Avory & Company LLC Reduces Stock Position in Omnicell, Inc. $OMCL

Avory & Company LLC reduced its position in Omnicell, Inc. (NASDAQ:OMCL) by 67.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,137 shares of the company’s stock after selling 156,571 shares during the quarter. Omnicell accounts for approximately 3.3% of Avory & Company LLC’s investment portfolio, making the stock its 9th largest holding. Avory & Company LLC’s holdings in Omnicell were worth $2,575,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Raymond James Financial Inc. bought a new stake in shares of Omnicell in the 2nd quarter valued at about $26,000. Clearstead Advisors LLC raised its stake in Omnicell by 12,180.0% in the fourth quarter. Clearstead Advisors LLC now owns 1,228 shares of the company’s stock worth $56,000 after buying an additional 1,218 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in Omnicell in the fourth quarter worth approximately $58,000. Parkside Financial Bank & Trust lifted its holdings in Omnicell by 1,708.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock worth $61,000 after buying an additional 1,264 shares during the period. Finally, First Horizon Corp boosted its position in Omnicell by 54.6% during the 4th quarter. First Horizon Corp now owns 1,597 shares of the company’s stock valued at $72,000 after acquiring an additional 564 shares in the last quarter. 97.70% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Nnamdi Njoku sold 3,090 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $133,549.80. Following the completion of the transaction, the executive vice president owned 154,785 shares in the company, valued at $6,689,807.70. This trade represents a 1.96% decrease in their position. The sale 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the sale, the executive vice president owned 112,783 shares in the company, valued at approximately $4,874,481.26. The trade was a 4.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. 2.92% of the stock is owned by insiders.

Omnicell Stock Performance

OMCL opened at $45.24 on Tuesday. The company has a market cap of $2.06 billion, a P/E ratio of 102.82, a price-to-earnings-growth ratio of 1.11 and a beta of 0.96. The company has a quick ratio of 1.29, a current ratio of 1.50 and a debt-to-equity ratio of 0.13. The firm’s 50-day moving average price is $41.92 and its 200-day moving average price is $41.52. Omnicell, Inc. has a 52-week low of $26.84 and a 52-week high of $55.00.

Omnicell (NASDAQ:OMCL) last released its earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.22. Omnicell had a net margin of 1.67% and a return on equity of 4.00%. The company had revenue of $309.88 million for the quarter, compared to the consensus estimate of $304.02 million. During the same quarter in the previous year, the firm earned $0.26 EPS. Omnicell’s revenue was up 14.9% compared to the same quarter last year. 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, equities analysts anticipate that Omnicell, Inc. will post 1.31 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. UBS Group set a $60.00 price target on Omnicell and gave the stock a “buy” rating in a research report on Friday, March 13th. Benchmark reaffirmed a “buy” rating on shares of Omnicell in a research report on Friday, March 13th. Zacks Research upgraded shares of Omnicell from a “hold” rating to a “strong-buy” rating in a report on Friday, May 1st. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Finally, Craig Hallum restated a “buy” rating and issued a $55.00 price target 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 given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $59.86.

Omnicell Company Profile

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.