# Omnicom Group Inc. (OMC)

> Source: Nexqual · https://nexqual.com/OMC · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Omnicom Group Inc. (OMC), nexqual.com/OMC" · informational, not investment advice.

**Price:** USD 82.56 (+2.56% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 80.5 · day 79.65–84.02 · 52w 66.33–89.57 · market cap $22.7B · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $22.4B, net income $390M (1.7% margin), free cash flow $2.39B (SEC filings).
- Valuation: P/E 58.0x (avg 12.0x at the last 2 fiscal year-ends), EV/EBITDA 18.2x, net debt $6.67B.
- 4 of 80 tracked superinvestors hold OMC (13F, Q2 2026): 0 new, 3 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $123K; 1 not under a Rule 10b5-1 plan ($123K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.31 on a 1–5 scale) (13 analysts), mean target USD 101.83 (range 77–141).
- Total return with dividends: 1Y +7.0% vs S&P 500 +14.9%; 5Y +39.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 2.99, revenue estimate $6.90B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $14.3B | $14.3B | $14.7B | $15.7B | $17.3B | $22.4B |
| Gross profit | $2.79B | $2.68B | $2.71B | $2.92B | $1.47B | — |
| Operating income | $2.20B | $2.08B | $2.10B | $2.27B | $445M | $1.12B |
| Net income | $1.41B | $1.32B | $1.39B | $1.48B | -$54.5M | $390M |
| EPS (diluted) | $6.53 | $6.36 | $6.91 | $7.46 | -$0.27 | — |
| Free cash flow | $1.28B | $848M | $1.34B | $1.59B | $2.79B | $2.39B |
| Gross margin | 19.5% | 18.8% | 18.4% | 18.6% | 8.5% | — |
| Operating margin | 15.4% | 14.6% | 14.3% | 14.5% | 2.6% | 5.0% |
| Net margin | 9.9% | 9.2% | 9.5% | 9.4% | -0.3% | 1.7% |
| Revenue growth | +8.5% | +0.0% | +2.8% | +6.8% | +10.1% | — |
| Cash + short-term investments | $5.32B | $4.34B | $4.43B | — | — | — |
| Total debt | $5.74B | $5.63B | $5.68B | $6.09B | $9.33B | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 58.0x · P/S 1.0x · EV/EBITDA 18.2x · EV/Sales 1.3x · P/FCF 9.5x · P/B 2.3x · FCF yield 10.55% · Earnings yield 1.72% · Dividend yield (paid, TTM) 3.33% · Buyback yield (TTM) 15.33% · Net debt $6.67B · EV $29.3B
P/E at fiscal year-ends: Dec 2024 11.5x, Dec 2023 12.5x.

## Superinvestors (SEC 13F-HR, Q2 2026)
4 of 80 tracked investors hold OMC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Harry Burn | Sound Shore | 2.53% | $82.3M | Added +34.0% |
| First Eagle Investment | First Eagle Investment Management | 0.89% | $535M | Added +0.6% |
| John Rogers | Ariel Investments | 0.85% | $85.5M | Added +6.3% |
| Jensen Investment Management |  | 0.04% | $1.6M | Unchanged |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | Rice Linda Johnson | Director | 1,385 | $123K | 10.6% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.31 on a 1–5 scale), 13 analysts; mean target USD 101.83 (low 77, high 141).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-09 | Barclays | Target lowered | Equal-Weight | $90 → $88 |
| 2026-07-30 | Citigroup | Target lowered | Buy | $105 → $100 |
| 2026-07-30 | Wells Fargo | Target raised | Overweight | $91 → $93 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +7.0% | +39.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +7.1% | +6.8% |
| Volatility (annualized) | 35.5% | 27.5% |
| Max drawdown | -17.9% (Dec 2025→Feb 2026) | -32.0% (Nov 2024→Jun 2025) |

## Peers (Advertising Agencies)
TTD (The Trade Desk, Inc.) USD 13.16 +4.53% · WPP (WPP plc) USD 26.71 +1.10% · APP (Applovin Corporation) USD 264.28 -1.35% · MGNI (Magnite, Inc.) USD 23.13 -2.07% · LFTO (Liftoff Mobile, Inc.) USD 16.32 -1.03% · STGW (Stagwell Inc.) USD 8.99 +0.78%

## More
Full page: https://nexqual.com/OMC · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in OMC's own 10-K filed 2026-02-20 (https://www.sec.gov/Archives/edgar/data/29989/000002998926000006/omc-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | The Interpublic Group of Companies | "In connection with the IPG acquisition, we reviewed the assumptions related to royalty rates, customer attrition rates, and discount rates applied in valuing the intangible assets." |

## Revenue by product line (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Integrated Media | $3.26B | 49.7% | +63.0% |
| Advertising | $1.08B | 16.4% | +51.6% |
| Experiential & Other | $929.1M | 14.2% | +52.6% |
| Public Relations | $708.9M | 10.8% | +91.6% |
| Health | $586.0M | 8.9% | +79.8% |
| Total revenue | $6.56B | 100% | — |

## Revenue by region (quarter ended 2026-06-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Americas | $4.24B | 64.6% | +82.4% |
| North America | $3.99B | 60.8% | +80.6% |
| United States | $3.80B | 57.9% | +81.0% |
| EMEA | $1.73B | 26.4% | +40.3% |
| Europe | $1.59B | 24.2% | +36.1% |
| Asia-Pacific | $593.9M | 9.0% | +29.4% |
| Latin America | $248.5M | 3.8% | +116.8% |
| Middle East and Africa | $141.7M | 2.2% | +114.4% |
| Total revenue | $6.56B | 100% | — |
The lines above cover 248.9% of total revenue.

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-12-31) | $2.99 | $3.48 | -14.0% | $6.90B | 3 |
| Next quarter (ends 2027-03-31) | $2.22 | $1.63 | +35.7% | $5.86B | 2 |
| Current fiscal year (ends 2026-12-31) | $10.52 | $10.91 | -3.5% | $26.05B | 10 |
| Next fiscal year (ends 2027-12-31) | $11.57 | $12.23 | -5.4% | $24.96B | 11 |

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 33.4% | ±7.7% |
| 2026-12-18 | 56 | 31.1% | ±10.4% |
| 2027-01-15 | 84 | 29.7% | ±11.6% |
| 2027-03-19 | 147 | 29.3% | ±15.0% |
| 2027-04-16 | 175 | 29.5% | ±16.2% |
| 2027-05-21 | 210 | 30.6% | ±18.2% |
| 2027-06-17 | 237 | 30.7% | ±19.4% |
| 2027-09-17 | 329 | 31.2% | ±22.9% |