Seaport Res Ptn Has Negative Outlook of OneMain Q2 Earnings

OneMain Holdings, Inc. (NYSE:OMF) – Seaport Res Ptn decreased their Q2 2025 earnings per share (EPS) estimates for OneMain in a report released on Tuesday, May 6th. Seaport Res Ptn analyst W. Ryan now anticipates that the financial services provider will earn $1.14 per share for the quarter, down from their previous forecast of $1.22. The consensus estimate for OneMain’s current full-year earnings is $6.46 per share. Seaport Res Ptn also issued estimates for OneMain’s Q3 2025 earnings at $1.52 EPS, Q4 2025 earnings at $1.62 EPS, FY2025 earnings at $6.00 EPS and FY2026 earnings at $7.60 EPS.

OneMain (NYSE:OMF) last announced its earnings results on Tuesday, April 29th. The financial services provider reported $1.72 EPS for the quarter, topping the consensus estimate of $1.55 by $0.17. The firm had revenue of $188.00 million for the quarter, compared to the consensus estimate of $1.16 billion. OneMain had a net margin of 10.19% and a return on equity of 18.39%. The business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the company posted $1.45 EPS.

Several other research firms have also recently weighed in on OMF. StockNews.com raised OneMain from a “hold” rating to a “buy” rating in a research report on Wednesday, February 12th. Northland Capmk raised OneMain from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 8th. Evercore ISI initiated coverage on shares of OneMain in a research report on Tuesday, March 25th. They issued an “in-line” rating and a $58.00 target price for the company. Wells Fargo & Company cut their price target on shares of OneMain from $57.00 to $53.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 30th. Finally, Royal Bank of Canada raised their price objective on OneMain from $62.00 to $65.00 and gave the company an “outperform” rating in a report on Monday, February 3rd. Four equities research analysts have rated the stock with a hold rating, eight have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, OneMain presently has a consensus rating of “Moderate Buy” and a consensus target price of $58.40.

OneMain Trading Down 2.1 %

Shares of NYSE OMF opened at $48.96 on Thursday. The company has a fifty day moving average price of $47.18 and a 200 day moving average price of $51.79. The firm has a market cap of $5.82 billion, a PE ratio of 11.55, a PEG ratio of 0.44 and a beta of 1.28. OneMain has a 1-year low of $38.00 and a 1-year high of $58.90.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in OMF. SlateStone Wealth LLC raised its stake in OneMain by 3.2% in the fourth quarter. SlateStone Wealth LLC now owns 7,074 shares of the financial services provider’s stock valued at $369,000 after purchasing an additional 220 shares in the last quarter. Atria Wealth Solutions Inc. lifted its stake in OneMain by 5.1% during the fourth quarter. Atria Wealth Solutions Inc. now owns 4,724 shares of the financial services provider’s stock worth $246,000 after purchasing an additional 231 shares during the last quarter. Steward Partners Investment Advisory LLC increased its stake in shares of OneMain by 4.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,884 shares of the financial services provider’s stock valued at $307,000 after purchasing an additional 234 shares during the last quarter. Avitas Wealth Management LLC lifted its position in shares of OneMain by 0.6% during the 4th quarter. Avitas Wealth Management LLC now owns 45,432 shares of the financial services provider’s stock worth $2,368,000 after buying an additional 256 shares during the last quarter. Finally, Prosperity Consulting Group LLC grew its position in OneMain by 4.8% in the fourth quarter. Prosperity Consulting Group LLC now owns 6,075 shares of the financial services provider’s stock valued at $317,000 after acquiring an additional 281 shares during the last quarter. Institutional investors and hedge funds own 85.82% of the company’s stock.

Insider Buying and Selling

In other OneMain news, CEO Douglas H. Shulman sold 40,000 shares of the stock in a transaction on Tuesday, April 29th. The stock was sold at an average price of $50.00, for a total transaction of $2,000,000.00. Following the transaction, the chief executive officer now owns 368,925 shares in the company, valued at $18,446,250. This trade represents a 9.78 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Michael A. Hedlund sold 2,808 shares of the company’s stock in a transaction dated Friday, February 21st. The shares were sold at an average price of $56.09, for a total transaction of $157,500.72. Following the completion of the transaction, the senior vice president now owns 15,831 shares in the company, valued at $887,960.79. This trade represents a 15.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 67,808 shares of company stock valued at $3,344,751. 0.45% of the stock is owned by insiders.

OneMain Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 16th. Investors of record on Friday, May 9th will be issued a dividend of $1.04 per share. This represents a $4.16 dividend on an annualized basis and a dividend yield of 8.50%. The ex-dividend date is Friday, May 9th. OneMain’s payout ratio is presently 87.95%.

OneMain Company Profile

OneMain Holdings, Inc, a financial service holding company, engages in the consumer finance and insurance businesses in the United States. It originates, underwrites, and services personal loans secured by automobiles, other titled collateral, or unsecured. The company also offers credit cards; optional credit insurance products, including life, disability, and involuntary unemployment insurance; optional non-credit insurance; guaranteed asset protection coverage as a waiver product or insurance; and membership plans.