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OceanFirst Financial OCFC Equity investments

Equity investments at other companies

PennyMac Financial Services, Inc. logo
PennyMac Financial Services, Inc.PFSI
$875K-20.4%
Kopin logo
KopinKOPN
$5.74M
KEE
Keel Infrastructure Corp. Common StockKEEL
$350K
Equitable Holdings logo
Equitable HoldingsEQH
$3.67B-2.1%
Rockwell Automation logo
Rockwell AutomationROK
$105M-0.9%
BK
BKBK
$785M+11.5%

Other financials

Income statement

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Revenue$103.2M+5.4%
Net income$20.5M-4.7%
EPS (diluted)$0.36+2.9%

Balance sheet

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Cash & equivalents$137.0M-16.3%
Total debt$1.5B+29.7%
Total equity$1.7B-2.3%
Total assets$14.6B+9.4%

Cash flow

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Operating cash flow$25.2M+1,512%
CapEx$2.0M+5.2%
Free cash flow$23.3M+739%

Valuation

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Market cap$1.09B+11.8%
Enterprise value$2.47B+24.8%
P/E15.5×+5.1×
P/S2.7×+0.1×

Profitability

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Net margin17.1%-7.2pp
FCF margin25.9%

Returns & leverage

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Return on equity4.1%-1.4pp
Debt / equity0.9×+0.2×

Where this comes from

Reported directly by OceanFirst Financial in its filing.

Tagged under the XBRL concept ocfc:EquityInvestments.

The official record: OceanFirst Financial’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is OceanFirst Financial's equity investments?
OceanFirst Financial (OCFC) reported equity investments of $88.24M in Q1 2026.
How has OceanFirst Financial's equity investments changed year-over-year?
OceanFirst Financial's equity investments increased by 1.0% year-over-year, from $87.37M to $88.24M.
What is the long-term trend for OceanFirst Financial's equity investments?
Over 5 years (2020 to 2025), OceanFirst Financial's equity investments has grown at a -3.0% compound annual growth rate (CAGR), from $107.08M to $91.88M.
What does equity investments mean?
This represents the aggregate value of equity interests held by the company in other entities that are not classified as subsidiaries or primary marketable securities. These investments are typically held for long-term strategic purposes or capital appreciation. Tracking this provides insight into the company's non-core asset allocation and potential for secondary income streams.