OneWater Marine (ONEW)
Sells boats and marine services through an acquisition-built U.S. dealer network.
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Runs Dealerships and Distribution, selling new and pre-owned boats, finance and insurance, service, parts, accessories, and selected storage or marina services. The platform is concentrated in U.S. recreational marine retail and keeps local dealer brands while applying centralized operating standards.
Operates through Dealerships and Distribution, with Dealerships as the core business. The retail network sells new and pre-owned boats, arranges finance and insurance, performs repair and maintenance, sells parts and accessories, and offers storage or marina services at some locations.
Built through acquisitions, the platform keeps local, regional, and national dealer brands while applying common operating standards and back-office scale. Its retail footprint is concentrated in U.S. recreational boating markets including the Southeast, Gulf Coast, Mid-Atlantic, and Northeast.
A smaller Distribution operation sells marine-related products and parts; the Ocean Bio-Chem sale narrowed that footprint. The business depends on discretionary boat demand, inventory management, floor-plan financing conditions, acquisition integration, and service/parts attachment.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 6, 2026 | Truist Financial | Target | Target: $15 | Target: $13 |
| May 1, 2026 | Robert W. Baird | Target | Target: — | Target: $13 |
| May 1, 2026 | Keybanc | Reiterate | Rating: —Target: $16 | Target: $14 |
| Apr 27, 2026 | Truist Financial | Target | Target: $18 | Target: $15 |
| Nov 14, 2025 | Keybanc | Reiterate | Rating: —Target: $30 | Target: $16 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $68.7M · Total debt $873.9M · Total assets $1.30B · Shareholders' equity $286.1M
- Revenue
- $530.7M
- Operating income
- $35.6M
- Net income
- $11.7M
No dividends on record.
| Institutions | ≈ 70.02% | 11.67M shares | |
|---|---|---|---|
| 101 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 38.83% | 6.47M shares | |
| 12 holders · as of Sep 8, 2026 | |||
| Adds to | 108.85% | ||
16.67M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.85%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Teresa D. BosInsider10 percent owner, other: Member of 10% owner group | 16.84% | 1.66M · 1.15M | filed Sep 8, 2026 |
American Century Companies IncInstitution | 12.92% | 2.15M | as of Jun 30, 2026 |
Philip Austin Jr. Singleton1Insiderdirector, officer, other: Executive Chairman | 11.53% | 1.49M | filed May 6, 2026 |
Anthony M. AisquithInsiderdirector, officer: Chief Executive Officer | 6.77% | 1.13M | filed Dec 18, 2025 |
Philadelphia Financial Management of San Francisco, LLCInstitution | 5.40% | 899,324 | filed Oct 16, 2025 |
- Philip Austin Jr. Singleton's transaction reports restate only vehicles that traded; the 2021 ownership statement (1.49M) plus the 432.7K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 4, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −56,429 | $12.10 |
| Sep 2, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −52,120 | $12.03 |
| Aug 24, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −11,251 | $12.54 |
| Aug 11, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −110,250 | $12.81 |
| Aug 10, 2026 | Teresa D. Bos | 10 percent owner, other: Member of 10% owner group | −19,871 | $12.64 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OneWater Marine | $9.93 | −3.19% | $170.5M | — | 9.5 | 0.1 | −4.0% |
| MarineMax | $52.44 | +0.06% | $1.15B | 307.9 | 37.4 | 0.5 | −7.0% |
| Brunswick | $66.79 | +0.29% | $4.33B | — | 13.5 | 0.8 | +7.7% |
| Polaris | $52.56 | −2.62% | $3.07B | — | 18.2 | 0.4 | +9.2% |
| Malibu Boats | $23.47 | −2.33% | $471.9M | 326.1 | 9.5 | 0.5 | +42.7% |
| MasterCraft Boat | $19.83 | −3.13% | $495.8M | — | 10.1 | 1.4 | +63.4% |
| Winnebago Industries | $27.54 | −2.57% | $798.9M | 20.8 | 12.8 | 0.3 | −9.9% |
| Johnson Outdoors | $44.66 | −0.66% | $470.8M | — | 51.9 | 0.7 | +5.0% |
| Median | 307.9 | 13.5 | 0.5 | +7.7% |