Mitsubishi UFJ Trust & Banking Corp Has $13.34 Million Holdings in OneMain Holdings, Inc. $OMF

Key Points

• Mitsubishi UFJ Trust & Banking reduced its stake in OneMain by 15.8%, now holding 197,433 shares worth about $13.34 million after selling 37,088 shares in Q4.
• OneMain beat Q1 expectations with adjusted EPS of $1.95 (vs. $1.86 est.) and revenue above estimates, and the board declared a quarterly dividend of $1.05 (annualized yield ~7.4%, ex-dividend May 11).
• Institutional investors own roughly 85.8% of OneMain, and analysts have an average rating of "Moderate Buy" with a consensus target of $67.44.

Mitsubishi UFJ Trust & Banking Corp lessened its stake in OneMain Holdings, Inc. (NYSE:OMF - Free Report) by 15.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 197,433 shares of the financial services provider's stock after selling 37,088 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.17% of OneMain worth $13,339,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Root Financial Partners LLC acquired a new stake in OneMain in the 3rd quarter valued at about $26,000. Activest Wealth Management increased its position in OneMain by 1,102.1% in the 3rd quarter. Activest Wealth Management now owns 577 shares of the financial services provider's stock valued at $33,000 after acquiring an additional 529 shares in the last quarter. Bayforest Capital Ltd increased its position in OneMain by 591.8% in the 3rd quarter. Bayforest Capital Ltd now owns 671 shares of the financial services provider's stock valued at $38,000 after acquiring an additional 574 shares in the last quarter. Whittier Trust Co. of Nevada Inc. increased its position in OneMain by 57.5% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 718 shares of the financial services provider's stock valued at $40,000 after acquiring an additional 262 shares in the last quarter. Finally, Sunbelt Securities Inc. acquired a new stake in OneMain in the 3rd quarter valued at about $46,000. Institutional investors and hedge funds own 85.82% of the company's stock.

OneMain Stock Performance

Shares of OMF opened at $56.64 on Friday. The firm has a market cap of $6.64 billion, a P/E ratio of 8.62, a PEG ratio of 0.43 and a beta of 1.30. The firm's 50 day moving average price is $55.12 and its two-hundred day moving average price is $60.06. OneMain Holdings, Inc. has a twelve month low of $45.78 and a twelve month high of $71.93.

OneMain (NYSE:OMF - Get Free Report) last posted its quarterly earnings data on Friday, May 1st. The financial services provider reported $1.95 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.86 by $0.09. OneMain had a net margin of 14.35% and a return on equity of 23.76%. The company had revenue of $1.58 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period last year, the company earned $1.72 earnings per share. The firm's revenue was up 6.7% compared to the same quarter last year. On average, sell-side analysts anticipate that OneMain Holdings, Inc. will post 7.5 earnings per share for the current fiscal year.

OneMain Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Monday, May 11th will be issued a $1.05 dividend. The ex-dividend date is Monday, May 11th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 7.4%. OneMain's dividend payout ratio (DPR) is 63.93%.

Insider Activity

In other news, COO Micah R. Conrad sold 5,000 shares of OneMain stock in a transaction that occurred on Friday, April 17th. The shares were sold at an average price of $60.00, for a total value of $300,000.00. Following the sale, the chief operating officer directly owned 101,250 shares in the company, valued at $6,075,000. This trade represents a 4.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the stock. Barclays reduced their target price on shares of OneMain from $71.00 to $62.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th. Royal Bank Of Canada raised their target price on shares of OneMain from $70.00 to $73.00 and gave the company an "outperform" rating in a research note on Friday, February 6th. BTIG Research reaffirmed a "neutral" rating on shares of OneMain in a research note on Thursday, April 16th. Stephens reduced their target price on shares of OneMain to $76.00 and set an "overweight" rating on the stock in a research note on Friday, February 6th. Finally, Wells Fargo & Company reduced their target price on shares of OneMain from $70.00 to $65.00 and set an "equal weight" rating on the stock in a research note on Thursday, April 9th. Seven analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $67.44.

Key Headlines Impacting OneMain

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: EPS and revenue beat consensus — Q1 adjusted EPS ~$1.95 beat estimates and revenue came in above expectations, signaling continued profitability and margin strength. Press Release — Q1 Results
• Positive Sentiment: Board declared a $1.05 quarterly dividend (ex-dividend May 11; yield ~7.4%), which supports income investors and can underpin the share price for yield‑oriented holders. PR Newswire — Dividend & Results
• Neutral Sentiment: Market writeups and the earnings snapshot provide varied framing — some outlets describe sales as “in line” with estimates, which may temper enthusiasm despite the beat. Yahoo Finance — Q1 Sales In Line
• Neutral Sentiment: Full earnings call transcript and slide deck are available for detail on loan portfolio trends, credit performance and capital deployment; investors should review management commentary for forward signals. Seeking Alpha — Earnings Call Transcript
• Negative Sentiment: Some analysts and commentary emphasized modest top‑line growth (revenue up ~6.7% Y/Y) or framed results as mixed, and technicals may be pressuring the stock — the shares are trading below the 200‑day moving average, which can prompt short‑term selling by technical traders. Zacks — Key Metrics vs Estimates

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.

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