OneWater MarineONEW
About: OneWater Marine Inc is a recreational marine retailer in the United States. The company operates in two segments: Dealership and Distribution. The Dealership segment is involved in selling new and pre-owned boats. It also arranges financing and insurance products, provides repairs and maintenance services, offers marine-related parts and accessories, and supplies slip and storage accommodations at certain locations. The Distribution segment focuses on the manufacturing, assembly, and distribution of marine-related products. These products are supplied to distributors, box retailers, and online retailers through a network of warehouses and distribution centers. The company generates the majority of its revenue from the Dealership segment.
Employees: 2,203
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
24% more funds holding
Funds holding: 72 [Q3] → 89 (+17) [Q4]
1.48% more ownership
Funds ownership: 72.95% [Q3] → 74.43% (+1.48%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
25% less capital invested
Capital invested by funds: $255M [Q3] → $192M (-$63.4M) [Q4]
99% less call options, than puts
Call options by funds: $111K | Put options by funds: $8.66M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Keybanc Eric Heath 29% 1-year accuracy 12 / 41 met price target | 15%upside $16 | Overweight Maintained | 17 Apr 2025 |
Truist Securities Michael Swartz 5% 1-year accuracy 3 / 57 met price target | 15%upside $16 | Buy Maintained | 14 Apr 2025 |
Baird Craig Kennison 21% 1-year accuracy 6 / 29 met price target | 29%upside $18 | Neutral Downgraded | 4 Apr 2025 |
Financial journalist opinion
