HighTower Advisors LLC Cuts Position in Omnicom Group Inc. $OMC

HighTower Advisors LLC trimmed its holdings in shares of Omnicom Group Inc. (NYSE:OMC) by 5.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 244,419 shares of the business services provider’s stock after selling 14,560 shares during the period. HighTower Advisors LLC’s holdings in Omnicom Group were worth $19,928,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Capital A Wealth Management LLC boosted its position in shares of Omnicom Group by 548.3% in the second quarter. Capital A Wealth Management LLC now owns 376 shares of the business services provider’s stock worth $27,000 after buying an additional 318 shares during the period. Cornerstone Planning Group LLC raised its holdings in shares of Omnicom Group by 2,126.7% during the 3rd quarter. Cornerstone Planning Group LLC now owns 334 shares of the business services provider’s stock valued at $27,000 after buying an additional 319 shares during the period. Meeder Asset Management Inc. lifted its position in Omnicom Group by 289.4% during the 3rd quarter. Meeder Asset Management Inc. now owns 366 shares of the business services provider’s stock worth $30,000 after acquiring an additional 272 shares in the last quarter. Westside Investment Management Inc. boosted its holdings in Omnicom Group by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 404 shares of the business services provider’s stock worth $31,000 after acquiring an additional 202 shares during the period. Finally, CYBER HORNET ETFs LLC acquired a new stake in Omnicom Group in the second quarter valued at approximately $37,000. Institutional investors and hedge funds own 91.97% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Morgan Stanley assumed coverage on shares of Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 target price for the company. Barclays upped their price objective on shares of Omnicom Group from $80.00 to $82.00 and gave the company an “equal weight” rating in a research report on Thursday, October 23rd. Weiss Ratings restated a “hold (c)” rating on shares of Omnicom Group in a research note on Thursday, January 22nd. Bank of America reiterated an “underperform” rating and issued a $77.00 price target (down previously from $87.00) on shares of Omnicom Group in a research note on Monday, January 5th. Finally, UBS Group increased their price target on Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a report on Friday, December 5th. Four investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $92.14.

Omnicom Group Stock Up 15.4%

NYSE:OMC opened at $80.96 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.80 and a debt-to-equity ratio of 0.95. The stock has a 50 day moving average of $77.04 and a 200-day moving average of $76.29. The firm has a market capitalization of $15.62 billion, a PE ratio of 165.22, a price-to-earnings-growth ratio of 1.06 and a beta of 0.74. Omnicom Group Inc. has a 52 week low of $66.33 and a 52 week high of $89.27.

Omnicom Group (NYSE:OMC) last released its quarterly earnings results on Wednesday, February 18th. The business services provider reported $2.59 EPS for the quarter, missing the consensus estimate of $2.94 by ($0.35). Omnicom Group had a positive return on equity of 35.41% and a negative net margin of 0.32%.The firm had revenue of $5.53 billion for the quarter, compared to the consensus estimate of $7.58 billion. During the same quarter in the prior year, the company posted $2.41 EPS. The firm’s revenue was up 27.9% on a year-over-year basis. Analysts predict that Omnicom Group Inc. will post 8.25 EPS for the current year.

Omnicom Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Wednesday, March 11th will be given a $0.80 dividend. This represents a $3.20 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date is Wednesday, March 11th. Omnicom Group’s dividend payout ratio is 47.27%.

Omnicom Group announced that its Board of Directors has authorized a share buyback plan on Wednesday, February 18th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the business services provider to repurchase up to 38.1% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its shares are undervalued.

Key Stories Impacting Omnicom Group

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

• Positive Sentiment: Board approved a $5.0 billion share repurchase program and executed $2.5 billion of accelerated share repurchase arrangements, signalling strong buyback support for the stock and immediate share count reduction. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Management raised cost-synergy targets for the combined company and emphasised integration/simplification progress — a constructive message that supports future margin improvement. Omnicom surges as buyback plan and post-merger update overshadow headline loss
• Positive Sentiment: The board declared a quarterly cash dividend of $0.80 per share payable April 9, reinforcing Omnicom’s shareholder-return mix (dividend + buybacks). Omnicom Declares Dividend
• Positive Sentiment: Fourth-quarter revenue showed a material boost tied to the IPG acquisition and new clients, supporting top-line growth expectations as the combined business begins to contribute. Ad giant Omnicom posts upbeat quarterly revenue on boost from IPG acquisition, new clients
• Neutral Sentiment: Omnicom scheduled an Investor Day for March 12 — a forum where management will likely provide more detail on integration, synergy realization and long‑term targets (near-term catalyst for guidance/visibility). Omnicom Announces 2026 Investor Day
• Negative Sentiment: Headline Q4 EPS missed consensus and Omnicom reported a GAAP net loss driven by merger- and integration-related charges; that explains the mixed market reaction despite strong revenue. Omnicom’s Q4 Earnings and Revenues Miss Estimates, Increase Y/Y
• Negative Sentiment: Quarter included significant non‑cash/one‑time costs (operating and gross‑profit impacts) that produced substantial GAAP operating and net losses — investors should watch how quickly non‑GAAP profitability converts to GAAP after integration. Omnicom Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Large institutional buying and upgraded analyst attention were reported heading into/post earnings, which can amplify upward momentum while buybacks are being executed. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings

Omnicom Group Company Profile

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.