Reasons Why OneMain Holdings (OMF) is Highly Favored by Hedge Funds
OneMain Holdings (OMF) is a financial services company highly favored by hedge funds, even as analysts express caution due to macroeconomic uncertainties. Wells Fargo reduced its price target from $75 to $70, while Stephens reaffirmed an Overweight rating despite lowering their price target from $90 to $76. These analysts highlight the company's resilient loan growth and potential improvement in net charge-offs in late 2026, despite current inflationary pressures and lukewarm consumer sentiment.
5 Must-Read Analyst Questions From OneMain's Q4 Earnings Call
OneMain Holdings Inc (OMF) exceeded Wall Street's revenue and profit expectations in Q4 2025, driven by strong personal loan originations and improved credit trends, despite a negative market response. This article highlights five key analyst questions from the earnings call, covering topics such as credit improvement drivers, the rollout of new lending products, receivable growth guidance, the impact of tax refund season, and long-term credit card loss targets. The company's future catalysts include new product adoption, improving credit trends, and digital initiative execution.
OMF: Disciplined risk, diversified funding, and omni-channel growth drive resilient performance
OneMain Holdings, Inc. (OMF) demonstrates resilient performance through disciplined underwriting, a conservative credit box, and diversified funding with a focus on long-term liquidity. The company also emphasizes product diversification, omni-channel service, and a strong capital return program. This strategy was highlighted during the Bank of America Financial Services Conference 2026.
Principal Financial Group Inc. Has $29.53 Million Stake in OneMain Holdings, Inc. $OMF
Principal Financial Group Inc. reduced its stake in OneMain Holdings, Inc. by 16.4% in the third quarter, now owning 522,955 shares valued at $29.53 million. This comes as OneMain reported a strong Q4 earnings beat with $1.59 EPS and higher-than-expected revenue, and declared a quarterly dividend of $1.05 per share, yielding 6.8%. Despite positive financial results and dividend announcements, the market reaction is mixed, with analysts having varied price targets and ratings, and the CEO selling a significant portion of his shares.
OneMain Financial: A Secure Dividend With Capital Appreciation Potential
OneMain Financial (OMF) is rated a 'buy' due to stable credit performance, robust interest income growth, and a secure 6.7% dividend yield following Q4 results. The company's tightened underwriting, stabilized credit costs, and portfolio yield accretion support a 2026 EPS guidance of $7.50-$8.00, with a target fair value of $72, indicating over 20% total upside. Risks from potential credit card rate caps are deemed minimal for OMF, bolstering the bullish outlook.
OneMain Holdings Earnings Call Highlights Growth And Caution
OneMain Holdings reported strong financial performance in 2025, with significant growth in earnings and robust capital generation, despite acknowledging persistent credit headwinds from older loan vintages and high credit card losses. The company is confident about its 2026 outlook, driven by product innovation, operational efficiency, and a cautious approach to macroeconomic uncertainties. Management highlighted a commitment to shareholder returns through dividends and a new $1 billion share repurchase program.
Allianz Asset Management GmbH Has $26.36 Million Holdings in OneMain Holdings, Inc. $OMF
Allianz Asset Management GmbH increased its stake in OneMain Holdings, Inc. (OMF) by 27.1%, now holding 466,868 shares valued at $26.36 million. This comes after OneMain beat Q4 earnings and revenue estimates and declared a quarterly dividend of $1.05 per share. Despite some insider selling and mixed analyst ratings, the consensus remains a "Moderate Buy" for the stock.
OneMain Holdings Earnings Call Highlights Growth And Caution
OneMain Holdings reported strong financial performance in 2025 with significant increases in earnings and capital generation, alongside robust shareholder returns. While acknowledging persistent credit headwinds, particularly from older loan vintages and elevated credit card losses, management expressed confidence in their disciplined risk management and innovation strategies. The company provided a positive outlook for 2026, balancing growth targets with cautious underwriting in an uncertain macroeconomic environment.
