Stock Fundamentals

Company Information

Company Name
OPTIMIZERx Corp
Sector
Healthcare
Industry
Health Information Services
Exchange
NASDAQ
ISIN: US68401U2042
CIK: 0001448431
CUSIP: 68401U105
Currency: USD
Full Time Employees: 132
Phone: 248 651 6568
Fiscal Year End: December
IPO Date: Oct 22, 1996
Description:

OptimizeRx Corporation operates as a digital healthcare technology company. It offers Dynamic Audience Activation Platform, which generates dynamic audiences with predictive analytics through machine learning methods; Micro-Neighborhood Targeting, which creates consumer audiences using a privacy-first process; Profiler, which provides insights into its customers' target consumers; banner messages, including brand messaging, therapeutic support messaging, affordability messaging, limited distribution drug information, and patient support program messaging through healthcare professionals; and media execution solutions, which deliver messages through consumer omnichannel network, including through programmatic display, programmatic connected television/over-the-top, programmatic social media, addressable television, digital out-of-home, programmatic audio, and email/direct mail. The company also offers pharmacy alerts, which flag pharmacies that have prescription medications in stock; and financial messaging solutions, which provide prescribers visibility to branded copay offers for patients directly within electronic health record systems and ePrescribing platforms. The company was founded in 2006 and is headquartered in Waltham, Massachusetts.

Address:

260 Charles Street, Waltham, MA, United States, 02453

Directors & Officers

Name Title Year Born
Mr. Stephen L. Silvestro CEO & Director 1978
Mr. Edward Stelmakh C.M.A., M.B.A. Chief Financial & Strategic Officer 1966
Ms. Theresa Greco Chief Commercial Officer 1973
Mr. Brendan Merrell Chief Operating Officer 1985
Ms. Marion K Odence-Ford Chief Legal & Administrative Officer 1965
Ms. Maira Alejandra Media Relations Manager NA
Mr. Andrew Jacob D'Silva Chief Business Officer 1986
Dr. Doug Besch Chief Product Officer & CTO 1982
Ms. Heather Favazza Controller NA
Ms. Sheryl Kearney Human Resources Manager NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 19, 2025 Edward Stelmakh N/A Sale 1.39K $13.51 $18.75K
Oct 03, 2025 Stephen L Silvestro N/A Sale 1.62K $18.75 $30.38K
Aug 28, 2025 Patrick D Spangler N/A Sale 11.12K $17.49 $194.49K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Whetstone Capital Advisors, LLC 1.51M Mar 31, 2026 8.04% $3.28 0.00%
BlackRock Inc 1.16M Mar 31, 2026 6.20% $0.00 -2.61%
Vanguard Group Inc 1.14M Dec 31, 2025 6.06% $0.00 7.35%
Royce & Associates, LP 888.03K Mar 31, 2026 4.73% $0.06 30.20%
Parkman Healthcare Partners LLC 729.37K Mar 31, 2026 3.89% $0.47 35.41%
Vanguard Capital Management, LLC 685.45K Mar 31, 2026 3.65% $0.00 0.00%
Kennedy Capital Management Inc 656.26K Mar 31, 2026 3.50% $0.09 -2.62%
Blair William & Co 614.99K Mar 31, 2026 3.28% $0.01 5.56%
Rice Hall James & Associates, LLC 601.92K Mar 31, 2026 3.21% $0.21 1.90%
Dimensional Fund Advisors, Inc. 563.57K Mar 31, 2026 3.00% $0.00 22.27%
State Street Corp 477.78K Mar 31, 2026 2.55% $0.00 0.05%
Geode Capital Management, LLC 392.13K Mar 31, 2026 2.09% $0.00 -1.09%
The Goldman Sachs Group Inc 358.44K Mar 31, 2026 1.91% $0.00 182.21%
Vanguard Portfolio Management, LLC 331.04K Mar 31, 2026 1.76% $0.00 0.00%
Awm Investment Company Inc 230.42K Mar 31, 2026 1.23% $0.16 0.00%
Invenomic Capital Management, LP 229.37K Mar 31, 2026 1.22% $0.07 0.00%
Bullseye Asset Management LLC 226.53K Mar 31, 2026 1.21% $0.82 9.68%
Renaissance Technologies Corp 216.86K Mar 31, 2026 1.16% $0.00 633.17%
AQR Capital Management LLC 214.95K Mar 31, 2026 1.15% $0.00 1,381.01%
Segall Bryant & Hamill 188.70K Mar 31, 2026 1.01% $0.02 0.00%

