HighTower Advisors LLC Lowers Stock Holdings in Omnicom Group Inc. $OMC

HighTower Advisors LLC lessened its stake in Omnicom Group Inc. (NYSE:OMC) by 5.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 244,419 shares of the business services provider’s stock after selling 14,560 shares during the period. HighTower Advisors LLC owned 0.13% of Omnicom Group worth $19,928,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in OMC. Aberdeen Group plc increased its holdings in shares of Omnicom Group by 1.2% in the third quarter. Aberdeen Group plc now owns 145,085 shares of the business services provider’s stock valued at $11,987,000 after purchasing an additional 1,730 shares during the period. Abich Financial Wealth Management LLC purchased a new position in Omnicom Group in the 3rd quarter valued at $282,000. Assetmark Inc. grew its position in Omnicom Group by 18.4% in the 3rd quarter. Assetmark Inc. now owns 787,830 shares of the business services provider’s stock valued at $64,232,000 after buying an additional 122,660 shares during the last quarter. Public Sector Pension Investment Board increased its stake in Omnicom Group by 12.1% in the 3rd quarter. Public Sector Pension Investment Board now owns 20,896 shares of the business services provider’s stock valued at $1,704,000 after buying an additional 2,257 shares during the period. Finally, Atria Investments Inc raised its position in Omnicom Group by 59.1% during the 3rd quarter. Atria Investments Inc now owns 42,120 shares of the business services provider’s stock worth $3,434,000 after buying an additional 15,653 shares during the last quarter. 91.97% of the stock is owned by institutional investors and hedge funds.

Omnicom Group Price Performance

OMC stock opened at $80.96 on Friday. The firm has a 50 day moving average of $77.04 and a 200-day moving average of $76.29. The company has a market cap of $15.62 billion, a price-to-earnings ratio of 165.22, a PEG ratio of 1.06 and a beta of 0.74. The company has a current ratio of 0.92, a quick ratio of 0.80 and a debt-to-equity ratio of 0.95. Omnicom Group Inc. has a 12-month low of $66.33 and a 12-month high of $89.27.

Omnicom Group (NYSE:OMC) last announced its quarterly earnings results on Wednesday, February 18th. The business services provider reported $2.59 earnings per share for the quarter, missing analysts’ consensus estimates of $2.94 by ($0.35). Omnicom Group had a negative net margin of 0.32% and a positive return on equity of 35.41%. The firm had revenue of $5.53 billion during the quarter, compared to analysts’ expectations of $7.58 billion. During the same quarter in the prior year, the business earned $2.41 EPS. The company’s quarterly revenue was up 27.9% compared to the same quarter last year. As a group, equities analysts expect that Omnicom Group Inc. will post 8.25 EPS for the current fiscal year.

Omnicom Group declared that its board has approved a share buyback plan on Wednesday, February 18th that authorizes the company to buyback $5.00 billion in shares. This buyback authorization authorizes the business services provider to reacquire up to 38.1% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board of directors believes its stock is undervalued.

Omnicom Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Wednesday, March 11th will be paid a dividend of $0.80 per share. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend is Wednesday, March 11th. Omnicom Group’s dividend payout ratio is currently 47.27%.

Omnicom Group News Summary

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

• Positive Sentiment: Board approved a $5.0 billion share repurchase program and executed $2.5 billion of accelerated share repurchase arrangements, signalling strong buyback support for the stock and immediate share count reduction. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Management raised cost-synergy targets for the combined company and emphasised integration/simplification progress — a constructive message that supports future margin improvement. Omnicom surges as buyback plan and post-merger update overshadow headline loss
• Positive Sentiment: The board declared a quarterly cash dividend of $0.80 per share payable April 9, reinforcing Omnicom’s shareholder-return mix (dividend + buybacks). Omnicom Declares Dividend
• Positive Sentiment: Fourth-quarter revenue showed a material boost tied to the IPG acquisition and new clients, supporting top-line growth expectations as the combined business begins to contribute. Ad giant Omnicom posts upbeat quarterly revenue on boost from IPG acquisition, new clients
• Neutral Sentiment: Omnicom scheduled an Investor Day for March 12 — a forum where management will likely provide more detail on integration, synergy realization and long‑term targets (near-term catalyst for guidance/visibility). Omnicom Announces 2026 Investor Day
• Negative Sentiment: Headline Q4 EPS missed consensus and Omnicom reported a GAAP net loss driven by merger- and integration-related charges; that explains the mixed market reaction despite strong revenue. Omnicom’s Q4 Earnings and Revenues Miss Estimates, Increase Y/Y
• Negative Sentiment: Quarter included significant non‑cash/one‑time costs (operating and gross‑profit impacts) that produced substantial GAAP operating and net losses — investors should watch how quickly non‑GAAP profitability converts to GAAP after integration. Omnicom Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Large institutional buying and upgraded analyst attention were reported heading into/post earnings, which can amplify upward momentum while buybacks are being executed. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Morgan Stanley assumed 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 on the stock. Barclays lifted their price objective on Omnicom Group from $80.00 to $82.00 and gave the company an “equal weight” rating in a report on Thursday, October 23rd. UBS Group increased their target price on Omnicom Group from $99.00 to $108.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a report on Thursday, January 22nd. Finally, Bank of America reaffirmed an “underperform” rating and set a $77.00 price objective (down previously from $87.00) on shares of Omnicom Group in a report on Monday, January 5th. Four analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Omnicom Group currently has an average rating of “Hold” and a consensus price target of $92.14.

About Omnicom Group

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.