Northland Capmk Has Bearish Forecast for OneMain Q2 Earnings

OneMain Holdings, Inc. (NYSE:OMF - Free Report) - Equities research analysts at Northland Capmk cut their Q2 2025 earnings per share (EPS) estimates for OneMain in a report released on Tuesday, April 29th. Northland Capmk analyst M. Grondahl now forecasts that the financial services provider will earn $1.17 per share for the quarter, down from their prior forecast of $1.24. Northland Capmk has a "Strong-Buy" rating on the stock. The consensus estimate for OneMain's current full-year earnings is $6.46 per share. Northland Capmk also issued estimates for OneMain's Q3 2025 earnings at $1.45 EPS, Q4 2025 earnings at $1.71 EPS, FY2025 earnings at $6.05 EPS, Q2 2026 earnings at $1.84 EPS, Q3 2026 earnings at $2.00 EPS, Q4 2026 earnings at $2.13 EPS and FY2026 earnings at $7.65 EPS.

Several other equities analysts have also issued reports on the company. Stephens restated an "overweight" rating and set a $62.00 price target on shares of OneMain in a research report on Monday, February 3rd. Evercore ISI initiated coverage on shares of OneMain in a report on Tuesday, March 25th. They set an "in-line" rating and a $58.00 price target for the company. Wells Fargo & Company cut their price target on shares of OneMain from $57.00 to $53.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 30th. StockNews.com upgraded shares of OneMain from a "hold" rating to a "buy" rating in a report on Wednesday, February 12th. Finally, JMP Securities restated a "market outperform" rating and set a $65.00 price target on shares of OneMain in a report on Wednesday, April 30th. Four analysts have rated the stock with a hold rating, eight have given a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $58.40.

OneMain Stock Performance

NYSE:OMF traded down $0.63 during trading hours on Thursday, reaching $48.29. The company's stock had a trading volume of 205,186 shares, compared to its average volume of 1,033,543. The firm has a 50-day simple moving average of $47.42 and a 200-day simple moving average of $51.80. OneMain has a 1 year low of $38.00 and a 1 year high of $58.90. The firm has a market capitalization of $5.75 billion, a price-to-earnings ratio of 11.39, a PEG ratio of 0.44 and a beta of 1.28.

OneMain (NYSE:OMF - Get Free Report) last issued its earnings results on Tuesday, April 29th. The financial services provider reported $1.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.55 by $0.17. The business had revenue of $188.00 million during the quarter, compared to analyst estimates of $1.16 billion. OneMain had a return on equity of 18.39% and a net margin of 10.19%. OneMain's revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.45 earnings per share.

Institutional Investors Weigh In On OneMain

Several large investors have recently bought and sold shares of OMF. Oak Thistle LLC grew its stake in shares of OneMain by 31.5% in the first quarter. Oak Thistle LLC now owns 18,279 shares of the financial services provider's stock worth $893,000 after acquiring an additional 4,381 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in OneMain in the 1st quarter worth approximately $2,678,000. Impact Partnership Wealth LLC raised its stake in OneMain by 63.4% during the 1st quarter. Impact Partnership Wealth LLC now owns 8,450 shares of the financial services provider's stock valued at $413,000 after buying an additional 3,280 shares during the last quarter. Verdence Capital Advisors LLC lifted its holdings in shares of OneMain by 1.5% during the 1st quarter. Verdence Capital Advisors LLC now owns 35,753 shares of the financial services provider's stock valued at $1,748,000 after buying an additional 525 shares during the period. Finally, Victory Capital Management Inc. boosted its stake in shares of OneMain by 226.3% in the 1st quarter. Victory Capital Management Inc. now owns 70,219 shares of the financial services provider's stock worth $3,432,000 after buying an additional 48,702 shares during the last quarter. 85.82% of the stock is currently owned by institutional investors.

Insider Transactions at OneMain

In related news, CEO Douglas H. Shulman sold 40,000 shares of the stock in a transaction dated Tuesday, April 29th. The shares were sold at an average price of $50.00, for a total transaction of $2,000,000.00. Following the sale, the chief executive officer now directly owns 368,925 shares of the company's stock, valued at approximately $18,446,250. This represents a 9.78 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Michael A. Hedlund sold 2,808 shares of the company's stock in a transaction that occurred on Friday, February 21st. The stock was sold at an average price of $56.09, for a total transaction of $157,500.72. Following the completion of the transaction, the senior vice president now owns 15,831 shares in the company, valued at approximately $887,960.79. This represents a 15.07 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 67,808 shares of company stock valued at $3,344,751 in the last ninety days. 0.45% of the stock is currently owned by corporate insiders.

OneMain Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 16th. Stockholders of record on Friday, May 9th will be given a $1.04 dividend. The ex-dividend date is Friday, May 9th. This represents a $4.16 dividend on an annualized basis and a dividend yield of 8.61%. OneMain's dividend payout ratio is currently 87.95%.

About OneMain

OneMain Holdings, Inc, a financial service holding company, engages in the consumer finance and insurance businesses in the United States. It originates, underwrites, and services personal loans secured by automobiles, other titled collateral, or unsecured. The company also offers credit cards; optional credit insurance products, including life, disability, and involuntary unemployment insurance; optional non-credit insurance; guaranteed asset protection coverage as a waiver product or insurance; and membership plans.