Shares Statistics

Shares Outstanding: 18.77M
Shares Float: 14.48M
% Insiders: 1,232.30%
% Institutions: 7,772.70%
Short % Float: 9.67%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 494.25K 2.63% ▲ 0.00% Apr 30, 2026
2 Royce Small-Cap Opportunity Invmt 457.11K 2.44% ▲ 23.23% Mar 31, 2026
3 Kennedy Micro Cap 449.94K 2.40% ▲ 1.85% Mar 31, 2026
4 FTGF RY US SmCp Opp A USD Dis(A) 409.58K 2.18% ▲ 7.21% Mar 31, 2026
5 iShares Russell 2000 ETF 384.96K 2.05% ▲ 0.93% May 29, 2026
6 Jacob Internet Inv 283.10K 1.51% ▲ 40.64% Mar 31, 2026
7 Kennedy Micro Cap Opportunities 205.32K 1.09% ▲ 3.60% Mar 31, 2026
8 Vanguard Institutional Extnd Mkt Idx Tr 188.36K 1.00% ▲ 6.38% Apr 30, 2026
9 Invenomic Institutional 181.12K 0.97% ▲ 0.00% Jan 31, 2026
10 Fidelity Small Cap Index 156.27K 0.83% ▲ 0.62% Mar 31, 2026

Valuation Metrics

Enterprise Value: $101.69M
Trailing P/E: 14.53
Forward P/E: 5.69

Financial Highlights

Market Cap: $98.14M
EBITDA: $18.86M
P/E Ratio: $14.53
PEG Ratio: $1.61
Book Value: $6.84
Earnings/Share: $0.36
Profit Margin: 6.37%
Operating Margin: 2.00%
ROA (TTM): 5.43%
ROE (TTM): 5.56%
Revenue (TTM): $107.35M
Revenue/Share (TTM): $5.76
Earnings Growth (YOY): -66.80%
Revenue Growth (YOY): -9.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.04x 0.20x 0.27x 2.28x 1.56x
2024-12-31 2.89x 0.28x 0.32x -2.23x -3.71x
2023-12-31 3.04x 0.29x 0.31x -18.16x -1.71x
2022-12-31 11.74x 0.00x 0.06x -14.42x -0.01x
2021-12-31 12.29x 0.00x 0.07x 2.98x 0.04x
2020-12-31 3.28x 0.00x 0.17x -31.14x 0.19x
2019-12-31 4.44x 0.00x 0.21x -3.76x -0.08x
2018-12-31 3.77x 0.00x 0.26x N/A 0.00x
2017-12-31 2.49x 0.19x 0.36x N/A -0.65x
2016-12-31 2.78x 0.32x 0.32x N/A -1.91x
2015-12-31 3.30x 0.26x 0.27x N/A -9.02x
2014-12-31 2.31x 0.33x 0.34x N/A -1.97x
2013-12-31 1.37x 0.58x 0.49x N/A 2.88x
2012-12-31 1.43x 0.00x 0.31x -3,643.45x 0.00x
2011-12-31 1.19x 0.00x 0.45x -1.52x 0.00x
2010-12-31 2.44x 0.00x 0.49x -17.33x 0.00x
2009-12-31 17.95x 0.00x 0.04x -2,562.50x 0.00x
2008-12-31 11.51x 0.00x 0.08x -2,468.17x 0.00x
2007-12-31 0.40x -2.93x 1.32x -64.42x -0.79x

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