Omnicell, Inc. $OMCL Shares Acquired by Empowered Funds LLC

Key Points

• Empowered Funds LLC increased its Omnicell stake by 4,229.9% in the first quarter, acquiring 255,991 additional shares for a total position valued at approximately $8.75 million. Institutional investors and hedge funds collectively own 97.7% of the company.
• Omnicell reported quarterly adjusted earnings of $0.94 per share, beating the $0.47 consensus estimate, while revenue rose 7.4% year over year to $312.2 million. The company guided for fiscal 2026 EPS of $2.15–$2.30.
• Shares opened at $37.30, down 0.9%, as analysts delivered mixed signals: seven analysts rate the stock a Buy, one a Hold and one a Sell, producing a consensus “Moderate Buy” rating and a $57.86 target price.

Empowered Funds LLC grew its stake in Omnicell, Inc. (NASDAQ:OMCL - Free Report) by 4,229.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 262,043 shares of the company's stock after acquiring an additional 255,991 shares during the period. Empowered Funds LLC owned about 0.58% of Omnicell worth $8,747,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in OMCL. Wellington Management Group LLP increased its holdings in Omnicell by 156.4% in the 4th quarter. Wellington Management Group LLP now owns 2,075,362 shares of the company's stock valued at $94,014,000 after purchasing an additional 1,265,818 shares during the last quarter. Millennium Management LLC acquired a new position in Omnicell during the third quarter worth $25,625,000. First Light Asset Management LLC purchased a new position in shares of Omnicell during the first quarter worth $16,351,000. Boston Partners purchased a new position in shares of Omnicell during the fourth quarter worth $20,805,000. Finally, WCM Investment Management LLC acquired a new stake in shares of Omnicell in the first quarter valued at $9,783,000. 97.70% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Omnicell

In other news, EVP Nnamdi Njoku sold 3,090 shares of the firm's stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $43.22, for a total transaction of $133,549.80. Following the sale, the executive vice president owned 154,785 shares of the company's stock, valued at approximately $6,689,807.70. This trade represents a 1.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of the business's stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $217,180.50. Following the sale, the executive vice president owned 112,783 shares of the company's stock, valued at approximately $4,874,481.26. The trade was a 4.27% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 2.92% of the stock is owned by insiders.

Omnicell Stock Down 0.9%

Shares of NASDAQ:OMCL opened at $37.30 on Friday. The firm's 50 day moving average price is $40.72 and its 200 day moving average price is $40.15. The stock has a market cap of $1.70 billion, a price-to-earnings ratio of 44.41, a price-to-earnings-growth ratio of 1.02 and a beta of 0.98. Omnicell, Inc. has a fifty-two week low of $29.06 and a fifty-two week high of $55.00. The company has a quick ratio of 1.43, a current ratio of 1.64 and a debt-to-equity ratio of 0.13.

Omnicell (NASDAQ:OMCL - Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.47 by $0.47. The company had revenue of $312.21 million during the quarter, compared to analysts' expectations of $310.21 million. Omnicell had a net margin of 3.13% and a return on equity of 5.66%. The firm's revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.45 EPS. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. As a group, equities research analysts predict that Omnicell, Inc. will post 1.3 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Wells Fargo & Company decreased their target price on Omnicell from $55.00 to $50.00 and set an "overweight" rating on the stock in a research note on Friday, July 31st. Zacks Research downgraded Omnicell from a "hold" rating to a "strong sell" rating in a research report on Friday, August 7th. Craig Hallum reiterated a "buy" rating and set a $55.00 price target on shares of Omnicell in a research note on Wednesday, April 29th. Piper Sandler reissued an "overweight" rating and set a $45.00 price target (down from $55.00) on shares of Omnicell in a research report on Monday, August 3rd. Finally, KeyCorp decreased their price target on shares of Omnicell from $70.00 to $65.00 and set an "overweight" rating for the company in a research report on Friday, July 31st. Seven analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Omnicell presently has a consensus rating of "Moderate Buy" and a consensus target price of $57.86.

About Omnicell

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source