Northland Securities Forecasts OneMain FY2027 Earnings

OneMain Holdings, Inc. (NYSE:OMF) – Equities research analysts at Northland Securities dropped their FY2027 EPS estimates for shares of OneMain in a note issued to investors on Friday, October 30th. Northland Securities analyst M. Grondahl now forecasts that the financial services provider will post earnings of $8.25 per share for the year, down from their previous estimate of $8.32. The consensus estimate for OneMain’s current full-year earnings is $6.73 per share.

OneMain (NYSE:OMF) last posted its quarterly earnings results on Friday, October 30th. The financial services provider reported $1.51 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.56 by ($0.05). The firm had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.34 billion. OneMain had a return on equity of 23.49% and a net margin of 13.92%. During the same quarter in the prior year, the business posted $1.90 EPS.

A number of other equities research analysts also recently weighed in on the company. Barclays reduced their target price on OneMain from $60.00 to $59.00 and set an “equal weight” rating on the stock in a report on Monday. Evercore set a $60.00 price target on OneMain in a report on Thursday, October 1st. Citizens Jmp upped their price objective on OneMain from $68.00 to $70.00 and gave the stock a “market outperform” rating in a research report on Thursday, July 30th. Bank of America dropped their price objective on OneMain from $67.00 to $66.00 and set a “buy” rating for the company in a research report on Monday. Finally, JPMorgan Chase & Co. raised their price objective on OneMain from $52.00 to $56.00 and gave the company an “underweight” rating in a research note on Monday. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.18.

OneMain Price Performance

Shares of OMF opened at $57.22 on Tuesday. The firm has a 50 day simple moving average of $58.90 and a two-hundred day simple moving average of $58.41. OneMain has a one year low of $45.78 and a one year high of $71.93. The company has a market cap of $6.58 billion, a P/E ratio of 8.54, a P/E/G ratio of 0.65 and a beta of 1.24.

OneMain Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Monday, November 9th will be issued a dividend of $1.05 per share. The ex-dividend date of this dividend is Monday, November 9th. This represents a $4.20 annualized dividend and a dividend yield of 7.3%. OneMain’s dividend payout ratio (DPR) is 63.93%.

Institutional Investors Weigh In On OneMain

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Provenance Wealth Advisors LLC bought a new position in OneMain in the third quarter valued at about $40,000. GK Wealth Management LLC bought a new stake in shares of OneMain during the third quarter worth about $45,000. Freestone Grove Partners LP bought a new stake in shares of OneMain during the second quarter worth about $61,000. Parkside Financial Bank & Trust increased its stake in shares of OneMain by 32.2% in the second quarter. Parkside Financial Bank & Trust now owns 1,011 shares of the financial services provider’s stock valued at $62,000 after buying an additional 246 shares during the period. Finally, Hillsdale Investment Management Inc. increased its stake in shares of OneMain by 37.2% in the first quarter. Hillsdale Investment Management Inc. now owns 1,180 shares of the financial services provider’s stock valued at $63,000 after buying an additional 320 shares during the period. Institutional investors own 85.82% of the company’s stock.

Trending Headlines about OneMain

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: Royal Bank of Canada maintained its “outperform” rating and lowered its price target modestly from $71 to $70, still implying substantial potential upside from recent trading levels.
• Positive Sentiment: OneMain declared a quarterly dividend of $1.05 per share, payable November 13 to shareholders of record November 9. The $4.20 annualized payout represents an approximate 7.4% yield, supporting the stock’s income appeal.
• Neutral Sentiment: Barclays reduced its price target from $60 to $59 and assigned an “equal weight” rating. Although the target remains modestly above recent levels, the change signals limited expected near-term upside. Barclays lowers OneMain price target
• Neutral Sentiment: Commentary following the third-quarter report is focused on whether OneMain can sustain a premium valuation despite slower earnings growth and increased attention on consumer-credit trends. Can OneMain Holdings Sustain a Premium After Q3 Results?
• Negative Sentiment: JPMorgan raised its price target from $52 to $56 but retained an “underweight” rating, indicating that the bank still views the shares as relatively unattractive despite the higher target.
• Negative Sentiment: An analyst reduced the fiscal 2026 EPS forecast, adding pressure to expectations for future profitability. FY2026 EPS Forecast for OneMain Reduced
• Negative Sentiment: Recent coverage says the third-quarter results renewed concerns about credit losses and consumer borrowers’ ability to repay, contributing to weaker investor sentiment. OneMain reported quarterly EPS of $1.51, below the $1.56 consensus estimate, although revenue exceeded expectations. OneMain Stock Price Retreats After Q3 Earnings Stir Credit Concerns

About OneMain

OneMain Holdings, Inc, operating under the OneMain Financial brand, is a consumer finance company that provides personal lending and related financial services primarily to non-prime consumers in the United States. The company serves customers through a combination of branch locations, online and mobile channels, and centralized customer service operations.

OneMain’s principal products include secured and unsecured personal loans, which customers may use for debt consolidation, home improvements, major purchases, and other personal expenses.