New York State Common Retirement Fund Sells 13,512 Shares of OneMain Holdings, Inc. $OMF

New York State Common Retirement Fund lessened its position in OneMain Holdings, Inc. (NYSE:OMF) by 2.2% during the third quarter, Holdings Channel reports. The institutional investor owned 604,649 shares of the financial services provider’s stock after selling 13,512 shares during the quarter. New York State Common Retirement Fund’s holdings in OneMain were worth $34,138,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of OMF. Geneos Wealth Management Inc. raised its holdings in shares of OneMain by 9.1% in the second quarter. Geneos Wealth Management Inc. now owns 2,112 shares of the financial services provider’s stock valued at $120,000 after purchasing an additional 176 shares during the last quarter. KLP Kapitalforvaltning AS grew its position in OneMain by 0.8% in the third quarter. KLP Kapitalforvaltning AS now owns 24,800 shares of the financial services provider’s stock valued at $1,400,000 after purchasing an additional 200 shares in the last quarter. Central Pacific Bank Trust Division increased its stake in OneMain by 2.5% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,284 shares of the financial services provider’s stock valued at $468,000 after buying an additional 205 shares during the last quarter. Forum Financial Management LP lifted its position in OneMain by 4.6% during the 2nd quarter. Forum Financial Management LP now owns 4,749 shares of the financial services provider’s stock worth $271,000 after buying an additional 209 shares in the last quarter. Finally, Evergreen Capital Management LLC boosted its stake in shares of OneMain by 2.3% during the 3rd quarter. Evergreen Capital Management LLC now owns 10,579 shares of the financial services provider’s stock worth $597,000 after buying an additional 233 shares during the last quarter. Institutional investors own 85.82% of the company’s stock.

More OneMain News

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: Wall Street still models year‑over‑year earnings growth for OMF ahead of the quarterly report, which provides a baseline for investors expecting continued profitability. OneMain Reports Next Week
• Neutral Sentiment: OneMain is scheduled to report quarterly results this week, a near‑term catalyst that could move the stock depending on loan performance, charge‑offs and guidance. Event risk is elevated but direction depends on the print. Earnings Announcement Expected
• Neutral Sentiment: Industry comparison coverage (Pagaya/PGY vs OMF) highlights competitive dynamics between AI‑driven, capital‑light lenders and traditional non‑prime lenders; this frames longer‑term growth expectations but is ambiguous in near term. PGY vs. OMF Comparison
• Negative Sentiment: Northland Securities cut EPS estimates across multiple periods (Q4 2025, Q4 2026, Q2 2026 and FY2025/FY2026), lowering near‑term earnings expectations and suggesting slower growth or margin pressures ahead — a direct driver of today’s weakness. Analyst Estimate Cuts (Northland)

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on OMF. Citigroup reaffirmed a “market outperform” rating on shares of OneMain in a research report on Monday, November 24th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of OneMain in a research report on Monday, December 29th. TD Cowen reissued a “buy” rating on shares of OneMain in a report on Thursday, January 8th. JMP Securities set a $68.00 target price on shares of OneMain in a research note on Monday, November 24th. Finally, JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $65.00 price target (up from $59.00) on shares of OneMain in a research report on Monday, January 12th. Nine investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, OneMain currently has an average rating of “Moderate Buy” and a consensus target price of $71.30.

Insider Transactions at OneMain

In related news, COO Micah R. Conrad sold 5,000 shares of OneMain stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $59.20, for a total transaction of $296,000.00. Following the completion of the sale, the chief operating officer owned 88,221 shares of the company’s stock, valued at approximately $5,222,683.20. The trade was a 5.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Michael A. Hedlund sold 652 shares of the company’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $62.00, for a total transaction of $40,424.00. Following the completion of the transaction, the senior vice president owned 15,179 shares in the company, valued at approximately $941,098. This trade represents a 4.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 98,152 shares of company stock worth $6,353,899. 0.40% of the stock is owned by insiders.

OneMain Trading Down 0.8%

OMF opened at $65.55 on Friday. The stock’s fifty day simple moving average is $66.38 and its 200 day simple moving average is $61.10. OneMain Holdings, Inc. has a 1-year low of $38.00 and a 1-year high of $71.93. The stock has a market cap of $7.72 billion, a PE ratio of 11.11, a price-to-earnings-growth ratio of 0.37 and a beta of 1.33.

OneMain (NYSE:OMF) last released its quarterly earnings data on Friday, October 31st. The financial services provider reported $1.90 EPS for the quarter, topping analysts’ consensus estimates of $1.58 by $0.32. The firm had revenue of $747.00 million during the quarter, compared to analysts’ expectations of $1.24 billion. OneMain had a net margin of 13.15% and a return on equity of 22.70%. During the same period in the previous year, the business posted $1.31 earnings per share. Equities analysts forecast that OneMain Holdings, Inc. will post 6.46 earnings per share for the current year.

OneMain Profile

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.