Fifth Third Bancorp Boosts Holdings in OneMain Holdings, Inc. $OMF

Fifth Third Bancorp lifted its holdings in OneMain Holdings, Inc. (NYSE:OMF) by 137,285.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 28,851 shares of the financial services provider’s stock after acquiring an additional 28,830 shares during the quarter. Fifth Third Bancorp’s holdings in OneMain were worth $1,543,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Csenge Advisory Group lifted its stake in OneMain by 4.1% in the fourth quarter. Csenge Advisory Group now owns 4,239 shares of the financial services provider’s stock worth $286,000 after purchasing an additional 167 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its stake in shares of OneMain by 4.5% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 4,075 shares of the financial services provider’s stock valued at $275,000 after buying an additional 174 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of OneMain by 9.1% during the second quarter. Geneos Wealth Management Inc. now owns 2,112 shares of the financial services provider’s stock valued at $120,000 after buying an additional 176 shares during the last quarter. New York State Teachers Retirement System increased its holdings in shares of OneMain by 1.7% in the first quarter. New York State Teachers Retirement System now owns 11,131 shares of the financial services provider’s stock worth $595,000 after buying an additional 189 shares during the period. Finally, Generali Asset Management SPA SGR increased its holdings in shares of OneMain by 5.9% in the fourth quarter. Generali Asset Management SPA SGR now owns 3,413 shares of the financial services provider’s stock worth $231,000 after buying an additional 190 shares during the period. Hedge funds and other institutional investors own 85.82% of the company’s stock.

OneMain Price Performance

NYSE OMF opened at $58.71 on Friday. OneMain Holdings, Inc. has a 1 year low of $45.78 and a 1 year high of $71.93. The stock has a market capitalization of $6.78 billion, a PE ratio of 8.74, a PEG ratio of 0.46 and a beta of 1.22. The business’s 50-day moving average is $57.32 and its 200 day moving average is $57.97.

OneMain (NYSE:OMF) last released its quarterly earnings results on Friday, May 1st. The financial services provider reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.86 by $0.09. OneMain had a return on equity of 24.24% and a net margin of 14.38%.The business had revenue of $1.58 billion during the quarter, compared to analyst estimates of $1.27 billion. During the same quarter in the prior year, the company posted $1.72 EPS. OneMain’s quarterly revenue was up 6.7% compared to the same quarter last year. As a group, equities research analysts anticipate that OneMain Holdings, Inc. will post 7.14 earnings per share for the current year.

OneMain Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Monday, May 11th were issued a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 7.2%. The ex-dividend date was Monday, May 11th. OneMain’s dividend payout ratio is currently 62.50%.

Insider Buying and Selling

In related news, COO Micah R. Conrad sold 5,000 shares of OneMain stock in a transaction on Monday, June 29th. The shares were sold at an average price of $62.00, for a total value of $310,000.00. Following the sale, the chief operating officer owned 96,250 shares in the company, valued at $5,967,500. The trade was a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Michael A. Hedlund sold 1,848 shares of the business’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $62.00, for a total transaction of $114,576.00. Following the transaction, the senior vice president directly owned 13,127 shares in the company, valued at approximately $813,874. The trade was a 12.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.29% of the stock is owned by corporate insiders.

OneMain News Summary

Here are the key news stories impacting OneMain this week:

• Negative Sentiment: Northland Securities cut its Q2 2026 EPS estimate for OneMain to $1.30 from $1.72 and lowered its FY2026 forecast to $7.39 from $7.76, signaling softer profitability expectations. OneMain Q4 EPS Forecast Decreased by Northland Securities
• Negative Sentiment: Zacks published an earnings preview saying OneMain’s Q2 results are expected to decline and that the stock lacks the key setup for a likely earnings beat, which can weigh on sentiment before the report. Earnings Preview: OneMain Holdings (OMF) Q2 Earnings Expected to Decline
• Neutral Sentiment: Northland Securities also nudged its Q3 2026 EPS estimate higher to $2.02 from $1.96 and kept longer-dated estimates in view, but the overall tone remained mixed with near-term cuts offset by slightly better later-quarter projections.
• Neutral Sentiment: Northland’s Q1 2027 and Q2 2027 estimates were set at $1.84 and $1.90 per share, respectively, adding to the analyst’s updated forecast framework without providing a clear near-term catalyst.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on OMF. Evercore set a $66.00 target price on OneMain in a report on Monday, July 6th. Wells Fargo & Company decreased their price target on OneMain from $70.00 to $65.00 and set an “equal weight” rating on the stock in a research note on Thursday, April 9th. BTIG Research reiterated a “neutral” rating on shares of OneMain in a research report on Thursday, April 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of OneMain in a research note on Tuesday, July 7th. Finally, Royal Bank Of Canada cut their target price on shares of OneMain from $73.00 to $70.00 and set an “outperform” rating on the stock in a report on Monday, May 4th. Eight analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.80.

About OneMain

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.