OneMain Holdings, Inc. (NYSE:OMF – Free Report) – Research analysts at Northland Securities cut their Q3 2026 earnings estimates for shares of OneMain in a note issued to investors on Friday, September 25th. Northland Securities analyst M. Grondahl now anticipates that the financial services provider will earn $1.50 per share for the quarter, down from their prior estimate of $1.85. The consensus estimate for OneMain’s current full-year earnings is $6.95 per share. Northland Securities also issued estimates for OneMain’s Q1 2027 earnings at $1.84 EPS.
Several other equities analysts have also recently issued reports on OMF. Bank of America lowered their price target on OneMain from $71.00 to $67.00 and set a “buy” rating on the stock in a research report on Monday. TD Cowen upped their price objective on OneMain from $66.00 to $68.00 and gave the company a “buy” rating in a report on Tuesday, July 7th. Royal Bank Of Canada lifted their target price on OneMain from $70.00 to $73.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. Citigroup reiterated a “market outperform” rating on shares of OneMain in a research report on Thursday, July 30th. Finally, Barclays lowered their price objective on shares of OneMain from $61.00 to $60.00 and set an “equal weight” rating on the stock in a research note on Tuesday, July 7th. Nine investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $68.27.
OneMain Price Performance
OMF opened at $56.35 on Tuesday. The business has a 50 day moving average price of $62.32 and a two-hundred day moving average price of $58.34. The company has a market capitalization of $6.48 billion, a price-to-earnings ratio of 8.49, a price-to-earnings-growth ratio of 0.44 and a beta of 1.22. OneMain has a 1-year low of $45.78 and a 1-year high of $71.93.
OneMain (NYSE:OMF – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The financial services provider reported $1.31 EPS for the quarter, beating analysts’ consensus estimates of $1.26 by $0.05. OneMain had a net margin of 13.92% and a return on equity of 23.49%. The business had revenue of $1.62 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business earned $1.45 earnings per share. The business’s revenue for the quarter was up 6.7% on a year-over-year basis.
Institutional Investors Weigh In On OneMain
Several hedge funds have recently bought and sold shares of the business. Core Wealth Advisors LLC acquired a new position in shares of OneMain during the 4th quarter worth $31,000. Hillsdale Investment Management Inc. acquired a new position in OneMain during the fourth quarter worth $58,000. Freestone Grove Partners LP bought a new position in OneMain during the second quarter valued at about $61,000. Parkside Financial Bank & Trust raised its holdings in OneMain by 32.2% during the second quarter. Parkside Financial Bank & Trust now owns 1,011 shares of the financial services provider’s stock valued at $62,000 after buying an additional 246 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of OneMain in the second quarter worth about $73,000. 85.82% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other news, COO Micah Conrad sold 5,000 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $65.40, for a total value of $327,000.00. Following the completion of the sale, the chief operating officer owned 91,250 shares in the company, valued at $5,967,750. This represents a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Michael Hedlund sold 2,500 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $64.00, for a total value of $160,000.00. Following the completion of the sale, the senior vice president directly owned 10,627 shares of the company’s stock, valued at approximately $680,128. This trade represents a 19.04% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by corporate insiders.
OneMain Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 10th were paid a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a yield of 7.5%. The ex-dividend date of this dividend was Monday, August 10th. OneMain’s payout ratio is 63.25%.
OneMain News Roundup
Here are the key news stories impacting OneMain this week:
- Positive Sentiment: Bank of America maintained a Buy rating on OneMain despite reducing its price target to $67 from $71. The revised target still implies roughly 19% upside from the recently quoted share price, which may provide support for the stock. BofA Securities Adjusts OneMain Price Target to $67 From $71, Maintains Buy Rating
- Neutral Sentiment: Northland Securities raised its Q1 2027 EPS forecast for OneMain to $1.84 from $1.82, above the firm’s prior estimate and indicating some confidence in the company’s longer-term earnings trajectory. Northland Securities Reduces Earnings Estimates for OneMain
- Negative Sentiment: Northland cut its Q3 2026 EPS estimate sharply to $1.50 from $1.85. The reduction signals weaker expected near-term profitability and is the most direct negative catalyst in the recent analyst coverage, even though the company’s current-year consensus remains $7.03 per share. Northland Securities Estimates OneMain FY2026 Earnings
OneMain Company Profile
OneMain Holdings, Inc (NYSE: OMF) is a consumer finance company that provides personal lending and related financial products to consumers in the United States. Its primary business operates under the OneMain Financial brand and focuses on serving individuals who may not be fully served by traditional banks.
OneMain offers unsecured and secured personal loans, including loans used for debt consolidation, home improvements, major purchases and other personal expenses. The company also provides optional insurance and debt-cancellation products, as well as credit-related services designed to complement its lending business.
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