Drucker Wealth 3.0 LLC Sells 16,997 Shares of Omnicom Group Inc. $OMC

Drucker Wealth 3.0 LLC trimmed its position in Omnicom Group Inc. (NYSE:OMC) by 62.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,240 shares of the business services provider’s stock after selling 16,997 shares during the quarter. Drucker Wealth 3.0 LLC’s holdings in Omnicom Group were worth $835,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of OMC. Asset Management One Co. Ltd. lifted its holdings in Omnicom Group by 3.5% in the 2nd quarter. Asset Management One Co. Ltd. now owns 84,329 shares of the business services provider’s stock valued at $6,067,000 after purchasing an additional 2,855 shares in the last quarter. Oppenheimer Asset Management Inc. raised its position in shares of Omnicom Group by 15.3% in the third quarter. Oppenheimer Asset Management Inc. now owns 108,310 shares of the business services provider’s stock valued at $8,831,000 after buying an additional 14,368 shares during the last quarter. Principal Financial Group Inc. lifted its stake in shares of Omnicom Group by 18.7% in the third quarter. Principal Financial Group Inc. now owns 1,877,462 shares of the business services provider’s stock worth $153,068,000 after buying an additional 295,379 shares in the last quarter. Jackson Creek Investment Advisors LLC acquired a new position in Omnicom Group during the third quarter worth about $870,000. Finally, National Pension Service grew its stake in Omnicom Group by 35.3% during the 3rd quarter. National Pension Service now owns 111,161 shares of the business services provider’s stock valued at $9,063,000 after acquiring an additional 29,014 shares in the last quarter. 91.97% of the stock is owned by hedge funds and other institutional investors.

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 repurchases (ASRs), which increases near‑term buyback support for the stock. Omnicom Announces $5 Billion Repurchase Program
• Positive Sentiment: Large institutional buying in Q4 (major additions from Vanguard, BlackRock, State Street and others) suggests strong institutional conviction behind the stock. QuiverQuant Institutional Activity
• Positive Sentiment: Strategic/operational highlights: Omnicom’s AI initiatives (Omni platform) and recent recognition as a Forrester leader are being cited as growth drivers and support longer‑term revenue/efficiency upside. Yahoo — Forrester & AI Highlights
• Neutral Sentiment: Omnicom reported Q4 revenue of about $5.5B and EPS of $2.59 (company slides and press release available); the company also provided a slide deck and commentary on integration progress. Investors should review the release for GAAP vs. adjusted detail. Q4 Press Release / Slide Deck
• Neutral Sentiment: Company commentary emphasizes integration progress across recent acquisitions and Omni+ tech investments — a longer‑term positive but not an immediate earnings fix. TipRanks — Integration Progress
• Negative Sentiment: Zacks notes the quarter missed consensus on EPS (reported $2.59 vs. Zacks estimate $2.94), which can pressure near‑term analyst expectations and sentiment. Zacks — EPS Miss
• Negative Sentiment: GAAP and some adjusted metrics from third‑party reports show a Q4 net loss (roughly $0.9B) and material adjusted operating/loss figures — these accounting items and mixed earnings metrics create short‑term uncertainty until management clarifies drivers. QuiverQuant — Q4 Financial Details

Wall Street Analyst Weigh In

OMC has been the topic of a number of research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a research note on Thursday, January 22nd. UBS Group boosted their price target on shares of Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a research report on Friday, December 5th. 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 report on Thursday, October 23rd. Bank of America reaffirmed an “underperform” rating and set a $77.00 target price (down from $87.00) on shares of Omnicom Group in a research note on Monday, January 5th. Finally, Morgan Stanley began coverage on shares of Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 price target for the company. Four equities research 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’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $92.14.

Omnicom Group Trading Up 3.3%

Shares of OMC stock opened at $70.19 on Thursday. The stock has a market capitalization of $13.55 billion, a P/E ratio of 10.37, a price-to-earnings-growth ratio of 1.05 and a beta of 0.74. The company has a 50 day moving average price of $77.02 and a 200 day moving average price of $76.26. 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.

Omnicom Group (NYSE:OMC) last issued its earnings results on Wednesday, February 18th. The business services provider reported $2.59 EPS for the quarter, missing analysts’ consensus estimates of $2.94 by ($0.35). The firm had revenue of $5.53 billion for the quarter, compared to analyst estimates of $7.58 billion. Omnicom Group had a return on equity of 33.30% and a net margin of 8.31%.The business’s revenue for the quarter was up 27.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.41 EPS. Equities research analysts predict that Omnicom Group Inc. will post 8.25 EPS for the current fiscal year.

Omnicom Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 19th were paid a $0.80 dividend. 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%. The ex-dividend date was Friday, December 19th. Omnicom Group’s payout ratio is currently 47.27%.

Omnicom Group declared that its Board of Directors has initiated a stock repurchase program on Wednesday, February 18th that permits the company to buyback $5.00 billion in outstanding shares. This buyback authorization permits the business services provider to reacquire up to 38.1% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s board believes its stock is undervalued.

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.