AlphaQuest LLC Decreases Stock Position in OneMain Holdings, Inc. $OMF

AlphaQuest LLC lessened its stake in OneMain Holdings, Inc. (NYSE:OMF) by 76.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,886 shares of the financial services provider’s stock after selling 28,917 shares during the period. AlphaQuest LLC’s holdings in OneMain were worth $502,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of OMF. Root Financial Partners LLC purchased a new position in OneMain in the 3rd quarter worth approximately $26,000. Activest Wealth Management grew its holdings in shares of OneMain by 1,102.1% in the third quarter. Activest Wealth Management now owns 577 shares of the financial services provider’s stock worth $33,000 after purchasing an additional 529 shares during the last quarter. Bayforest Capital Ltd increased its stake in shares of OneMain by 591.8% in the third quarter. Bayforest Capital Ltd now owns 671 shares of the financial services provider’s stock worth $38,000 after buying an additional 574 shares during the period. Whittier Trust Co. of Nevada Inc. increased its stake in shares of OneMain by 57.5% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 718 shares of the financial services provider’s stock worth $40,000 after buying an additional 262 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in OneMain by 79.4% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 820 shares of the financial services provider’s stock valued at $47,000 after buying an additional 363 shares during the last quarter. 85.82% of the stock is currently owned by institutional investors.

Insider Activity

In other OneMain news, CEO Douglas H. Shulman sold 57,500 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $68.41, for a total value of $3,933,575.00. Following the sale, the chief executive officer owned 174,100 shares in the company, valued at approximately $11,910,181. This represents a 24.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Michael A. Hedlund sold 652 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $62.00, for a total transaction of $40,424.00. Following the transaction, the senior vice president directly owned 15,179 shares of the company’s stock, valued at $941,098. This represents a 4.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.40% of the stock is owned by company insiders.

OneMain Stock Performance

OMF stock opened at $62.31 on Friday. OneMain Holdings, Inc. has a fifty-two week low of $38.00 and a fifty-two week high of $71.93. The company has a market capitalization of $7.34 billion, a price-to-earnings ratio of 10.56, a price-to-earnings-growth ratio of 0.35 and a beta of 1.33. The business’s 50 day moving average price is $66.58 and its two-hundred day moving average price is $61.27.

OneMain (NYSE:OMF) last released its earnings results on Thursday, February 5th. The financial services provider reported $1.59 EPS for the quarter, beating analysts’ consensus estimates of $1.55 by $0.04. The company had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.28 billion. OneMain had a return on equity of 22.70% and a net margin of 13.15%.During the same quarter last year, the business posted $1.16 EPS. Sell-side analysts forecast that OneMain Holdings, Inc. will post 6.46 earnings per share for the current year.

OneMain Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 23rd. Stockholders of record on Tuesday, February 17th will be given a $1.05 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $4.20 dividend on an annualized basis and a dividend yield of 6.7%. OneMain’s dividend payout ratio is currently 71.19%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Wall Street Zen lowered shares of OneMain from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. JMP Securities set a $68.00 target price on shares of OneMain in a report on Monday, November 24th. TD Cowen restated a “buy” rating on shares of OneMain in a report on Thursday, January 8th. Citizens Jmp lowered their price target on OneMain from $70.00 to $68.00 and set a “market outperform” rating for the company in a research report on Monday, November 24th. Finally, Evercore ISI set a $75.00 price objective on OneMain in a report on Tuesday, January 6th. Eight equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $72.33.

Key Headlines Impacting OneMain

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: Quarterly results beat expectations: OneMain reported adjusted EPS of $1.59 (consensus ~$1.55) and GAAP diluted EPS of $1.72, with revenue of $1.61B versus estimates near $1.28B — a sizable upside that shows strong consumer loan demand. PR Newswire: Q4 Results
• Positive Sentiment: Strong revenue growth and scale: management highlighted managed receivables of $26.3B and year-over-year top-line expansion, reinforcing OneMain’s growth trajectory in nonprime consumer lending. Investing.com: Revenue Growth
• Positive Sentiment: Dividend declared: the board announced a quarterly cash dividend of $1.05 per share (annualized yield ~6.7%), supporting income-focused investors and signaling capital return confidence. PR Newswire: Dividend
• Neutral Sentiment: Earnings-call detail and presentation available: management hosted the Q4 call and released a slide deck with strategic priorities and financial detail — useful for digging into reserve levels, originations and funding commentary. MarketBeat: Call & Slides
• Neutral Sentiment: Analyst write-ups unpack key metrics: coverage (Zacks, Yahoo) breaks down credit performance, ROE (~22.7%) and margins — helpful to assess sustainability of recent earnings strength. Zacks: Key Metrics
• Negative Sentiment: Management tone mixed — growth but caution: while management signaled confidence for 2026 growth, commentary on credit trends and a cautious tone in the earnings call prompted some investor concern (and likely profit-taking), which can pressure the stock despite the beat. TipRanks: Call Highlights

OneMain Profile

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.