OCFCNasdaqNational Commercial BanksFiscal year ends December 31
OCEANFIRST FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$15.62−0.21 (-1.33%)
Close on Oct 19, 2026
- Market cap
- $1.10B
- P/E (TTM)
- 18.4
- Dividend yield
- 5.12%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.2%
80M of 97M shares
Institutional holders
230
50 new, 21 sold out
Net institutional buying
30M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $6.71M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Warburg Pincus LLC | 9,574,639 | 9.90% | 13D (active) amendment | Aug 17, 2026 |
| Warburg Pincus LLC ("WP LLC") | 9,574,639 | 9.90% | 13D (active) | Jun 1, 2026 |
| Dimensional Fund Advisors LP | 4,940,352 | 5.10% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 4,606,917 | 7.90% | 13G (passive) amendment | Jan 31, 2025 |
| Wellington Investment Advisors Holdings LLP | 3,265,615 | 5.70% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OCFC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,940,366 | 10.29% | $194.14M | +3,206,812 | 0.00% |
| Warburg Pincus LLC | 9,574,639 | 9.91% | $186.99M | New | 100.00% |
| Dimensional Fund Advisors LP | 4,589,658 | 4.75% | $89.64M | +1,180,555 | 0.02% |
| Wellington Management Group Llp | 4,114,069 | 4.26% | $80.35M | +1,518,636 | 0.01% |
| State Street Corp | 3,869,335 | 4.00% | $75.57M | +986,962 | 0.00% |
| Vanguard Capital Management LLC | 3,672,693 | 3.80% | $71.73M | +1,245,519 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 2,931,548 | 3.03% | $57.25K | +754,961 | 0.04% |
| Two Sigma Investments, LP | 2,406,209 | 2.49% | $46.99M | +833,700 | 0.03% |
| Invesco Ltd. | 2,391,416 | 2.47% | $46.70M | +395,191 | 0.00% |
| Geode Capital Management, LLC | 2,200,983 | 2.28% | $42.99M | +790,935 | 0.00% |
| Systematic Financial Management LP | 1,517,701 | 1.57% | $29.64M | +134,113 | 0.59% |
| Endeavour Capital Advisors Inc | 1,347,421 | 1.39% | $26.32M | +219,069 | 5.40% |
| Hotchkis & Wiley Capital Management LLC | 1,295,618 | 1.34% | $25.30M | +604,213 | 0.07% |
| Mirabella Financial Services Llp | 1,292,641 | 1.34% | $25.25M | +493,735 | 2.41% |
| GW&K Investment Management, LLC | 1,209,716 | 1.25% | $23.63K | −15,079 | 0.18% |
| American Century Companies Inc | 1,188,360 | 1.23% | $23.21M | −40,328 | 0.01% |
| Charles Schwab Investment Management Inc | 1,075,612 | 1.11% | $21.01M | +229,270 | 0.00% |
| Nuveen, LLC | 913,179 | 0.94% | $17.83M | +290,835 | 0.00% |
| Gamco Investors, Inc. Et Al | 863,433 | 0.89% | $16.86M | +704,433 | 0.15% |
| JPMorgan Chase & Co | 832,878 | 0.86% | $16.32M | +194,203 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 80M | 83.2% | 50 / 115 | 39 / 21 | 33M | 3M |
| Q1 2026 | 206 | 50M | 52.0% | 41 / 65 | 62 / 15 | 12M | 4M |
| Q4 2025 | 186 | 46M | 47.6% | 22 / 53 | 74 / 23 | 6M | 3M |
| Q3 2025 | 188 | 44M | 45.9% | 14 / 58 | 77 / 17 | 4M | 2M |
| Q2 2025 | 193 | 43M | 44.8% | 16 / 71 | 73 / 23 | 3M | 2M |
| Q1 2025 | 205 | 44M | 45.1% | 25 / 77 | 68 / 14 | 5M | 3M |
| Q4 2024 | 197 | 43M | 44.5% | 21 / 76 | 61 / 16 | 3M | 3M |
| Q3 2024 | 194 | 43M | 44.6% | 27 / 67 | 63 / 15 | 12M | 4M |
| Q2 2024 | 183 | 44M | 45.1% | 19 / 74 | 56 / 28 | 3M | 3M |
| Q1 2024 | 195 | 44M | 45.9% | 31 / 67 | 60 / 20 | 4M | 3M |
| Q4 2023 | 185 | 43M | 44.6% | 31 / 71 | 55 / 27 | 5M | 4M |
| Q3 2023 | 182 | 41M | 42.9% | 22 / 66 | 62 / 10 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OCFC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,600,910 | 2.69% | $50.80M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,172,862 | 2.25% | $42.44M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,168,533 | 1.21% | $22.56M | 0.12% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 1,072,054 | 1.11% | $20.94M | 0.44% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 988,902 | 1.02% | $18.58M | 0.07% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 988,666 | 1.02% | $19.31M | 0.02% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 967,986 | 1.00% | $18.90M | 0.20% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 928,717 | 0.96% | $17.93M | 0.05% | Jul 31, 2026 |
| Invesco Main Street Small Cap Fund | 882,349 | 0.91% | $17.23M | 0.65% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 784,104 | 0.81% | $14.73M | 0.28% | May 29, 2026 |
| iShares Russell 2000 Value ETF | 665,607 | 0.69% | $13.00M | 0.09% | Jun 30, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 662,300 | 0.69% | $12.93M | 0.29% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 558,868 | 0.58% | $10.79M | 0.13% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 528,716 | 0.55% | $10.33M | 0.18% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 525,173 | 0.54% | $10.26M | 0.20% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher Maher | Chairman and CEO, Director | 408,487 | 0.42% | Mar 6, 2026 |
| Joseph Lebel III | Senior EVP and COO, Director | 349,004 | 0.36% | Mar 6, 2026 |
| Patrick Sean Barrett | Senior EVP & CFO | 148,560 | 0.15% | Mar 6, 2026 |
| David Berninger | Senior EVP & CRO | 100,069 | 0.10% | Mar 6, 2026 |
| Steven James Tsimbinos | Senior EVP & Corp. Secretary | 220,992 | 0.23% | Mar 6, 2026 |
| John R. Buran | Director | 78,292 | 0.08% | Sep 18, 2026 |
| Warburg Pincus (Cayman) Financial Sector Ii Gp, L.P. | Director | – | – | Jun 9, 2026 |
| Pincus Llc Warburg | Director | 9,574,639 | 9.91% | Jun 9, 2026 |
| Warburg Pincus Partners II (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Pincus (Bermuda) Private Equity GP Ltd. Warburg | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Global Growth 14-E (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus (Callisto) Global Growth 14 (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Global Growth 14 Partners (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus (Europa) Global Growth 14 (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Wp Global Growth 14 Partners (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Financial Sector Ii (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Global Growth 14-B (Cayman), L.P. | Director | 9,574,639 | 9.91% | Jun 9, 2026 |
| Pincus (Cayman) Financial Sector Ii Gp Llc Warburg | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Financial Sector Ii-E (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus (Cayman) Global Growth 14 Gp, L.P. | Director | – | – | Jun 9, 2026 |
| Warburg Pincus Financial Sector Ii Partners (Cayman), L.P. | Director | – | – | Jun 9, 2026 |
| Pincus (Cayman) Global Growth 14 Gp Llc Warburg | Director | 9,574,639 | 9.91% | Jun 9, 2026 |
| WPGG 14 Orion Investments GP, LLC | Director | – | – | Jun 9, 2026 |
| WPGG 14 Orion Investments, L.P. | Director | – | – | Jun 9, 2026 |
| WPFS II Orion Investments, L.P. | Director | – | – | Jun 9, 2026 |
| WPFS II Orion Investments GP, LLC | Director | – | – | Jun 9, 2026 |
| Steven J. DIorio | Director | 52,190 | 0.05% | Jun 3, 2026 |
| Sam Sang Ki Han | Director | 65,323 | 0.07% | Jun 3, 2026 |
| Alfred A. DelliBovi | Director | 52,262 | 0.05% | Jun 3, 2026 |
| Caren C. Yoh | Director | 0 | – | Jun 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian Schaeffer – | Aug 31, 2026 | Sale | −5,500 | $18.91 | $104.01K | 83,068 |
| John R. Buran Director | Aug 7, 2026 | Sale | −113,630 | $19.40 | $2.20M | 0 |
| John R. Buran Director | Aug 7, 2026 | Sale | −113,630 | $19.40 | $2.20M | 0 |
| John R. Buran Director | Aug 7, 2026 | Sale | −113,463 | $19.40 | $2.20M | 0 |
| John R. Buran Director | Jun 3, 2026 | Tax withholding | −35,037 | $18.25 | $639.43K | 78,292 |
| John R. Buran Director | Jun 1, 2026 | Award | +113,329 | – | – | 113,329 |
| John R. Buran Director | Jun 1, 2026 | Award | +113,265 | – | – | 113,265 |
| Sam Sang Ki Han Director | Jun 1, 2026 | Award | +65,323 | – | – | 65,323 |
| Steven J. DIorio Director | Jun 1, 2026 | Award | +52,190 | – | – | 52,190 |
| Louis C. Grassi Director | Jun 1, 2026 | Award | +104,737 | – | – | 104,737 |
| John R. Buran Director | Jun 1, 2026 | Award | +113,265 | – | – | 113,265 |
| John R. Buran Director | Jun 1, 2026 | Award | +113,329 | – | – | 113,329 |
| Caren C. Yoh Director | Jun 1, 2026 | Award | +52,262 | – | – | 52,262 |
| Alfred A. DelliBovi Director | Jun 1, 2026 | Award | +52,262 | – | – | 52,262 |
| Christopher Maher Chairman and CEO, Director | Mar 4, 2026 | Tax withholding | −14,147 | $18.58 | $262.85K | 368,621 |
| Joseph Lebel III Senior EVP and COO, Director | Mar 4, 2026 | Tax withholding | −9,499 | $18.58 | $176.49K | 320,152 |
| Patrick Sean Barrett Senior EVP & CFO | Mar 4, 2026 | Tax withholding | −5,643 | $18.48 | $104.28K | 147,350 |
| Brian Schaeffer – | Mar 4, 2026 | Tax withholding | −1,837 | $18.58 | $34.13K | 88,568 |
| Michele B. Estep – | Mar 4, 2026 | Tax withholding | −4,629 | $18.58 | $86.01K | 177,682 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Mar 4, 2026 | Tax withholding | −4,629 | $18.58 | $86.01K | 202,999 |
| David Berninger Senior EVP & CRO | Mar 4, 2026 | Tax withholding | −3,541 | $18.58 | $65.79K | 99,708 |
| Joseph Lebel III Senior EVP and COO, Director | Mar 1, 2026 | Returned to company | −31,303 | – | – | 329,651 |
| Christopher Maher Chairman and CEO, Director | Mar 1, 2026 | Returned to company | −34,149 | – | – | 382,768 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Mar 1, 2026 | Returned to company | −17,075 | – | – | 207,628 |
| Patrick Sean Barrett Senior EVP & CFO | Mar 1, 2026 | Returned to company | −18,972 | – | – | 152,993 |
| Michele B. Estep – | Mar 1, 2026 | Returned to company | −17,075 | – | – | 182,311 |
| Robert C. Garrett Director | Feb 27, 2026 | Award | +2,769 | – | – | 8,971 |
| Grace C. Torres Director | Feb 27, 2026 | Award | +2,769 | – | – | 24,158 |
| Joseph Lebel III Senior EVP and COO, Director | Feb 27, 2026 | Award | +26,304 | – | – | 321,502 |
| Joseph Lebel III Senior EVP and COO, Director | Feb 27, 2026 | Award | +39,452 | – | – | 360,954 |
| Joseph M. Murphy Jr. Director | Feb 27, 2026 | Award | +2,769 | – | – | 182,964 |
| David Berninger Senior EVP & CRO | Feb 27, 2026 | Award | +11,076 | – | – | 86,637 |
| David Berninger Senior EVP & CRO | Feb 27, 2026 | Award | +16,612 | – | – | 103,249 |
| Patricia Lynne Turner Director | Feb 27, 2026 | Award | +2,769 | – | – | 15,846 |
| Christopher Maher Chairman and CEO, Director | Feb 27, 2026 | Award | +28,904 | – | – | 373,562 |
| Christopher Maher Chairman and CEO, Director | Feb 27, 2026 | Award | +43,355 | – | – | 416,917 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Feb 27, 2026 | Award | +13,844 | – | – | 203,938 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Feb 27, 2026 | Award | +20,765 | – | – | 224,703 |
| John F. Barros Director | Feb 27, 2026 | Award | +2,769 | – | – | 9,363 |
| Kimberly M. Guadagno Director | Feb 27, 2026 | Award | +2,769 | – | – | 20,906 |
| Dalila Wilson-Scott Director | Feb 27, 2026 | Award | +2,769 | – | – | 9,117 |
| Anthony R. Coscia Director | Feb 27, 2026 | Award | +2,769 | – | – | 60,489 |
| Jack M. Farris Director | Feb 27, 2026 | Award | +2,769 | – | – | 22,406 |
| Patrick Sean Barrett Senior EVP & CFO | Feb 27, 2026 | Award | +15,228 | – | – | 149,125 |
| Patrick Sean Barrett Senior EVP & CFO | Feb 27, 2026 | Award | +22,840 | – | – | 171,965 |
| Nicos Katsoulis Director | Feb 27, 2026 | Award | +2,769 | – | – | 31,096 |
| Brian Schaeffer – | Feb 27, 2026 | Award | +10,244 | – | – | 75,040 |
| Brian Schaeffer – | Feb 27, 2026 | Award | +15,365 | – | – | 90,405 |
| Michele B. Estep – | Feb 27, 2026 | Award | +13,844 | – | – | 178,621 |
| Michele B. Estep – | Feb 27, 2026 | Award | +20,765 | – | – | 199,386 |
| Steven Scopellite Director | Feb 27, 2026 | Award | +2,769 | – | – | 16,711 |
| Patrick Chong – | Feb 23, 2026 | Award | +293 | – | – | 1,540 |
| Joseph Lebel III Senior EVP and COO, Director | Feb 17, 2026 | Tax withholding | −34,460 | $19.71 | $679.21K | 295,198 |
| Joseph Lebel III Senior EVP and COO, Director | Feb 17, 2026 | Option exercise | +37,500 | $17.28 | $648.00K | 329,658 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Feb 17, 2026 | Option exercise | +15,000 | $17.28 | $259.20K | 203,878 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | Feb 17, 2026 | Tax withholding | −13,784 | $19.71 | $271.68K | 190,094 |
| Christopher Maher Chairman and CEO, Director | Feb 17, 2026 | Option exercise | +59,677 | $17.28 | $1.03M | 399,830 |
| Christopher Maher Chairman and CEO, Director | Feb 17, 2026 | Tax withholding | −55,172 | $19.71 | $1.09M | 344,658 |
| Joseph M. Murphy Jr. Director | Oct 29, 2025 | Inheritance | +56,000 | – | – | 56,000 |
| Steven James Tsimbinos Senior EVP & Corp. Secretary | May 15, 2025 | Other | −3,000 | $25.00 | $75.00K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Schaeffer Brian Officer | Sep 1, 2026 | 5,500 | $103.98K | Aug 31, 2026 | Equity Awards |
| Buran John Director | Aug 13, 2026 | 113,630 | $2.20M | Aug 7, 2026 | 401(k) Account Purchases |
| M. Murphy Joseph Director | Mar 23, 2026 | 150,000 | $2.68M | Mar 23, 2026 | Estate Distribution |