Surgical & Medical Instruments & Apparatus · SIC 3841

Orchestra BioMed Holdings, Inc.

OBIO

Watch

Latest revenue

$110.0K

as of 2026-03-31

Latest net income

$-20.7M

as of 2026-03-31

Net margin

-18810.0%

as of 2026-03-31

Price · 5Y

-17.0% / yr 30.8 pts / yr vs S&P 500 60.5% total
Compare:

Live market

delayed ≤15 min
$4.06
0.98%
Market cap
$243.1M
Enterprise value
$243.1M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$5.42
52-wk low
$2.20
Beta
Shares out
59.9M

5-year trend

What this company does

AI

Item 1. Business Our Vision Our vision is to accelerate medical innovation to patients through risk-reward-sharing partnerships with leading medical device companies. Our Company We are a biomedical innovation company accelerating high-impact technologies to patients through strategic collaborations with market-leading global medical device companies. We are led by a highly accomplished, multidisciplinary management team and a board of directors with extensive experience in all phases of therapeutic device development. Our business was formed in 2018 by assembling a pipeline of multiple late-stage clinical product candidates originally developed by our founding team. Our flagship product…

AI summary unavailable — showing raw filing excerpt

Generated from OBIO's filing dated 2026-03-12

Key risks

AI

Item 1A. Risk Factors Our business involves a high degree of risk. You should consider and read carefully all of the risks and uncertainties described below, as well as other information included in this Annual Report on Form 10-K, including our audited consolidated financial statements and related notes appearing in Item 8 of this Annual Report on Form 10-K. The risks described below are not the only ones facing us. The occurrence of any of the following risks or additional risks and uncertainties not presently known to us or that we currently believe to be immaterial could materially and adversely affect our business, financial condition or results of operations. In such case, the trading…

AI summary unavailable — showing raw filing excerpt

Generated from OBIO's filing dated 2026-03-12

Profitability

Operating margin

-154.7%

93.7%

Net margin

-157.4%

93.2%

Return on equity

483.9%

4936.7%

Return on assets

-45.9%

42.7%

Leverage

Debt / equity

-10.80×

74.3%

Long-term debt / equity

-1.37×

Debt / assets

110.2%

7.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$110.0K-87.3%$-20.7M-10.3%-18810.0%

Q4 2025

2025-12-31

$30.9M+12120.2%$6.2M+138.7%20.2%

Q3 2025

2025-09-30

$861.0K-12.8%$-20.8M-35.0%-2419.0%

Q2 2025

2025-06-30

$836.0K+7.5%$-19.4M-21.2%-2316.1%

Q1 2025

2025-03-31

$868.0K+40.0%$-18.8M-39.3%-2160.7%

Q4 2024

2024-12-31

$253.0K$-16.2M-6385.4%

Q3 2024

2024-09-30

$987.0K+135.6%$-15.4M-15.8%-1562.9%

Q2 2024

2024-06-30

$778.0K-15.0%$-16.0M-32.7%-2054.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

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Insider activity

Insider buying

$16.4M

Insider selling

$8.3K

Net activity

+$16.3M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Jason Aryeh

Director

Purchase665$3.75$2.5K
2026-05-15

Jason Aryeh

Director

Purchase8,971$3.90$35.0K
2026-05-15

David P Hochman

Chief Executive Officer and Chairperson

Purchase5,000$3.77$18.9K
2026-05-14

Eric S Fain

Director

Purchase20,000$4.13$82.6K
2026-04-27

RTW INVESTMENTS, LP / Roderick Wong

10%+ owner

Sale32$4.13$132
2026-03-13

David P Hochman

Chief Executive Officer and Chairperson

Purchase10,000$4.29$42.9K
2025-11-14

David P Hochman

Chief Executive Officer and Chairperson

Purchase5,000$4.07$20.4K
2025-09-19

Jason Aryeh

Director

Purchase1,000$2.45$2.5K
2025-08-25

Eric S Fain

Director

Purchase5,760$2.61$15.0K
2025-08-25

Darren Sherman

President and Chief Operating Officer

Purchase3,000$2.62$7.9K
2025-08-25

Andrew Lawrence Taylor

Chief Financial Officer

Purchase2,000$2.55$5.1K
2025-08-21

David P Hochman

Chief Executive Officer and Chairperson

Purchase6,000$2.49$14.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns OBIO

Institutional value

$16.4M

Total shares held

3.8M

Distinct holders

24

-39 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC2.2M$9.4MNew
2BlackRock, Inc.635.7K$2.7M+4.8K (+0.8%)Added
3VANGUARD FIDUCIARY TRUST CO235.2K$999.7KNew
4Simplify Asset Management Inc.219.4K$932.4KNew
5IFP Advisors, Inc98.9K$420.3K+12.2K (+14.1%)Added
6Hudson Bay Capital Management LP71.1K$302.3K+21.7K (+43.9%)Added
7JANE STREET GROUP, LLC55.7K$236.6K-118.1K (-68.0%)Trimmed
8Daytona Street Capital LLC52.6K$235.4K+31.1K (+144.7%)Added
9Holos Integrated Wealth LLC51.6K$219.8K+0 (+0.0%)No change
10UBS Group AG50.3K$213.8K+38.9K (+341.7%)Added
11Meramec Financial Planners, LLC30.0K$130.5K+0 (+0.0%)No change
12Catalyst Funds Management Pty Ltd27.6K$117.5KNew
13CITIGROUP INC25.5K$108.5K+6.1K (+31.2%)Added
14Cannon Global Investment Management, LLC22.6K$96.1KNew
15HighTower Advisors, LLC18.3K$77.7K+0 (+0.0%)No change
16Vanguard Global Advisers, LLC13.9K$59.3KNew
17ABLE Financial Group, LLC13.4K$57.0K+0 (+0.0%)No change
18China Universal Asset Management Co., Ltd.10.0K$42.6K+819 (+8.9%)Added
19JPMORGAN CHASE & CO4.3K$17.3K-328 (-7.2%)Trimmed
20Mirae Asset Global Investments Co., Ltd.2.9K$12.5K+201 (+7.3%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once OBIO's latest filing finishes processing.