Legal & General Group Plc Grows Position in Omnicell, Inc. $OMCL

Legal & General Group Plc lifted its holdings in shares of Omnicell, Inc. (NASDAQ:OMCL) by 12.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 178,383 shares of the company’s stock after buying an additional 19,984 shares during the quarter. Legal & General Group Plc owned approximately 0.40% of Omnicell worth $8,081,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Dimensional Fund Advisors LP raised its stake in Omnicell by 9.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company’s stock valued at $71,985,000 after purchasing an additional 197,462 shares during the last quarter. Lazard Asset Management LLC increased its stake in shares of Omnicell by 3.8% in the 2nd quarter. Lazard Asset Management LLC now owns 1,708,345 shares of the company’s stock worth $50,225,000 after acquiring an additional 62,733 shares during the last quarter. Millennium Management LLC acquired a new stake in shares of Omnicell in the 3rd quarter worth $25,625,000. Wellington Management Group LLP increased its stake in shares of Omnicell by 0.7% in the 3rd quarter. Wellington Management Group LLP now owns 809,544 shares of the company’s stock worth $24,651,000 after acquiring an additional 5,384 shares during the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in shares of Omnicell by 38.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 653,971 shares of the company’s stock worth $19,227,000 after purchasing an additional 181,394 shares during the period. 97.70% of the stock is owned by institutional investors and hedge funds.

Omnicell Trading Down 1.4%

NASDAQ:OMCL opened at $43.00 on Friday. The firm has a market cap of $1.96 billion, a P/E ratio of 97.73, a PEG ratio of 1.13 and a beta of 0.97. The company has a current ratio of 1.50, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13. The stock’s 50 day simple moving average is $39.86 and its 200-day simple moving average is $41.32. Omnicell, Inc. has a 12-month low of $26.84 and a 12-month high of $55.00.

Omnicell (NASDAQ:OMCL) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.22. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The firm had revenue of $309.88 million for the quarter, compared to analyst estimates of $304.02 million. During the same quarter in the prior year, the company posted $0.26 earnings per share. Omnicell’s quarterly revenue was up 14.9% on a year-over-year basis. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. Equities analysts anticipate that Omnicell, Inc. will post 1.31 EPS for the current year.

Insiders Place Their Bets

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of the company’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $34.69, for a total value of $256,879.45. Following the sale, the executive vice president owned 96,717 shares of the company’s stock, valued at approximately $3,355,112.73. This represents a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Nnamdi Njoku sold 3,090 shares of the company’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $133,549.80. Following the completion of the sale, the executive vice president directly owned 154,785 shares in the company, valued at $6,689,807.70. This trade represents a 1.96% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 15,520 shares of company stock worth $607,610 in the last ninety days. 2.92% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on OMCL shares. KeyCorp boosted their price target on shares of Omnicell from $60.00 to $70.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Piper Sandler reiterated an “overweight” rating and issued a $49.00 price objective (down from $63.00) on shares of Omnicell in a research note on Friday, February 6th. Craig Hallum reiterated a “buy” rating and issued a $55.00 price objective on shares of Omnicell in a research note on Wednesday, April 29th. Benchmark restated a “buy” rating on shares of Omnicell in a research note on Friday, March 13th. Finally, Wall Street Zen raised Omnicell from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 10th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $59.86.

Omnicell Profile

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.