Alberta Investment Management Corp Sells 21,300 Shares of Omnicom Group Inc. $OMC

Alberta Investment Management Corp decreased its stake in shares of Omnicom Group Inc. (NYSE:OMC) by 16.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 110,900 shares of the business services provider’s stock after selling 21,300 shares during the period. Alberta Investment Management Corp owned about 0.06% of Omnicom Group worth $9,042,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Bollard Group LLC raised its position in Omnicom Group by 6.0% in the second quarter. Bollard Group LLC now owns 2,569 shares of the business services provider’s stock worth $185,000 after acquiring an additional 145 shares during the period. Wilmington Savings Fund Society FSB raised its stake in shares of Omnicom Group by 2.0% in the third quarter. Wilmington Savings Fund Society FSB now owns 7,330 shares of the business services provider’s stock worth $598,000 after buying an additional 145 shares during the period. Deseret Mutual Benefit Administrators lifted its position in shares of Omnicom Group by 7.9% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 2,031 shares of the business services provider’s stock valued at $166,000 after buying an additional 149 shares in the last quarter. Impact Partnership Wealth LLC grew its stake in shares of Omnicom Group by 3.1% during the 3rd quarter. Impact Partnership Wealth LLC now owns 4,923 shares of the business services provider’s stock valued at $401,000 after acquiring an additional 150 shares during the period. Finally, Geneos Wealth Management Inc. increased its holdings in Omnicom Group by 4.3% in the 3rd quarter. Geneos Wealth Management Inc. now owns 3,746 shares of the business services provider’s stock worth $305,000 after acquiring an additional 156 shares in the last quarter. Institutional investors own 91.97% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on OMC. UBS Group lifted their price target on shares of Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a report on Friday, December 5th. Barclays raised their price objective on shares of Omnicom Group from $80.00 to $82.00 and gave the company an “equal weight” rating in a research report on Thursday, October 23rd. Morgan Stanley initiated coverage on shares of Omnicom Group in a report on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 target price for the company. Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a report on Thursday, January 22nd. Finally, Bank of America restated an “underperform” rating and issued a $77.00 price objective (down from $87.00) on shares of Omnicom Group in a research report on Monday, January 5th. Four equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $92.14.

Omnicom Group Trading Up 3.3%

Shares of Omnicom Group stock opened at $70.19 on Thursday. Omnicom Group Inc. has a twelve month low of $66.33 and a twelve month high of $89.27. The company has a quick ratio of 0.80, a current ratio of 0.92 and a debt-to-equity ratio of 0.95. The business has a 50-day moving average price of $77.02 and a 200-day moving average price of $76.26. The firm has a market cap of $13.55 billion, a price-to-earnings ratio of 10.37, a PEG ratio of 1.05 and a beta of 0.74.

Omnicom Group (NYSE:OMC) last announced its quarterly earnings results on Wednesday, February 18th. The business services provider reported $2.59 EPS for the quarter, missing analysts’ consensus estimates of $2.94 by ($0.35). Omnicom Group had a net margin of 8.31% and a return on equity of 33.30%. The firm had revenue of $5.53 billion for the quarter, compared to the consensus estimate of $7.58 billion. During the same period in the previous year, the company posted $2.41 earnings per share. Omnicom Group’s quarterly revenue was up 27.9% on a year-over-year basis. Equities research analysts anticipate that Omnicom Group Inc. will post 8.25 EPS for the current fiscal year.

Omnicom Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 19th were given a $0.80 dividend. This is a boost from Omnicom Group’s previous quarterly dividend of $0.70. This represents a $3.20 annualized dividend and a yield of 4.6%. The ex-dividend date was Friday, December 19th. Omnicom Group’s dividend payout ratio (DPR) is presently 47.27%.

Omnicom Group declared that its Board of Directors has approved a share buyback plan on Wednesday, February 18th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the business services provider to buy up to 38.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Key Stories Impacting Omnicom Group

Here are the key news stories impacting Omnicom Group this week:

• Positive Sentiment: Board approves $5.0 billion share repurchase and executes $2.5 billion of accelerated share repurchase arrangements — a major buyback that reduces float, signals management thinks shares are undervalued and supports near‑term EPS and cash return. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Strong institutional accumulation and attractive dividend profile increase demand from income/value investors; management’s AI/Omni+ initiatives are cited as growth drivers. These factors provide structural support beyond the headline quarter. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Revenue grew materially year‑over‑year (Q4 revenue ~$5.53B, +~28% YoY) and management highlighted integration progress and adjusted EBITA margins — positive for medium‑term operating performance but partially offset by one‑time/GAAP items. Omnicom Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Industry/strategy writeups note Omnicom’s Forrester leadership and valuation debates — useful context for longer‑term investors but less likely to drive immediate price moves. Omnicom’s Forrester Leader Status Contrasts With Recent Share Price Weakness
• Negative Sentiment: Q4 EPS missed consensus (reported $2.59 vs. estimate ~$2.94) and the company reported a GAAP net loss (~$0.9B) driven by one‑offs/adjustments — these headline misses can pressure sentiment and justify analyst scrutiny. Omnicom (OMC) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Some third‑party summaries flagged large GAAP operating and gross‑profit impacts (cash and liability moves tied to acquisitions/adjustments), which increase near‑term volatility and complicate straightforward EPS comparisons. How Omnicom’s Q4 Loss and New US$5 Billion Buyback At Omnicom Group (OMC) Has Changed Its Investment Story

Omnicom Group Profile

Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.

The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.