Market Cap
$6.4B
OMF
OneMain Holdings, Inc.
$56.02 ▲ +0.27%
Prev close $55.87Market cap$6.4B
ConsensusBuy
12-mo target$68.64 (+22.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Traditional Finance
Snapshot
The big-picture read on OMF right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$5.3B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $1.5M sell
Insider Net $
-$1.5M
SEC Reports
5
Congressional
1 trades
Price chart 30d -13.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 earnings
Aug 7, 2026 SEC OneMain Holdings to Present at Barclays Global Financial Services Conference
NEW YORK, Sept. 8, 2026 /PRNewswire/ -- OneMain Holdings, Inc. (NYSE: OMF), the leader in offering n
Two insiders at OneMain Holdings sold a combined $487K in shares within a week following the Q2 2026 earnings release. T
CLUSTER — Impact 3/10
Aug 4, 2026 Insider
Jul 29, 2026 SEC Conrad Micah R. sold 5,000 shares
EVP & COO @ $65.40 ($327.0K)
OneMain Holdings reported Q2 2026 GAAP diluted EPS of $1.32, down 5.7% YoY from $1.40, and net income of $152M vs $167M
8-K — Impact 6/10
Jul 29, 2026 Insider
Jul 8, 2026 SEC Hedlund Michael A sold 2,500 shares
pao, SVP and Group Controller @ $64.00 ($160.0K)
OneMain Holdings (OMF) reported Q1 2026 EPS of $1.95, a 48.7% beat vs the $1.31 consensus, with revenue of approximately
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
FMR LLC — TRIM
3,703,833 shares ($225.8M)
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — ADD
2,346,066 shares ($143.0M)
Analyst ratings buy % +6.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 7, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 4, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| May 4, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 9 | 6 | 1 | 0 | 67% | |
| Aug 1, 2026 | 5 | 9 | 6 | 1 | 0 | 67% | |
| Jul 1, 2026 | 5 | 8 | 6 | 1 | 0 | 65% | |
| Jun 1, 2026 | 5 | 8 | 6 | 1 | 0 | 65% | |
| May 1, 2026 | 4 | 8 | 6 | 1 | 0 | 63% | |
| Apr 1, 2026 | 4 | 8 | 6 | 1 | 0 | 63% | |
| Mar 1, 2026 | 4 | 8 | 6 | 1 | 0 | 63% | |
| Feb 1, 2026 | 5 | 8 | 6 | 1 | 0 | 65% |
Price targets
Where 14 covering analysts think OMF trades over the next 12 months.
$68.64 +22.5% upside Strong Buy
Current$56.02 Low$60.00 Median$67.50 High$85.00 14 analysts
$60.00$85.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 3 neutral · avg impact 4.2/10.
NEUTRALCLUSTER3/10
Two insiders at OneMain Holdings sold a combined $487K in shares within a week following the Q2 2026
Aug 7, 2026
BEARISH8-K6/10
OneMain Holdings reported Q2 2026 GAAP diluted EPS of $1.32, down 5.7% YoY from $1.40, and net incom
Jul 29, 2026
BULLISHPRESS-RELEASE7/10
OneMain Holdings (OMF) reported Q1 2026 EPS of $1.95, a 48.7% beat vs the $1.31 consensus, with reve
Jul 8, 2026
NEUTRAL8-K2/10
OneMain Holdings filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders, wher
Jun 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
earnings
OneMain Holdings to Present at Barclays Global Financial Services Conference
NEW YORK, Sept. 8, 2026 /PRNewswire/ -- OneMain Holdings, Inc. (NYSE: OMF), the leader in offering nonprime consumers responsible access to credit, an
Sep 7, 2026
dark_pool
Dark Pool: OMF — 0.8M shares, 27,451 trades
Week starting 2026-09-07. Total ATS volume: 838,854 shares across 27,451 trades.
Aug 31, 2026
dark_pool
Dark Pool: OMF — 1.2M shares, 32,123 trades
Week starting 2026-08-31. Total ATS volume: 1,226,141 shares across 32,123 trades.
Aug 24, 2026
dark_pool
Dark Pool: OMF — 1.1M shares, 28,631 trades
Week starting 2026-08-24. Total ATS volume: 1,077,761 shares across 28,631 trades.