OMF Q4 Deep Dive: Resilient Loan Growth and Credit Performance Amid Cautious Outlook
OneMain Holdings (OMF) exceeded Q4 CY2025 revenue and non-GAAP profit expectations, driven by strong personal loan originations, improved credit trends, and operational efficiency, despite a negative market response. Management highlighted resilient loan growth, ongoing credit discipline, and strategic investments in product innovation and digital transformation, while maintaining a cautious outlook for 2026 due to soft unemployment and persistent inflation. The company aims for continued receivables growth, balancing new product development with disciplined cost management.
AlphaQuest LLC Decreases Stock Position in OneMain Holdings, Inc. $OMF
AlphaQuest LLC significantly reduced its stake in OneMain Holdings, Inc. ($OMF) by 76.5% during the third quarter, selling 28,917 shares and retaining 8,886 shares valued at $502,000. This change occurred even as OneMain reported strong Q4 results, surpassing revenue and EPS expectations with managed receivables of $26.3 billion and a 22.7% ROE, indicating robust nonprime loan demand. The company also declared a quarterly dividend of $1.05 per share, reflecting a 6.7% annualized yield, while CEO Douglas H. Shulman concurrently sold 57,500 shares for $3.93 million.
OneMain Holdings, Inc. (NYSE:OMF) Plans Quarterly Dividend of $1.05
OneMain Holdings, Inc. (NYSE:OMF) has declared a quarterly dividend of $1.05 per share, payable on February 23rd to shareholders of record on February 17th, representing an annualized yield of 6.7%. The financial services provider has consistently increased its dividend for five consecutive years, and current earnings adequately cover the payout with a payout ratio of 52.4%. OneMain recently exceeded quarterly earnings and revenue expectations, reporting $1.59 EPS against an estimated $1.55, and $1.61 billion in revenue compared to an estimated $1.28 billion.
ONEMAIN HOLDINGS ($OMF) Releases Q4 2025 Earnings
ONEMAIN HOLDINGS ($OMF) announced its Q4 2025 earnings, reporting $1.59 per share, beating analyst estimates, but revenue of $1.093 billion missed expectations. The article also details recent insider trading activity, with multiple sales by executives, and significant shifts in institutional investor holdings. Analyst ratings are varied, with a median price target of $70.0 for the stock.
OneMain Holdings, Inc. Reports Increase In Q4 Profit
OneMain Holdings, Inc. (OMF) announced a significant increase in its fourth-quarter profit, with earnings rising to $204 million, or $1.72 per share, compared to $126 million, or $1.05 per share, in the prior year. Excluding certain items, adjusted earnings were $188 million or $1.59 per share. The company also reported a 7.3% increase in revenue, reaching $1.416 billion for the period.
OneMain Holdings earnings in focus as non-prime credit faces test By Investing.com
OneMain Holdings (NYSE:OMF) is set to release its fourth-quarter earnings, with analysts focused on whether the consumer lender can maintain credit quality improvements amidst elevated living costs for its non-prime customer base. Despite an expected sequential decline in EPS, revenue is projected to rise slightly, and the company has a "Buy" consensus rating. Investors will closely watch credit quality trends and management's outlook for 2026, especially given concerns about economic headwinds and rising delinquencies in the subprime segment.
OneMain Holdings earnings in focus as non-prime credit faces test
OneMain Holdings' upcoming fourth-quarter earnings report will reveal if the consumer lender can maintain credit quality improvements despite its non-prime customer base facing high living costs. Analysts anticipate a significant sequential decline in EPS, while revenue is expected to slightly increase. Investors will closely watch credit quality metrics, management's outlook for 2026, and the impact of broader consumer trends on the non-prime lending sector.
OneMain Holdings to Present at Bank of America 2026 Financial Services Conference
OneMain Holdings, Inc. announced that its Chairman and CEO, Doug Shulman, will present at the Bank of America 2026 Financial Services Conference on Wednesday, February 11, at 11:20 a.m. Eastern. A live audio webcast of the presentation will be available through the Investor Relations section of OneMain's website. The company specializes in providing responsible credit access to nonprime consumers across 47 states.
