ORASURE TECHNOLOGIES INC
OSUR · Surgical & Medical Instruments & Apparatus · 68.8M shares · +5%/yr ↑ dilution · EDGAR filings ↗
Reference price $2.99 · est. market cap ~$206M — last insider purchase, 2026-05-14 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D46Diagnostics company post-COVID with operating losses and cash burn, but cash-rich.
Strengths
- Cash-rich — current ratio 6.6 (83rd)
Risks
- Operating/net losses — operating margin -63%, net margin -60%
- Cash burn — FCF -$53M (9th)
- Post-COVID revenue reset — per 10-K
Notable findings
- High convictionHigh conviction — notable institutional holders, insider buying, and a strong balance sheet
- Net lossNet loss (net margin -59.8%)
- Cash burnNegative free cash flow (-53.2M)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $199M cash & investments, ~15 quarters of runway
- Insider buyingInsider buying — 7 open-market buy(s) by 3 insider(s) (cluster of 3 insiders, ~$546,010, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
41.9%
Operating margin
-62.6%
Net margin
-59.8%
Return on equity
-20.2%
Return on assets
-17.0%
Revenue growth (QoQ)
4.3%
Current ratio
6.6×
Free cash flow
-$53M
EBITDA
-$62M
Tangible book value
$278M
Cash & investments
$199M
Cash runway
15q
Stock comp / revenue
8.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Gagliano Nancy J | Grant | 46K | — |
| 2026-06-03 | Kenny John P. | Grant | 46K | — |
| 2026-06-03 | Bertrand John D. | Grant | 46K | — |
| 2026-06-03 | Boyd Steven Kyle | Grant | 46K | — |
| 2026-06-03 | Marmora Lelio | Grant | 46K | — |
| 2026-06-03 | McMahon Robert W. | Grant | 46K | — |
| 2026-05-14 | Boyd Steven Kyle | Buy | 25K | $2.99 |
| 2026-05-13 | Boyd Steven Kyle | Buy | 25K | $3.02 |
| 2026-05-13 | Marmora Lelio | Tax withheld | 28K | $3.02 |
| 2026-05-13 | McMahon Robert W. | Tax withheld | 23K | $3.02 |
| 2026-05-13 | Gagliano Nancy J | Tax withheld | 21K | $3.02 |
| 2026-05-12 | Boyd Steven Kyle | Buy | 25K | $2.98 |
| 2026-05-12 | Bertrand John D. | Grant | 34K | — |
| 2026-03-26 | Boyd Steven Kyle | Grant | 5.2K | $3.10 |
| 2026-03-26 | Boyd Steven Kyle | Tax withheld | 1.4K | $3.10 |
| 2026-03-20 | McGrath Kenneth J | Buy | 32K | $2.93 |
| 2026-03-20 | EGLINTON MANNER CARRIE | Buy | 32K | $2.93 |
| 2026-03-13 | McGrath Kenneth J | Buy | 22K | $3.00 |
| 2026-03-13 | EGLINTON MANNER CARRIE | Buy | 22K | $3.00 |
| 2026-03-02 | McGrath Kenneth J | Grant | 88K | — |
| 2026-03-02 | Anthony Michele Marie | Grant | 43K | — |
| 2026-03-02 | EGLINTON MANNER CARRIE | Grant | 355K | — |
| 2026-03-01 | Anthony Michele Marie | Tax withheld | 4.1K | $3.04 |
| 2026-03-01 | Anthony Michele Marie | Grant | 14K | — |
| 2026-03-01 | Anthony Michele Marie | Tax withheld | 11K | $3.04 |
| 2026-03-01 | McGrath Kenneth J | Grant | 27K | — |
| 2026-03-01 | McGrath Kenneth J | Tax withheld | 7.6K | $3.04 |
| 2026-03-01 | McGrath Kenneth J | Tax withheld | 21K | $3.04 |
| 2026-03-01 | EGLINTON MANNER CARRIE | Grant | 129K | — |
| 2026-03-01 | EGLINTON MANNER CARRIE | Tax withheld | 56K | $3.04 |
| 2026-03-01 | EGLINTON MANNER CARRIE | Tax withheld | 123K | $3.04 |
| 2025-12-17 | Kenny John P. | Grant | 10K | $2.46 |
| 2025-11-28 | Gagliano Nancy J | Buy | 2.1K | $2.37 |
| 2025-10-28 | Boyd Steven Kyle | Grant | 35K | — |
| 2025-09-24 | Kenny John P. | Grant | 6.1K | $3.27 |
| 2025-08-08 | McGrath Kenneth J | Tax withheld | 13K | $2.78 |
| 2025-07-31 | McMahon Robert W. | Tax withheld | 7.3K | $3.21 |
