Leerink Partnrs Cuts Earnings Estimates for Owens & Minor

Key Points

• Leerink Partners has lowered its Q3 2025 earnings per share estimate for Owens & Minor from $0.44 to $0.24, indicating a significant drop in expected performance.
• Despite the downgrades, ratings on the stock vary, with two analysts rating it as sell, two as hold, three as buy, and one as a strong buy.
• Owens & Minor reported a quarterly EPS of $0.26, slightly below the consensus estimate, and experienced a revenue increase of 3.3% year-over-year, reaching $681.9 million.

Owens & Minor, Inc. (NYSE:OMI - Free Report) - Leerink Partnrs dropped their Q3 2025 earnings estimates for shares of Owens & Minor in a report released on Monday, August 11th. Leerink Partnrs analyst M. Cherny now expects that the company will post earnings of $0.24 per share for the quarter, down from their previous estimate of $0.44. The consensus estimate for Owens & Minor's current full-year earnings is $1.51 per share. Leerink Partnrs also issued estimates for Owens & Minor's Q4 2025 earnings at $0.23 EPS, FY2026 earnings at $0.97 EPS, FY2027 earnings at $1.18 EPS and FY2028 earnings at $1.36 EPS.

A number of other research firms also recently issued reports on OMI. Citigroup reissued a "buy" rating and issued a $7.00 price objective (down previously from $11.00) on shares of Owens & Minor in a report on Tuesday, August 12th. JPMorgan Chase & Co. set a $10.00 price objective on shares of Owens & Minor in a report on Monday, August 11th. Baird R W raised shares of Owens & Minor from a "hold" rating to a "strong-buy" rating in a report on Friday, August 8th. Bank of America cut their price objective on shares of Owens & Minor from $7.50 to $4.75 and set an "underperform" rating for the company in a report on Tuesday, August 12th. Finally, Robert W. Baird cut their price objective on shares of Owens & Minor from $10.00 to $7.00 and set an "outperform" rating for the company in a report on Tuesday, August 12th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $8.29.

Owens & Minor Stock Performance

NYSE OMI traded down $0.12 during trading on Thursday, reaching $5.33. The company's stock had a trading volume of 550,247 shares, compared to its average volume of 1,517,832. The company has a current ratio of 0.86, a quick ratio of 0.83 and a debt-to-equity ratio of 3.32. The firm has a market capitalization of $411.69 million, a price-to-earnings ratio of -0.34 and a beta of 1.04. Owens & Minor has a 12 month low of $4.56 and a 12 month high of $16.63. The firm has a 50 day moving average price of $7.57 and a 200 day moving average price of $7.74.

Owens & Minor (NYSE:OMI - Get Free Report) last announced its earnings results on Monday, August 11th. The company reported $0.26 EPS for the quarter, missing the consensus estimate of $0.27 by ($0.01). The company had revenue of $681.90 million for the quarter, compared to the consensus estimate of $2.73 billion. Owens & Minor had a positive return on equity of 26.59% and a negative net margin of 13.78%.The business's quarterly revenue was up 3.3% on a year-over-year basis. During the same period in the previous year, the firm posted $0.36 EPS. Owens & Minor has set its FY 2025 guidance at 1.020-1.070 EPS.

Insider Transactions at Owens & Minor

In related news, major shareholder Coliseum Capital Management, L acquired 720,000 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was acquired at an average cost of $5.15 per share, for a total transaction of $3,708,000.00. Following the transaction, the insider directly owned 12,282,955 shares in the company, valued at $63,257,218.25. This trade represents a 6.23% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In the last ninety days, insiders have purchased 1,537,852 shares of company stock worth $8,099,544. 3.69% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Owens & Minor

Institutional investors have recently added to or reduced their stakes in the stock. Sterling Capital Management LLC increased its position in Owens & Minor by 758.3% during the 4th quarter. Sterling Capital Management LLC now owns 2,060 shares of the company's stock worth $27,000 after purchasing an additional 1,820 shares in the last quarter. DekaBank Deutsche Girozentrale increased its position in Owens & Minor by 76.6% during the 2nd quarter. DekaBank Deutsche Girozentrale now owns 3,126 shares of the company's stock worth $28,000 after purchasing an additional 1,356 shares in the last quarter. Versant Capital Management Inc increased its position in Owens & Minor by 537.6% during the 1st quarter. Versant Capital Management Inc now owns 3,201 shares of the company's stock worth $29,000 after purchasing an additional 2,699 shares in the last quarter. Parallel Advisors LLC increased its position in Owens & Minor by 1,387.0% in the 1st quarter. Parallel Advisors LLC now owns 3,316 shares of the company's stock valued at $30,000 after acquiring an additional 3,093 shares during the period. Finally, Quarry LP acquired a new position in Owens & Minor in the 1st quarter valued at approximately $34,000. 98.04% of the stock is currently owned by institutional investors and hedge funds.

About Owens & Minor

Owens & Minor, Inc is a healthcare solutions company, which engages in the product manufacturing and delivery, home health supply, and perioperative services to support care through the hospital and into the home. It operates through the Products and Healthcare Services, and Patient Direct segments.