Q1 EPS Estimates for OneMain Reduced by Northland Securities

OneMain Holdings, Inc. (NYSE:OMF) – Stock analysts at Northland Securities dropped their Q1 2026 earnings per share (EPS) estimates for OneMain in a research report issued on Wednesday, February 11th. Northland Securities analyst M. Grondahl now expects that the financial services provider will post earnings of $1.71 per share for the quarter, down from their previous estimate of $1.87. The consensus estimate for OneMain’s current full-year earnings is $6.46 per share. Northland Securities also issued estimates for OneMain’s Q2 2026 earnings at $1.56 EPS and FY2026 earnings at $7.38 EPS.

Several other research analysts have also issued reports on the stock. Citigroup reiterated a “market outperform” rating on shares of OneMain in a research report on Monday, November 24th. JMP Securities set a $68.00 price objective on OneMain in a report on Monday, November 24th. Citizens Jmp reduced their price objective on OneMain from $70.00 to $68.00 and set a “market outperform” rating on the stock in a research report on Monday, November 24th. Wells Fargo & Company cut their target price on OneMain from $75.00 to $70.00 and set an “equal weight” rating for the company in a research note on Friday, February 6th. Finally, Royal Bank Of Canada increased their price target on shares of OneMain from $70.00 to $73.00 and gave the company an “outperform” rating in a research report on Friday, February 6th. Nine 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 company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $71.70.

OneMain Price Performance

Shares of NYSE:OMF opened at $56.94 on Thursday. The company’s fifty day moving average price is $66.13 and its 200-day moving average price is $61.33. The firm has a market capitalization of $6.67 billion, a price-to-earnings ratio of 8.67, a PEG ratio of 0.33 and a beta of 1.33. OneMain has a one year low of $38.00 and a one year high of $71.93.

OneMain (NYSE:OMF) last announced its earnings results on Thursday, February 5th. The financial services provider reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.55 by $0.04. OneMain had a net margin of 14.35% and a return on equity of 23.81%. The business had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period last year, the firm posted $1.16 earnings per share.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of OMF. Mitsubishi UFJ Trust & Banking Corp raised its holdings in OneMain by 84.2% in the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 234,521 shares of the financial services provider’s stock worth $13,241,000 after purchasing an additional 107,204 shares in the last quarter. D.A. Davidson & CO. boosted its stake in shares of OneMain by 43.1% during the 3rd quarter. D.A. Davidson & CO. now owns 34,385 shares of the financial services provider’s stock valued at $1,941,000 after purchasing an additional 10,357 shares in the last quarter. Campbell & CO Investment Adviser LLC purchased a new position in shares of OneMain during the third quarter valued at about $907,000. Universal Beteiligungs und Servicegesellschaft mbH raised its stake in OneMain by 51.6% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 91,026 shares of the financial services provider’s stock worth $5,139,000 after buying an additional 30,977 shares in the last quarter. Finally, Empowered Funds LLC lifted its holdings in OneMain by 30.2% in the second quarter. Empowered Funds LLC now owns 60,125 shares of the financial services provider’s stock worth $3,427,000 after buying an additional 13,963 shares during the period. Hedge funds and other institutional investors own 85.82% of the company’s stock.

Insiders Place Their Bets

In other OneMain news, SVP Michael A. Hedlund sold 652 shares of the business’s stock in a transaction dated Wednesday, November 26th. The shares were sold at an average price of $62.00, for a total value of $40,424.00. Following the transaction, the senior vice president owned 15,179 shares in the company, valued at approximately $941,098. The trade was a 4.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Douglas H. Shulman sold 57,500 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $68.41, for a total transaction of $3,933,575.00. Following the sale, the chief executive officer owned 174,100 shares of the company’s stock, valued at approximately $11,910,181. This represents a 24.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.40% of the company’s stock.

OneMain Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 23rd. Investors of record on Tuesday, February 17th will be paid a $1.05 dividend. This represents a $4.20 annualized dividend and a dividend yield of 7.4%. The ex-dividend date of this dividend is Tuesday, February 17th. OneMain’s payout ratio is presently 63.93%.

OneMain Company Profile

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.