OTC Markets Group Announces Quarterly Index Performance and Rebalancing

Rhea-AI Summary

OTC Markets Group (OTCQX: OTCM) announced Q4 2025 quarterly index performance and rebalancing across OTCQX indexes. Key Q4 2025 returns: OTCQX Composite +6.3%, OTCQX Billion+ +6.0%, OTCQX Dividend +5.5%, OTCQX Banks +7.9%, OTCQX International +6.3%, OTCQX Canada +18.4%, and OTCQX U.S. +2.7%.

Index changes included multiple additions and deletions (e.g., Composite: 53 added, 40 removed); all indexes are market-cap weighted, adjusted quarterly, and have liquidity screens. Dividends are reinvested as of the close before ex-dividend date. Real-time index data is available on the OTC Markets website and major data vendors. Past performance does not guarantee future results and investors cannot invest directly in the indexes.

Positive

• OTCQX Composite returned +6.3% in Q4 2025
• OTCQX Canada returned +18.4% in Q4 2025
• Multiple index benchmarks rose between +2.7% and +7.9% in Q4 2025
• 53 new companies joined the OTCQX Composite in the rebalancing

Negative

• OTCQX U.S. Index had modest gain of +2.7% in Q4 2025
• High quarterly turnover in Composite: 40 companies removed
• Investors cannot invest directly in any OTCQX index

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- OTC Markets Group Inc. (OTCQX: OTCM), operator of regulated financial markets for trading 12,000 U.S. and global securities, today announced the fourth quarter 2025 performance and quarterly rebalancing of the OTCQX^® indexes, including the OTCQX Canada Index and the OTCQX Dividend Index.

The OTCQX Composite Index (.OTCQX), a benchmark for the overall OTCQX Best Market, was up 6.3% in Q4 2025. 53 new companies joined the Index while 40 companies were removed.

The OTCQX Billion+ Index (.OTCQXBIL), which tracks the performance of $1 billion-plus market cap OTCQX companies was up 6.0% in Q4 2025. 10 new companies joined the Index. 5 were removed.

The OTCQX Dividend Index (.OTCQXDIV), which tracks dividend-paying U.S. and international OTCQX companies, was up 5.5% in Q4 2025. 16 new companies joined the Index, while 6 companies were removed.

The OTCQX Banks Index (.OTCQXBK), comprised of OTCQX community and regional banks, was up 7.9% in Q4 2025. 12 companies joined the Index. 8 companies were removed.

The OTCQX International Index (.OTCQXINT), a benchmark for international OTCQX companies, was up 6.3% in Q4 2025. 30 new companies joined the Index, while 20 companies were removed.

The OTCQX Canada Index (.OTCQXCAN), which tracks Canadian OTCQX companies index was up 18.4% in Q4 2025. 22 new companies joined the Index, while 13 companies were removed.

The OTCQX U.S. Index (.OTCQXUS), a benchmark for U.S. OTCQX companies, was up 2.7% in Q4 2025. 23 new companies joined the Index while 20 companies were removed.

For a list of all index additions and deletions, visit

https://www.otcmarkets.com/files/Quarterly_Index_Constituent_Changes.pdf

All indexes are market capitalization-weighted and adjusted on a quarterly basis for additions and share changes over 5% during the months of March, June, September and December. In the case of ADRs, the DR ratio is considered. Dividends are re-invested as of the close of business the day before the ex-dividend date.

The OTCQX Composite Index, OTCQX Billion+ Index, OTCQX Dividend Index, OTCQX International Index, OTCQX U.S. Index, and OTCQX Banks Index have minimum liquidity screens to ensure tradability.

All index data is priced in real-time and is available on the OTC Markets Group website, www.otcmarkets.com, and via major financial data distributors and websites, including Bloomberg, Reuters and FT.com.

Past performance does not guarantee future results. Investors cannot invest directly in any of these indexes.

OTC Markets Group Inc. provides no advice, recommendation or endorsement with respect to any company or securities. Nothing herein shall be deemed to constitute an offer to sell or a solicitation of an offer to buy securities.

About OTC Markets Group Inc.

OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our public markets: OTCQX® Best Market, OTCQB® Venture Market, OTCID™ Basic Market and Pink Limited™ Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets.

OTC Link ATS, OTC Link ECN, OTC Link NQB, and MOON ATS™ are each SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.

Media Contact:

OTC Markets Group Inc., +1 (212) 896-4428, media@otcmarkets.com

FAQ

What were the Q4 2025 returns for OTC Markets Group indexes (OTCM)?

Q4 2025 returns included OTCQX Composite +6.3%, OTCQX Billion+ +6.0%, OTCQX Dividend +5.5%, OTCQX Banks +7.9%, OTCQX International +6.3%, OTCQX Canada +18.4%, OTCQX U.S. +2.7%.

When are OTCQX indexes rebalanced and what triggers adjustments for OTCM?

Indexes are adjusted quarterly in March, June, September and December and for share changes over 5% during those months.

Where can I find the list of additions and deletions for OTCQX indexes (OTCM)?

The full list of quarterly index additions and deletions is available at the OTC Markets website PDF of quarterly constituent changes.

Do dividends affect OTCQX index performance for OTCM and how are they handled?

Dividends are reinvested as of the close of business the day before the ex-dividend date.

Can investors buy the OTCQX indexes directly through OTCM?

No; investors cannot invest directly in the indexes and index values are informational benchmarks.