Owens & Minor (OMI)

• Market cap: $965M
• 1 day: -0.79%
• 5 days: -9.93%
• 1 month: 5.30%
• 3 months: -21.16%
• 6 months: -26.05%
• Year to date: -34.96%
• 1 year: -38.08%
• 5 years: 151.41%
• 10 years: -64.33%
• Sector: Industrials
• Industry: Medical, Dental & Hospital Equipment & Supplies

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: 13,700

Fund manager confidence

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

75% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $1.53M

13% more capital invested

Capital invested by funds: $1.05B [Q2] → $1.19B (+$141M) [Q3]

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

3.39% less ownership

Funds ownership: 102.45% [Q2] → 99.05% (-3.39%) [Q3]

4% less funds holding

Funds holding: 220 [Q2] → 211 (-9) [Q3]

21% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 42

Research analyst outlook

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

• Low target: $14 12% upside
• Avg. target: $17.88 43% upside
• High target: $25 100% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

UBS Kevin Caliendo 56% 1-year accuracy 9 / 16 met price target	100% upside $25	Buy Maintained	5 Nov 2024
Citigroup Daniel Grosslight 41% 1-year accuracy 7 / 17 met price target	48% upside $18.50	Buy Maintained	5 Nov 2024
Barclays Steven Valiquette 0 / 0 met price target	12% upside $14	Equal-Weight Maintained	5 Nov 2024
Baird Eric Coldwell 32% 1-year accuracy 11 / 34 met price target	12% upside $14	Neutral Maintained	5 Nov 2024