Omnicom Group (OMC)

• Market cap: $17.5B
• 1 day: 1.10%
• 5 days: -1.43%
• 1 month: -10.31%
• 3 months: -13.14%
• 6 months: -0.99%
• Year to date: 1.85%
• 1 year: 3.65%
• 5 years: 9.93%
• 10 years: 15.40%
• Sector: Communication Services
• Industry: Advertising Agencies

About: Omnicom is a holding company that owns several advertising agencies and related firms. It provides traditional and digital advertising services that include creative design, market research, data analytics, and ad placement. In addition, Omnicom provides outsourced public relations and other communications services. The firm operates globally, providing services in more than 70 countries; it generates more than one half of its revenue in North America and nearly 30% in Europe.

Employees: 75,900

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

58% more call options, than puts

Call options by funds: $89.7M | Put options by funds: $56.8M

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

13% more capital invested

Capital invested by funds: $17.1B [Q2] → $19.3B (+$2.25B) [Q3]

3% more funds holding

Funds holding: 894 [Q2] → 920 (+26) [Q3]

7% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 325

0% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]

1.61% less ownership

Funds ownership: 97.23% [Q2] → 95.63% (-1.61%) [Q3]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $99 11% upside
• Avg. target: $117 31% upside
• High target: $124 40% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Macquarie Tim Nollen 71% 1-year accuracy 29 / 41 met price target	35% upside $120	Outperform Maintained	11 Dec 2024
Wells Fargo Steven Cahall 61% 1-year accuracy 23 / 38 met price target	11% upside $99	Equal-Weight Maintained	10 Dec 2024
Barclays Julien Roch 0% 1-year accuracy 0 / 2 met price target	36% upside $121	Overweight Maintained	17 Oct 2024
JP Morgan David Karnovsky 68% 1-year accuracy 17 / 25 met price target	34% upside $119	Overweight Maintained	16 Oct 2024
UBS Adam Berlin 25% 1-year accuracy 1 / 4 met price target	40% upside $124	Buy Maintained	16 Oct 2024