Source-grounded facts extracted from Oportun Financial Corp's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Oportun Financial Corp reported first quarter ended March 31, 2026 results: revenue $229, net income $2.3, EPS $0.05. Guidance reaffirmed.
“guidance of $1.50 to $1.65 continues to reflect 16% year-over-year growth at the midpoint.” First Quarter 2026 Results Metric GAAP Adjusted 1 1Q26 1Q25 1Q26 1Q25 Total revenue $229 $236 Net income $2.3 $10 $10 $19 Diluted EPS $0.05 $0.21 $0.21 $0.40 Adjusted EBITDA $29 $34 Dollars in millions, except per share amounts. 1 See the section entitled “”
Oportun Financial Corp incurred senior notes of $485 million at a weighted average coupon of 5.25% per annum maturing two years from the closing date.
“On February 9, 2026, Oportun Financial Corporation's (the “Company”) subsidiary, Oportun Issuance Trust 2026-A (the “Issuer”), issued approximately $485 million of two-year revolving fixed rate asset-backed notes (the “Notes”), secured by a pool of its unsecured and secured personal installment loans (the “2026-A Securitization”).”
Oportun Financial Corp incurred senior notes of approximately $441 million with Wilmington Trust, National Association, as indenture trustee, as securities intermediary and as depositary bank at weighted average yield of 5.77% per annum and a weighted average coupon of 5.69% maturing two-year revolving fixed rate.
“On October 17, 2025, the Company issued approximately $441 million of two-year revolving fixed rate asset-backed notes (the “Notes”) by Oportun Issuance Trust 2025-D (the “Issuer”), secured by a pool of its unsecured and secured personal installment loans (the “2025-D Securitization”).”
Oportun Financial Corp incurred credit facility of borrowing capacity of approximately $247 million with Wilmington Trust, National Association as collateral agent, administrative agent, paying agent, securities intermediary and depositary bank; Lenders from time to time party thereto at Term SOFR plus a weighted average spread up to 2.58% maturing three-year term.
“paying agent, securities intermediary and depositary bank (“Wilmington Trust”). The PLW IV Warehouse Facility has a three-year term and a borrowing capacity of approximately $247 million. Borrowings under the Loan and Security Agreement accrue interest at an interest rate no greater than Term SOFR plus a weighted average spread up to 2.58%. The advance rate for”
Oportun Financial Corp incurred senior notes of $538 million with Wilmington Trust, National Association at weighted average yield of 5.29% per annum and a weighted average coupon of 5.23% maturing two-year revolving.
“On August 21, 2025, Oportun Financial Corporation (the “Company”) issued a press release announcing the issuance of approximately $538 million of two-year revolving fixed rate asset-backed notes (the “Notes”) by Oportun Issuance Trust 2025-C (the “Issuer”) and secured by a pool of its unsecured and secured personal installment loans (the “2025-C Securitization”). The 2025-C Securitization included five classes of fixed rate notes. The Notes were offered and sold in a private placement in reliance on Rule 144A under the U.S. Securities Act of 1933, as amended, and were priced with a weighted average yield of 5.29% per annum and a weighted average coupon of 5.23% per annum.”
Oportun Financial Corp: Amendment to declassify the board of directors and provide for annual election of directors (effective 2025-07-21).
“an amendment to the Company’s Amended and Restated Certificate of Incorporation to declassify the Company's board of directors and provide for the annual election of directors”
Oportun Financial Corp: Amendment to eliminate supermajority voting provisions and make certain other administrative changes (effective 2025-07-21).
“an amendment to the Company’s Amended and Restated Certificate of Incorporation to eliminate supermajority voting provisions and make certain other administrative changes”
Raul Vazquez was appointed as Principal Financial Officer and Principal Accounting Officer at Oportun Financial Corp.
“On April 28, 2025, the board of directors of Oportun Financial Corporation (the “Company”) appointed Raul Vazquez, the Company’s Chief Executive Officer, to the roles of principal financial officer and principal accounting officer, effective immediately.”
Paul Appleton was appointed as Interim Chief Financial Officer at Oportun Financial Corp.
“Given Mr. Mueller’s resignation, Paul Appleton, the Company’s Treasurer and Head of Capital Markets, will serve as interim Chief Financial Officer following Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer, until the search for Mr. Coblentz’ successor is completed.”
Jonathan Coblentz retired as Chief Financial Officer at Oportun Financial Corp.
“Jonathan Coblentz’ retirement as the Company’s Chief Financial Officer”
Casey Mueller resigned as Principal Accounting Officer and Global Controller at Oportun Financial Corp.
“On March 17, 2025, Casey Mueller notified Oportun Financial Corporation (the “Company”) that effective as of April 18, 2025, he plans to resign from his role as Principal Accounting Officer and Global Controller to accept a position at another company.”
Casey Mueller was appointed as Interim Chief Financial Officer at Oportun Financial Corp.
“Mr. Coblentz will continue in his CFO and CAO roles until March 28th to support a smooth transition to Casey Mueller, the Company’s Principal Accounting Officer and Global Controller, who, following Mr. Coblentz’s departure will serve as interim CFO.”
Jonathan Coblentz departed as Chief Financial Officer and Chief Administrative Officer at Oportun Financial Corp.
“On February 7, 2025, Mr. Jonathan Coblentz notified the Company that effective March 28, 2025, he plans to retire from his role as Chief Financial Officer (“CFO”) and Chief Administrative Officer (“CAO”) of the Company.”
Oportun Financial Corp updated its first quarter ended March 31, 2024 guidance (raised).
“On May 9, 2024, Oportun Financial Corporation (the “Company”) issued a press release regarding the Company’s financial results for its fiscal quarter ended March 31, 2024.”
Oportun Financial Corp reported first quarter ended March 31, 2024 results: revenue $248 - $250 million, net income $(30) - $(26) million.
“Rate, 30+ Day Delinquency Rate, Net Loss, Adjusted EBITDA and Adjusted Net Income, for the first quarter as follows: Metric Preliminary Guidance 1Q24 1Q24 1Q23 Total Revenue $248 - $250 million $233 - $238 million $259.5 million Annualized Net Charge-Off Rate 12.0% 12.1% +/- 15 bps 12.1% 30+ Day Delinquency Rate 5.2% 5.1% - 5.3% 2 5.5% Net Income (Loss)”
Oportun Financial Corp entered into Agreement with Findell Capital Management LLC and certain of its affiliates (effective 2024-04-19).
“On April 19, 2024, Oportun Financial Corporation (the “Company”) entered into a letter agreement (the “Agreement”) with Findell Capital Management LLC and certain of its affiliates (collectively, “Findell”).”
Scott Parker was appointed as Director at Oportun Financial Corp.
“the Board approved an increase in the number of directors on the Board from nine to 10 and appointed Mr. Parker to serve as a member of the Board.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.