Q4 EPS Estimates for OneMain Lowered by Northland Securities

OneMain Holdings, Inc. (NYSE:OMF) – Equities research analysts at Northland Securities dropped their Q4 2026 earnings estimates for OneMain in a report issued on Monday, July 20th. Northland Securities analyst M. Grondahl now anticipates that the financial services provider will earn $2.11 per share for the quarter, down from their prior estimate of $2.13. The consensus estimate for OneMain’s current full-year earnings is $7.19 per share. Northland Securities also issued estimates for OneMain’s Q3 2027 earnings at $2.21 EPS, Q4 2027 earnings at $2.35 EPS and FY2027 earnings at $8.30 EPS.

A number of other equities analysts have also recently commented on the company. Barclays decreased their target price on OneMain from $61.00 to $60.00 and set an “equal weight” rating on the stock in a report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of OneMain in a report on Friday, July 10th. Royal Bank Of Canada reduced their price target on OneMain from $73.00 to $70.00 and set an “outperform” rating for the company in a research report on Monday, May 4th. Truist Financial decreased their price objective on OneMain from $73.00 to $70.00 and set a “buy” rating on the stock in a research note on Thursday, July 2nd. Finally, Evercore set a $66.00 price objective on OneMain in a research report on Monday, July 6th. Eight investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $67.80.

OneMain Price Performance

Shares of OMF stock opened at $60.22 on Tuesday. The company has a market cap of $6.96 billion, a price-to-earnings ratio of 8.96, a PEG ratio of 0.46 and a beta of 1.22. OneMain has a 1 year low of $45.78 and a 1 year high of $71.93. The firm has a fifty day moving average price of $56.93 and a 200-day moving average price of $58.15.

OneMain (NYSE:OMF) last released its quarterly earnings results on Friday, May 1st. The financial services provider reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.86 by $0.09. The business had revenue of $1.58 billion for the quarter, compared to the consensus estimate of $1.27 billion. OneMain had a net margin of 14.38% and a return on equity of 24.24%. The company’s quarterly revenue was up 6.7% on a year-over-year basis. During the same period last year, the firm earned $1.72 earnings per share.

OneMain Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 11th were paid a $1.05 dividend. This represents a $4.20 dividend on an annualized basis and a yield of 7.0%. The ex-dividend date was Monday, May 11th. OneMain’s dividend payout ratio is presently 62.50%.

Insider Transactions at OneMain

In other news, SVP Michael A. Hedlund sold 1,848 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $62.00, for a total value of $114,576.00. Following the transaction, the senior vice president directly owned 13,127 shares in the company, valued at $813,874. The trade was a 12.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Micah R. Conrad sold 5,000 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $62.00, for a total value of $310,000.00. Following the completion of the transaction, the chief operating officer owned 96,250 shares in the company, valued at $5,967,500. The trade was a 4.94% decrease in their ownership of the stock. 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. 0.29% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in OMF. Allspring Global Investments Holdings LLC boosted its stake in OneMain by 24.1% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 259,803 shares of the financial services provider’s stock worth $17,945,000 after buying an additional 50,521 shares during the period. Kingsview Wealth Management LLC purchased a new stake in shares of OneMain in the fourth quarter valued at $5,310,000. JPMorgan Chase & Co. raised its stake in shares of OneMain by 33.5% in the third quarter. JPMorgan Chase & Co. now owns 289,943 shares of the financial services provider’s stock valued at $16,370,000 after acquiring an additional 72,688 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in shares of OneMain by 39.0% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 126,492 shares of the financial services provider’s stock worth $8,553,000 after acquiring an additional 35,466 shares during the last quarter. Finally, Asset Management One Co. Ltd. bought a new stake in shares of OneMain in the 4th quarter worth about $654,000. 85.82% of the stock is currently owned by institutional investors.

About OneMain

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.