NFJ Investment Group LLC Has $2.82 Million Position in Omnicell, Inc. $OMCL

NFJ Investment Group LLC cut its stake in shares of Omnicell, Inc. (NASDAQ:OMCL) by 26.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 62,164 shares of the company’s stock after selling 22,193 shares during the quarter. NFJ Investment Group LLC owned approximately 0.14% of Omnicell worth $2,816,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in OMCL. Dana Investment Advisors Inc. bought a new position in shares of Omnicell in the fourth quarter valued at about $3,445,000. Assenagon Asset Management S.A. raised its holdings in shares of Omnicell by 83.6% in the fourth quarter. Assenagon Asset Management S.A. now owns 258,231 shares of the company’s stock valued at $11,698,000 after buying an additional 117,556 shares during the last quarter. Peregrine Capital Management LLC bought a new position in shares of Omnicell in the fourth quarter valued at about $4,804,000. Dynamic Technology Lab Private Ltd raised its holdings in shares of Omnicell by 345.9% in the third quarter. Dynamic Technology Lab Private Ltd now owns 31,890 shares of the company’s stock valued at $971,000 after buying an additional 24,738 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in shares of Omnicell by 71.1% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 140,032 shares of the company’s stock valued at $6,343,000 after buying an additional 58,193 shares during the last quarter. 97.70% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Benchmark reissued a “buy” rating on shares of Omnicell in a report on Friday, March 13th. KeyCorp boosted their price objective on Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. UBS Group set a $60.00 price objective on Omnicell and gave the stock a “buy” rating in a report on Friday, March 13th. Wells Fargo & Company boosted their price objective on Omnicell from $52.00 to $55.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Finally, Craig Hallum reissued a “buy” rating and set a $55.00 price objective on shares of Omnicell in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $59.86.

Omnicell Price Performance

Shares of OMCL opened at $37.83 on Monday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.29 and a current ratio of 1.50. The stock has a 50 day simple moving average of $40.43 and a 200 day simple moving average of $41.52. Omnicell, Inc. has a 52-week low of $26.84 and a 52-week high of $55.00. The firm has a market capitalization of $1.72 billion, a PE ratio of 85.98, a P/E/G ratio of 0.98 and a beta of 0.97.

Omnicell (NASDAQ:OMCL) last released its quarterly 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. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The firm had revenue of $309.88 million during the quarter, compared to the consensus estimate of $304.02 million. During the same quarter in the prior year, the firm posted $0.26 EPS. The business’s revenue was up 14.9% on a year-over-year basis. Omnicell has set its FY 2026 guidance at 1.800-2.000 EPS and its Q2 2026 guidance at 0.400-48.000 EPS. Sell-side analysts predict that Omnicell, Inc. will post 1.31 EPS for the current fiscal year.

Insider Buying and Selling

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the company’s stock in a transaction that occurred on 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 owned 154,785 shares of the company’s stock, valued at $6,689,807.70. This represents a 1.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through 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 company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $217,180.50. Following the transaction, the executive vice president directly owned 112,783 shares of the company’s stock, valued at approximately $4,874,481.26. This trade represents a 4.27% decrease in their position. The SEC filing for this sale provides additional information. 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. Corporate insiders own 2.92% of the company’s stock.

Omnicell 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.