Ontario Teachers Pension Plan Board Acquires 15,151 Shares of Omnicom Group Inc. $OMC

Ontario Teachers Pension Plan Board raised its stake in shares of Omnicom Group Inc. (NYSE:OMC) by 427.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,693 shares of the business services provider’s stock after purchasing an additional 15,151 shares during the quarter. Ontario Teachers Pension Plan Board’s holdings in Omnicom Group were worth $1,524,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of OMC. Bollard Group LLC boosted its stake in Omnicom Group by 6.0% in the 2nd quarter. Bollard Group LLC now owns 2,569 shares of the business services provider’s stock valued at $185,000 after buying an additional 145 shares in the last quarter. Wilmington Savings Fund Society FSB lifted its holdings in shares of Omnicom Group by 2.0% during the third quarter. Wilmington Savings Fund Society FSB now owns 7,330 shares of the business services provider’s stock valued at $598,000 after acquiring an additional 145 shares during the period. Deseret Mutual Benefit Administrators boosted its stake in shares of Omnicom Group by 7.9% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 2,031 shares of the business services provider’s stock valued at $166,000 after purchasing an additional 149 shares in the last quarter. Impact Partnership Wealth LLC grew its holdings in shares of Omnicom Group by 3.1% in the 3rd quarter. Impact Partnership Wealth LLC now owns 4,923 shares of the business services provider’s stock worth $401,000 after purchasing an additional 150 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in shares of Omnicom Group by 4.3% during the 3rd quarter. Geneos Wealth Management Inc. now owns 3,746 shares of the business services provider’s stock worth $305,000 after purchasing an additional 156 shares in the last quarter. 91.97% of the stock is owned by institutional investors and hedge funds.

More Omnicom Group News

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

• Positive Sentiment: Board approves $5.0 billion share repurchase and executes $2.5 billion of accelerated share repurchase arrangements — a major buyback that reduces float, signals management thinks shares are undervalued and supports near‑term EPS and cash return. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Strong institutional accumulation and attractive dividend profile increase demand from income/value investors; management’s AI/Omni+ initiatives are cited as growth drivers. These factors provide structural support beyond the headline quarter. Omnicom Group Inc. (OMC) Stock Rises on Q4 2025 Earnings
• Neutral Sentiment: Revenue grew materially year‑over‑year (Q4 revenue ~$5.53B, +~28% YoY) and management highlighted integration progress and adjusted EBITA margins — positive for medium‑term operating performance but partially offset by one‑time/GAAP items. Omnicom Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Industry/strategy writeups note Omnicom’s Forrester leadership and valuation debates — useful context for longer‑term investors but less likely to drive immediate price moves. Omnicom’s Forrester Leader Status Contrasts With Recent Share Price Weakness
• Negative Sentiment: Q4 EPS missed consensus (reported $2.59 vs. estimate ~$2.94) and the company reported a GAAP net loss (~$0.9B) driven by one‑offs/adjustments — these headline misses can pressure sentiment and justify analyst scrutiny. Omnicom (OMC) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Some third‑party summaries flagged large GAAP operating and gross‑profit impacts (cash and liability moves tied to acquisitions/adjustments), which increase near‑term volatility and complicate straightforward EPS comparisons. How Omnicom’s Q4 Loss and New US$5 Billion Buyback At Omnicom Group (OMC) Has Changed Its Investment Story

Omnicom Group Stock Performance

OMC stock opened at $70.19 on Thursday. The company has a 50 day moving average price of $77.02 and a 200 day moving average price of $76.26. Omnicom Group Inc. has a fifty-two week low of $66.33 and a fifty-two week high of $89.27. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.92 and a quick ratio of 0.80. The stock has a market capitalization of $13.55 billion, a PE ratio of 10.37, a price-to-earnings-growth ratio of 1.05 and a beta of 0.74.

Omnicom Group (NYSE:OMC) last released its earnings results 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 during the quarter, compared to analyst estimates of $7.58 billion. Omnicom Group had a net margin of 8.31% and a return on equity of 33.30%. The firm’s quarterly revenue was up 27.9% on a year-over-year basis. During the same period last year, the business posted $2.41 earnings per share. Analysts forecast that Omnicom Group Inc. will post 8.25 EPS for the current year.

Omnicom Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 19th were issued a dividend of $0.80 per share. The ex-dividend date of this dividend was Friday, December 19th. This represents a $3.20 annualized dividend and a yield of 4.6%. This is an increase from Omnicom Group’s previous quarterly dividend of $0.70. Omnicom Group’s dividend payout ratio (DPR) is presently 47.27%.

Omnicom Group announced that its Board of Directors has approved a stock repurchase plan on Wednesday, February 18th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the business services provider to reacquire up to 38.1% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on OMC shares. Bank of America restated an “underperform” rating and issued a $77.00 price target (down from $87.00) on shares of Omnicom Group in a research report on Monday, January 5th. Barclays lifted their target price on shares of Omnicom Group from $80.00 to $82.00 and gave the company an “equal weight” rating in a research note on Thursday, October 23rd. UBS Group increased their price target on Omnicom Group from $99.00 to $108.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Omnicom Group in a research report on Thursday, January 22nd. Finally, Morgan Stanley initiated coverage on Omnicom Group in a research note on Tuesday, December 16th. They issued an “equal weight” rating and a $88.00 price objective on the stock. Four equities research 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 data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $92.14.

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.