Insider Trading March 27, 2026

Insider Buy: Jorey Chernett Adds $157,500 in Oncology Institute Stock

Ten-percent owner increases stake as Q4 2025 results beat expectations and shares show mixed short- and long-term performance

By Jordan Park TOI
Insider Buy: Jorey Chernett Adds $157,500 in Oncology Institute Stock
TOI

Jorey Chernett, a 10% owner of Oncology Institute, Inc. (NASDAQ:TOI), acquired 50,000 shares on March 26, 2026, in a series of purchases priced between $3.11 and $3.19, totaling $157,500 at an average of $3.15. The transaction raises Chernett's direct holding to 10,451,929 shares. The buy arrives after the company reported fourth-quarter 2025 results that topped consensus on both EPS and revenue, while the stock has fallen roughly 7% over the past week but remains up 179% year-over-year. Third-party analysis flags TOI as overvalued versus Fair Value, though analysts retain a consensus Buy with price targets of $5 to $8.

Key Points

  • Jorey Chernett, a 10% owner of Oncology Institute (NASDAQ:TOI), purchased 50,000 shares on March 26, 2026, at prices between $3.11 and $3.19, totaling $157,500 at an average of $3.15.
  • After the purchase Chernett directly owns 10,451,929 shares of Oncology Institute.
  • Oncology Institute’s Q4 2025 results beat expectations with EPS of -$0.06 versus an anticipated -$0.09 (33.33% positive surprise) and revenue of $141.96 million versus a forecast of $139.79 million; the stock rose in aftermarket trading.

Transaction overview

According to a Form 4 filing with the Securities and Exchange Commission, Jorey Chernett, identified as a 10 percent owner of Oncology Institute, Inc. (NASDAQ:TOI), purchased 50,000 shares of common stock on March 26, 2026. The purchase was executed across multiple tranches at prices ranging from $3.11 to $3.19 per share, yielding an aggregate transaction value of $157,500 based on an average price of $3.15.

Following the reported trades, Chernett's direct ownership in Oncology Institute stands at 10,451,929 shares. The filing does not provide further detail on intended holding period or whether additional acquisitions or dispositions are planned.


Recent corporate performance

The insider purchase coincides with the company’s release of fourth-quarter 2025 financial results. Oncology Institute reported an earnings per share (EPS) loss of $0.06 for the quarter, which was better than the consensus estimate of a $0.09 loss. That gap equates to a positive surprise of 33.33 percent relative to the expected EPS figure. For the same period, revenue came in at $141.96 million versus a forecast of $139.79 million, delivering a modest upside to sales expectations.

Market reaction followed the earnings announcement, with the company’s stock rising in aftermarket trading. The filing indicates analysts had anticipated weaker results than those reported.


Market context and valuation signals

Despite the recent earnings beat, the stock has shown mixed performance in different time frames: it has declined about 7 percent over the prior week but remains approximately 179 percent higher compared with its level one year earlier. According to InvestingPro analysis cited in the filing, TOI appears overvalued relative to its Fair Value. At the same time, sell-side analysts collectively maintain a consensus Buy rating on the shares, with reported price targets ranging from $5 to $8.

What the record shows

The public filings supply the numerical details of the insider purchase and the company’s quarterly beats. They do not, however, include commentary from the insider or updated guidance from the company. Readers should note that the ownership data and performance metrics above are reported figures from the Form 4 and the company’s earnings release.

Risks

  • Valuation concerns: InvestingPro analysis indicates TOI appears overvalued relative to its Fair Value, which could pressure returns if market expectations adjust.
  • Short-term volatility: The share price fell roughly 7% over the past week, indicating potential near-term market sensitivity despite a strong one-year performance.
  • Limited disclosure: The Form 4 filing records the purchase and post-transaction holdings but does not disclose the buyer’s intentions or future trading plans, leaving uncertainty about whether the transaction signals a long-term commitment.

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