Aug 17, 2026
dark_pool
Dark Pool: OMF — 1.2M shares, 35,351 trades
Week starting 2026-08-17. Total ATS volume: 1,217,212 shares across 35,351 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.68 | $1.45–$2.01 | -11.5% | -10.3% | 5↑ 10↓ | $1.3B | 15 |
| Next Q | $1.90 | $1.60–$2.17 | 19.6% | -2.1% | 4↑ 11↓ | $1.4B | 15 |
| Current FY | $6.86 | $6.45–$7.31 | 2.9% | -3.3% | 6↑ 8↓ | $5.3B | 15 |
| Next FY | $8.52 | $8.15–$9.05 | 24.2% | -0.9% | 7↑ 5↓ | $5.7B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.682 | — |
| 7d ago | $1.837 | -0.156 |
| 30d ago | $1.876 | -0.194 |
| 60d ago | $1.888 | -0.207 |
| 90d ago | $1.915 | -0.233 |
Institutional ownership
Which big funds own OMF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.3B total value (87,640,466 shares) as of 2026-Q2. Top holders: BlackRock,, Brave, AQR. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 10,396,805 | $633.9M | 11.9% | — |
| Brave Warrior Advisors, LLC | 7,585,152 | $462.5M | 8.7% | — |
| AQR CAPITAL MANAGEMENT LLC | 6,296,859 | $383.9M | 7.2% | — |
| Capital International Investors | 5,714,327 | $348.4M | 6.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,399,452 | $329.2M | 6.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,319,258 | $324.3M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,467,282 | $272.4M | 5.1% | — |
| GOLDMAN SACHS GROUP INC | 4,185,119 | $255.2M | 4.8% | — |
| FMR LLC | 3,703,833 | $225.8M | 4.2% | TRIM -29.1% |
| Jupiter Topco LLC | 2,722,474 | $166.1M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 5,225,271 | 3,703,833 | -29.1% | $225.8M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,651,501 | 2,346,066 | +42.1% | $143.0M |
| MORGAN STANLEY | ADD | 922,925 | 1,179,030 | +27.7% | $71.9M |
| Allianz Asset Management GmbH | ADD | 675,251 | 1,014,180 | +50.2% | $61.8M |
| NORGES BANK | NEW | — | 992,914 | — | $60.5M |
| Nuveen, LLC | TRIM | 1,535,005 | 851,542 | -44.5% | $51.9M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 497,107 | 808,290 | +62.6% | $49.3M |
| UBS Group AG | ADD | 450,422 | 568,157 | +26.1% | $34.6M |
| Qube Research & Technologies Ltd | TRIM | 1,089,801 | 536,374 | -50.8% | $32.7M |
| DEUTSCHE BANK AG\ | DOUBLED | 12,534 | 371,233 | +2861.8% | $22.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 31 transactions. Net -$1.5M — $0.00 bought, $1.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Conrad Micah R. | EVP & COO | SELL | 5,000 | $65.40 | $327.0K |
| Jul 29, 2026 | Hedlund Michael A | pao, SVP and Group Controller | SELL | 2,500 | $64.00 | $160.0K |
| Jun 29, 2026 | Conrad Micah R. | EVP & COO | SELL | 5,000 | $62.00 | $310.0K |
| Jun 29, 2026 | Hedlund Michael A | pao, SVP and Group Controller | SELL | 1,848 | $62.00 | $114.6K |
| Apr 17, 2026 | Conrad Micah R. | EVP & COO | SELL | 5,000 | $60.00 | $300.0K |
| Feb 26, 2026 | Conrad Micah R. | EVP & COO | SELL | 5,000 | $58.00 | $290.0K |
| Feb 20, 2026 | Shulman Douglas H. | President & CEO | TAX W/H | 17,163 | $57.53 | $987.4K |
| Feb 20, 2026 | Osterhout Jeannette E | EVP & CFO | TAX W/H | 2,869 | $57.53 | $165.1K |
| Feb 20, 2026 | Osterhout Jeannette E | EVP & CFO | TAX W/H | 3,944 | $57.53 | $226.9K |
| Feb 20, 2026 | Shulman Douglas H. | President & CEO | TAX W/H | 11,270 | $57.53 | $648.4K |
Congressional trades
OMF trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 9, 2026 | Michael McCaul | R | HOUSE | BUY | $15,001 - $50,000 | OneMain Holdings Inc | May 11, 2026(33d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OMF.
Shares short
4,004,055
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈3.5%
Estimate — not % of float
All OMF filing & press-release reports (5)
- CLUSTER reportAug 7, 2026
- 8-K reportJul 29, 2026
- PRESS-RELEASE reportJul 8, 2026
- 8-K reportJun 23, 2026
- COURT-RULING reportMar 30, 2026