Teachers Retirement System of The State of Kentucky Acquires 12,713 Shares of Omnicell, Inc. $OMCL

Teachers Retirement System of The State of Kentucky grew its holdings in Omnicell, Inc. (NASDAQ:OMCL) by 96.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,914 shares of the company’s stock after purchasing an additional 12,713 shares during the quarter. Teachers Retirement System of The State of Kentucky owned approximately 0.06% of Omnicell worth $1,174,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of OMCL. Raymond James Financial Inc. bought a new position in shares of Omnicell during the 2nd quarter worth approximately $26,000. First Horizon Corp bought a new position in shares of Omnicell during the 3rd quarter worth approximately $31,000. Farther Finance Advisors LLC raised its stake in shares of Omnicell by 784.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 1,168 shares of the company’s stock worth $36,000 after acquiring an additional 1,036 shares in the last quarter. LSV Asset Management bought a new position in shares of Omnicell during the 3rd quarter worth approximately $97,000. Finally, Tower Research Capital LLC TRC raised its stake in shares of Omnicell by 385.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after acquiring an additional 3,932 shares in the last quarter. Institutional investors own 97.70% of the company’s stock.

Omnicell Trading Down 5.3%

Shares of Omnicell stock opened at $43.10 on Thursday. The company has a current ratio of 1.43, a quick ratio of 1.22 and a debt-to-equity ratio of 0.14. Omnicell, Inc. has a 12-month low of $22.66 and a 12-month high of $55.00. The firm has a market capitalization of $1.96 billion, a price-to-earnings ratio of 1,077.77, a PEG ratio of 1.35 and a beta of 0.85. The firm’s 50 day simple moving average is $37.11 and its two-hundred day simple moving average is $39.43.

Omnicell (NASDAQ:OMCL) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.22. Omnicell had a net margin of 0.17% and a return on equity of 3.00%. The business had revenue of $309.88 million for the quarter, compared to analyst estimates of $304.01 million. During the same quarter in the prior year, the business posted $0.26 EPS. Omnicell’s revenue for the quarter was up 14.9% compared to the same quarter last year. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. Analysts predict that Omnicell, Inc. will post 0.92 EPS for the current year.

Insider Transactions at Omnicell

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $34.69, for a total transaction of $256,879.45. Following the transaction, the executive vice president owned 96,717 shares in the company, valued at approximately $3,355,112.73. This represents a 7.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 2.92% of the company’s stock.

Analyst Ratings Changes

OMCL has been the subject of several recent analyst reports. Benchmark reiterated a “buy” rating on shares of Omnicell in a research note on Friday, March 13th. KeyCorp boosted their price objective on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a research note on Tuesday. UBS Group set a $60.00 price target on Omnicell and gave the stock a “buy” rating in a report on Friday, March 13th. Piper Sandler reissued an “overweight” rating and issued a $49.00 price target (down from $63.00) on shares of Omnicell in a report on Friday, February 6th. Finally, Zacks Research raised Omnicell from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 10th. Seven analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $59.86.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Q1 results beat expectations: Omnicell reported $0.55 EPS vs. $0.33 consensus and revenue of $309.9M (+14.9% y/y), marking a swing to profitability and underpinning the recent rally. Omnicell Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised guidance: FY2026 EPS raised to $1.80–$2.00 (vs. ~$1.60 consensus) and Q2 EPS to roughly $0.40–$0.48, with Q2 revenue guided to ~$307–$313M — a material factor supporting upside expectations. OMCL Jumps to Profitability With 15% Revenue Growth — Raises 2026 Outlook
• Positive Sentiment: Margin improvement story: Management pointed to platform expansion and cost controls driving a margin turnaround — evidence the revenue growth is beginning to flow to the bottom line. OMCL Q1 deep dive: Platform expansion and cost controls drive margin turnaround
• Positive Sentiment: Analyst support: Bank of America reiterated a Buy and kept a $70 price target, citing a rare product-cycle momentum and margin strength — reinforces bullish institutional view. Analyst Reiterates Buy on Omnicell, Citing Once-in-a-Decade Product Cycle Momentum and Margin Strength; Price Target Maintained at $70
• Neutral Sentiment: Management materials available: Slide deck and earnings transcript were published for deeper review of guidance and product-cycle commentary (useful for modeling but not new news). Omnicell, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Executive hire: Omnicell named Rick Couldry as SVP, Chief Pharmacy & Clinical Officer — strengthens hospital pharmacy leadership but is a longer-term cultural/operational item. Omnicell Welcomes Hospital Pharmacy Leader Rick Couldry as Senior Vice President, Chief Pharmacy and Clinical Officer
• Negative Sentiment: Pullback/volatility after the pop: the stock has pulled back from the initial post-earnings rally (higher volume), suggesting short-term profit-taking and that the valuation still looks rich to some investors — a possible reason shares are lower today.

About Omnicell

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.