Sei Investments Co. Boosts Stock Position in Omnicell, Inc. $OMCL

Sei Investments Co. boosted its stake in shares of Omnicell, Inc. (NASDAQ:OMCL) by 21.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 148,394 shares of the company’s stock after acquiring an additional 25,899 shares during the quarter. Sei Investments Co. owned about 0.33% of Omnicell worth $4,953,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Dimensional Fund Advisors LP grew its position in Omnicell by 6.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,450,385 shares of the company’s stock valued at $81,791,000 after buying an additional 137,834 shares during the last quarter. Wellington Management Group LLP raised its position in Omnicell by 156.4% during the 4th quarter. Wellington Management Group LLP now owns 2,075,362 shares of the company’s stock worth $94,014,000 after buying an additional 1,265,818 shares during the last quarter. Lazard Asset Management LLC lifted its stake in shares of Omnicell by 3.8% in the 2nd quarter. Lazard Asset Management LLC now owns 1,708,345 shares of the company’s stock worth $50,225,000 after acquiring an additional 62,733 shares during the period. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Omnicell by 2.0% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,410,865 shares of the company’s stock worth $47,095,000 after acquiring an additional 27,497 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in shares of Omnicell by 1.0% in the fourth quarter. Geode Capital Management LLC now owns 1,127,583 shares of the company’s stock valued at $51,088,000 after acquiring an additional 11,424 shares in the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on OMCL shares. Zacks Research lowered shares of Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Piper Sandler restated an “overweight” rating and issued a $45.00 price objective (down from $55.00) on shares of Omnicell in a research report on Monday. Craig Hallum reiterated a “buy” rating and set a $55.00 target price on shares of Omnicell in a research report on Wednesday, April 29th. Wall Street Zen raised Omnicell from a “buy” rating to a “strong-buy” rating in a research note on Sunday, May 10th. Finally, Wells Fargo & Company reduced their price target on Omnicell from $55.00 to $50.00 and set an “overweight” rating for the company in a report on Friday, July 31st. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Omnicell presently has an average rating of “Moderate Buy” and an average price target of $57.86.

Insiders Place Their Bets

In related news, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $133,549.80. Following the sale, the executive vice president directly owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. This represents a 1.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $217,180.50. Following the transaction, the executive vice president owned 112,783 shares of the company’s stock, valued at $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 2.92% of the company’s stock.

Omnicell Trading Up 0.1%

Shares of Omnicell stock opened at $37.17 on Thursday. The company has a 50-day moving average of $41.58 and a two-hundred day moving average of $40.73. Omnicell, Inc. has a 12-month low of $29.06 and a 12-month high of $55.00. The company has a current ratio of 1.64, a quick ratio of 1.43 and a debt-to-equity ratio of 0.13. The stock has a market cap of $1.69 billion, a PE ratio of 44.25, a price-to-earnings-growth ratio of 1.01 and a beta of 0.98.

Omnicell (NASDAQ:OMCL) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.94 EPS for the quarter, topping the consensus estimate of $0.47 by $0.47. Omnicell had a return on equity of 5.66% and a net margin of 3.13%.The business had revenue of $312.21 million for the quarter, compared to analyst estimates of $310.21 million. During the same quarter in the previous year, the company earned $0.45 EPS. The company’s quarterly revenue was up 7.4% on a year-over-year basis. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. On average, research analysts anticipate that Omnicell, Inc. will post 1.31 EPS for the current fiscal year.

About Omnicell

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.