Research Analysts Set Expectations for OneMain Q1 Earnings

OneMain Holdings, Inc. (NYSE:OMF - Free Report) - Research analysts at Northland Capmk issued their Q1 2026 EPS estimates for shares of OneMain in a note issued to investors on Tuesday, April 29th. Northland Capmk analyst M. Grondahl forecasts that the financial services provider will post earnings of $1.68 per share for the quarter. Northland Capmk currently has a "Strong-Buy" rating on the stock. The consensus estimate for OneMain's current full-year earnings is $6.46 per share.

OneMain (NYSE:OMF - Get Free Report) last announced its quarterly earnings results on Tuesday, April 29th. The financial services provider reported $1.72 EPS for the quarter, topping the consensus estimate of $1.55 by $0.17. The company 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%. The firm's revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.45 earnings per share.

OMF has been the subject of several other research reports. JMP Securities reissued a "market outperform" rating and issued a $65.00 price objective on shares of OneMain in a research report on Wednesday, April 30th. Wells Fargo & Company reduced their price objective on OneMain from $57.00 to $53.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 30th. Royal Bank of Canada increased their target price on OneMain from $62.00 to $65.00 and gave the company an "outperform" rating in a research note on Monday, February 3rd. Northland Securities upgraded OneMain from a "market perform" rating to an "outperform" rating in a report on Tuesday, April 8th. Finally, Stephens reiterated an "overweight" rating and set a $62.00 price objective on shares of OneMain in a research note on Monday, February 3rd. Four research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company's stock. According to data from MarketBeat, OneMain currently has an average rating of "Moderate Buy" and a consensus target price of $58.40.

OneMain Stock Performance

OMF traded down $0.44 on Friday, reaching $48.91. 819,975 shares of the company's stock were exchanged, compared to its average volume of 1,036,822. OneMain has a twelve month low of $38.00 and a twelve month high of $58.90. The company's 50 day moving average is $47.42 and its 200-day moving average is $51.80. The company has a market cap of $5.82 billion, a price-to-earnings ratio of 11.54, a PEG ratio of 0.44 and a beta of 1.28.

OneMain Dividend Announcement

The business also recently announced 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. This represents a $4.16 annualized dividend and a dividend yield of 8.51%. The ex-dividend date is Friday, May 9th. OneMain's payout ratio is currently 87.95%.

Insider Transactions at OneMain

In related news, 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 sale, the senior vice president now directly owns 15,831 shares of the company's stock, valued at approximately $887,960.79. This represents a 15.07 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Douglas H. Shulman sold 40,000 shares of the business's 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 disclosure for this sale can be found here. Over the last 90 days, insiders have sold 67,808 shares of company stock valued at $3,344,751. Insiders own 0.45% of the company's stock.

Institutional Investors Weigh In On OneMain

Hedge funds and other institutional investors have recently modified their holdings of the stock. SlateStone Wealth LLC increased its position in shares of OneMain by 3.2% during the 4th quarter. SlateStone Wealth LLC now owns 7,074 shares of the financial services provider's stock valued at $369,000 after purchasing an additional 220 shares during the period. Atria Wealth Solutions Inc. raised its position in OneMain by 5.1% in the fourth quarter. Atria Wealth Solutions Inc. now owns 4,724 shares of the financial services provider's stock worth $246,000 after acquiring an additional 231 shares in the last quarter. Steward Partners Investment Advisory LLC raised its position in OneMain by 4.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,884 shares of the financial services provider's stock worth $307,000 after acquiring an additional 234 shares in the last quarter. Avitas Wealth Management LLC lifted its holdings in OneMain by 0.6% in the 4th quarter. Avitas Wealth Management LLC now owns 45,432 shares of the financial services provider's stock valued at $2,368,000 after acquiring an additional 256 shares during the last quarter. Finally, Prosperity Consulting Group LLC boosted its position in shares of OneMain by 4.8% during the 4th quarter. Prosperity Consulting Group LLC now owns 6,075 shares of the financial services provider's stock valued at $317,000 after purchasing an additional 281 shares in the last quarter. 85.82% of the stock is currently owned by 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.