Assenagon Asset Management S.A. Has $11.70 Million Stake in Omnicell, Inc. $OMCL

Assenagon Asset Management S.A. increased its holdings in shares of Omnicell, Inc. (NASDAQ:OMCL) by 83.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 258,231 shares of the company’s stock after buying an additional 117,556 shares during the quarter. Assenagon Asset Management S.A. owned 0.58% of Omnicell worth $11,698,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. AQR Capital Management LLC boosted its position in Omnicell by 42.1% during the 1st quarter. AQR Capital Management LLC now owns 17,936 shares of the company’s stock worth $627,000 after acquiring an additional 5,311 shares during the period. Empowered Funds LLC raised its holdings in shares of Omnicell by 14.3% during the first quarter. Empowered Funds LLC now owns 9,953 shares of the company’s stock worth $348,000 after acquiring an additional 1,243 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Omnicell by 4.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 124,047 shares of the company’s stock valued at $4,337,000 after purchasing an additional 4,866 shares during the last quarter. Jane Street Group LLC grew its stake in Omnicell by 201.5% in the first quarter. Jane Street Group LLC now owns 163,664 shares of the company’s stock valued at $5,722,000 after purchasing an additional 109,382 shares in the last quarter. Finally, Creative Planning grew its stake in shares of Omnicell by 16.7% in the 2nd quarter. Creative Planning now owns 9,390 shares of the company’s stock valued at $276,000 after buying an additional 1,347 shares in the last quarter. 97.70% of the stock is owned by hedge funds and other institutional investors.

Omnicell Stock Down 7.0%

Shares of OMCL opened at $32.75 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.22 and a current ratio of 1.43. The company has a 50-day simple moving average of $40.64 and a 200-day simple moving average of $38.53. Omnicell, Inc. has a 52 week low of $22.66 and a 52 week high of $55.00. The firm has a market capitalization of $1.49 billion, a P/E ratio of 818.95, a P/E/G ratio of 1.26 and a beta of 0.79.

Omnicell (NASDAQ:OMCL) last released its earnings results on Thursday, February 5th. The company reported $0.40 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.07). Omnicell had a return on equity of 3.00% and a net margin of 0.17%.The firm had revenue of $313.98 million for the quarter, compared to analyst estimates of $313.36 million. During the same period last year, the business earned $0.60 earnings per share. The firm’s quarterly revenue was up 2.3% compared to the same quarter last year. Omnicell has set its Q1 2026 guidance at 0.260-0.360 EPS and its FY 2026 guidance at 1.650-1.850 EPS. On average, equities research analysts expect that Omnicell, Inc. will post 1.09 earnings per share for the current year.

Insider Buying and Selling

In other Omnicell news, EVP Corey J. Manley sold 7,405 shares of Omnicell stock in a transaction on Monday, March 16th. The shares were sold at an average price of $34.69, for a total transaction of $256,879.45. Following the sale, the executive vice president owned 96,717 shares in the company, valued at $3,355,112.73. The trade was a 7.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 2.52% of the stock is currently owned by company insiders.

Analyst Ratings Changes

OMCL has been the topic of several recent research reports. UBS Group set a $60.00 price objective on shares of Omnicell and gave the company a “buy” rating in a research report on Friday, March 13th. Bank of America raised shares of Omnicell from a “neutral” rating to a “buy” rating and set a $70.00 price objective for the company in a research note on Wednesday, February 4th. Wells Fargo & Company increased their target price on shares of Omnicell from $43.00 to $52.00 and gave the stock an “overweight” rating in a research report on Monday, January 5th. KeyCorp raised shares of Omnicell from a “sector weight” rating to an “overweight” rating and set a $60.00 price target on the stock in a research report on Wednesday, January 7th. Finally, Benchmark reissued a “buy” rating on shares of Omnicell in a research report on Friday, March 13th. Six research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $58.50.

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.