Owens & MinorOMI
OMI
About: Owens & Minor Inc distributes consumable medical supplies to a variety of providers. The business is under two segments: Products & Healthcare Services and Patient Direct. The Products & Healthcare Services segment manufactures and sources medical surgical products through its production and kitting operations and provides medical supplies and solutions for the prevention of healthcare-associated infections across the acute and alternate site channels. The Patient Direct segment provides delivery of disposable medical supplies sold directly to patients and home health agencies. Majority of the revenue is generated from Products & Healthcare Services segment.
Employees: 13,500
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,134% more call options, than puts
Call options by funds: $1.89M | Put options by funds: $153K
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0.56% less ownership
Funds ownership: 99.05% [Q3] → 98.49% (-0.56%) [Q4]
8% less funds holding
Funds holding: 212 [Q3] → 195 (-17) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 72
17% less capital invested
Capital invested by funds: $1.19B [Q3] → $993M (-$202M) [Q4]
38% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 40
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
44%
upside
Avg. target
$11.25
62%
upside
High target
$13
88%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Citigroup Daniel Grosslight 38% 1-year accuracy 9 / 24 met price target | 59%upside $11 | Buy Maintained | 17 Apr 2025 |
JP Morgan Michael Minchak 100% 1-year accuracy 1 / 1 met price target | 44%upside $10 | Underweight Maintained | 10 Mar 2025 |
Baird Eric Coldwell 41% 1-year accuracy 13 / 32 met price target | 59%upside $11 | Neutral Maintained | 3 Mar 2025 |
UBS Kevin Caliendo 57% 1-year accuracy 8 / 14 met price target | 88%upside $13 | Buy Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 4 articles about OMI published over the past 30 days
Negative
Seeking Alpha
2 days ago
Owens & Minor: A Painful Transformation
Owens & Minor, Inc.'s aggressive dealmaking and substantial debt have led to a mixed track record and declining stock performance, raising skepticism about future prospects. The company's acquisition of Apria and planned acquisition of Rotech shifted the business towards higher-margin activities, but leverage remains very high. The potential sale of the Products & Healthcare Services segment could transform the business, but uncertainty about proceeds and recent high-cost debt issuance warrant caution about OMI stock.
Neutral
Business Wire
1 week ago
Owens & Minor Announces Major Innovations to Products & Healthcare Services Network
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) today announced important milestones in advancing the medical distribution capabilities of its Products & Healthcare Services (P&HS) business segment, which provides essential products and services to thousands of healthcare customers. These milestones are the result of recent company investments in new technology, automation and analytics capabilities geared specifically toward driving greater efficiencies for the P&am.
Neutral
Business Wire
2 weeks ago
Owens & Minor Announces Upsize and Pricing of Senior Secured Notes Offering
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE:OMI) (the “Company”) announced today the upsize and pricing of its private offering (the “Offering”) of $1 billion aggregate principal amount of its 10.000% senior secured notes due 2030 (the “Notes”). The Offering is expected to close on April 4, 2025, subject to customary closing conditions. The Notes will bear interest at the rate of 10.000% per year. The Notes will mature on April 15, 2030 (subject to certain earlier maturity tri.
Neutral
Business Wire
3 weeks ago
Owens & Minor Announces Launch of Senior Secured Notes Offering
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE:OMI) (the “Company”) announced today that it has launched a private offering (the “Offering”) of $600 million aggregate principal amount of senior secured notes due 2030 (the “Notes”), subject to customary and market conditions. Unless the previously announced acquisition (the “Acquisition”) of Rotech Healthcare Holdings Inc. (“Rotech”) is consummated concurrently with or promptly following the closing of the Offering, the Company wi.
Positive
Zacks Investment Research
1 month ago
Owens & Minor Shares Surge 39% on Earnings Beat and Growth Plans
OMI's shares witnessed a massive uptick after the company posted stronger-than-expected Q4 earnings. Its strategic focus on Patient Direct and the Rotech acquisition indicates long-term shareholder value.
Neutral
Accesswire
1 month ago
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Owens & Minor, Inc. - OMI
NEW YORK, NY / ACCESS Newswire / March 1, 2025 / Pomerantz LLP is investigating claims on behalf of investors of Owens & Minor, Inc ("Owens & Minor" or the "Company") (NYSE:OMI). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.
Neutral
Seeking Alpha
1 month ago
Owens & Minor, Inc. (OMI) Q4 2024 Earnings Call Transcript
Owens & Minor, Inc. (NYSE:OMI ) Q4 2024 - Earnings Conference Call February 28, 2025 8:30 AM ET Company Participants Jackie Marcus – IR Edward Pesicka - President and CEO Jonathan Leon - CFO Conference Call Participants Kevin Caliendo - UBS Michael Cherny - Leerink Partners John Stansel - JP Morgan Daniel Grosslight - Citigroup Eric Coldwell - Baird Allen Lutz - Bank of America Operator Good day and thank you for standing by. Welcome to the Owens & Minor Fourth Quarter and Full Year 2024 Earnings Conference Call.
Positive
Benzinga
1 month ago
Healthcare Logistics Firm Owens & Minor Reports Better-Than-Expected Q4 Earnings, Plans To Repurchase $100 Million In Shares
On Monday, Owens & Minor Inc. OMI reported adjusted EPS of $0.45 for the fourth quarter of 2024, down from $0.69 a year ago but beating the consensus of $0.52.
Positive
Zacks Investment Research
1 month ago
Owens & Minor (OMI) Tops Q4 Earnings and Revenue Estimates
Owens & Minor (OMI) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.69 per share a year ago.
Neutral
Business Wire
1 month ago
Owens & Minor Reports Fourth Quarter & Full Year Financial Results and Announces Sale Process Underway for Products & Healthcare Services Segment
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) today reported financial results for the fourth quarter and year ended December 31, 2024. “We are pleased with the progress that we have made against the strategy as outlined at our Investor Day in December 2023. As a reminder, we committed to optimizing our Products & Healthcare Services business, leveraging our leading Patient Direct platform, and building balance sheet flexibility through deleveraging. Within P&HS we.
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