Recent Quarter 1,782,777,600
Name Change Date 2,026-08-29
Net Income To Common -90,494,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 203,182,201
Number Of Analyst Opinions 2
Open 4.65
Operating Cashflow -96,981,000
Operating Margins -0.08637
Overall Risk 3
Payout Ratio 0.0
Phone 212 658 7470
Post Market Change -0.03999996
Post Market Change Percent -0.8620682
Post Market Price 4.6
Post Market Time 1,787,958,069
Prev Name Ambac Financial Group, Inc.
Previous Close 4.51
Price Eps Current Year 28.12121
Price Hint 4
Price To Book 0.29893053
Price To Sales Trailing12 Months 0.6518736
Profit Margins -0.51105
Quick Ratio 0.382
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.0
Region US
Regular Market Change 0.13
Regular Market Change Percent 2.88248
Regular Market Day High 4.83
Regular Market Day Low 4.52
Regular Market Day Range 4.52 - 4.83
Regular Market Open 4.65
Regular Market Previous Close 4.51
Regular Market Price 4.64
Regular Market Time 1,787,947,202
Regular Market Volume 1,265,808
Return On Assets -0.00465
Return On Equity -0.06762
Revenue Growth 0.51
Revenue Per Share 6.973
Sand P52 Week Change 0.20504117
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 1
Shares Outstanding 45,051,486
Shares Percent Shares Out 0.0348
Shares Short 1,566,483
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 1,424,719
Short Name Octave Specialty Group, Inc.
Short Percent Of Float 0.0374
Short Ratio 3.55
Source Interval 15
State NY
Symbol OSG
Target High Price 15.0
Target Low Price 12.0
Target Mean Price 13.5
Target Median Price 13.5
Total Cash 109,301,000
Total Cash Per Share 2.426
Total Debt 155,459,008
Total Revenue 320,673,984
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -2.01
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 6.0346
Two Hundred Day Average Change -1.3945999
Two Hundred Day Average Change Percent -0.23110065
Type Disp Equity
Volume 1,265,808
Website https://www.octavegroup.com
Zip 10,005