Thrivent Financial for Lutherans Buys 24,376 Shares of OneMain Holdings, Inc. $OMF
Thrivent Financial for Lutherans increased its stake in OneMain Holdings, Inc. by 7.6% in the third quarter, acquiring an additional 24,376 shares for a total of 345,383 shares valued at approximately $19.5 million. Despite significant insider selling totaling $4.27 million over the past 90 days, analysts maintain a "Moderate Buy" rating for OMF with a consensus price target of $72.33. The company currently trades near $64.09, boasting a market cap of $7.54 billion and a P/E ratio of 10.86.
Strs Ohio Sells 30,203 Shares of OneMain Holdings, Inc. $OMF
Strs Ohio significantly reduced its stake in OneMain Holdings, Inc. (NYSE:OMF) by 91.4% in the third quarter, leaving them with 2,848 shares. Insider selling has also been substantial, with CEO Douglas H. Shulman selling 57,500 shares recently. Despite this, analyst sentiment remains "Moderate Buy" with an average target price of $72.33 for OMF.
Price-Driven Insight from (OMF) for Rule-Based Strategy
This article provides a price-driven insight for Onemain Holdings Inc. (NYSE: OMF) for a rule-based trading strategy, highlighting divergent sentiment across all horizons and an exceptional 28.6:1 risk-reward short setup. It details institutional trading strategies including position trading, momentum breakout, and risk hedging, along with a multi-timeframe signal analysis. The piece also promotes access to real-time AI-generated signals and personalized analytical tools for users.
OneMain Holdings to Present at Bank of America 2026 Financial Se
OneMain Holdings, Inc. (NYSE: OMF) announced that its Chairman and CEO, Doug Shulman, will present at the Bank of America 2026 Financial Services Conference on Wednesday, February 11, at 11:20 a.m. Eastern. The presentation will be available via a live audio webcast on the Investor Relations section of OneMain's website. OneMain Financial specializes in providing responsible credit access to nonprime consumers across 47 states through online services and 1,300 locations.
OneMain (OMF) Q4 Earnings Report Preview: What To Look For
OneMain (OMF) is set to report its Q4 earnings this Thursday, with analysts expecting an 8.3% year-on-year revenue growth to $1.28 billion and adjusted earnings of $1.54 per share. The consumer finance company has a mixed record of beating revenue estimates and its peers like SoFi and LendingClub have seen their stock prices decline after reporting Q4 results. OneMain's share price is down 7.3% over the last month, heading into earnings with an average analyst price target significantly higher than its current share price.
OneMain Holdings to Present at Bank of America 2026 Financial Services Conference
OneMain Holdings, Inc. announced that its Chairman and CEO, Doug Shulman, will present at the Bank of America 2026 Financial Services Conference on Wednesday, February 11, at 11:20 a.m. Eastern. Interested individuals can access a live audio webcast of the presentation through the Investor Relations section of OneMain's website. OneMain Financial is a leading provider of credit access to nonprime consumers, aiming to improve their financial well-being.
OneMain Holdings to Present at Bank of America 2026 Financial Services Conference
OneMain Holdings, Inc. announced that its Chairman and CEO, Doug Shulman, will present at the Bank of America 2026 Financial Services Conference on Wednesday, February 11, at 11:20 a.m. Eastern. The presentation will be accessible via a live audio webcast through the investor relations section of OneMain's website. OneMain Financial focuses on providing responsible credit access to nonprime consumers and aims to improve their financial well-being.
OneMain Holdings to Present at Bank of America 2026 Financial Services Conference
OneMain Holdings, Inc. announced that its Chairman and CEO, Doug Shulman, will present at the Bank of America 2026 Financial Services Conference on Wednesday, February 11, at 11:20 a.m. Eastern. The presentation will be accessible via a live audio webcast through the Investor Relations section of OneMain's website. OneMain Financial (NYSE: OMF) is a leader in providing nonprime consumers access to credit across 47 states.
