Northland Securities Forecasts OneMain FY2026 Earnings

OneMain Holdings, Inc. (NYSE:OMF) – Investment analysts at Northland Securities lowered their FY2026 EPS estimates for OneMain in a research note issued on Friday, September 25th. Northland Securities analyst M. Grondahl now forecasts that the financial services provider will post earnings per share of $6.56 for the year, down from their prior forecast of $7.10. The consensus estimate for OneMain’s current full-year earnings is $7.03 per share. Northland Securities also issued estimates for OneMain’s Q4 2026 earnings at $1.80 EPS and FY2027 earnings at $8.32 EPS.

Other equities research analysts have also issued research reports about the company. Citizens Jmp upped their target price on OneMain from $68.00 to $70.00 and gave the company a “market outperform” rating in a research report on Thursday, July 30th. Barclays lowered their target price on OneMain from $61.00 to $60.00 and set an “equal weight” rating for the company in a report on Tuesday, July 7th. TD Cowen boosted their price target on OneMain from $66.00 to $68.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Evercore set a $66.00 price target on OneMain in a report on Monday, July 6th. Finally, Royal Bank Of Canada raised their price objective on shares of OneMain from $70.00 to $73.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $68.27.

OneMain Trading Down 2.1%

OMF stock opened at $56.16 on Monday. The stock has a 50-day moving average price of $62.39 and a 200-day moving average price of $58.32. OneMain has a 1-year low of $45.78 and a 1-year high of $71.93. The firm has a market cap of $6.46 billion, a PE ratio of 8.46, a price-to-earnings-growth ratio of 0.44 and a beta of 1.22.

OneMain (NYSE:OMF) last released its earnings results on Wednesday, July 29th. The financial services provider reported $1.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.26 by $0.05. OneMain had a net margin of 13.92% and a return on equity of 23.49%. The business had revenue of $1.62 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the business earned $1.45 earnings per share. OneMain’s revenue for the quarter was up 6.7% on a year-over-year basis.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the company. BlackRock Inc. bought a new stake in OneMain in the 2nd quarter worth about $633,893,000. Dimensional Fund Advisors LP lifted its position in shares of OneMain by 7.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,342,241 shares of the financial services provider’s stock worth $232,258,000 after buying an additional 308,370 shares in the last quarter. Janus Henderson Group PLC lifted its position in shares of OneMain by 7.7% during the 1st quarter. Janus Henderson Group PLC now owns 2,729,862 shares of the financial services provider’s stock worth $146,030,000 after buying an additional 195,591 shares in the last quarter. Jupiter Topco LLC bought a new position in shares of OneMain during the 2nd quarter worth approximately $166,060,000. Finally, State Street Corp boosted its stake in shares of OneMain by 1.8% in the 2nd quarter. State Street Corp now owns 2,451,937 shares of the financial services provider’s stock worth $149,495,000 after buying an additional 42,917 shares during the last quarter. 85.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other OneMain news, SVP Michael A. Hedlund sold 2,500 shares of OneMain stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $64.00, for a total transaction of $160,000.00. Following the transaction, the senior vice president directly owned 10,627 shares of the company’s stock, valued at $680,128. The trade was a 19.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Micah R. Conrad sold 5,000 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $65.40, for a total transaction of $327,000.00. Following the completion of the sale, the chief operating officer owned 91,250 shares of the company’s stock, valued at approximately $5,967,750. The trade was a 5.19% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.29% of the company’s stock.

OneMain Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 10th were given a $1.05 dividend. This represents a $4.20 dividend on an annualized basis and a yield of 7.5%. The ex-dividend date of this dividend was Monday, August 10th. OneMain’s dividend payout ratio is presently 63.25%.

OneMain Company Profile

OneMain Holdings, Inc (NYSE: OMF) is a consumer finance company that provides personal lending and related financial products to consumers in the United States. Its primary business operates under the OneMain Financial brand and focuses on serving individuals who may not be fully served by traditional banks.

OneMain offers unsecured and secured personal loans, including loans used for debt consolidation, home improvements, major purchases and other personal expenses. The company also provides optional insurance and debt-cancellation products, as well as credit-related services designed to complement its lending business.