Omnicell, Inc. $OMCL Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Omnicell by 71.1% in Q4 to 140,032 shares (about 0.31% of the company) worth $6.34M, and institutional investors collectively own roughly 97.7% of the stock.
• Omnicell beat Q1 estimates, reporting $0.55 EPS versus $0.33 expected and $309.9M in revenue (vs. $304.0M), and issued FY2026 guidance of $1.800–2.000 EPS.
• The company has a $1.71B market cap and an unusually high trailing P/E (~941); analysts' consensus is a “Moderate Buy” with an average price target of $59.00.

Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Omnicell, Inc. (NASDAQ:OMCL - Free Report) by 71.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 140,032 shares of the company's stock after buying an additional 58,193 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.31% of Omnicell worth $6,343,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP increased its holdings in Omnicell by 9.1% in the third quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company's stock valued at $71,985,000 after buying an additional 197,462 shares in the last quarter. Lazard Asset Management LLC increased its stake in shares of Omnicell by 3.8% during the second quarter. Lazard Asset Management LLC now owns 1,708,345 shares of the company's stock worth $50,225,000 after purchasing an additional 62,733 shares in the last quarter. Millennium Management LLC purchased a new stake in shares of Omnicell during the third quarter worth about $25,625,000. Wellington Management Group LLP increased its stake in shares of Omnicell by 0.7% during the third quarter. Wellington Management Group LLP now owns 809,544 shares of the company's stock worth $24,651,000 after purchasing an additional 5,384 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased its stake in shares of Omnicell by 38.4% during the second quarter. Qube Research & Technologies Ltd now owns 653,971 shares of the company's stock worth $19,227,000 after purchasing an additional 181,394 shares in the last quarter. Hedge funds and other institutional investors own 97.70% of the company's stock.

Omnicell Stock Performance

OMCL opened at $37.63 on Tuesday. The firm has a market capitalization of $1.71 billion, a PE ratio of 940.99, a PEG ratio of 1.34 and a beta of 0.85. Omnicell, Inc. has a twelve month low of $22.66 and a twelve month high of $55.00. The firm's 50-day moving average price is $36.86 and its 200 day moving average price is $39.29. The company has a current ratio of 1.43, a quick ratio of 1.22 and a debt-to-equity ratio of 0.14.

Omnicell (NASDAQ:OMCL - Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.22. The company had revenue of $309.88 million for the quarter, compared to analyst estimates of $304.01 million. Omnicell had a net margin of 0.17% and a return on equity of 3.00%. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. As a group, sell-side analysts expect that Omnicell, Inc. will post 0.92 EPS for the current fiscal year.

Insiders Place Their Bets

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of the business's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $34.69, for a total value of $256,879.45. Following the transaction, the executive vice president directly owned 96,717 shares in the company, valued at $3,355,112.73. The trade was a 7.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 2.52% of the stock is owned by insiders.

Wall Street Analyst Weigh In

OMCL has been the subject of a number of research reports. Wells Fargo & Company boosted their target price on shares of Omnicell from $52.00 to $55.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. Piper Sandler reissued an "overweight" rating and set a $49.00 target price (down from $63.00) on shares of Omnicell in a research note on Friday, February 6th. Weiss Ratings cut shares of Omnicell from a "hold (c-)" rating to a "sell (d)" rating in a research note on Monday, March 2nd. Zacks Research raised shares of Omnicell from a "strong sell" rating to a "hold" rating in a research note on Tuesday, March 10th. Finally, Bank of America raised shares of Omnicell from a "neutral" rating to a "buy" rating and set a $70.00 target price for the company in a research note on Wednesday, February 4th. Six 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, the stock currently has an average rating of "Moderate Buy" and an average price target of $59.00.

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.

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