Jackson Creek Investment Advisors LLC Buys Shares of 27,849 OneMain Holdings, Inc. $OMF
Jackson Creek Investment Advisors LLC has purchased 27,849 shares of OneMain Holdings, Inc. ($OMF) in Q3, valued at approximately $1.57 million, signifying a new position in the financial services provider. This comes as institutional ownership in OMF stands at 85.82%, with other major investors also increasing their stakes. Despite recent insider selling, analysts maintain a "Moderate Buy" rating with an average target price of $72.33 for OneMain Holdings.
Independent Advisor Alliance Raises Stake in OneMain Holdings, Inc. $OMF
Independent Advisor Alliance significantly increased its stake in OneMain Holdings, Inc. (NYSE:OMF) by 86.1% in Q3, now owning 39,435 shares valued at approximately $2.23 million. OneMain's Q3 earnings per share of $1.90 surpassed estimates, though revenue of $747 million fell short. Despite insider sales, analysts maintain a "Moderate Buy" consensus with an average target price of $72.33 for the stock.
OneMain Holdings CEO to Present at Bank of America Conference
OneMain Holdings CEO Doug Shulman is scheduled to present at the Bank of America 2026 Financial Services Conference on February 11 at 11:20 a.m. Eastern. The presentation, highlighting the company's role in providing credit access to nonprime consumers, will be available via a live audio webcast on OneMain's Investor Relations website, demonstrating its commitment to transparency. OneMain Financial operates in 47 states, offering personalized financial solutions to help hardworking Americans improve their financial well-being.
Short Interest in OneMain Holdings, Inc. (NYSE:OMF) Decreases By 19.0%
Short interest in OneMain Holdings, Inc. (NYSE:OMF) dropped by 19.0% in January, totaling 4,000,766 shares as of January 15th, representing 3.4% of the float. Insiders have been net sellers, offloading 63,152 shares worth approximately $4.27 million over the last three months. Analysts hold a "Moderate Buy" consensus rating for the stock with an average target price of $71.30.
Frank Rimerman Advisors LLC Purchases 15,884 Shares of OneMain Holdings, Inc. $OMF
Frank Rimerman Advisors LLC significantly increased its stake in OneMain Holdings, Inc. ($OMF) by 157.7% in Q3, purchasing an additional 15,884 shares to reach a total of 25,958 shares valued at $1.466 million. Other institutional investors like Mitsubishi UFJ Trust & Banking Corp also boosted their holdings, bringing total institutional ownership of OMF stock to 85.82%. OneMain is scheduled to report quarterly results this week, with analysts holding a "Moderate Buy" consensus but tempered expectations due to recent estimate cuts and a downgrade.
OneMain Holdings (OMF) Reports Next Week: Wall Street Expects Earnings Growth
OneMain Holdings (OMF) is projected to report significant year-over-year earnings growth and higher revenues for the quarter ending December 2025. Wall Street analysts anticipate quarterly earnings of $1.56 per share, a 34.5% increase, on revenues of $1.08 billion, up 6.6%. Despite a positive Earnings ESP, the company's Zacks Rank of #4 makes a definitive earnings beat difficult to predict conclusively.
Mitsubishi UFJ Trust & Banking Corp Has $13.24 Million Stake in OneMain Holdings, Inc. $OMF
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in OneMain Holdings, Inc. by 84.2% in Q3, now owning 234,521 shares valued at $13.24 million. OneMain (OMF) reported strong Q3 earnings, beating EPS estimates, and raised its quarterly dividend to $1.05 per share, resulting in an annualized yield of about 6.5%. Analysts currently hold a "Moderate Buy" rating for OMF, with an average price target of $71.30.
OneMain Holdings, Inc. $OMF Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in OneMain Holdings, Inc. ($OMF) by 51.6% in Q3, now owning 91,026 shares valued at $5.14 million. The financial services provider reported strong Q3 EPS, beating expectations, and raised its quarterly dividend to $1.05, offering a 6.4% yield. Despite some insider selling, analysts maintain a "Moderate Buy" consensus with a price target of $71.30.
