Neumeier Poma Investment Counsel LLC Makes New Investment in OSI Systems, Inc. $OSIS

Neumeier Poma Investment Counsel LLC bought a new position in OSI Systems, Inc. (NASDAQ:OSIS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 222,515 shares of the technology company’s stock, valued at approximately $48,664,031,000. OSI Systems comprises 3.3% of Neumeier Poma Investment Counsel LLC’s portfolio, making the stock its 10th biggest holding. Neumeier Poma Investment Counsel LLC owned approximately 1.35% of OSI Systems as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in OSIS. Abel Hall LLC grew its holdings in shares of OSI Systems by 3.6% during the 1st quarter. Abel Hall LLC now owns 1,113 shares of the technology company’s stock valued at $296,000 after purchasing an additional 39 shares during the last quarter. CIBC Private Wealth Group LLC lifted its stake in OSI Systems by 6.4% in the 4th quarter. CIBC Private Wealth Group LLC now owns 815 shares of the technology company’s stock valued at $208,000 after purchasing an additional 49 shares during the last quarter. Severin Investments LLC lifted its stake in OSI Systems by 3.0% in the 4th quarter. Severin Investments LLC now owns 1,940 shares of the technology company’s stock valued at $495,000 after purchasing an additional 56 shares during the last quarter. HB Wealth Management LLC boosted its position in OSI Systems by 7.0% in the first quarter. HB Wealth Management LLC now owns 1,045 shares of the technology company’s stock valued at $277,000 after buying an additional 68 shares in the last quarter. Finally, Maryland State Retirement & Pension System grew its stake in shares of OSI Systems by 3.2% during the fourth quarter. Maryland State Retirement & Pension System now owns 2,347 shares of the technology company’s stock worth $599,000 after buying an additional 72 shares during the last quarter. 89.21% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. B. Riley Financial reiterated a “buy” rating and set a $265.00 price target (down from $320.00) on shares of OSI Systems in a report on Friday. Citigroup reduced their price objective on OSI Systems from $345.00 to $279.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. Bank of America lowered their target price on OSI Systems from $315.00 to $300.00 and set a “buy” rating for the company in a report on Monday, July 20th. Roth Capital reiterated a “buy” rating and issued a $274.00 target price on shares of OSI Systems in a research report on Friday. Finally, Oppenheimer cut their price target on OSI Systems from $320.00 to $300.00 and set an “outperform” rating on the stock in a research note on Friday. Five equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $281.71.

OSI Systems News Roundup

Here are the key news stories impacting OSI Systems this week:

• Positive Sentiment: Adjusted fourth-quarter EPS of $3.78 exceeded the roughly $3.77 consensus estimate, supported by margin expansion. Full-year fiscal 2026 revenue reached a record $1.79 billion, while the company ended the year with an approximately $1.9 billion backlog. OSIS Q4 Earnings Beat on Margin Gains, Revenues Miss Estimates
• Positive Sentiment: The board expanded OSI Systems’ share-repurchase authorization by 1 million shares, leaving 1,078,731 shares available for repurchase. The move signals management’s confidence in long-term cash generation and may provide support for the stock. OSI Systems Announces Expansion of Stock Repurchase Program
• Neutral Sentiment: Oppenheimer maintained an “outperform” rating but lowered its price target from $320 to $300, reflecting reduced near-term expectations while retaining a constructive long-term view. These Analysts Cut Their Forecasts On OSI Systems After Q4 Results
• Negative Sentiment: Quarterly revenue of approximately $484 million missed expectations near $530 million and was pressured by about $50 million of Security-segment deliveries delayed by Middle East conflict-related disruptions and site-access constraints.
• Negative Sentiment: Initial fiscal 2027 revenue guidance of $1.875 billion to $1.93 billion came in below Wall Street expectations, raising concerns about shipment timing and growth. Although adjusted EPS guidance of $11.13 to $11.49 was broadly near consensus, analysts responded by cutting forecasts and price targets. OSI Systems forecasts fiscal 2027 revenue as Middle East deliveries shift

OSI Systems Stock Performance

OSIS opened at $206.73 on Monday. OSI Systems, Inc. has a 1-year low of $186.50 and a 1-year high of $311.72. The company has a market cap of $3.41 billion, a price-to-earnings ratio of 22.97, a PEG ratio of 1.55 and a beta of 1.21. The company’s fifty day moving average price is $220.35 and its two-hundred day moving average price is $246.98. The company has a current ratio of 3.15, a quick ratio of 2.34 and a debt-to-equity ratio of 1.20.

OSI Systems (NASDAQ:OSIS) last issued its quarterly earnings data on Thursday, August 20th. The technology company reported $3.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.77 by $0.01. The firm had revenue of $484.06 million during the quarter, compared to analysts’ expectations of $529.72 million. OSI Systems had a net margin of 8.66% and a return on equity of 20.33%. The business’s revenue was up .1% on a year-over-year basis. During the same period last year, the company earned $2.84 earnings per share. OSI Systems has set its FY 2027 guidance at 11.130-11.490 EPS. On average, analysts expect that OSI Systems, Inc. will post 11.37 EPS for the current fiscal year.

OSI Systems Profile

OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.

OSI Systems operates three primary business segments.