Vanguard Group Inc. Has $798.56 Million Stock Holdings in OneMain Holdings, Inc. $OMF

Key Points

• Vanguard Group trimmed its stake in OneMain to 11,821,728 shares (about 10.04% of the company), valued at roughly $798.56 million, while institutional investors collectively own about 85.82% of the stock.
• OneMain beat expectations in Q1 with EPS of $1.95 (vs. $1.86 est.) and revenue of $1.58 billion, and the board declared a quarterly dividend of $1.05 (annualized yield ~7.4%, ex-dividend May 11).
• The shares are trading below their 200‑day moving average and were down 3.6% on the latest session; analysts give a consensus rating of "Moderate Buy" with an average target price of $67.44.

Vanguard Group Inc. lessened its position in OneMain Holdings, Inc. (NYSE:OMF - Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,821,728 shares of the financial services provider's stock after selling 148,678 shares during the period. Vanguard Group Inc. owned about 10.04% of OneMain worth $798,558,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in OMF. Certuity LLC boosted its stake in shares of OneMain by 107.6% in the 3rd quarter. Certuity LLC now owns 1,930,792 shares of the financial services provider's stock valued at $109,013,000 after purchasing an additional 1,000,654 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of OneMain by 57.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,965,244 shares of the financial services provider's stock valued at $110,958,000 after purchasing an additional 713,670 shares in the last quarter. Qube Research & Technologies Ltd boosted its stake in shares of OneMain by 254.2% in the 3rd quarter. Qube Research & Technologies Ltd now owns 741,752 shares of the financial services provider's stock valued at $41,879,000 after purchasing an additional 532,324 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of OneMain by 48.2% in the third quarter. AQR Capital Management LLC now owns 1,310,435 shares of the financial services provider's stock valued at $73,987,000 after buying an additional 426,088 shares during the last quarter. Finally, Ameriprise Financial Inc. raised its holdings in shares of OneMain by 547.8% in the second quarter. Ameriprise Financial Inc. now owns 437,706 shares of the financial services provider's stock valued at $24,947,000 after buying an additional 370,133 shares during the last quarter. Institutional investors and hedge funds own 85.82% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. Royal Bank Of Canada lifted their price target on OneMain from $70.00 to $73.00 and gave the company an "outperform" rating in a report on Friday, February 6th. Evercore set a $55.00 price target on OneMain in a report on Tuesday, March 17th. Wells Fargo & Company cut their price target on OneMain from $70.00 to $65.00 and set an "equal weight" rating for the company in a report on Thursday, April 9th. TD Cowen reaffirmed a "buy" rating on shares of OneMain in a report on Thursday, January 8th. Finally, Wall Street Zen cut OneMain from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. Seven research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $67.44.

Insiders Place Their Bets

In other OneMain news, COO Micah R. Conrad sold 5,000 shares of the business's stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $60.00, for a total transaction of $300,000.00. Following the completion of the sale, the chief operating officer directly owned 101,250 shares of the company's stock, valued at approximately $6,075,000. The trade was a 4.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.40% of the company's stock.

OneMain News Roundup

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

OneMain Stock Down 3.6%

OneMain stock opened at $56.64 on Friday. The stock has a 50-day simple moving average of $55.12 and a 200 day simple moving average of $60.11. OneMain Holdings, Inc. has a 12-month low of $45.78 and a 12-month high of $71.93. The stock has a market capitalization of $6.64 billion, a price-to-earnings ratio of 8.43, a P/E/G ratio of 0.41 and a beta of 1.27.

OneMain (NYSE:OMF - Get Free Report) last announced its quarterly earnings data 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 firm had revenue of $1.58 billion during the quarter, compared to analysts' expectations of $1.28 billion. OneMain had a return on equity of 23.76% and a net margin of 14.35%.The company's quarterly revenue was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.72 EPS. As a group, sell-side analysts anticipate that OneMain Holdings, Inc. will post 7.49 EPS for the current year.

OneMain Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 11th will be issued a dividend of $1.05 per share. This represents a $4.20 annualized dividend and a yield of 7.4%. The ex-dividend date of this dividend is Monday, May 11th. OneMain's payout ratio is currently 63.93%.

OneMain Company Profile

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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