(OMF) Price Dynamics and Execution-Aware Positioning
This article analyzes Onemain Holdings Inc. (NYSE: OMF) providing insights on its price dynamics and execution-aware positioning. It identifies weak near and mid-term sentiment, posing a challenge to a long-term positive outlook, and details specific trading strategies including position, momentum breakout, and risk hedging with defined entry, target, and stop-loss levels. The analysis, generated by AI models, emphasizes risk management and multi-timeframe signal assessment.
What OneMain Holdings (OMF)'s Analyst Downgrade and TPG Loan Deal Mean For Shareholders
JPMorgan downgraded OneMain Holdings (OMF) due to increasing pressure on borrowers from high prices and stagnant wage growth. Concurrently, TPG agreed to purchase $2.40 billion of OneMain's loans, allowing the company to recycle capital for further lending and maintain dividends and buybacks. This situation creates a tension between rising credit risk concerns and OneMain's strategy for capital efficiency.
OneMain Holdings, Inc. $OMF Shares Sold by Patient Capital Management LLC
Patient Capital Management LLC reduced its stake in OneMain Holdings, Inc. ($OMF) by 9.3% in the third quarter, selling 95,588 shares and making it their 25th largest holding. Despite this, OneMain reported stronger-than-expected earnings per share and increased its quarterly dividend to $1.05, representing an annualized yield of 6.6%. Analysts generally rate the stock a "Moderate Buy" with an average target price of $71.30.
16,059 Shares in OneMain Holdings, Inc. $OMF Bought by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC has acquired a new position of 16,059 shares in OneMain Holdings, Inc. (OMF), valued at approximately $907,000, bringing institutional ownership to 85.82%. Despite strong Q3 EPS and a raised dividend, insiders have been net sellers of OMF stock. Analysts maintain a "Moderate Buy" rating with a consensus target price of $71.30.
Feb. 5 earnings call will detail OneMain's Q4 2025 results and outlook
OneMain Holdings (NYSE: OMF) will release its fourth-quarter 2025 earnings before market open on Thursday, February 5, 2026. The company will also hold a conference call at 9:00 a.m. Eastern on the same day to discuss the results, outlook, and related matters. Since previous earnings reports have generally led to positive market reactions, investors will likely focus on Q4 performance, credit quality, funding costs, and capital returns.
QRG Capital Management Inc. Reduces Holdings in OneMain Holdings, Inc. $OMF
QRG Capital Management Inc. reduced its stake in OneMain Holdings, Inc. by 23.2% in the third quarter, selling 15,450 shares and retaining 51,078 shares valued at $2.884 million. Despite this reduction, institutional ownership in OneMain remains high at 85.82%. The company recently beat Q3 EPS expectations with $1.90 but missed on revenue, trades at an 11.1 P/E, and has increased its quarterly dividend to $1.05, yielding about 6.4%.
JPMorgan Cuts Rating on OneMain (OMF) as Borrower Pressures Remain in Focus
JPMorgan downgraded OneMain Holdings, Inc. (OMF) to Underweight from Neutral, citing potential pressure on its borrower base due to high prices and muted wage growth, despite raising the price target to $65. This change comes as alternative asset manager TPG Inc. is significantly expanding its loan purchases from OneMain, a move allowing OneMain to free up capital. OneMain focuses on personal and auto loans for non-prime borrowers.
OneMain Holdings Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call (2026-01-15)
OneMain Holdings, Inc. (OMF) has announced it will release its fourth quarter 2025 results before market open on Thursday, February 5, 2026. A conference call to discuss these results, outlook, and related matters will follow at 9:00 a.m. Eastern on the same day. Investors can access the earnings release and listen to the call via OneMain's investor relations website or by dialing the provided numbers.
