Northland Securities Estimates OneMain FY2026 Earnings

OneMain Holdings, Inc. (NYSE:OMF) – Northland Securities cut their FY2026 earnings per share estimates for shares of OneMain in a report issued on Friday, October 30th. Northland Securities analyst M. Grondahl now anticipates that the financial services provider will post earnings per share of $6.53 for the year, down from their previous forecast of $6.56. The consensus estimate for OneMain’s current full-year earnings is $6.60 per share. Northland Securities also issued estimates for OneMain’s Q4 2026 earnings at $1.77 EPS, Q2 2027 earnings at $1.91 EPS, Q3 2027 earnings at $2.20 EPS and Q4 2027 earnings at $2.30 EPS.

OneMain (NYSE:OMF) last issued its earnings results on Friday, October 30th. The financial services provider reported $1.51 earnings per share for the quarter, missing the consensus estimate of $1.56 by ($0.05). OneMain had a return on equity of 21.97% and a net margin of 13.43%. The firm had revenue of $1.70 billion during the quarter, compared to analysts’ expectations of $1.34 billion. During the same quarter in the prior year, the company posted $1.90 earnings per share.

Several other brokerages have also recently issued reports on OMF. Weiss Ratings upgraded shares of OneMain from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Barclays reduced their price target on shares of OneMain from $60.00 to $59.00 and set an “equal weight” rating for the company in a report on Monday. JPMorgan Chase & Co. upped their price target on shares of OneMain from $52.00 to $56.00 and gave the stock an “underweight” rating in a research report on Monday. Bank of America dropped their price objective on shares of OneMain from $67.00 to $66.00 and set a “buy” rating on the stock in a research note on Monday. Finally, Citizens Jmp increased their price objective on shares of OneMain from $68.00 to $70.00 and gave the company a “market outperform” rating in a research note on Thursday, July 30th. Nine research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, OneMain currently has a consensus rating of “Moderate Buy” and an average target price of $67.09.

OneMain Trading Down 1.3%

OMF opened at $56.58 on Monday. The company has a market capitalization of $6.48 billion, a price-to-earnings ratio of 9.01, a PEG ratio of 0.66 and a beta of 1.30. OneMain has a 12-month low of $45.78 and a 12-month high of $71.93. The business’s fifty day simple moving average is $58.78 and its 200-day simple moving average is $58.36.

Hedge Funds Weigh In On OneMain

Several institutional investors and hedge funds have recently added to or reduced their stakes in OMF. BlackRock Inc. purchased a new position in shares of OneMain in the second quarter worth about $633,893,000. Dimensional Fund Advisors LP boosted its position in OneMain by 7.6% in the first quarter. Dimensional Fund Advisors LP now owns 4,342,241 shares of the financial services provider’s stock valued at $232,258,000 after buying an additional 308,370 shares during the last quarter. Jupiter Topco LLC purchased a new stake in OneMain in the second quarter valued at approximately $166,060,000. State Street Corp boosted its position in OneMain by 1.8% in the second quarter. State Street Corp now owns 2,451,937 shares of the financial services provider’s stock valued at $149,495,000 after buying an additional 42,917 shares during the last quarter. Finally, Janus Henderson Group PLC boosted its position in OneMain by 7.7% in the first quarter. Janus Henderson Group PLC now owns 2,729,862 shares of the financial services provider’s stock valued at $146,030,000 after buying an additional 195,591 shares during the last quarter. Hedge funds and other institutional investors own 85.82% of the company’s stock.

OneMain Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 9th will be given a dividend of $1.05 per share. The ex-dividend date of this dividend is Monday, November 9th. This represents a $4.20 dividend on an annualized basis and a yield of 7.4%. OneMain’s dividend payout ratio (DPR) is presently 63.93%.

Key Stories Impacting OneMain

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: OneMain declared a quarterly dividend of $1.05 per share, equivalent to $4.20 annually and a 7.4% yield based on the supplied figures. The payout may support investor interest, though it does not resolve concerns about credit quality.
• Neutral Sentiment: Truist lowered its price target from $71 to $70 but maintained a buy rating; RBC also cut its target from $71 to $70 while retaining an outperform rating. Truist rating information RBC rating information
• Neutral Sentiment: JPMorgan raised its target from $52 to $56 but kept an underweight rating, while Barclays lowered its target from $60 to $59 and maintained equal weight—signaling a divided outlook. JPMorgan rating information Barclays rating information
• Negative Sentiment: Northland trimmed its FY2027 EPS estimate to $8.25 from $8.32. Separately, the latest quarterly EPS of $1.51 missed the $1.56 consensus, and coverage linked the post-earnings retreat to credit concerns, which may pressure sentiment toward the consumer lender. Report on OneMain forecast revision Article on OneMain credit concerns

About OneMain

OneMain Holdings, Inc, operating under the OneMain Financial brand, is a consumer finance company that provides personal lending and related financial services primarily to non-prime consumers in the United States. The company serves customers through a combination of branch locations, online and mobile channels, and centralized customer service operations.

OneMain’s principal products include secured and unsecured personal loans, which customers may use for debt consolidation, home improvements, major purchases, and other personal expenses.