Owens & Minor (OMI)

• Market cap: $480M
• 1 day: -2.81%
• 5 days: -19.33%
• 1 month: -58.31%
• 3 months: -49.14%
• 6 months: -60.71%
• Year to date: -51.60%
• 1 year: -71.45%
• 5 years: -10.50%
• 10 years: -82.45%
• 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 Q4 regulatory filings 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]

1.27% less ownership

Funds ownership: 99.54% [Q3] → 98.27% (-1.27%) [Q4]

9% less funds holding

Funds holding: 212 [Q3] → 193 (-19) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

17% less capital invested

Capital invested by funds: $1.2B [Q3] → $991M (-$210M) [Q4]

38% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 40

Research analyst outlook

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

• Low target: $13 109% upside
• Avg. target: $13.50 117% upside
• High target: $14 125% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

UBS Kevin Caliendo 50% 1-year accuracy 8 / 16 met price target	109% upside $13	Buy Maintained	13 Feb 2025
Baird Eric Coldwell 42% 1-year accuracy 13 / 31 met price target	125% upside $14	Neutral Maintained	4 Feb 2025