Q1 EPS Estimates for OneMain Cut by Northland Securities

OneMain Holdings, Inc. (NYSE:OMF) – Northland Securities dropped their Q1 2026 EPS estimates for shares of OneMain in a report released on Wednesday, February 11th. Northland Securities analyst M. Grondahl now forecasts that the financial services provider will post earnings per share of $1.71 for the quarter, down from their previous forecast of $1.87. The consensus estimate for OneMain’s current full-year earnings is $6.46 per share. Northland Securities also issued estimates for OneMain’s Q2 2026 earnings at $1.56 EPS and FY2026 earnings at $7.38 EPS.

Several other equities analysts have also recently issued reports on the company. Truist Financial decreased their price objective on OneMain from $75.00 to $73.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of OneMain in a report on Monday, December 29th. Wall Street Zen downgraded shares of OneMain from a “buy” rating to a “hold” rating in a research note on Sunday, January 18th. JPMorgan Chase & Co. lowered their price target on shares of OneMain from $65.00 to $63.00 and set an “underweight” rating for the company in a report on Friday, February 6th. Finally, Royal Bank Of Canada raised their price objective on shares of OneMain from $70.00 to $73.00 and gave the company an “outperform” rating in a report on Friday, February 6th. Nine 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. Based on data from MarketBeat, OneMain presently has an average rating of “Moderate Buy” and an average target price of $71.70.

OneMain Price Performance

OMF opened at $59.98 on Thursday. The business has a fifty day moving average price of $66.44 and a 200 day moving average price of $61.38. OneMain has a 12 month low of $38.00 and a 12 month high of $71.93. The stock has a market capitalization of $7.03 billion, a price-to-earnings ratio of 9.13, a PEG ratio of 0.36 and a beta of 1.33.

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

OneMain Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 23rd. Shareholders of record on Tuesday, February 17th will be issued a dividend of $1.05 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $4.20 dividend on an annualized basis and a yield of 7.0%. OneMain’s dividend payout ratio (DPR) is presently 63.93%.

Insider Activity at OneMain

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

Hedge Funds Weigh In On OneMain

Hedge funds have recently made changes to their positions in the company. Root Financial Partners LLC acquired a new stake in shares of OneMain during the third quarter worth about $26,000. Core Wealth Advisors LLC acquired a new stake in shares of OneMain in the 4th quarter valued at about $31,000. Activest Wealth Management boosted its position in shares of OneMain by 1,102.1% in the 3rd quarter. Activest Wealth Management now owns 577 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 529 shares during the period. Atlantic Union Bankshares Corp purchased a new position in OneMain during the 4th quarter worth approximately $36,000. Finally, Bayforest Capital Ltd increased its position in OneMain by 591.8% during the third quarter. Bayforest Capital Ltd now owns 671 shares of the financial services provider’s stock worth $38,000 after buying an additional 574 shares during the period. Hedge funds and other institutional investors own 85.82% of the company’s stock.

OneMain Company 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.