First Light Asset Management LLC Acquires New Stake in Omnicell, Inc. $OMCL

First Light Asset Management LLC bought a new position in shares of Omnicell, Inc. (NASDAQ:OMCL) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 489,846 shares of the company’s stock, valued at approximately $16,351,000. Omnicell makes up 1.5% of First Light Asset Management LLC’s holdings, making the stock its 24th biggest position.

Other institutional investors have also added to or reduced their stakes in the company. Dana Investment Advisors Inc. bought a new stake in shares of Omnicell during the 4th quarter valued at about $3,445,000. Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of Omnicell by 71.1% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 140,032 shares of the company’s stock worth $6,343,000 after purchasing an additional 58,193 shares in the last quarter. Peregrine Capital Management LLC bought a new position in shares of Omnicell in the fourth quarter worth approximately $4,804,000. Teachers Retirement System of The State of Kentucky increased its position in shares of Omnicell by 96.3% in the fourth quarter. Teachers Retirement System of The State of Kentucky now owns 25,914 shares of the company’s stock worth $1,174,000 after purchasing an additional 12,713 shares during the last quarter. Finally, Jackson Creek Investment Advisors LLC purchased a new stake in Omnicell in the fourth quarter valued at approximately $2,022,000. 97.70% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Omnicell

In other Omnicell news, EVP Corey J. Manley sold 5,025 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the completion of the sale, the executive vice president directly owned 112,783 shares of the company’s stock, valued at $4,874,481.26. The trade was a 4.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nnamdi Njoku sold 3,090 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $133,549.80. Following the sale, the executive vice president owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. The trade was a 1.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 2.92% of the stock is currently owned by company insiders.

Omnicell Price Performance

Shares of OMCL opened at $41.00 on Monday. The firm has a market cap of $1.86 billion, a P/E ratio of 93.18, a P/E/G ratio of 1.06 and a beta of 0.96. The stock has a 50 day simple moving average of $42.40 and a two-hundred day simple moving average of $41.37. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.50 and a quick ratio of 1.29. Omnicell, Inc. has a 1 year low of $27.77 and a 1 year high of $55.00.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.33 by $0.22. The firm had revenue of $309.88 million for the quarter, compared to the consensus estimate of $304.02 million. Omnicell had a net margin of 1.67% and a return on equity of 4.00%. The business’s revenue was up 14.9% compared to the same quarter last year. During the same period last year, the firm posted $0.26 earnings per share. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. On average, analysts forecast that Omnicell, Inc. will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have issued reports on OMCL. Craig Hallum reiterated a “buy” rating and set a $55.00 target price on shares of Omnicell in a research report on Wednesday, April 29th. KeyCorp increased their price target on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Wall Street Zen upgraded shares of Omnicell from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 10th. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Finally, Wells Fargo & Company upped their target price on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Seven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $59.86.

Omnicell Company Profile

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.