| 2025-06-24 | Kenny John P. | Grant | 6.7K | $3.01 |
| 2025-06-04 | EGLINTON MANNER CARRIE | Tax withheld | 146K | $2.90 |
| 2025-06-04 | EGLINTON MANNER CARRIE | Grant | 336K | — |
| 2025-06-04 | EGLINTON MANNER CARRIE | Tax withheld | 47K | $2.90 |
| 2025-05-14 | McMahon Robert W. | Grant | 71K | — |
| 2025-05-14 | Kenny John P. | Grant | 71K | — |
| 2025-05-14 | Gagliano Nancy J | Grant | 71K | — |
| 2025-05-14 | Marmora Lelio | Grant | 71K | — |
| 2025-05-14 | Shulkin David | Grant | 71K | — |
| 2025-05-14 | Aspinall Mara G. | Grant | 71K | — |
| 2025-05-13 | Aspinall Mara G. | Tax withheld | 6.7K | $2.65 |
| 2025-05-13 | Shulkin David | Tax withheld | 5.0K | $2.65 |
| 2025-05-13 | McMahon Robert W. | Tax withheld | 6.4K | $2.65 |
| 2025-05-13 | Gagliano Nancy J | Tax withheld | 4.4K | $2.65 |
| 2025-05-13 | Marmora Lelio | Tax withheld | 8.0K | $2.65 |
| 2025-03-25 | Kenny John P. | Tax withheld | 1.4K | $3.55 |
| 2025-03-01 | McGrath Kenneth J | Grant | 101K | — |
| 2025-03-01 | Weber Kathleen Gallagher | Grant | 88K | — |
| 2025-03-01 | Weber Kathleen Gallagher | Tax withheld | 8.3K | $3.63 |
| 2025-03-01 | McGrath Kenneth J | Tax withheld | 11K | $3.63 |
| 2025-03-01 | EGLINTON MANNER CARRIE | Grant | 462K | — |
| 2025-03-01 | EGLINTON MANNER CARRIE | Tax withheld | 62K | $3.63 |
| 2025-03-01 | Anthony Michele Marie | Grant | 52K | — |
| 2025-03-01 | Anthony Michele Marie | Tax withheld | 5.0K | $3.63 |
| 2025-02-28 | EGLINTON MANNER CARRIE | Buy | 29K | $3.49 |
| 2025-02-27 | Gagliano Nancy J | Buy | 13K | $3.08 |
| 2025-02-27 | EGLINTON MANNER CARRIE | Buy | 79K | $3.15 |
| 2025-02-27 | Kenny John P. | Buy | 48K | $3.17 |
| 2025-02-27 | McGrath Kenneth J | Buy | 64K | $3.15 |
| 2025-02-27 | Marmora Lelio | Buy | 7.0K | $3.06 |
| 2025-02-01 | Weber Kathleen Gallagher | Grant | 35K | — |
| 2025-02-01 | Weber Kathleen Gallagher | Tax withheld | 9.9K | $3.95 |
| 2025-02-01 | Weber Kathleen Gallagher | Tax withheld | 3.8K | $3.95 |
| 2025-02-01 | Anthony Michele Marie | Tax withheld | 766 | $3.95 |
| 2025-01-05 | Weber Kathleen Gallagher | Tax withheld | 6.9K | $3.77 |
| 2025-01-05 | Anthony Michele Marie | Tax withheld | 4.8K | $3.77 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-11 | Other | filing ↗ |
| 2026-06-03 | Exec/director change5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-06 | ResultsReg FDExhibits | filing ↗ |
| 2026-04-17 | Material agreementExec/director changeReg FDExhibits | filing ↗ |
| 2026-03-30 | Reg FDExhibits | filing ↗ |
| 2026-03-05 | Exec/director change | filing ↗ |
| 2026-02-25 | ResultsReg FDExhibits | filing ↗ |
| 2026-01-05 | Reg FDOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-11 | 0001116463-26-000046 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0001116463-26-000043 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001116463-26-000041 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001116463-26-000037 ↗ |
| 8-K | 2026-04-17 | 2026-04-16 | 0001193125-26-160336 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001193125-26-131979 ↗ |
| 10-K | 2026-03-09 | 2025-12-31 | 0001116463-26-000016 ↗ |
| 8-K | 2026-03-05 | 2026-02-28 | 0001116463-26-000011 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001116463-26-000009 ↗ |
| 8-K | 2026-01-05 | 2026-01-05 | 0001116463-26-000002 ↗ |
| 8-K | 2025-12-01 | 2025-12-01 | 0001116463-25-000057 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001116463-25-000054 ↗ |