Omnicom Group (NYSE:OMC) Shares Gap Up – Here’s What Happened

Omnicom Group Inc. (NYSE:OMC)’s stock price gapped up before the market opened on Thursday . The stock had previously closed at $70.16, but opened at $74.48. Omnicom Group shares last traded at $78.9630, with a volume of 2,508,331 shares traded.

Trending Headlines about Omnicom Group

Here are the key news stories impacting Omnicom Group this week:

• Positive Sentiment: Board approved a large $5.0 billion share-repurchase program and the company has executed $2.5 billion of accelerated share repurchase (ASR) arrangements, which immediately reduces share count and supports near-term EPS and share demand. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Revenue and new-client momentum: Omnicom reported revenue up ~27.9% to $5.53B (Q4) and media/regional wins plus contribution from recent deal activity were cited as drivers — supporting growth expectations beyond the quarter. Ad giant Omnicom posts upbeat quarterly revenue on boost from IPG acquisition, new clients
• Positive Sentiment: Institutional buying and income appeal: large institutions increased exposure and the stock’s dividend plus the buyback/ASR make OMC more attractive to income-focused and long-only investors, adding bid-side support. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Investor Day scheduled for March 12, 2026 — a chance for management to flesh out integration progress, capital-allocation priorities and medium-term outlook; could drive further sentiment shifts depending on guidance. Omnicom Announces 2026 Investor Day
• Negative Sentiment: Earnings headline weakness and one-time charges: Omnicom missed EPS expectations (reported $2.59 vs. consensus) and disclosed GAAP-level losses tied to integration/transaction-related items (net loss near $0.9B), which created initial volatility despite strong revenue. Investors are parsing adjusted vs. GAAP metrics. Omnicom’s Q4 Earnings and Revenues Miss Estimates, Increase Y/Y

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a report on Thursday, January 22nd. UBS Group upped 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. Bank of America reissued an “underperform” rating and set a $77.00 price objective (down from $87.00) on shares of Omnicom Group in a research report on Monday, January 5th. Barclays upped their target price 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. Finally, Morgan Stanley began coverage on Omnicom Group in a report on Tuesday, December 16th. They set an “equal weight” rating and a $88.00 price target on the stock. Four equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $92.14.

Omnicom Group Trading Up 13.2%

The company has a current ratio of 0.92, a quick ratio of 0.80 and a debt-to-equity ratio of 0.95. The business has a 50 day moving average price of $77.02 and a 200-day moving average price of $76.26. The firm has a market capitalization of $15.32 billion, a PE ratio of 11.74, a P/E/G ratio of 1.05 and a beta of 0.74.

Omnicom Group (NYSE:OMC) last announced its quarterly earnings data on Wednesday, February 18th. The business services provider reported $2.59 earnings per share for the quarter, missing analysts’ consensus estimates of $2.94 by ($0.35). The business 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 company’s revenue was up 27.9% on a year-over-year basis. During the same period in the prior year, the company earned $2.41 EPS. Analysts expect that Omnicom Group Inc. will post 8.25 earnings per share for the current year.

Omnicom Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, December 19th were issued a $0.80 dividend. The ex-dividend date was Friday, December 19th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.0%. This is a boost from Omnicom Group’s previous quarterly dividend of $0.70. Omnicom Group’s payout ratio is 47.27%.

Omnicom Group declared that its Board of Directors has initiated a share buyback plan on Wednesday, February 18th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the business services provider to reacquire up to 38.1% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Omnicom Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in Omnicom Group by 64.2% in the 4th quarter. Vanguard Group Inc. now owns 38,934,118 shares of the business services provider’s stock valued at $3,143,930,000 after purchasing an additional 15,220,444 shares in the last quarter. State Street Corp increased its position in shares of Omnicom Group by 40.4% in the fourth quarter. State Street Corp now owns 23,676,768 shares of the business services provider’s stock valued at $1,933,891,000 after buying an additional 6,813,441 shares in the last quarter. First Eagle Investment Management LLC acquired a new position in shares of Omnicom Group during the 3rd quarter worth $515,145,000. Bank of New York Mellon Corp boosted its position in shares of Omnicom Group by 69.6% in the 4th quarter. Bank of New York Mellon Corp now owns 11,283,863 shares of the business services provider’s stock worth $911,172,000 after buying an additional 4,631,394 shares in the last quarter. Finally, Wellington Management Group LLP grew its stake in Omnicom Group by 522.9% in the 4th quarter. Wellington Management Group LLP now owns 5,199,477 shares of the business services provider’s stock valued at $419,858,000 after acquiring an additional 4,364,797 shares during the last quarter. 91.97% of the stock is currently owned by institutional investors and hedge funds.

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.