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The Oncology Institute Inc 8-K Filings

TOI NASDAQ

Every 8-K that The Oncology Institute Inc (TOI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow TOI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TOI filings page.

Rhea-AI Summary

Starling Oncology, Inc. reported strong Q2 2026 results, with total operating revenue of $161,282 thousand, up from $119,802 thousand a year earlier, and CEO commentary noting revenue grew 35% year over year. Net loss narrowed to $(9,789) thousand and Adjusted EBITDA turned positive at $229 thousand.

For the first six months of 2026, cash provided by operating activities improved to $9,725 thousand from $(15,190) thousand, supporting cash and cash equivalents of $41,094 thousand at June 30, 2026. Management highlighted growth in capitated revenue, which reached $27,974 thousand in Q2, and lives under value-based contracts of 2.1 million.

Reflecting this momentum, the company raised full‑year 2026 guidance, now expecting revenue of $650 to $670 million, gross profit of $105 to $110 million, and Adjusted EBITDA of $2 to $7 million, while reiterating projected Free Cash Flow of $5 to $15 million.

Rhea-AI Summary

Starling Oncology, Inc., formerly The Oncology Institute, Inc., has changed its corporate name effective July 28, 2026 by filing a Certificate of Amendment in Delaware. Its common stock and warrants continue to trade on Nasdaq, with the common stock ticker changing to STLN.

The company states that the name and symbol changes do not affect stockholder rights and that no stockholder action is required. A related press release explains that the rebrand reflects the evolution into an integrated, value-based oncology platform serving about 2.1 million patients through more than 400 clinicians at over 100 clinics across five states.

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The Oncology Institute, Inc. entered a new $75 million term loan with OrbiMed Opportunities and drew it in full, maturing in 2031. The loan bears interest at the higher of a one‑month SOFR-based rate or 3.00%, plus 5.75%.

The company used the $75 million, together with about $11 million of cash, to repay in full its $86 million 4% senior secured convertible notes due 2027 held by Deerfield. As part of the repayment, it issued Warrants for 10,025,535 shares at an initial exercise price of $8.567 per share, expiring August 9, 2027. The credit agreement includes covenants such as a minimum trailing twelve‑month net revenue of at least $700 million starting with the month ending December 31, 2027.

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The Oncology Institute, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 17, 2026. Stockholders representing 75,242,437 shares of common stock, or 75.26% of the 99,982,933 shares outstanding as of the April 24, 2026 record date, were present or represented by proxy.

All eight director nominees were elected under a plurality vote standard, each receiving over 23 million votes in favor. Stockholders also ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending December 31, 2026.

On a non-binding advisory basis, stockholders approved the compensation of the company’s named executive officers and indicated a preference for holding future advisory votes on executive pay every year. The company decided it will continue to hold say-on-pay votes annually until the next required frequency vote.

Rhea-AI Summary

The Oncology Institute, Inc. reported a material cybersecurity incident linked to a software service provider it uses. On May 20, 2026, a third-party administrator informed the company that the vendor had detected unauthorized access to certain company information systems, including systems affecting patient data.

The vendor has established a patient portal to share information and handle inquiries. The company states its technology security and continuity plan allowed operations to continue in all material respects after detection. It plans to work with the vendor to offer credit monitoring and protection to impacted patients and is reserving rights regarding potential claims against third parties.

The company’s investigation is ongoing, but as of this filing it believes the incident has not had a material impact on its operations, financial systems, financial condition, or quality of care, while it continues to evaluate any other material effects.

Rhea-AI Summary

The Oncology Institute, Inc. reported strong first-quarter 2026 results with total operating revenue of $147.4 million, a 41% increase from the prior-year quarter, driven by capitated revenue growth and record performance in its pharmacy business.

Net loss narrowed sharply to $2.5 million from $19.6 million, and Adjusted EBITDA improved to negative $2.4 million from negative $5.1 million. Free Cash Flow was negative $2.4 million, better than negative $4.0 million a year earlier. Cash and cash equivalents were $30.3 million as of March 31, 2026.

For full-year 2026, the company reaffirmed guidance for revenue of $630–$650 million, gross profit of $97–$107 million, and Adjusted EBITDA of $0–$9 million, while raising Free Cash Flow guidance to $5–$15 million. It expects about $150 million in capitated revenue in 2026 and Q2 2026 Adjusted EBITDA between negative $1 million and positive $1 million.

