Empowered Funds LLC Grows Stock Holdings in Omnicell, Inc. $OMCL

Empowered Funds LLC grew its position in shares of Omnicell, Inc. (NASDAQ:OMCL) by 4,229.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 262,043 shares of the company’s stock after acquiring an additional 255,991 shares during the period. Empowered Funds LLC’s holdings in Omnicell were worth $8,747,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Cerity Partners LLC increased its holdings in Omnicell by 4.9% during the 4th quarter. Cerity Partners LLC now owns 7,613 shares of the company’s stock valued at $345,000 after purchasing an additional 354 shares during the period. Thrivent Financial for Lutherans raised its position in Omnicell by 1.2% during the 2nd quarter. Thrivent Financial for Lutherans now owns 34,445 shares of the company’s stock valued at $1,013,000 after purchasing an additional 424 shares during the last quarter. Legal & General Group Plc lifted its holdings in Omnicell by 0.3% in the 3rd quarter. Legal & General Group Plc now owns 158,399 shares of the company’s stock worth $4,823,000 after buying an additional 448 shares during the period. First Horizon Corp lifted its holdings in Omnicell by 54.6% in the 4th quarter. First Horizon Corp now owns 1,597 shares of the company’s stock worth $72,000 after buying an additional 564 shares during the period. Finally, California State Teachers Retirement System grew its position in shares of Omnicell by 1.7% in the 2nd quarter. California State Teachers Retirement System now owns 42,552 shares of the company’s stock worth $1,251,000 after buying an additional 692 shares during the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the transaction, the executive vice president owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. This trade represents a 1.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 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. Also, EVP Corey J. Manley sold 5,025 shares of the firm’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 $217,180.50. Following the transaction, the executive vice president directly owned 112,783 shares of the company’s stock, valued at $4,874,481.26. This represents a 4.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. 2.92% of the stock is currently owned by corporate insiders.

Omnicell Stock Down 10.4%

OMCL stock opened at $37.11 on Friday. Omnicell, Inc. has a fifty-two week low of $28.90 and a fifty-two week high of $55.00. The business’s 50 day moving average price is $42.16 and its two-hundred day moving average price is $41.13. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.29 and a current ratio of 1.50. The company has a market capitalization of $1.69 billion, a price-to-earnings ratio of 84.34, a price-to-earnings-growth ratio of 1.07 and a beta of 0.96.

Omnicell (NASDAQ:OMCL) last released its earnings results on Thursday, July 30th. The company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.47 by $0.47. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The company had revenue of $312.21 million during the quarter, compared to analysts’ expectations of $310.21 million. During the same quarter last year, the business posted $0.45 EPS. The firm’s revenue for the quarter was up 7.4% compared to the same quarter last year. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. As a group, analysts forecast that Omnicell, Inc. will post 1.31 earnings per share for the current fiscal year.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue increased approximately 7% year over year to $312 million, while GAAP diluted EPS rose to $0.52 from $0.12 a year earlier. Non-GAAP EPS was reported at $0.94, above the $0.48 consensus estimate. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year 2026 earnings outlook was raised. Omnicell now expects non-GAAP EPS of $2.15 to $2.30, above the $1.81 analyst consensus, and expects full-year revenue of approximately $1.225 billion to $1.245 billion. The company also cited demand for connected devices, technical services and SaaS offerings, along with cost controls. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Neutral Sentiment: Financial flexibility improved. Omnicell ended June with $292 million in cash and $168 million in debt. It also received $15 million in refunds related to previously paid IEEPA tariffs.
• Negative Sentiment: Third-quarter guidance fell short of expectations. Management forecast revenue of $301 million to $307 million versus the $312.6 million consensus estimate, while non-GAAP EPS guidance of $0.35 to $0.43 included the consensus estimate only at the top end. The cautious near-term outlook is the primary reason the stock is declining despite the Q2 beat. Omnicell Q2 CY2026: Beats on Revenue but Stock Drops on Weak Guidance
• Negative Sentiment: Insider selling may add pressure. Recent disclosed activity showed company insiders selling shares, with no reported insider purchases over the past six months.

Wall Street Analyst Weigh In

OMCL has been the topic of several research analyst reports. Weiss Ratings raised Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Zacks Research lowered Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. KeyCorp lifted their price target on shares of Omnicell from $60.00 to $70.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Craig Hallum reissued a “buy” rating and set a $55.00 price objective on shares of Omnicell in a research report on Wednesday, April 29th. Finally, Wells Fargo & Company upped their price objective on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $59.86.

Omnicell Company 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.