New York State Common Retirement Fund Has $34.14 Million Position in OneMain Holdings, Inc. $OMF

New York State Common Retirement Fund lessened its stake in OneMain Holdings, Inc. (NYSE:OMF) by 2.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 604,649 shares of the financial services provider’s stock after selling 13,512 shares during the quarter. New York State Common Retirement Fund owned about 0.51% of OneMain worth $34,138,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Brave Warrior Advisors LLC grew its stake in shares of OneMain by 7.2% during the second quarter. Brave Warrior Advisors LLC now owns 7,870,085 shares of the financial services provider’s stock valued at $448,595,000 after purchasing an additional 526,449 shares during the last quarter. Geode Capital Management LLC boosted its position in OneMain by 0.7% in the 2nd quarter. Geode Capital Management LLC now owns 2,276,830 shares of the financial services provider’s stock valued at $130,075,000 after buying an additional 16,469 shares during the last quarter. State Street Corp increased its stake in shares of OneMain by 4.0% in the 2nd quarter. State Street Corp now owns 2,162,097 shares of the financial services provider’s stock valued at $123,240,000 after buying an additional 82,204 shares during the period. Norges Bank bought a new stake in shares of OneMain during the second quarter worth $85,541,000. Finally, Charles Schwab Investment Management Inc. raised its position in shares of OneMain by 2.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,432,703 shares of the financial services provider’s stock worth $81,664,000 after acquiring an additional 31,919 shares during the last quarter. 85.82% of the stock is currently owned by institutional investors and hedge funds.

More OneMain News

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: Wall Street still models year‑over‑year earnings growth for OMF ahead of the quarterly report, which provides a baseline for investors expecting continued profitability. OneMain Reports Next Week
• Neutral Sentiment: OneMain is scheduled to report quarterly results this week, a near‑term catalyst that could move the stock depending on loan performance, charge‑offs and guidance. Event risk is elevated but direction depends on the print. Earnings Announcement Expected
• Neutral Sentiment: Industry comparison coverage (Pagaya/PGY vs OMF) highlights competitive dynamics between AI‑driven, capital‑light lenders and traditional non‑prime lenders; this frames longer‑term growth expectations but is ambiguous in near term. PGY vs. OMF Comparison
• Negative Sentiment: Northland Securities cut EPS estimates across multiple periods (Q4 2025, Q4 2026, Q2 2026 and FY2025/FY2026), lowering near‑term earnings expectations and suggesting slower growth or margin pressures ahead — a direct driver of today’s weakness. Analyst Estimate Cuts (Northland)

Insider Buying and Selling at OneMain

In other OneMain news, CEO Douglas H. Shulman sold 57,500 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $68.41, for a total value of $3,933,575.00. Following the completion of the sale, the chief executive officer directly owned 174,100 shares in the company, valued at $11,910,181. This represents a 24.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Micah R. Conrad sold 5,000 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $59.20, for a total value of $296,000.00. Following the sale, the chief operating officer directly owned 88,221 shares in the company, valued at approximately $5,222,683.20. This represents a 5.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 98,152 shares of company stock valued at $6,353,899. Company insiders own 0.40% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of OneMain in a report on Monday, December 29th. Truist Financial assumed coverage on shares of OneMain in a research note on Monday, December 8th. They issued a “buy” rating and a $75.00 target price on the stock. Citizens Jmp cut their price objective on shares of OneMain from $70.00 to $68.00 and set a “market outperform” rating on the stock in a report on Monday, November 24th. Evercore ISI set a $75.00 target price on shares of OneMain in a report on Tuesday, January 6th. Finally, Royal Bank Of Canada increased their price target on OneMain from $68.00 to $70.00 and gave the company an “outperform” rating in a research note on Monday, November 3rd. Nine 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $71.30.

OneMain Stock Performance

OMF opened at $65.55 on Friday. The firm’s fifty day moving average is $66.38 and its two-hundred day moving average is $61.10. The firm has a market cap of $7.72 billion, a PE ratio of 11.11, a price-to-earnings-growth ratio of 0.37 and a beta of 1.33. OneMain Holdings, Inc. has a twelve month low of $38.00 and a twelve month high of $71.93.

OneMain (NYSE:OMF) last announced its quarterly earnings results on Friday, October 31st. The financial services provider reported $1.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.58 by $0.32. OneMain had a net margin of 13.15% and a return on equity of 22.70%. The company had revenue of $747.00 million during the quarter, compared to analyst estimates of $1.24 billion. During the same quarter in the previous year, the business earned $1.31 EPS. Equities analysts forecast that OneMain Holdings, Inc. will post 6.46 EPS for the current fiscal year.

OneMain Profile

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.