Omnicom Group Inc. $OMC Stock Position Raised by Tredje AP fonden

Tredje AP fonden lifted its position in Omnicom Group Inc. (NYSE:OMC) by 46.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,730 shares of the business services provider’s stock after buying an additional 9,411 shares during the quarter. Tredje AP fonden’s holdings in Omnicom Group were worth $2,424,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Alexander Randolph Advisory Inc. lifted its stake in Omnicom Group by 1.1% in the third quarter. Alexander Randolph Advisory Inc. now owns 34,447 shares of the business services provider’s stock valued at $2,808,000 after acquiring an additional 361 shares during the last quarter. Bridgewater Advisors Inc. raised its holdings in shares of Omnicom Group by 6.1% during the 3rd quarter. Bridgewater Advisors Inc. now owns 4,256 shares of the business services provider’s stock valued at $347,000 after purchasing an additional 245 shares in the last quarter. Y.D. More Investments Ltd acquired a new stake in shares of Omnicom Group in the 3rd quarter valued at $126,000. Ontario Teachers Pension Plan Board lifted its stake in shares of Omnicom Group by 427.8% in the 3rd quarter. Ontario Teachers Pension Plan Board now owns 18,693 shares of the business services provider’s stock valued at $1,524,000 after purchasing an additional 15,151 shares during the last quarter. Finally, Studio Investment Management LLC boosted its holdings in Omnicom Group by 9.1% in the third quarter. Studio Investment Management LLC now owns 10,523 shares of the business services provider’s stock worth $865,000 after purchasing an additional 882 shares in the last quarter. Institutional investors and hedge funds own 91.97% of the company’s stock.

Omnicom Group News Roundup

Here are the key news stories impacting Omnicom Group this week:

• Positive Sentiment: Board-authorized $5.0 billion share repurchase program (includes a $2.5B accelerated repurchase) — large buyback signals management thinks shares are undervalued and directly reduces float, supporting the stock. Article Title
• Positive Sentiment: Quarterly dividend declared: $0.80 per share (record March 11; payable April 9), boosting yield and making OMC more attractive to income investors. Article Title
• Positive Sentiment: Analyst upgrade/target lift — Citi raised its price target to $115 and reaffirmed a Buy, implying meaningful upside versus recent levels and providing fresh analyst support. Article Title
• Positive Sentiment: Management highlighted post‑merger integration progress (raised cost‑synergy targets) and scheduled an Investor Day (March 12), which together suggest clearer visibility on cost savings and strategy that could boost margins long term. Article Title
• Positive Sentiment: Heavy institutional buying reported in recent filings — several large funds materially increased OMC positions during the quarter, which can support the stock and amplify a rally. Article Title
• Neutral Sentiment: Market context: rotation toward high‑yield, cash‑rich dividend payers is boosting demand for names like Omnicom, as covered in recent pieces on dividend-focused strategies. Article Title
• Negative Sentiment: Q4 results missed consensus on EPS ($2.59 vs. ~$2.94 est.) and headline net income was hurt by merger/one‑time costs — these reported misses and the accounting loss explain caution among some investors. Article Title

Omnicom Group Price Performance

Shares of NYSE:OMC opened at $83.20 on Friday. The company has a market cap of $16.06 billion, a price-to-earnings ratio of 169.80, a PEG ratio of 1.25 and a beta of 0.74. The business has a 50 day moving average price of $77.10 and a 200 day moving average price of $76.40. The company has a quick ratio of 0.80, a current ratio of 0.92 and a debt-to-equity ratio of 0.95. Omnicom Group Inc. has a twelve month low of $66.33 and a twelve month high of $89.27.

Omnicom Group (NYSE:OMC) last issued its quarterly earnings results on Wednesday, February 18th. The business services provider reported $2.59 EPS for the quarter, missing analysts’ consensus estimates of $2.94 by ($0.35). Omnicom Group had a positive return on equity of 35.41% and a negative net margin of 0.32%.The business had revenue of $5.53 billion for the quarter, compared to analyst estimates of $7.58 billion. During the same quarter last year, the firm earned $2.41 earnings per share. The firm’s quarterly revenue was up 27.9% compared to the same quarter last year. Research analysts predict that Omnicom Group Inc. will post 8.25 earnings per share for the current year.

Omnicom Group declared that its board has approved a stock repurchase plan on Wednesday, February 18th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the business services provider to buy up to 38.1% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

Omnicom Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Wednesday, March 11th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $3.20 dividend on an annualized basis and a yield of 3.8%. Omnicom Group’s dividend payout ratio is 653.06%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on OMC. Bank of America restated an “underperform” rating and set a $77.00 target price (down from $87.00) on shares of Omnicom Group in a report on Monday, January 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a research note on Thursday, January 22nd. Citigroup boosted their target price on Omnicom Group from $103.00 to $115.00 and gave the stock a “buy” rating in a report on Friday. UBS Group increased their price target on Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a report on Friday, December 5th. Finally, Morgan Stanley started coverage on shares of Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 price objective for the company. Four equities 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 stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $93.86.

Omnicom Group Company Profile

Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.

The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.