Omnicell, Inc. $OMCL Stake Boosted by Bridge City Capital LLC

Bridge City Capital LLC grew its stake in shares of Omnicell, Inc. (NASDAQ:OMCL) by 46.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 56,968 shares of the company’s stock after acquiring an additional 18,032 shares during the period. Bridge City Capital LLC owned 0.13% of Omnicell worth $2,581,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Millennium Management LLC bought a new stake in Omnicell in the third quarter worth $25,625,000. Boston Partners bought a new stake in Omnicell in the fourth quarter worth $20,805,000. Two Sigma Investments LP boosted its holdings in Omnicell by 93.8% in the third quarter. Two Sigma Investments LP now owns 559,969 shares of the company’s stock worth $17,051,000 after purchasing an additional 271,008 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Omnicell by 9.1% in the third quarter. Dimensional Fund Advisors LP now owns 2,364,068 shares of the company’s stock worth $71,985,000 after purchasing an additional 197,462 shares in the last quarter. Finally, Qube Research & Technologies Ltd boosted its holdings in Omnicell by 38.4% in the second quarter. Qube Research & Technologies Ltd now owns 653,971 shares of the company’s stock worth $19,227,000 after purchasing an additional 181,394 shares in the last quarter. 97.70% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on OMCL shares. Wells Fargo & Company upped their price objective on shares of Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Zacks Research upgraded shares of Omnicell from a “hold” rating to a “strong-buy” rating in a report on Friday, May 1st. KeyCorp upped their price objective on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Benchmark reiterated a “buy” rating on shares of Omnicell in a report on Friday, March 13th. Finally, Craig Hallum reiterated a “buy” rating and issued a $55.00 price objective on shares of Omnicell in a report on Wednesday, April 29th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $59.86.

Omnicell Stock Up 0.0%

Omnicell stock opened at $37.83 on Friday. The firm has a market cap of $1.72 billion, a price-to-earnings ratio of 85.98, a P/E/G ratio of 0.98 and a beta of 0.97. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.50 and a quick ratio of 1.29. Omnicell, Inc. has a fifty-two week low of $26.84 and a fifty-two week high of $55.00. The firm has a fifty day moving average price of $40.43 and a two-hundred day moving average price of $41.48.

Omnicell (NASDAQ:OMCL) last released its earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.22. The firm had revenue of $309.88 million during the quarter, compared to analyst estimates of $304.02 million. Omnicell had a net margin of 1.67% and a return on equity of 4.00%. The business’s revenue was up 14.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.26 EPS. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. As a group, analysts forecast that Omnicell, Inc. will post 1.31 earnings per share for the current year.

Insiders Place Their Bets

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the transaction, the executive vice president owned 154,785 shares of the company’s stock, valued at $6,689,807.70. The trade was a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 7,405 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $34.69, for a total transaction of $256,879.45. Following the transaction, the executive vice president directly owned 96,717 shares of the company’s stock, valued at approximately $3,355,112.73. This represents a 7.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 15,520 shares of company stock valued at $607,610. Company insiders own 2.92% of the company’s stock.

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.