Q3 EPS Estimates for OneMain Raised by Northland Securities

OneMain Holdings, Inc. (NYSE:OMF) – Stock analysts at Northland Securities upped their Q3 2026 earnings per share (EPS) estimates for OneMain in a research report issued on Wednesday, February 11th. Northland Securities analyst M. Grondahl now expects that the financial services provider will post earnings of $1.98 per share for the quarter, up from their previous estimate of $1.94. The consensus estimate for OneMain’s current full-year earnings is $6.46 per share.

A number of other brokerages also recently commented on OMF. Royal Bank Of Canada upped their target price on OneMain from $70.00 to $73.00 and gave the company an “outperform” rating in a report on Friday, February 6th. JPMorgan Chase & Co. cut their price objective on OneMain from $65.00 to $63.00 and set an “underweight” rating on the stock in a research report on Friday, February 6th. Wells Fargo & Company reduced their price target on OneMain from $75.00 to $70.00 and set an “equal weight” rating on the stock in a research note on Friday, February 6th. JMP Securities set a $68.00 price target on OneMain in a research report on Monday, November 24th. Finally, Stephens dropped their target price on shares of OneMain to $76.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, OneMain currently has a consensus rating of “Moderate Buy” and an average target price of $71.70.

OneMain Stock Performance

Shares of OMF stock opened at $57.04 on Friday. OneMain has a fifty-two week low of $38.00 and a fifty-two week high of $71.93. The company has a market capitalization of $6.68 billion, a P/E ratio of 8.68, a PEG ratio of 0.35 and a beta of 1.33. The stock has a 50 day moving average price of $66.29 and a two-hundred day moving average price of $61.34.

OneMain (NYSE:OMF) last announced its earnings results on Thursday, February 5th. The financial services provider reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.55 by $0.04. The business had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.28 billion. OneMain had a net margin of 14.35% and a return on equity of 23.81%. During the same period last year, the firm posted $1.16 earnings per share.

OneMain Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, February 23rd. Stockholders of record on Tuesday, February 17th will be issued a $1.05 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 7.4%. OneMain’s dividend payout ratio (DPR) is currently 63.93%.

Insiders Place Their Bets

In related news, SVP Michael A. Hedlund sold 652 shares of the stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $62.00, for a total value of $40,424.00. Following the completion of the transaction, the senior vice president directly owned 15,179 shares of the company’s stock, valued at $941,098. This trade represents a 4.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Douglas H. Shulman sold 57,500 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $68.41, for a total transaction of $3,933,575.00. Following the completion of the transaction, the chief executive officer directly owned 174,100 shares of the company’s stock, valued at approximately $11,910,181. This represents a 24.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in OMF. Csenge Advisory Group grew its position in OneMain by 4.1% during the 4th quarter. Csenge Advisory Group now owns 4,239 shares of the financial services provider’s stock worth $286,000 after purchasing an additional 167 shares during the period. Envestnet Portfolio Solutions Inc. boosted its stake in shares of OneMain by 4.5% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 4,075 shares of the financial services provider’s stock worth $275,000 after buying an additional 174 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in OneMain by 9.1% during the second quarter. Geneos Wealth Management Inc. now owns 2,112 shares of the financial services provider’s stock worth $120,000 after acquiring an additional 176 shares during the period. Prime Capital Investment Advisors LLC raised its position in OneMain by 3.9% during the third quarter. Prime Capital Investment Advisors LLC now owns 4,710 shares of the financial services provider’s stock valued at $266,000 after acquiring an additional 177 shares in the last quarter. Finally, Generali Asset Management SPA SGR raised its position in OneMain by 5.9% during the fourth quarter. Generali Asset Management SPA SGR now owns 3,413 shares of the financial services provider’s stock valued at $231,000 after acquiring an additional 190 shares in the last quarter. Hedge funds and other institutional investors own 85.82% of the company’s stock.

About OneMain

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.