Oppfi INC

Market Movers (8-K)

NYSE
OppFi Inc. presented an investor deck on June 16, 2026, detailing its proposed acquisition of BNCCORP, Inc. and outlining a strategic vision for significant Adjusted Net Income growth.
NYSE
OppFi Inc. reports on its 2026 Annual Meeting of Stockholders, detailing outcomes of director elections, executive compensation votes, and auditor ratification.
NYSE
OppFi Inc. announced record first-quarter revenue of $151.9 million, a 8.3% year-over-year increase, alongside a new $40 million share repurchase program.
NYSE
OppFi Inc. announced a definitive agreement to acquire BNCCORP, Inc. and its subsidiary BNC National Bank for approximately $130 million in a cash and stock transaction, aiming to enhance its digital platform and expand its banking services.
NYSE
OppFi Inc. entered into a third amendment to its revolving credit agreement and terminated its total return swap facility with Midtown Madison Management.
NYSE
OppFi Inc. announced record third-quarter 2025 financial results, including significant increases in revenue and net income, leading to a third consecutive raise in full-year guidance.
Capital raise
Better than expected

Quarterly Earnings (10-Q)

NYSE
OppFi reported Q1 2026 net income of $54.0 million and announced a definitive agreement to acquire BNCCORP, Inc. to transition into a bank holding company.
Capital raise
NYSE
OppFi Inc. announced a significant increase in net income and revenue for the third quarter of 2025, driven by higher loan originations and ending receivables.
Better than expected
Capital raise
NYSE
OppFi Inc. reported increased revenue and originations for Q2 2025, but net income declined significantly due to a large non-cash loss from warrant liability fair value adjustments.
Worse than expected
NYSE
OppFi Inc. announces a significant increase in net income for the first quarter of 2025, driven by revenue growth and improved operational efficiency.
Better than expected
NYSE
OppFi Inc. announced a significant increase in net income and adjusted earnings per share for the third quarter of 2024, driven by higher loan originations and improved portfolio performance.
Better than expected
NYSE
OppFi Inc. announced a rise in net income and adjusted earnings per share for the second quarter of 2024, alongside a share repurchase program and a strategic acquisition.
Better than expected

Annual Reports (10-K)

NYSE
OppFi Inc. announced significant financial growth in 2025, with net income increasing 74.4% to $146.2 million and total revenue rising 13.5% to $597.1 million, driven by increased loan originations and improved credit model performance.
Better than expected
Delay expected
NYSE
OppFi Inc.'s 2024 10-K filing reveals a 3.3% increase in total revenue and a significant rise in net income, highlighting the company's performance in the specialty finance sector.
Better than expected
Delay expected
NYSE
OppFi Inc. announced its 2023 financial results, highlighting a 12% increase in total revenue compared to the previous year and a significant rise in net income.
Better than expected

Insider Trading (Form 4)

NYSE
OppFi Inc. Director Todd G. Schwartz reported transactions involving Class A Common Stock, including shares withheld for tax obligations and holdings through various entities.
NYSE
OppFi Inc. reports changes in beneficial ownership for Chief Risk & Analytics Officer Christopher J. McKay, involving the settlement of restricted stock units.
NYSE
OppFi Inc. CFO Pamela D. Johnson reported transactions involving Class A Common Stock, including shares withheld for tax obligations.
NYSE
Jocelyn Moore, a Director at OppFi Inc., reported the sale of 39,076 shares of Class A Common Stock for an aggregate price of approximately $324,800.
NYSE
Christopher J. McKay, Chief Risk & Analytics Officer at OppFi Inc., reported a sale of 23,683 shares of Class A Common Stock.
NYSE
Director Gregory Zeeman was granted 16,843 restricted stock units in OppFi Inc. as part of the company's 2021 Equity Incentive Plan.

Proxy Statements (Def-14A)

NYSE
OppFi Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for June 9, 2026, to vote on director elections, executive compensation, and auditor ratification.
NYSE
OppFi Inc. will hold its annual stockholders meeting on June 10, 2025, to elect directors and ratify the appointment of its independent auditor.
NYSE
OppFi Inc. will hold its 2025 Annual Meeting of Stockholders virtually on June 10, 2025, to vote on the election of directors and the ratification of the company's independent registered public accounting firm.
NYSE
OppFi Inc. will hold its annual meeting of stockholders on June 5, 2024, to elect directors and ratify the appointment of its accounting firm.
NYSE
OppFi Inc. will hold its 2024 Annual Meeting of Stockholders virtually on June 5, 2024, to vote on the election of directors and the ratification of the company's independent auditor.

Schedule 13D - Activist Investments

NYSE
Major shareholders of OppFi Inc. have executed a corporate simplification agreement to eliminate the dual-class voting structure and terminate the Tax Receivable Agreement early.
NYSE
An amendment to Schedule 13D details significant beneficial ownership stakes and recent stock transactions by key insiders and affiliated entities of OppFi Inc.
Worse than expected
NYSE
An amendment to Schedule 13D reveals significant beneficial ownership details for OppFi Inc., including recent share transactions by key insiders and the ongoing impact of the company's 'Up-C' structure.
NYSE
An amended Schedule 13D filing reveals updated beneficial ownership stakes for key insiders of OppFi Inc., including recent sales of Class A Common Stock by LTHS Capital Group and LTHS Revocable Trust, and details on the company's complex 'Up-C' structure and tax agreements.
Worse than expected
NYSE
A recent SEC Schedule 13D filing reveals updated beneficial ownership stakes for key insiders and entities associated with OppFi Inc., detailing shareholdings, past transactions, and ongoing governance agreements.
Worse than expected
NYSE
An amended Schedule 13D filing reveals that Todd G. Schwartz and Theodore G. Schwartz, along with their affiliated entities, collectively maintain over 72% beneficial ownership and significant voting power in OppFi Inc. through a dual-class share structure and various agreements.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 2,456,441 shares, representing 2.87% of OppFi Inc.'s common stock, as of June 30, 2026.
NYSE
Wellington Trust Company, NA has disclosed a beneficial ownership of 5.5% of OppFi Inc.'s common stock as of March 31, 2026.
NYSE
Wellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting a beneficial ownership of 9.9% in OppFi Inc. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 5.15% of OppFi Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has reported 0% beneficial ownership in OppFi Inc following an internal realignment, disaggregating its reporting from certain subsidiaries.
NYSE
Wellington Management Group LLP and its affiliates have reported an 8.9% beneficial ownership stake in OppFi Inc. common stock.