Bridge City Capital LLC Has $2.58 Million Position in Omnicell, Inc. $OMCL

Bridge City Capital LLC grew its stake in shares of Omnicell, Inc. (NASDAQ:OMCL) by 46.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 56,968 shares of the company’s stock after buying an additional 18,032 shares during the period. Bridge City Capital LLC’s holdings in Omnicell were worth $2,581,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in OMCL. Raymond James Financial Inc. acquired a new position in shares of Omnicell during the second quarter valued at about $26,000. Clearstead Advisors LLC raised its position in shares of Omnicell by 12,180.0% during the fourth quarter. Clearstead Advisors LLC now owns 1,228 shares of the company’s stock valued at $56,000 after buying an additional 1,218 shares during the last quarter. Parkside Financial Bank & Trust raised its position in shares of Omnicell by 1,708.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock valued at $61,000 after buying an additional 1,264 shares during the last quarter. First Horizon Corp raised its position in shares of Omnicell by 54.6% during the fourth quarter. First Horizon Corp now owns 1,597 shares of the company’s stock valued at $72,000 after buying an additional 564 shares during the last quarter. Finally, LSV Asset Management acquired a new position in shares of Omnicell during the third quarter valued at about $97,000. Institutional investors and hedge funds own 97.70% of the company’s stock.

Omnicell Stock Performance

NASDAQ:OMCL opened at $37.83 on Friday. Omnicell, Inc. has a 12-month low of $26.84 and a 12-month high of $55.00. 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 has a market capitalization of $1.72 billion, a PE ratio of 85.98, a price-to-earnings-growth ratio of 0.98 and a beta of 0.97. The firm has a 50-day moving average price of $40.43 and a 200 day moving average price of $41.48.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.55 earnings per share (EPS) 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 firm had revenue of $309.88 million during the quarter, compared to analyst estimates of $304.02 million. During the same quarter in the prior year, the business posted $0.26 earnings per share. The company’s quarterly 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. Research analysts anticipate that Omnicell, Inc. will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Benchmark reaffirmed a “buy” rating on shares of Omnicell in a research report on Friday, March 13th. Zacks Research raised shares of Omnicell from a “hold” rating to a “strong-buy” rating in a research report on Friday, May 1st. Craig Hallum reaffirmed a “buy” rating and set a $55.00 price objective on shares of Omnicell in a research report on Wednesday, April 29th. Wall Street Zen raised shares of Omnicell from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 10th. Finally, KeyCorp increased their price target on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $59.86.

Insider Activity

In related news, EVP Corey J. Manley sold 7,405 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $34.69, for a total value of $256,879.45. Following the completion of the transaction, the executive vice president owned 96,717 shares of the company’s stock, valued at $3,355,112.73. This represents a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Nnamdi Njoku sold 3,090 shares of the stock in a transaction dated Monday, May 18th. The stock was 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 directly owned 154,785 shares of the company’s stock, valued at $6,689,807.70. This trade represents a 1.96% 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. Insiders sold 15,520 shares of company stock valued at $607,610 in the last three months. Company insiders own 2.92% of the company’s stock.

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.