Alberta Investment Management Corp Sells 21,300 Shares of Omnicom Group Inc. $OMC

Alberta Investment Management Corp decreased its position in shares of Omnicom Group Inc. (NYSE:OMC) by 16.1% during the third quarter, HoldingsChannel reports. The fund owned 110,900 shares of the business services provider’s stock after selling 21,300 shares during the quarter. Alberta Investment Management Corp’s holdings in Omnicom Group were worth $9,042,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Bollard Group LLC boosted its stake in shares of Omnicom Group by 6.0% during the second quarter. Bollard Group LLC now owns 2,569 shares of the business services provider’s stock valued at $185,000 after purchasing an additional 145 shares in the last quarter. Wilmington Savings Fund Society FSB lifted its holdings in Omnicom Group by 2.0% during the third quarter. Wilmington Savings Fund Society FSB now owns 7,330 shares of the business services provider’s stock worth $598,000 after buying an additional 145 shares during the period. Deseret Mutual Benefit Administrators boosted its position in Omnicom Group by 7.9% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 2,031 shares of the business services provider’s stock valued at $166,000 after acquiring an additional 149 shares in the last quarter. Impact Partnership Wealth LLC increased its holdings in shares of Omnicom Group by 3.1% in the 3rd quarter. Impact Partnership Wealth LLC now owns 4,923 shares of the business services provider’s stock valued at $401,000 after acquiring an additional 150 shares during the period. Finally, Geneos Wealth Management Inc. raised its position in shares of Omnicom Group by 4.3% in the 3rd quarter. Geneos Wealth Management Inc. now owns 3,746 shares of the business services provider’s stock worth $305,000 after acquiring an additional 156 shares in the last quarter. 91.97% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently weighed in on OMC. Barclays raised their price objective on Omnicom Group from $80.00 to $82.00 and gave the company an “equal weight” rating in a research report on Thursday, October 23rd. Morgan Stanley started coverage on Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 price objective for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Omnicom Group in a research report on Thursday, January 22nd. Bank of America reissued an “underperform” rating and issued a $77.00 price target (down from $87.00) on shares of Omnicom Group in a report on Monday, January 5th. Finally, UBS Group raised their target price on Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Four analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Omnicom Group presently has an average rating of “Hold” and a consensus target price of $92.14.

Omnicom Group Trading Up 3.3%

Shares of OMC stock opened at $70.19 on Thursday. Omnicom Group Inc. has a fifty-two week low of $66.33 and a fifty-two week high of $89.27. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.80 and a current ratio of 0.92. The stock’s fifty day moving average is $77.02 and its two-hundred day moving average is $76.26. The firm has a market capitalization of $13.55 billion, a P/E ratio of 10.37, a PEG ratio of 1.05 and a beta of 0.74.

Omnicom Group (NYSE:OMC) last posted its quarterly earnings results on Wednesday, February 18th. The business services provider reported $2.59 earnings per share for the quarter, missing the consensus estimate of $2.94 by ($0.35). Omnicom Group had a return on equity of 33.30% and a net margin of 8.31%.The business had revenue of $5.53 billion during the quarter, compared to analysts’ expectations of $7.58 billion. During the same period in the prior year, the business posted $2.41 earnings per share. The business’s quarterly revenue was up 27.9% on a year-over-year basis. Research analysts expect that Omnicom Group Inc. will post 8.25 earnings per share for the current fiscal year.

Omnicom Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 19th were given a dividend of $0.80 per share. The ex-dividend date was Friday, December 19th. This is an increase from Omnicom Group’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a yield of 4.6%. Omnicom Group’s dividend payout ratio (DPR) is 47.27%.

Omnicom Group announced that its Board of Directors has initiated a share buyback program on Wednesday, February 18th that permits the company to buyback $5.00 billion in shares. This buyback authorization permits the business services provider to reacquire up to 38.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Key Headlines Impacting Omnicom Group

Here are the key news stories impacting Omnicom Group this week:

• Positive Sentiment: Board approves $5.0 billion share repurchase and executes $2.5 billion of accelerated share repurchase arrangements — a major buyback that reduces float, signals management thinks shares are undervalued and supports near‑term EPS and cash return. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Strong institutional accumulation and attractive dividend profile increase demand from income/value investors; management’s AI/Omni+ initiatives are cited as growth drivers. These factors provide structural support beyond the headline quarter. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Revenue grew materially year‑over‑year (Q4 revenue ~$5.53B, +~28% YoY) and management highlighted integration progress and adjusted EBITA margins — positive for medium‑term operating performance but partially offset by one‑time/GAAP items. Omnicom Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Industry/strategy writeups note Omnicom’s Forrester leadership and valuation debates — useful context for longer‑term investors but less likely to drive immediate price moves. Omnicom’s Forrester Leader Status Contrasts With Recent Share Price Weakness
• Negative Sentiment: Q4 EPS missed consensus (reported $2.59 vs. estimate ~$2.94) and the company reported a GAAP net loss (~$0.9B) driven by one‑offs/adjustments — these headline misses can pressure sentiment and justify analyst scrutiny. Omnicom (OMC) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Some third‑party summaries flagged large GAAP operating and gross‑profit impacts (cash and liability moves tied to acquisitions/adjustments), which increase near‑term volatility and complicate straightforward EPS comparisons. How Omnicom’s Q4 Loss and New US$5 Billion Buyback At Omnicom Group (OMC) Has Changed Its Investment Story

About Omnicom Group

Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.

The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.