Liontrust Investment Partners LLP Sells 207,212 Shares of Omnicell, Inc. $OMCL

Liontrust Investment Partners LLP decreased its stake in Omnicell, Inc. (NASDAQ:OMCL) by 47.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 232,916 shares of the company’s stock after selling 207,212 shares during the period. Liontrust Investment Partners LLP’s holdings in Omnicell were worth $7,775,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. acquired a new position in shares of Omnicell in the second quarter worth approximately $26,000. Clearstead Advisors LLC boosted its holdings in Omnicell by 12,180.0% in the fourth quarter. Clearstead Advisors LLC now owns 1,228 shares of the company’s stock valued at $56,000 after acquiring an additional 1,218 shares during the last quarter. Kemnay Advisory Services Inc. acquired a new stake in Omnicell during the 4th quarter valued at approximately $58,000. Parkside Financial Bank & Trust increased its position in Omnicell by 1,708.1% during the 4th quarter. Parkside Financial Bank & Trust now owns 1,338 shares of the company’s stock valued at $61,000 after purchasing an additional 1,264 shares during the period. Finally, First Horizon Corp raised its holdings in Omnicell by 54.6% during the 4th quarter. First Horizon Corp now owns 1,597 shares of the company’s stock worth $72,000 after purchasing an additional 564 shares during the last quarter. 97.70% of the stock is currently owned by institutional investors.

Omnicell News Summary

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue increased approximately 7% year over year to $312 million, while GAAP diluted EPS rose to $0.52 from $0.12 a year earlier. Non-GAAP EPS was reported at $0.94, above the $0.48 consensus estimate. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Full-year 2026 earnings outlook was raised. Omnicell now expects non-GAAP EPS of $2.15 to $2.30, above the $1.81 analyst consensus, and expects full-year revenue of approximately $1.225 billion to $1.245 billion. The company also cited demand for connected devices, technical services and SaaS offerings, along with cost controls. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Neutral Sentiment: Financial flexibility improved. Omnicell ended June with $292 million in cash and $168 million in debt. It also received $15 million in refunds related to previously paid IEEPA tariffs.
• Negative Sentiment: Third-quarter guidance fell short of expectations. Management forecast revenue of $301 million to $307 million versus the $312.6 million consensus estimate, while non-GAAP EPS guidance of $0.35 to $0.43 included the consensus estimate only at the top end. The cautious near-term outlook is the primary reason the stock is declining despite the Q2 beat. Omnicell Q2 CY2026: Beats on Revenue but Stock Drops on Weak Guidance
• Negative Sentiment: Insider selling may add pressure. Recent disclosed activity showed company insiders selling shares, with no reported insider purchases over the past six months.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. KeyCorp lifted their target price on shares of Omnicell from $60.00 to $70.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. Craig Hallum restated a “buy” rating and issued a $55.00 target price on shares of Omnicell in a report on Wednesday, April 29th. Wells Fargo & Company upped their price target on shares of Omnicell from $52.00 to $55.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Finally, Zacks Research downgraded Omnicell from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. Seven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $59.86.

Omnicell Price Performance

Shares of OMCL opened at $37.11 on Friday. Omnicell, Inc. has a 52-week low of $28.90 and a 52-week high of $55.00. 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 business’s 50 day moving average price is $42.16 and its two-hundred day moving average price is $41.13. The firm has a market cap of $1.69 billion, a PE ratio of 84.34, a price-to-earnings-growth ratio of 1.07 and a beta of 0.96.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.47 by $0.47. The firm had revenue of $312.21 million for the quarter, compared to analysts’ expectations of $310.21 million. Omnicell had a return on equity of 4.00% and a net margin of 1.67%.The company’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.45 EPS. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. On average, equities analysts anticipate that Omnicell, Inc. will post 1.31 EPS for the current year.

Insider Buying and Selling at Omnicell

In other Omnicell news, EVP Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total value of $217,180.50. Following the completion of the sale, the executive vice president directly owned 112,783 shares in the company, valued at approximately $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 Nnamdi Njoku sold 3,090 shares of Omnicell stock in a transaction on Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of $133,549.80. Following the completion of the sale, the executive vice president directly owned 154,785 shares of the company’s stock, valued at approximately $6,689,807.70. This trade represents a 1.96% decrease in their ownership of the stock. 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 corporate insiders.

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.