OSI Systems, Inc. $OSIS Stock Position Cut by Neumeier Poma Investment Counsel LLC

Neumeier Poma Investment Counsel LLC decreased its position in OSI Systems, Inc. (NASDAQ:OSIS) by 19.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 197,462 shares of the technology company’s stock after selling 46,516 shares during the period. OSI Systems comprises 4.1% of Neumeier Poma Investment Counsel LLC’s investment portfolio, making the stock its 3rd biggest position. Neumeier Poma Investment Counsel LLC owned approximately 1.18% of OSI Systems worth $44,401,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of OSIS. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of OSI Systems by 161.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 877,393 shares of the technology company’s stock valued at $170,513,000 after acquiring an additional 541,882 shares during the period. Mawer Investment Management Ltd. boosted its position in OSI Systems by 11.2% during the second quarter. Mawer Investment Management Ltd. now owns 512,656 shares of the technology company’s stock worth $115,276,000 after purchasing an additional 51,634 shares in the last quarter. Geode Capital Management LLC grew its holdings in OSI Systems by 0.6% in the second quarter. Geode Capital Management LLC now owns 381,128 shares of the technology company’s stock valued at $85,711,000 after purchasing an additional 2,419 shares during the period. Clark Capital Management Group Inc. increased its position in shares of OSI Systems by 1.9% in the first quarter. Clark Capital Management Group Inc. now owns 369,473 shares of the technology company’s stock valued at $71,803,000 after buying an additional 6,761 shares in the last quarter. Finally, Primecap Management Co. CA increased its position in shares of OSI Systems by 12.3% in the first quarter. Primecap Management Co. CA now owns 334,330 shares of the technology company’s stock valued at $64,974,000 after buying an additional 36,620 shares in the last quarter. Institutional investors and hedge funds own 89.21% of the company’s stock.

Insider Buying and Selling

In other OSI Systems news, insider Paul Keith Morben sold 1,671 shares of the firm’s stock in a transaction on Thursday, September 4th. The stock was sold at an average price of $236.76, for a total value of $395,625.96. Following the completion of the sale, the insider directly owned 8,749 shares of the company’s stock, valued at $2,071,413.24. This trade represents a 16.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Chairman Deepak Chopra sold 20,000 shares of OSI Systems stock in a transaction on Monday, November 10th. The stock was sold at an average price of $285.74, for a total value of $5,714,800.00. Following the transaction, the chairman owned 292,969 shares in the company, valued at approximately $83,712,962.06. This represents a 6.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 43,587 shares of company stock worth $11,567,257. 4.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on OSIS shares. B. Riley lifted their price target on shares of OSI Systems from $255.00 to $260.00 and gave the company a “buy” rating in a research note on Friday, August 22nd. JPMorgan Chase & Co. lifted their target price on shares of OSI Systems from $242.00 to $255.00 and gave the company a “neutral” rating in a research report on Monday, November 3rd. Bank of America boosted their target price on shares of OSI Systems from $265.00 to $315.00 and gave the stock a “buy” rating in a research note on Wednesday, November 5th. Weiss Ratings restated a “buy (b)” rating on shares of OSI Systems in a research report on Wednesday, October 8th. Finally, Oppenheimer lifted their price objective on OSI Systems from $270.00 to $280.00 and gave the stock an “outperform” rating in a report on Friday, October 3rd. Seven equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, OSI Systems currently has an average rating of “Moderate Buy” and a consensus target price of $263.57.

OSI Systems Stock Performance

OSIS opened at $251.26 on Wednesday. OSI Systems, Inc. has a twelve month low of $150.24 and a twelve month high of $292.34. The firm has a market capitalization of $4.27 billion, a PE ratio of 28.88, a PEG ratio of 2.13 and a beta of 1.33. The company has a current ratio of 2.04, a quick ratio of 1.46 and a debt-to-equity ratio of 0.49. The firm’s 50-day moving average price is $252.80 and its 200 day moving average price is $234.72.

OSI Systems (NASDAQ:OSIS) last released its earnings results on Thursday, October 30th. The technology company reported $1.42 earnings per share for the quarter, topping analysts’ consensus estimates of $1.37 by $0.05. The business had revenue of $384.62 million for the quarter, compared to analyst estimates of $372.03 million. OSI Systems had a net margin of 8.73% and a return on equity of 18.69%. The business’s revenue was up 11.8% on a year-over-year basis. During the same period last year, the company posted $1.25 EPS. OSI Systems has set its FY 2026 guidance at 10.200-10.480 EPS. As a group, sell-side analysts expect that OSI Systems, Inc. will post 9.22 EPS for the current fiscal year.

OSI Systems Profile

OSI Systems, Inc designs and manufactures electronic systems and components. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems under the Rapiscan name.