OSI Systems Q3 EPS Beats by $0.05 on 11.8% Revenue Growth, Guidance Raised
OSI Systems reported third-quarter earnings of $1.42 per share, beating estimates by $0.05 on revenue of $384.62 million, up 11.8% year-over-year, and issued 2026 EPS guidance of $10.20–$10.48. Bank of America raised its price target to $315 and maintained a buy rating, while the average analyst target stands at $268.63.
1. Allspring Global Cuts OSI Systems Stake
In its latest 13F filing, Allspring Global Investments Holdings LLC disclosed a 58.1% reduction in its position in OSI Systems, trimming 11,925 shares during Q3. The firm now holds 8,584 shares, representing approximately 0.05% of the company, with a carrying value of $2.11 million at quarter end. This sharp divestiture marks one of the largest single-manager stake reductions in OSI Systems this year.
2. Broad Institutional Position Shifts
Several major asset managers adjusted their OSI Systems holdings in the first quarter. Royal Bank of Canada expanded its stake by 519.8%, adding 8,602 shares to reach 10,257 shares valued at just under $2.0 million. AQR Capital Management increased its position by 64.2% to 11,656 shares, now worth $2.27 million, while UBS Asset Management more than doubled its holdings—up 161.5%—to 877,393 shares with a valuation exceeding $170 million. Collectively, institutional investors own over 89% of the company’s stock.
3. Insider Sales Weigh on Ownership
In early November, Director James B. Hawkins sold 1,500 shares for proceeds of $424,725, reducing his stake by 22.95% to 5,036 shares. Shortly thereafter, Chairman Deepak Chopra divested 20,000 shares in a transaction totaling $5.7 million, trimming his ownership by 6.39% to 292,969 shares. Over the last 90 days, insider dispositions total 21,916 shares worth $6.26 million, leaving insider ownership at 4.30%.
4. Analyst Ratings and Consensus Target
Analyst activity remains constructive: five brokerage firms have raised their recommendations on OSI Systems in the past two months, including two boosts to “buy” ratings. The consensus price target stands at $268.63, reflecting analysts’ expectation of mid-teens percentage upside from current levels. Based on MarketBeat data, the stock holds a Moderate Buy consensus with seven Buy recommendations and one Hold.