Vanguard Group Inc. Sells 97,732 Shares of Omnicom Group Inc. $OMC

Vanguard Group Inc. trimmed its stake in Omnicom Group Inc. (NYSE:OMC) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,713,674 shares of the business services provider’s stock after selling 97,732 shares during the quarter. Vanguard Group Inc. owned approximately 12.29% of Omnicom Group worth $1,933,376,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Allspring Global Investments Holdings LLC lifted its stake in Omnicom Group by 8.2% in the second quarter. Allspring Global Investments Holdings LLC now owns 10,381 shares of the business services provider’s stock valued at $766,000 after purchasing an additional 791 shares during the last quarter. Nordea Investment Management AB lifted its position in shares of Omnicom Group by 7.7% during the 2nd quarter. Nordea Investment Management AB now owns 17,118 shares of the business services provider’s stock valued at $1,226,000 after buying an additional 1,227 shares during the last quarter. Cullen Frost Bankers Inc. lifted its position in shares of Omnicom Group by 0.7% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 176,763 shares of the business services provider’s stock valued at $12,716,000 after buying an additional 1,285 shares during the last quarter. Brookstone Capital Management grew its stake in shares of Omnicom Group by 23.7% during the 2nd quarter. Brookstone Capital Management now owns 3,623 shares of the business services provider’s stock worth $261,000 after acquiring an additional 694 shares during the period. Finally, LifeWealth Investments LLC raised its stake in Omnicom Group by 31.2% in the 2nd quarter. LifeWealth Investments LLC now owns 5,128 shares of the business services provider’s stock valued at $369,000 after acquiring an additional 1,219 shares during the period. Hedge funds and other institutional investors own 91.97% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on OMC shares. Morgan Stanley initiated coverage on shares of Omnicom Group in a research report on Tuesday, December 16th. They set an “equal weight” rating and a $88.00 target price for the company. UBS Group lifted their price objective on shares of Omnicom Group from $99.00 to $108.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Weiss Ratings restated a “hold (c)” rating on shares of Omnicom Group in a research report on Thursday, January 22nd. Bank of America reiterated an “underperform” rating and issued a $77.00 price target (down from $87.00) on shares of Omnicom Group in a research report on Monday, January 5th. Finally, Barclays raised their target price on Omnicom Group from $80.00 to $82.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 23rd. Four equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $92.14.

Key Stories Impacting Omnicom Group

Here are the key news stories impacting Omnicom Group this week:

• Positive Sentiment: Board approved a $5.0 billion share repurchase program and has executed $2.5 billion of accelerated share repurchase arrangements, signaling management believes the stock is undervalued and immediately reducing float. Omnicom Announces $5 Billion Share Repurchase Program and Entry into $2.5 Billion of Accelerated Share Repurchase Arrangements
• Positive Sentiment: Board declared a quarterly cash dividend of $0.80 per share (annualized yield ~4.0%), enhancing yield appeal for income investors and reinforcing capital-allocation discipline. Omnicom Declares Dividend
• Positive Sentiment: Management highlighted integration progress following the Interpublic-related acquisition, raised cost‑synergy targets (management cited higher synergy expectations) and scheduled an Investor Day to detail the plan — factors that support a longer‑term earnings improvement narrative. OMC Q4 Deep Dive: Integration of Interpublic Reshapes Omnicom’s Portfolio and Strategy
• Positive Sentiment: Large institutional buyers have materially increased positions in recent quarters (Vanguard, BlackRock, State Street among others), which can amplify upside momentum as buybacks and integration news surface. Omnicom surges as buyback plan and post-merger update overshadow headline loss
• Neutral Sentiment: Company set an Investor Day for March 12, 2026 — this gives management a forum to quantify integration timing, cost saves and margin outlook; useful but dependent on the details presented. Omnicom Announces 2026 Investor Day
• Negative Sentiment: Q4 results showed a mixed picture: revenue rose materially (helped by the acquisition) but the quarter missed EPS expectations and reported headline losses driven by merger‑related and integration costs — a near‑term profitability hit that increases execution risk. Omnicom’s Q4 Earnings and Revenues Miss Estimates, Increase Y/Y
• Negative Sentiment: Reported GAAP net and operating losses and weaker operating cash flow in the quarter (largely due to acquisition and integration charges) create short‑term financial noise that investors must see resolved over coming quarters. How Omnicom’s Q4 Loss and New US$5 Billion Buyback At Omnicom Group (OMC) Has Changed Its Investment Story

Omnicom Group Trading Up 15.4%

Shares of Omnicom Group stock opened at $80.96 on Friday. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.92 and a quick ratio of 0.80. Omnicom Group Inc. has a 1 year low of $66.33 and a 1 year high of $89.27. The firm has a market cap of $15.62 billion, a PE ratio of 165.22, a PEG ratio of 1.06 and a beta of 0.74. The company has a 50 day simple moving average of $77.04 and a two-hundred day simple moving average of $76.29.

Omnicom Group (NYSE:OMC) last posted its quarterly earnings data on Wednesday, February 18th. The business services provider reported $2.59 earnings per share for the quarter, missing the consensus estimate of $2.94 by ($0.35). Omnicom Group had a negative net margin of 0.32% and a positive return on equity of 35.41%. The company had revenue of $5.53 billion for the quarter, compared to analysts’ expectations of $7.58 billion. During the same quarter last year, the business posted $2.41 EPS. The business’s quarterly revenue was up 27.9% compared to the same quarter last year. Analysts expect that Omnicom Group Inc. will post 8.25 earnings per share for the current fiscal year.

Omnicom Group announced that its Board of Directors has authorized a share buyback program on Wednesday, February 18th that allows the company to repurchase $5.00 billion in shares. This repurchase authorization allows the business services provider to purchase up to 38.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

Omnicom Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.80 per share. The ex-dividend date is Wednesday, March 11th. This represents a $3.20 annualized dividend and a dividend yield of 4.0%. Omnicom Group’s dividend payout ratio is 47.27%.

About Omnicom Group

Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.

The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.