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Oceanfirst Financial Corp. (OCFC) Stock Fundamental Analysis & AI Rating 2026

OCFC Nasdaq National Commercial Banks DE CIK: 0001004702
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 8 days) • After-hours ET • EPS est. $0.38 (vs $0.35 prior year) • All earnings →
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
75% Conf
HOLD
64% Conf

📊 OCFC Key Takeaways

Revenue: $642.5M
Net Margin: 11.0%
Free Cash Flow: $79.5M
Current Ratio: N/A
Debt/Equity: 0.15x
EPS: $1.17
AI Rating: SELL with 75% confidence
Oceanfirst Financial Corp. (OCFC) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $642.5M, net profit margin of 11.0%, and return on equity (ROE) of 4.3%, Oceanfirst Financial Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete OCFC stock analysis for 2026.

Is Oceanfirst Financial Corp. (OCFC) a Good Investment?

Claude

OceanFirst Financial demonstrates strong top-line growth of 78.3% YoY, but underlying profitability metrics reveal significant structural challenges. The critically low interest coverage ratio of 1.2x creates debt servicing risk, while ROE of 4.3% and ROA of 0.5% lag far behind banking industry standards, indicating poor capital and asset efficiency.

ChatGPT

Revenue growth is strong and free cash flow is positive, but core profitability remains modest with thin interest coverage and low ROE/ROA, indicating earnings pressure from funding costs. The balance sheet looks conservatively leveraged with a solid equity base, providing resilience through rate and credit cycles. Evidence of sustainable margin improvement and stabilized EPS is needed for a more constructive view.

Why Buy Oceanfirst Financial Corp. Stock? OCFC Key Strengths

Claude
  • + Strong revenue growth of 78.3% YoY suggesting market expansion or successful acquisition activity
  • + Positive free cash flow generation of 79.5M with 12.4% FCF margin demonstrates operational cash generation
  • + Conservative debt-to-equity leverage ratio of 0.15x provides balance sheet flexibility
ChatGPT
  • + Robust top-line growth with positive net income and FCF
  • + Conservative leverage (0.15x D/E) and sizable equity cushion
  • + Double-digit net margin providing some earnings buffer

OCFC Stock Risks: Oceanfirst Financial Corp. Investment Risks

Claude
  • ! Interest coverage ratio of 1.2x is dangerously low, leaving minimal buffer to cover interest expenses in case of operational decline
  • ! Return on equity of 4.3% and return on assets of 0.5% significantly underperform banking industry benchmarks, indicating poor capital efficiency
  • ! EPS declined 29.1% YoY despite 78.3% revenue growth, indicating substantial share dilution or margin compression that erodes shareholder value
ChatGPT
  • ! Very thin interest coverage (1.2x) limits shock absorption
  • ! Subpar profitability (ROE 4.3%, ROA 0.5%) and falling EPS
  • ! Potential NIM compression and credit costs could pressure earnings

Key Metrics to Watch

Claude
  • * Trend in interest coverage ratio and debt service capacity sustainability
  • * Return on equity and return on assets trajectories relative to industry peers and management targets
  • * Breakdown of revenue growth between organic growth and acquisition integration costs
ChatGPT
  • * Net interest margin (NIM)
  • * Credit quality (NPLs, provisions/charge-offs)

Oceanfirst Financial Corp. (OCFC) Financial Metrics & Key Ratios

Revenue
$642.5M
Net Income
$71.0M
EPS (Diluted)
$1.17
Free Cash Flow
$79.5M
Total Assets
$14.6B
Cash Position
$135.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

OCFC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 14.4%
Net Margin 11.0%
ROE 4.3%
ROA 0.5%
FCF Margin 12.4%

OCFC vs Finance Sector: How Oceanfirst Financial Corp. Compares

How Oceanfirst Financial Corp. compares to Finance sector averages

Net Margin
OCFC 11.0%
vs
Sector Avg 25.0%
OCFC Sector
ROE
OCFC 4.3%
vs
Sector Avg 12.0%
OCFC Sector
Current Ratio
OCFC 0.0x
vs
Sector Avg 1.2x
OCFC Sector
Debt/Equity
OCFC 0.2x
vs
Sector Avg 2.0x
OCFC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Oceanfirst Financial Corp. Stock Overvalued? OCFC Valuation Analysis 2026

Based on fundamental analysis, Oceanfirst Financial Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
4.3%
Sector avg: 12%
Net Profit Margin
11.0%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.15x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Oceanfirst Financial Corp. Balance Sheet: OCFC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.15x
Debt/Assets
88.6%
Interest Coverage
1.23x
Long-term Debt
$255.2M

OCFC Revenue & Earnings Growth: 5-Year Financial Trend

OCFC 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oceanfirst Financial Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.70 reflects profitable operations.

OCFC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.4%
Free cash flow / Revenue

Oceanfirst Financial Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$87.2M
Cash generated from operations
Stock Buybacks
$24.9M
Shares repurchased (TTM)
Capital Expenditures
$7.7M
Investment in assets
Dividends Paid
$48.2M
Returned to shareholders

OCFC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Oceanfirst Financial Corp. (CIK: 0001004702)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 8-K ocfc-20260402.htm View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772827328.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772827209.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772827168.xml View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772827019.xml View →

Frequently Asked Questions about OCFC

What is the AI rating for OCFC?

Oceanfirst Financial Corp. (OCFC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OCFC's key strengths?

Claude: Strong revenue growth of 78.3% YoY suggesting market expansion or successful acquisition activity. Positive free cash flow generation of 79.5M with 12.4% FCF margin demonstrates operational cash generation. ChatGPT: Robust top-line growth with positive net income and FCF. Conservative leverage (0.15x D/E) and sizable equity cushion.

What are the risks of investing in OCFC?

Claude: Interest coverage ratio of 1.2x is dangerously low, leaving minimal buffer to cover interest expenses in case of operational decline. Return on equity of 4.3% and return on assets of 0.5% significantly underperform banking industry benchmarks, indicating poor capital efficiency. ChatGPT: Very thin interest coverage (1.2x) limits shock absorption. Subpar profitability (ROE 4.3%, ROA 0.5%) and falling EPS.

What is OCFC's revenue and growth?

Oceanfirst Financial Corp. reported revenue of $642.5M.

Does OCFC pay dividends?

Oceanfirst Financial Corp. pays dividends, with $48.2M distributed to shareholders in the trailing twelve months.

Where can I find OCFC SEC filings?

Official SEC filings for Oceanfirst Financial Corp. (CIK: 0001004702) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OCFC's EPS?

Oceanfirst Financial Corp. has a diluted EPS of $1.17.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OCFC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oceanfirst Financial Corp. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OCFC stock overvalued or undervalued?

Valuation metrics for OCFC: ROE of 4.3% (sector avg: 12%), net margin of 11.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy OCFC stock in 2026?

Our dual AI analysis gives Oceanfirst Financial Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OCFC's free cash flow?

Oceanfirst Financial Corp.'s operating cash flow is $87.2M, with capital expenditures of $7.7M. FCF margin is 12.4%.

How does OCFC compare to other Finance stocks?

Vs Finance sector averages: Net margin 11.0% (avg: 25%), ROE 4.3% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI