Oncology Institute, Inc. (TOI)

The past six months have seen significant movement in TOI's stock price. The share price as of November 21, 2025, was $3.13, a substantial increase from $0.15 on November 22, 2024. However, more recently, the stock has experienced some volatility. Key events impacting the stock include Q2 2025 earnings where revenue exceeded estimates but EPS missed, leading to a stock fall. Q3 2025 earnings also showed revenue surpassing forecasts but missing on EPS, resulting in a stock surge due to strong revenue growth and increased full-year guidance. Needham & Company LLC initiated coverage on TOI with a "buy" rating and a $5.00 price target. Significant insider selling has occurred, with insiders selling 6.75 million shares in the three months prior to November 26, 2025.

The provided search results do not contain explicit information regarding the demand seasonality for The Oncology Institute, Inc.'s products and services. Healthcare services, particularly oncology, generally experience relatively stable demand due to the ongoing nature of cancer treatment, which is less susceptible to seasonal fluctuations compared to other industries.

The Oncology Institute, Inc. (TOI) is a healthcare company focused on providing comprehensive, value-based cancer care in community settings across the United States. They operate in the Healthcare sector, offering medical oncology, radiation oncology, and hematology services. TOI provides in-house infusion and dispensary services, clinical trials, outpatient blood product transfusions, and patient support services, generating revenue primarily from patient services, including its California-based pharmacy.

The Oncology Institute manages over 100 clinics and affiliate locations across five states: California, Nevada, Arizona, and Florida. As of Q4 2023, they operated 87 clinics in California, Arizona, and Nevada.

The Oncology Institute is considered a U.S. market leader and pioneer in value-based oncology care. Events that have likely positively impacted its reputation include a strategic partnership with OneOncology, a partnership with Protocol Behavioral Health, co-development of 'Touchless' AI Automation with Ascertain, and achieving Medicare savings. The company's consistent revenue growth also contributes to a positive perception.

The ownership structure of The Oncology Institute (TOI) includes individual and institutional investors. Individual investors hold a significant portion of the company, around 43% as of August 26, 2025, and 47% as of November 6, 2025. As of November 21, 2025, TOI had 168 institutional owners holding a total of 36,960,165 shares. Institutional investors held approximately 33% of the company as of August 26, 2025, and 35% as of November 6, 2025.