TPG agrees to buy $2.4 billion of consumer loans from OneMain
TPG has agreed to acquire $2.4 billion in consumer loans from OneMain, a large non-bank lender. This move highlights private equity's growing interest in consumer lending as traditional banks face stricter capital requirements. The deal, which includes a servicing agreement for OneMain, is expected to close in the first quarter of 2017.
OneMain Holdings Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call
OneMain Holdings, Inc. (NYSE: OMF) will report its fourth-quarter 2025 financial results before the market opens on Thursday, February 5, 2026. The company will also host a conference call on the same day at 9:00 a.m. Eastern to discuss the results, outlook, and related matters. A live audio webcast and a replay will be available on OneMain's investor relations website.
TPG boosts purchases of OneMain loans in forward-flow agreement
TPG has increased its commitment to purchase loans originated by OneMain Holdings through a forward-flow arrangement. This expanded agreement highlights continued investment interest in OneMain's consumer lending portfolio. The specific details of the boosted purchases were not elaborated in this brief update.
OneMain Holdings Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call
OneMain Holdings, Inc. (NYSE: OMF) announced it will report its fourth quarter 2025 results on Thursday, February 5, 2026, before market open. A conference call to discuss the results and outlook will be held at 9:00 a.m. Eastern on the same day. The earnings release and webcast details will be available on the company's investor relations website.
OneMain Holdings Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call
OneMain Holdings, Inc. (NYSE: OMF) is scheduled to report its fourth quarter 2025 financial results before the market opens on Thursday, February 5, 2026. The company will also host a conference call on the same day at 9:00 a.m. Eastern to discuss the results and outlook. Interested parties can access the earnings release and webcast details on OneMain's investor relations website.
Stocks making big moves yesterday: OneMain, Nextpower, ANI Pharmaceuticals, Akamai Technologies, and Lemonade
This article highlights several stocks that experienced significant movement yesterday. OneMain Holdings (OMF) fell after a downgrade from JP Morgan due to potential economic challenges. Nextpower (NXT), ANI Pharmaceuticals (ANIP), Akamai Technologies (AKAM), and Lemonade (LMND) all rose due to positive news such as a joint venture, strong financial guidance, analyst upgrades, and new coverage initiations, respectively.
OneMain Holdings, Inc. $OMF Stock Holdings Increased by Nisa Investment Advisors LLC
Nisa Investment Advisors LLC significantly increased its stake in OneMain Holdings, Inc. (OMF) by 482.4% in the third quarter of 2025, now owning shares valued at $3.35 million. OneMain reported strong Q3 EPS of $1.90, surpassing analyst expectations, though revenue missed estimates. The company also raised its quarterly dividend to $1.05 per share, offering a 6.3% yield, while insider selling by executives, including the CEO, was noted.
(OMF) as a Liquidity Pulse for Institutional Tactics
This article analyzes Onemain Holdings Inc. (NYSE: OMF) using AI models, identifying a weak near-term sentiment despite potential long-term strength. It outlines three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal insights and details on real-time AI-generated signals for OMF.
Why OneMain (OMF) Stock Is Nosediving
Shares of OneMain Holdings (OMF) fell 5.1% after JP Morgan downgraded the stock to 'Underweight' due to concerns about potential economic challenges for OneMain's non-prime borrowers, specifically rising delinquency rates among subprime borrowers. The downgrade reflects worries that high costs and slowing wage growth could impact these customers. Despite this drop, OneMain's stock has shown relative stability and previously reported strong Q3 2025 results.
Allspring Global Investments Holdings LLC Purchases 41,670 Shares of OneMain Holdings, Inc. $OMF
Allspring Global Investments Holdings LLC increased its stake in OneMain Holdings, Inc. (NYSE:OMF) by 24.9% during the third quarter, purchasing an additional 41,670 shares and now owning a total of 209,282 shares valued at $11.68 million. Institutional investors collectively own about 85.82% of the company. Analysts maintain a "Moderate Buy" consensus with a target price of $65.67, significantly supported by recent price target raises and new "Buy" ratings.
