Onestream, Inc. (NASDAQ:OS) Holdings Boosted by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. boosted its holdings in Onestream, Inc. (NASDAQ:OS) by 54.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 255,138 shares of the company’s stock after acquiring an additional 89,431 shares during the period. Charles Schwab Investment Management Inc. owned about 0.11% of Onestream worth $7,277,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of OS. First Horizon Advisors Inc. bought a new position in Onestream in the third quarter worth about $27,000. Point72 Asset Management L.P. bought a new position in Onestream in the third quarter worth about $77,000. SG Americas Securities LLC bought a new position in Onestream in the fourth quarter worth about $166,000. IFP Advisors Inc acquired a new stake in shares of Onestream in the fourth quarter valued at approximately $168,000. Finally, Moody National Bank Trust Division acquired a new stake in shares of Onestream in the fourth quarter valued at approximately $200,000.

Wall Street Analysts Forecast Growth

OS has been the topic of several analyst reports. Guggenheim restated a “buy” rating and issued a $35.00 price target on shares of Onestream in a research note on Wednesday, February 12th. BMO Capital Markets dropped their price target on shares of Onestream from $38.00 to $34.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 12th. Needham & Company LLC restated a “buy” rating and issued a $38.00 price target on shares of Onestream in a research note on Wednesday, February 12th. JPMorgan Chase & Co. lowered shares of Onestream from an “overweight” rating to a “neutral” rating and lowered their price objective for the company from $30.00 to $26.00 in a research note on Wednesday, February 12th. Finally, Stephens assumed coverage on shares of Onestream in a research note on Wednesday, March 19th. They set an “overweight” rating and a $27.00 price objective on the stock. Two analysts have rated the stock with a hold rating, seventeen have issued a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $34.68.

Insider Buying and Selling

In related news, CFO William A. Koefoed sold 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $25.04, for a total value of $250,400.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Onestream Stock Performance

Onestream stock opened at $22.50 on Monday. Onestream, Inc. has a 1 year low of $20.00 and a 1 year high of $35.39. The firm’s 50 day moving average price is $25.81 and its two-hundred day moving average price is $28.83.

Onestream (NASDAQ:OS) last posted its quarterly earnings results on Tuesday, February 11th. The company reported $0.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.05. Equities research analysts forecast that Onestream, Inc. will post 0.05 earnings per share for the current year.

Onestream Company Profile

OneStream, Inc is a holding company, which engages in the development of artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. Its platform focuses on forming a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders with the control, visibility, and agility required to proactively adjust business strategy and day-to-day execution.