Omnicom Group Inc. $OMC Holdings Raised by RWC Asset Management LLP

RWC Asset Management LLP grew its position in Omnicom Group Inc. (NYSE:OMC) by 10.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 881,342 shares of the business services provider’s stock after buying an additional 86,210 shares during the quarter. Omnicom Group accounts for 2.4% of RWC Asset Management LLP’s holdings, making the stock its 10th largest holding. RWC Asset Management LLP’s holdings in Omnicom Group were worth $64,893,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in OMC. BlackRock Inc. purchased a new position in shares of Omnicom Group during the second quarter valued at $2,082,476,000. Bank of New York Mellon Corp purchased a new stake in Omnicom Group in the second quarter worth about $914,156,000. First Eagle Investment Management LLC grew its holdings in Omnicom Group by 0.5% during the 2nd quarter. First Eagle Investment Management LLC now owns 7,343,209 shares of the business services provider’s stock worth $534,806,000 after acquiring an additional 40,096 shares in the last quarter. Baird Financial Group Inc. grew its holdings in Omnicom Group by 3.0% during the 2nd quarter. Baird Financial Group Inc. now owns 4,852,121 shares of the business services provider’s stock worth $353,380,000 after acquiring an additional 142,082 shares in the last quarter. Finally, Pacer Advisors Inc. increased its position in Omnicom Group by 116.2% during the 1st quarter. Pacer Advisors Inc. now owns 2,847,575 shares of the business services provider’s stock valued at $214,451,000 after purchasing an additional 1,530,743 shares during the period. Institutional investors own 91.97% of the company’s stock.

Omnicom Group Stock Up 0.2%

Shares of NYSE OMC traded up $0.16 during mid-day trading on Friday, reaching $82.72. 5,295,171 shares of the company were exchanged, compared to its average volume of 2,357,106. The company has a quick ratio of 0.78, a current ratio of 0.92 and a debt-to-equity ratio of 0.97. The stock has a market cap of $22.69 billion, a price-to-earnings ratio of 46.21, a P/E/G ratio of 0.70 and a beta of 0.68. Omnicom Group Inc. has a 1 year low of $66.33 and a 1 year high of $89.57. The firm has a 50-day moving average of $80.43 and a 200 day moving average of $78.53.

Omnicom Group (NYSE:OMC) last issued its quarterly earnings data on Thursday, October 22nd. The business services provider reported $2.73 earnings per share for the quarter, beating analysts’ consensus estimates of $2.67 by $0.06. Omnicom Group had a return on equity of 24.29% and a net margin of 2.85%. The company had revenue of $6.42 billion for the quarter, compared to the consensus estimate of $6.21 billion. During the same quarter last year, the company earned $2.24 earnings per share. The firm’s revenue for the quarter was up 59.1% compared to the same quarter last year. On average, research analysts expect that Omnicom Group Inc. will post 10.50 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts have recently commented on OMC shares. Zacks Research upgraded shares of Omnicom Group from a “strong sell” rating to a “hold” rating in a report on Monday, September 28th. Morgan Stanley increased their price objective on shares of Omnicom Group from $83.00 to $85.00 and gave the company an “equal weight” rating in a research note on Friday. Argus upgraded shares of Omnicom Group to a “hold” rating in a research note on Monday, September 14th. Weiss Ratings raised shares of Omnicom Group from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 30th. Finally, Citigroup reduced their price objective on shares of Omnicom Group from $105.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Five research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $100.78.

Omnicom Group News Summary

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

• Positive Sentiment: Q3 results exceeded expectations. Omnicom reported $6.42 billion in revenue versus approximately $6.21 billion expected. Non-GAAP adjusted EPS was $2.73, ahead of the roughly $2.67-$2.68 consensus and up from $2.24 a year earlier. Omnicom Reports Third Quarter 2026 Results
• Positive Sentiment: Organic growth and margins strengthened. Core-operations revenue rose 7.2% organically, while adjusted EBITA reached $1.1 billion with an 18.2% margin. Management also expects approximately $900 million of cost-reduction synergies in 2026, supporting the investment case. OMC Q3 Earnings Beat Estimates
• Positive Sentiment: Shareholder returns provided additional support. Omnicom repurchased about $3.2 billion of stock during the first nine months, while the company continues integrating IPG following its 2025 acquisition.
• Positive Sentiment: Some analysts raised targets. Wells Fargo increased its target from $93 to $97 and maintained an overweight rating. Morgan Stanley raised its target from $83 to $85, although it retained an equal-weight rating.
• Neutral Sentiment: JPMorgan remained bullish but reduced its target. The firm cut its target from $115 to $111 while maintaining an overweight rating, indicating continued upside but somewhat lower expectations.
• Negative Sentiment: Goldman Sachs also lowered its target, reducing it from $141 to $130. The cuts highlight ongoing uncertainty around acquisition integration, valuation and the sustainability of post-merger growth, despite the strong quarter.

Insider Buying and Selling

In other Omnicom Group news, Director Linda Rice sold 1,385 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $88.73, for a total transaction of $122,891.05. Following the completion of the sale, the director directly owned 11,719 shares of the company’s stock, valued at approximately $1,039,826.87. This represents a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.20% of the company’s stock.

Omnicom Group Company Profile

Omnicom Group Inc is a global marketing and communications company that provides advertising, media, branding, public relations, customer relationship management, and digital marketing services. The company works with organizations across industries to develop brand strategies, create content, manage media campaigns, and engage customers through traditional and digital channels.

Omnicom operates through a network of independently branded agencies, including BBDO Worldwide, DDB Worldwide, TBWA Worldwide, Omnicom Media Group, FleishmanHillard, Ketchum, Porter Novelli, RAPP, and several specialized healthcare, experiential, and data-driven marketing agencies.