# OneWater Marine Inc. (ONEW)

> Source: Nexqual · https://nexqual.com/ONEW · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, OneWater Marine Inc. (ONEW), nexqual.com/ONEW" · informational, not investment advice.

**Price:** USD 9.52 (+2.15% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 9.52 · day 9–9.72 · 52w 8.12–17.35 · market cap null · NGM

## Key facts
- 1 of 80 tracked superinvestors hold ONEW (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.50 on a 1–5 scale) (6 analysts), mean target USD 13.33 (range 13–14).
- Total return with dividends: 1Y -40.4% vs S&P 500 +14.9%; 5Y -77.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.09, revenue estimate $431M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold ONEW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.01% | $8.5M | Added +44.1% |

## Analysts
Consensus Hold (mean 2.50 on a 1–5 scale), 6 analysts; mean target USD 13.33 (low 13, high 14).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-06 | Truist Securities | Target lowered | Buy | $15 → $13 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -40.4% | -77.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -40.5% | -26.0% |
| Volatility (annualized) | 57.9% | 55.8% |
| Max drawdown | -50.8% (Oct 2025→Mar 2026) | -86.2% (Dec 2021→Mar 2026) |

## Peers (Specialty Retail)
BNED (Barnes & Noble Education, Inc) USD 13.95 +1.45% · BWMX (Betterware de Mexico, S.A.P.I. ) USD 15.98 +0.57% · WOOF (Petco Health and Wellness Compa) USD 2.53 +9.52% · WINA (Winmark Corporation) USD 285.97 +1.85% · HZO (MarineMax, Inc.  (FL)) USD 52.38 -0.08% · EYE (National Vision Holdings, Inc.) USD 18.87 +6.49%

## More
Full page: https://nexqual.com/ONEW · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name ONEW in their own reports (relationship from ONEW's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| supplier | MALIBU BOATS, INC. (MBUU) | 10-K 2026-08-27 | "Sales to our dealers under common control of OneWater Marine, Inc. represented approximately 22.3%, 24.7% and 23.7% of consolidated net sales in fiscal years 2026, 2025 and 2024, respectively, includi…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.09 | $0.06 | +54.3% | $430.8M | 5 |
| Next quarter (ends 2026-12-31) | $-0.45 | $-0.44 | +0.9% | $384.2M | 5 |
| Current fiscal year (ends 2026-09-30) | $0.47 | $0.50 | -6.2% | $1.79B | 5 |
| Next fiscal year (ends 2027-09-30) | $1.24 | $1.02 | +21.4% | $1.84B | 5 |