NEOS Investment Management LLC Increases Stake in Omnicom Group Inc. $OMC

NEOS Investment Management LLC raised its holdings in Omnicom Group Inc. (NYSE:OMC) by 79.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,366 shares of the business services provider’s stock after purchasing an additional 7,245 shares during the period. NEOS Investment Management LLC’s holdings in Omnicom Group were worth $1,334,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Merit Financial Group LLC boosted its position in shares of Omnicom Group by 36.3% in the third quarter. Merit Financial Group LLC now owns 10,427 shares of the business services provider’s stock valued at $850,000 after acquiring an additional 2,777 shares during the period. Glenview Trust Co lifted its stake in Omnicom Group by 12.8% in the 3rd quarter. Glenview Trust Co now owns 42,702 shares of the business services provider’s stock worth $3,481,000 after purchasing an additional 4,849 shares in the last quarter. Texas Yale Capital Corp. bought a new position in Omnicom Group in the 3rd quarter valued at $227,000. JPMorgan Chase & Co. grew its position in shares of Omnicom Group by 30.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 8,107,021 shares of the business services provider’s stock valued at $660,969,000 after purchasing an additional 1,893,316 shares in the last quarter. Finally, State of New Jersey Common Pension Fund D grew its position in shares of Omnicom Group by 4.0% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 63,085 shares of the business services provider’s stock valued at $5,143,000 after purchasing an additional 2,404 shares in the last quarter. Institutional investors own 91.97% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on OMC. Citigroup upped their price objective on shares of Omnicom Group from $103.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday. Morgan Stanley assumed coverage on shares of Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 price target for the company. UBS Group increased their price target on shares of Omnicom Group from $99.00 to $108.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Bank of America reaffirmed an “underperform” rating and set a $77.00 price objective (down from $87.00) on shares of Omnicom Group in a report on Monday, January 5th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Omnicom Group in a research note on Thursday, January 22nd. Four 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. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $93.86.

Key Headlines Impacting Omnicom Group

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

• Positive Sentiment: Board-authorized $5.0 billion share repurchase program (includes a $2.5B accelerated repurchase) — large buyback signals management thinks shares are undervalued and directly reduces float, supporting the stock. Article Title
• Positive Sentiment: Quarterly dividend declared: $0.80 per share (record March 11; payable April 9), boosting yield and making OMC more attractive to income investors. Article Title
• Positive Sentiment: Analyst upgrade/target lift — Citi raised its price target to $115 and reaffirmed a Buy, implying meaningful upside versus recent levels and providing fresh analyst support. Article Title
• Positive Sentiment: Management highlighted post‑merger integration progress (raised cost‑synergy targets) and scheduled an Investor Day (March 12), which together suggest clearer visibility on cost savings and strategy that could boost margins long term. Article Title
• Positive Sentiment: Heavy institutional buying reported in recent filings — several large funds materially increased OMC positions during the quarter, which can support the stock and amplify a rally. Article Title
• Neutral Sentiment: Market context: rotation toward high‑yield, cash‑rich dividend payers is boosting demand for names like Omnicom, as covered in recent pieces on dividend-focused strategies. Article Title
• Negative Sentiment: Q4 results missed consensus on EPS ($2.59 vs. ~$2.94 est.) and headline net income was hurt by merger/one‑time costs — these reported misses and the accounting loss explain caution among some investors. Article Title

Omnicom Group Trading Up 2.8%

Shares of OMC opened at $83.20 on Friday. The stock has a market capitalization of $16.06 billion, a P/E ratio of 169.80, a PEG ratio of 1.22 and a beta of 0.74. 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 firm has a fifty day simple moving average of $77.10 and a two-hundred day simple moving average of $76.37. Omnicom Group Inc. has a twelve month low of $66.33 and a twelve month high of $89.27.

Omnicom Group (NYSE:OMC) last issued its quarterly earnings data on Wednesday, February 18th. The business services provider reported $2.59 EPS for the quarter, missing the consensus estimate of $2.94 by ($0.35). The firm had revenue of $5.53 billion for the quarter, compared to the consensus estimate of $7.58 billion. Omnicom Group had a negative net margin of 0.32% and a positive return on equity of 35.41%. The business’s revenue was up 27.9% on a year-over-year basis. During the same period last year, the company posted $2.41 earnings per share. On average, research analysts anticipate that Omnicom Group Inc. will post 8.25 EPS for the current year.

Omnicom Group declared that its Board of Directors has initiated a stock repurchase program on Wednesday, February 18th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the business services provider to buy up to 38.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its shares are undervalued.

Omnicom Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Wednesday, March 11th will be paid a $0.80 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $3.20 dividend on an annualized basis and a yield of 3.8%. Omnicom Group’s dividend payout ratio (DPR) is presently 47.27%.

Omnicom Group Company 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.