Rhea-AI Summary

The Oncology Institute, Inc. reported strong growth but continued losses for 2025. Total revenue rose to $502.7 million from $393.4 million, driven mainly by specialty pharmacy revenue of $269.2 million and patient services revenue of $229.0 million. The company’s net loss narrowed slightly to $60.6 million from $64.7 million, while Adjusted EBITDA improved to a loss of $12.4 million from a loss of $35.7 million.

In the fourth quarter, revenue increased to $142.0 million from $100.3 million, and net loss improved to $7.5 million from $13.2 million, with Adjusted EBITDA turning slightly positive at $0.1 million. For 2026, the company guides to revenue of $630–$650 million, gross profit of $97–$107 million, Adjusted EBITDA of $0–$9 million and Free Cash Flow between $(15) million and $5 million, and expects about $150 million of capitated revenue as it expands its value-based care model.

Rhea-AI Summary

The Oncology Institute, Inc. appointed Kimberly (Kim) Tzoumakas to its Board of Directors, effective February 23, 2026, filling a board vacancy by unanimous written consent. The board’s nominating committee determined she meets Nasdaq independence requirements and brings relevant expertise in oncology, pharmacy services and healthcare operations.

Her term runs until the next annual meeting of stockholders, when she is expected to be nominated as part of management’s slate. Under the company’s non-employee director compensation program, she will receive $75,000 per year, paid quarterly, and future restricted stock unit awards. The company also issued a press release, furnished as Exhibit 99.1.

Rhea-AI Summary

The Oncology Institute, Inc. reported that it has issued a press release reaffirming its 2025 financial guidance and providing a preliminary financial outlook for 2026, along with additional longer-term financial guidance. The press release is included as Exhibit 99.1 to this report and is incorporated by reference.

The company states that the information under Item 2.02, including Exhibit 99.1, is being furnished rather than filed under the Exchange Act, which means it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings.

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The Oncology Institute, Inc. reported that its Board of Directors, by unanimous written consent, appointed Mark D. Stolper to fill a vacancy on the Board effective January 2, 2026. The Board’s Nominating and Corporate Governance Committee determined that he meets Nasdaq’s independence requirements and has the expertise to contribute effectively. He has been appointed to the Audit Committee, will serve as its Chairman, and has been designated the Audit Committee financial expert.

Mr. Stolper’s term runs until the next annual meeting of stockholders, when he is expected to be nominated as part of management’s slate. He will participate in the company’s non-employee director compensation program, receiving $75,000 per year, paid quarterly, plus restricted stock unit awards for his Board service and role as Audit Committee Chairman, to be granted at a later date. The company also issued a press release on January 5, 2026 announcing his appointment.

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The Oncology Institute, Inc. reported that board member Gabriel Ling resigned from its Board of Directors on November 26, 2025, with the resignation effective December 1, 2025. The company stated that Mr. Ling’s decision was not the result of any disagreement regarding its operations, policies, or practices, indicating a non-controversial departure. On December 1, 2025, the company issued a press release announcing his resignation and furnished it as an exhibit to this report.

Rhea-AI Summary

The Oncology Institute, Inc. (TOI) furnished an investor presentation under Item 7.01 (Regulation FD) via an 8-K. The presentation, dated November 14, 2025, is attached as Exhibit 99.1. TOI states this information is furnished, not filed, so it is not subject to Section 18 liabilities and is not incorporated by reference into Securities Act or Exchange Act filings. TOI’s securities trade on Nasdaq under TOI (common stock) and TOIIW (redeemable warrants).

Rhea-AI Summary

The Oncology Institute, Inc. filed a current report stating that it issued a press release announcing its financial results for the three months ended September 30, 2025.

The company furnished the press release as Exhibit 99.1, which includes details about its results of operations and financial condition for the quarter, along with other financial information. The company notes that this information is being furnished rather than filed under the Exchange Act, which affects how it is treated for certain legal purposes.

Rhea-AI Summary

The Oncology Institute (TOI) reported a third‑party cybersecurity incident affecting an external software provider that is expected to cause a brief, immaterial delay in fee‑for‑service collections. The company said there is no indication from the provider that any patient personal information was compromised, and the investigation is ongoing.

TOI is working with the provider to mitigate impacts and restore normal billing operations. The disclosure was furnished under Regulation FD.