Dec 28, 2025 • The Globe and Mail
NEUTRAL
OneMain Stock Is Up 30% This Past Year but One Fund Just Cashed Out $4.8 Million
Florida-based Gator Capital Management sold its entire holding of OneMain Holdings (NYSE:OMF), totaling 83,850 shares worth an estimated $4.78 million, during the third quarter. Despite OneMain's stock rising 30% over the past year and outperforming the S&P 500, the move by Gator Capital appears to be a strategic portfolio adjustment to reallocate capital to higher-conviction opportunities rather than a concern about OneMain's operational health. The company has shown strong performance with steady earnings, rising dividends, and aggressive buybacks, indicating a solid business.
Dec 26, 2025 • MarketBeat
SOMEWHAT-BULLISH
Osaic Holdings Inc. Grows Stock Position in OneMain Holdings, Inc. $OMF
Osaic Holdings Inc. significantly increased its stake in OneMain Holdings, Inc. by 182.5% in Q2, bringing its total to 59,286 shares valued at $3.21 million. Institutional investors now own a substantial 85.82% of the company, while equity analysts generally have a "Moderate Buy" rating with a consensus price target of $64.00, despite some recent mixed reviews. OneMain exceeded EPS expectations but missed revenue targets, and recently boosted its quarterly dividend to $1.05 per share.
Dec 24, 2025 • MarketBeat
SOMEWHAT-BULLISH
OneMain Holdings, Inc. $OMF Shares Sold by Squarepoint Ops LLC
Squarepoint Ops LLC significantly reduced its stake in OneMain Holdings, Inc. (NYSE:OMF) by 54.5%, selling 15,582 shares, even as other institutional investors increased their positions. OneMain recently beat EPS estimates but missed revenue expectations, and raised its quarterly dividend to $1.05. Company insiders have also sold a substantial number of shares, with the stock trading near its 12-month high and maintaining an average analyst rating of "Moderate Buy."
Dec 22, 2025 • MarketBeat
SOMEWHAT-BULLISH
Wedge Capital Management L L P NC Decreases Position in OneMain Holdings, Inc. $OMF
Wedge Capital Management L L P NC reduced its stake in OneMain Holdings, Inc. ($OMF) by 16.0% in Q3 2025, now holding 86,992 shares valued at approximately $4.91 million. This comes as OneMain reported strong Q3 earnings, beating EPS estimates, and increased its quarterly dividend to $1.05 per share. Institutional investors hold a significant portion of the stock, while recent insider transactions show some selling activity.
Dec 18, 2025 • The Globe and Mail
NEUTRAL
Analysts’ Opinions Are Mixed on These Financial Stocks: Ally Financial (ALLY), OneMain Holdings (OMF) and International General Insurance Holdings (IGIC)
Analysts have issued mixed opinions on several financial stocks. Morgan Stanley maintained a Buy rating on Ally Financial, while BTIG and Barclays both issued Hold ratings for OneMain Holdings. International General Insurance Holdings received Buy ratings from RBC Capital and OpenAI.
Dec 17, 2025 • The Globe and Mail
NEUTRAL
Barclays Keeps Their Hold Rating on OneMain Holdings (OMF)
Barclays analyst Terry Ma has maintained a Hold rating on OneMain Holdings (OMF) and set a price target of $56.00. The company reported strong financial results for the quarter ending September 30, with revenue of $1.59 billion and a net profit of $199 million, up from the previous year. Despite positive earnings, corporate insider sentiment on OMF is negative, with an increase in insider selling over the past quarter.