Grupo Aeroportuario Centro NorteOMAB
OMAB
About: Grupo Aeroportuario del Centro Norte SAB de CV operates airports in the central region of Mexico. The airport is in Monterrey, which serves nearly half of the company's total passengers. In addition, the company manages two hotels and one industrial park.
Employees: 1,200
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
19% more capital invested
Capital invested by funds: $271M [Q3] → $322M (+$51.6M) [Q4]
0.18% more ownership
Funds ownership: 1.2% [Q3] → 1.38% (+0.18%) [Q4]
7% less funds holding
Funds holding: 117 [Q3] → 109 (-8) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 42
21% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.54M
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$99
24%
upside
Avg. target
$99
24%
upside
High target
$99
24%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Alejandro Demichelis 0 / 0 met price target | 24%upside $99 | Buy Maintained | 12 Feb 2025 |
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
OMA Airports: Significant Discount Due To Market Disruptions
OMA Airports' stock has surged 29.4% since November, outperforming the S&P 500, despite trade tensions between the US and Mexico. Monterrey's nearshoring potential and capacity cap at Mexico City present growth opportunities, but trade turmoil and GDP growth concerns pose risks. Operating income remains stable despite a 9.4% rise in costs and an 81.8% increase in concession taxes, with strong EBITDA margins.
Neutral
Seeking Alpha
1 month ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2024 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q4 2024 Earnings Conference Call February 25, 2025 11:00 AM ET Company Participants Emmanuel Camacho – Investor Relations Officer Ricardo Dueñas – Chief Executive Officer Ruffo Pérez Pliego – Chief Financial Officer Conference Call Participants Rodolfo Ramos – Bradesco BBI Jens Spiess – Morgan Stanley Guillherme Mendes – JPMorgan Fernanda Recchia – BTG Pactual Pablo Ricalde – Itaú Pablo Monsivais – Barclays Andressa Varotto – UBS Federico Galassi – TRG Alan Macías – Bank of America Edson Murguia – SummaCap Operator Greetings, and welcome to the Grupo Aeroportuario del Centro Norte, OMA, Fourth Quarter 2024 Earnings Call.
Positive
Seeking Alpha
1 month ago
Grupo Aeroportuario del Centro Norte: My Favorite Mexican Airport Operator
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. aka OMAB has experienced much better operational results over the past quarter. I believe the sharp upturn in the company's traffic more than offsets the current risks from potential tariffs and a slowdown in the Mexican economy. It's my view that the analyst consensus is too low for the company's 2025 results, setting the stage for quarterly numbers that beat expectations.
Positive
Zacks Investment Research
2 months ago
Grupo Aeroportuario del Centro Norte (OMAB)'s Technical Outlook is Bright After Key Golden Cross
After reaching an important support level, Grupo Aeroportuario del Centro Norte S.A.B. de C.V. (OMAB) could be a good stock pick from a technical perspective.
Positive
Seeking Alpha
4 months ago
Grupo Aeroportuario Del Centro Norte: Stock Is Still A Buy Despite Higher Concession Taxes
Grupo Aeroportuario del Centro Norte's Q3 results beat analyst estimates, with a 1.4% revenue rise driven by strong non-aeronautical revenues despite a decline in aeronautical revenues. Higher concession taxes are impacting margins, with adjusted operating margins decreasing from 71% to 67% and adjusted EBITDA declining by 3.8%. Despite the margin pressure, OMAB stock still has a 48% upside potential, maintaining a buy rating with a price target of $93.60.
Positive
GuruFocus
5 months ago
Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) Shares Up 3.5% on Oct 2
Shares of Grupo Aeroportuario del Centro Norte SAB de CV (OMAB, Financial) surged 3.50% in mid-day trading on Oct 2. The stock reached an intraday high of $69.78, before settling at $69.49, up from its previous close of $67.14.
Positive
Zacks Investment Research
6 months ago
Grupo Aeroportuario del Centro Norte (OMAB) Upgraded to Strong Buy: Here's What You Should Know
Grupo Aeroportuario del Centro Norte (OMAB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
6 months ago
OMAB or EXPD: Which Is the Better Value Stock Right Now?
Investors with an interest in Transportation - Services stocks have likely encountered both Grupo Aeroportuario del Centro Norte (OMAB) and Expeditors International (EXPD). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
Seeking Alpha
7 months ago
Grupo Aeroportuario del Centro Norte: A Buy Despite Headwinds
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. stock declined 30% due to lower traffic and Mexican peso depreciation. The company faces a flurry of challenges largely outside its control, but there are also opportunities that are likely to support earnings growth. Despite challenges, the stock offers 27% upside potential with a buy rating and a $95 price target.
Neutral
Seeking Alpha
8 months ago
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2024 Earnings Call Transcript
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB ) Q2 2024 Earnings Conference Call July 29, 2024 11:30 AM ET Company Participants Luis Emmanuel Camacho Thierry - Investor Relations Manager Ricardo Duenas Espriu - Chief Executive Officer Ruffo Perez Pliego - Chief Financial Officer Conference Call Participants Pablo Ricalde - Santander Rodolfo Ramos - Bradesco BBI Jens Spiess - Morgan Stanley Stephen Trent - Citi Isabela Salazar - GBM Andres Aguirre - GBM Andressa Varotto - Private Investor Alan Macias - Bank of America Anton Mortenkotter - GBM Operator Greetings.
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