Seaport Res Ptn Comments on OneMain's Q2 Earnings (NYSE:OMF)

OneMain Holdings, Inc. (NYSE:OMF - Free Report) - Equities researchers at Seaport Res Ptn decreased their Q2 2025 EPS estimates for shares of OneMain in a research report issued to clients and investors on Tuesday, May 6th. Seaport Res Ptn analyst W. Ryan now anticipates that the financial services provider will post earnings of $1.14 per share for the quarter, down from their previous estimate of $1.22. The consensus estimate for OneMain's current full-year earnings is $6.46 per share. Seaport Res Ptn also issued estimates for OneMain's Q3 2025 earnings at $1.52 EPS, Q4 2025 earnings at $1.62 EPS, FY2025 earnings at $6.00 EPS and FY2026 earnings at $7.60 EPS.

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

A number of other brokerages also recently issued reports on OMF. Royal Bank of Canada upped their price target on OneMain from $62.00 to $65.00 and gave the stock an "outperform" rating in a research report on Monday, February 3rd. Evercore ISI began coverage on OneMain in a research note on Tuesday, March 25th. They issued an "in-line" rating and a $58.00 price target for the company. JPMorgan Chase & Co. dropped their price target on OneMain from $58.00 to $46.00 and set an "overweight" rating on the stock in a research note on Tuesday, April 8th. Barclays set a $56.00 price objective on shares of OneMain in a research report on Friday, March 14th. Finally, JMP Securities reissued a "market outperform" rating and set a $65.00 target price on shares of OneMain in a research report on Wednesday, April 30th. Four investment analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $58.40.

OneMain Trading Down 2.1 %

Shares of NYSE:OMF traded down $1.06 during trading on Thursday, reaching $48.96. The stock had a trading volume of 1,042,306 shares, compared to its average volume of 1,038,726. The company has a market capitalization of $5.82 billion, a P/E ratio of 11.55, a PEG ratio of 0.44 and a beta of 1.28. The firm's 50-day simple moving average is $47.18 and its 200 day simple moving average is $51.83. OneMain has a one year low of $38.00 and a one year high of $58.90.

OneMain Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 16th. Investors of record on Friday, May 9th will be issued a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a yield of 8.50%. The ex-dividend date of this dividend is Friday, May 9th. OneMain's dividend payout ratio (DPR) is 87.95%.

Insider Activity at OneMain

In other OneMain news, CEO Douglas H. Shulman sold 25,000 shares of the stock in a transaction that occurred on Thursday, May 1st. The stock was sold at an average price of $47.49, for a total transaction of $1,187,250.00. Following the transaction, the chief executive officer now owns 343,925 shares in the company, valued at approximately $16,332,998.25. This represents a 6.78 % decrease in their ownership of the stock. 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 value of $157,500.72. Following the transaction, the senior vice president now directly owns 15,831 shares of the company's stock, valued at approximately $887,960.79. The trade was a 15.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 67,808 shares of company stock worth $3,344,751. 0.45% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On OneMain

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Albion Financial Group UT acquired a new stake in OneMain in the 4th quarter worth about $26,000. FNY Investment Advisers LLC purchased a new position in shares of OneMain in the fourth quarter valued at approximately $26,000. Alpine Bank Wealth Management purchased a new stake in shares of OneMain during the first quarter worth approximately $27,000. IFP Advisors Inc raised its stake in OneMain by 180.0% in the 4th quarter. IFP Advisors Inc now owns 770 shares of the financial services provider's stock valued at $40,000 after purchasing an additional 495 shares during the last quarter. Finally, Richardson Financial Services Inc. acquired a new position in OneMain in the 4th quarter valued at $44,000. 85.82% of the stock is owned by hedge funds and other institutional investors.

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.