Omnicell, Inc. $OMCL Shares Purchased by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky lifted its holdings in Omnicell, Inc. (NASDAQ:OMCL) by 96.3% during the fourth quarter, Holdings Channel reports. The fund owned 25,914 shares of the company’s stock after buying an additional 12,713 shares during the quarter. Teachers Retirement System of The State of Kentucky’s holdings in Omnicell were worth $1,174,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Raymond James Financial Inc. acquired a new stake in shares of Omnicell in the second quarter worth $26,000. First Horizon Corp acquired a new stake in shares of Omnicell in the third quarter worth $31,000. Farther Finance Advisors LLC increased its stake in shares of Omnicell by 784.8% in the third quarter. Farther Finance Advisors LLC now owns 1,168 shares of the company’s stock worth $36,000 after acquiring an additional 1,036 shares during the period. LSV Asset Management acquired a new stake in shares of Omnicell in the third quarter worth $97,000. Finally, Tower Research Capital LLC TRC increased its stake in shares of Omnicell by 385.5% in the second quarter. Tower Research Capital LLC TRC now owns 4,952 shares of the company’s stock worth $146,000 after acquiring an additional 3,932 shares during the period. Institutional investors and hedge funds own 97.70% of the company’s stock.

Omnicell Stock Performance

Shares of NASDAQ OMCL opened at $43.10 on Thursday. The company’s fifty day moving average price is $37.11 and its 200 day moving average price is $39.43. Omnicell, Inc. has a 1 year low of $22.66 and a 1 year high of $55.00. The company has a market capitalization of $1.96 billion, a PE ratio of 1,077.77, a price-to-earnings-growth ratio of 1.35 and a beta of 0.85. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.22 and a current ratio of 1.43.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.33 by $0.22. The business had revenue of $309.88 million for the quarter, compared to the consensus estimate of $304.01 million. Omnicell had a net margin of 0.17% and a return on equity of 3.00%. The company’s revenue was up 14.9% compared to the same quarter last year. During the same period last year, the firm posted $0.26 earnings per share. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. On average, research analysts predict that Omnicell, Inc. will post 0.92 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Wall Street Zen downgraded shares of Omnicell from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Wells Fargo & Company increased their price target on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Craig Hallum reissued a “buy” rating and set a $55.00 price target on shares of Omnicell in a report on Wednesday. Weiss Ratings downgraded shares of Omnicell from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday, March 2nd. Finally, Zacks Research raised shares of Omnicell from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 10th. Seven research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Omnicell presently has an average rating of “Moderate Buy” and an average target price of $59.86.

Insider Transactions at Omnicell

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $34.69, for a total transaction of $256,879.45. Following the transaction, the executive vice president directly owned 96,717 shares of the company’s stock, valued at $3,355,112.73. This trade represents a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 2.92% of the stock is currently owned by insiders.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Q1 results beat expectations: Omnicell reported $0.55 EPS vs. $0.33 consensus and revenue of $309.9M (+14.9% y/y), marking a swing to profitability and underpinning the recent rally. Omnicell Announces First Quarter 2026 Financial Results
• Positive Sentiment: Company raised guidance: FY2026 EPS raised to $1.80–$2.00 (vs. ~$1.60 consensus) and Q2 EPS to roughly $0.40–$0.48, with Q2 revenue guided to ~$307–$313M — a material factor supporting upside expectations. OMCL Jumps to Profitability With 15% Revenue Growth — Raises 2026 Outlook
• Positive Sentiment: Margin improvement story: Management pointed to platform expansion and cost controls driving a margin turnaround — evidence the revenue growth is beginning to flow to the bottom line. OMCL Q1 deep dive: Platform expansion and cost controls drive margin turnaround
• Positive Sentiment: Analyst support: Bank of America reiterated a Buy and kept a $70 price target, citing a rare product-cycle momentum and margin strength — reinforces bullish institutional view. Analyst Reiterates Buy on Omnicell, Citing Once-in-a-Decade Product Cycle Momentum and Margin Strength; Price Target Maintained at $70
• Neutral Sentiment: Management materials available: Slide deck and earnings transcript were published for deeper review of guidance and product-cycle commentary (useful for modeling but not new news). Omnicell, Inc. 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Executive hire: Omnicell named Rick Couldry as SVP, Chief Pharmacy & Clinical Officer — strengthens hospital pharmacy leadership but is a longer-term cultural/operational item. Omnicell Welcomes Hospital Pharmacy Leader Rick Couldry as Senior Vice President, Chief Pharmacy and Clinical Officer
• Negative Sentiment: Pullback/volatility after the pop: the stock has pulled back from the initial post-earnings rally (higher volume), suggesting short-term profit-taking and that the valuation still looks rich to some investors — a possible reason shares are lower today.

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.