Q1 EPS Estimates for OneMain Lowered by Northland Securities

OneMain Holdings, Inc. (NYSE:OMF) – Analysts at Northland Securities dropped their Q1 2026 earnings per share estimates for OneMain in a report issued on Wednesday, February 11th. Northland Securities analyst M. Grondahl now forecasts that the financial services provider will post earnings of $1.71 per share for the quarter, down from their previous estimate of $1.87. The consensus estimate for OneMain’s current full-year earnings is $6.46 per share. Northland Securities also issued estimates for OneMain’s Q2 2026 earnings at $1.56 EPS and FY2026 earnings at $7.38 EPS.

OneMain (NYSE:OMF) last announced its quarterly earnings results on Thursday, February 5th. The financial services provider reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.55 by $0.04. The business had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.28 billion. OneMain had a return on equity of 23.81% and a net margin of 14.35%.During the same quarter last year, the business posted $1.16 earnings per share.

OMF has been the subject of a number of other research reports. Citigroup restated a “market outperform” rating on shares of OneMain in a research report on Monday, November 24th. Barclays set a $71.00 price objective on OneMain in a research report on Friday, February 6th. TD Cowen reiterated a “buy” rating on shares of OneMain in a report on Thursday, January 8th. Wells Fargo & Company dropped their price target on OneMain from $75.00 to $70.00 and set an “equal weight” rating for the company in a research report on Friday, February 6th. Finally, Truist Financial reduced their price objective on OneMain from $75.00 to $73.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $71.70.

OneMain Trading Down 4.9%

Shares of NYSE OMF opened at $57.04 on Thursday. The company’s 50-day moving average price is $66.29 and its 200 day moving average price is $61.34. OneMain has a 52 week low of $38.00 and a 52 week high of $71.93. The stock has a market cap of $6.68 billion, a price-to-earnings ratio of 8.68, a PEG ratio of 0.35 and a beta of 1.33.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in shares of OneMain during the 1st quarter valued at about $2,037,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in OneMain by 2.1% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 442,598 shares of the financial services provider’s stock valued at $21,634,000 after acquiring an additional 9,067 shares in the last quarter. Focus Partners Wealth raised its stake in shares of OneMain by 101.8% during the first quarter. Focus Partners Wealth now owns 8,737 shares of the financial services provider’s stock valued at $427,000 after purchasing an additional 4,407 shares during the period. Truist Financial Corp grew its holdings in OneMain by 10.9% during the 2nd quarter. Truist Financial Corp now owns 5,083 shares of the financial services provider’s stock valued at $290,000 after purchasing an additional 499 shares in the last quarter. Finally, US Bancorp DE increased its stake in OneMain by 3.3% during the 2nd quarter. US Bancorp DE now owns 14,465 shares of the financial services provider’s stock worth $825,000 after buying an additional 463 shares during the period. Institutional investors and hedge funds own 85.82% of the company’s stock.

Insider Buying and Selling

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

OneMain Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 23rd. Investors of record on Tuesday, February 17th will be given a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a yield of 7.4%. The ex-dividend date of this dividend is Tuesday, February 17th. OneMain’s dividend payout ratio is 63.93%.

OneMain Company 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.