OneMain Holdings, Inc. $OMF Holdings Boosted by Evergreen Capital Management LLC

Evergreen Capital Management LLC boosted its holdings in OneMain Holdings, Inc. (NYSE:OMF) by 140.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,434 shares of the financial services provider’s stock after acquiring an additional 14,855 shares during the period. Evergreen Capital Management LLC’s holdings in OneMain were worth $1,718,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in OneMain by 2.1% in the third quarter. Vanguard Group Inc. now owns 11,970,406 shares of the financial services provider’s stock worth $675,849,000 after acquiring an additional 249,785 shares during the last quarter. Capital International Investors lifted its stake in OneMain by 0.8% in the third quarter. Capital International Investors now owns 10,376,590 shares of the financial services provider’s stock valued at $585,868,000 after buying an additional 82,202 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in OneMain by 1.6% in the third quarter. Dimensional Fund Advisors LP now owns 3,980,031 shares of the financial services provider’s stock valued at $224,723,000 after buying an additional 63,774 shares during the last quarter. State Street Corp lifted its stake in OneMain by 4.0% in the second quarter. State Street Corp now owns 2,162,097 shares of the financial services provider’s stock valued at $123,240,000 after buying an additional 82,204 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in OneMain by 57.0% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,965,244 shares of the financial services provider’s stock valued at $110,958,000 after buying an additional 713,670 shares during the last quarter. Institutional investors own 85.82% of the company’s stock.

Insider Buying and Selling at OneMain

In related news, COO Micah R. Conrad sold 5,000 shares of OneMain stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $60.00, for a total transaction of $300,000.00. Following the sale, the chief operating officer directly owned 101,250 shares in the company, valued at $6,075,000. The trade was a 4.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.40% of the stock is currently owned by corporate insiders.

OneMain News Roundup

Here are the key news stories impacting OneMain this week:

• Positive Sentiment: Seeking Alpha publishes a bullish note arguing OneMain’s 7% dividend yield, solid loan collateralization and improved provisions make the company a compelling buy after a pullback; author reiterates a buy thesis and a risk‑adjusted target near $70, highlighting yield and valuation as catalysts. OneMain Holdings: Dividend Yields And Liquidity Are Main Reasons For Adding It
• Positive Sentiment: Large institutional buying and analyst support provide a constructive backdrop: recent filings cited sizeable new/expanded stakes by firms and several analysts have maintained buy/outperform ratings and raised targets, underpinning demand for the shares. OneMain Stock Profile and Recent Analyst/Institutional Activity
• Neutral Sentiment: Insider selling: COO Micah Conrad sold 5,000 shares (~$300k) under a pre‑arranged 10b5‑1 plan; disclosure typically reduces surprise but can be read cautiously by short‑term traders. OneMain COO Sells $300,000.00 in Stock
• Neutral Sentiment: Recent quarterly results beat EPS and revenue expectations and the firm pays a high-yield dividend (annualized ~$4.20, ~7% yield), which supports income-focused investors but also keeps the payout under scrutiny relative to earnings volatility. OneMain Recent Earnings & Dividend Details
• Negative Sentiment: Multiple shareholder‑plaintiff law firms (Bragar Eagel & Squire, Kirby McInerney, Glancy Prongay Wolke & Rotter, Pomerantz, Frank R. Cruz’s firm, and others) have announced investigations into OneMain following prior regulatory/AG activity — this raises the prospect of litigation, discovery costs and reputational risk that could pressure the stock. Representative filings and alerts are posted by several firms. ONEMAIN INVESTOR ALERT: Bragar Eagel & Squire Investigating OneMain OMF INVESTOR ALERT: Kirby McInerney LLP Investigates Glancy Prongay Wolke & Rotter LLP Investigation Notice

OneMain Stock Up 1.3%

Shares of NYSE OMF opened at $59.70 on Thursday. OneMain Holdings, Inc. has a fifty-two week low of $45.02 and a fifty-two week high of $71.93. The firm’s 50-day simple moving average is $54.90 and its 200 day simple moving average is $59.91. The stock has a market cap of $6.99 billion, a P/E ratio of 9.09, a P/E/G ratio of 0.43 and a beta of 1.30.

OneMain (NYSE:OMF) last issued its quarterly earnings data on Thursday, February 5th. The financial services provider reported $1.59 earnings per share for the quarter, beating analysts’ consensus estimates of $1.55 by $0.04. OneMain had a net margin of 14.35% and a return on equity of 23.76%. The business had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the previous year, the business earned $1.16 earnings per share. On average, sell-side analysts anticipate that OneMain Holdings, Inc. will post 7.5 earnings per share for the current fiscal year.

OneMain Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 23rd. Investors of record on Tuesday, February 17th were paid a dividend of $1.05 per share. This represents a $4.20 dividend on an annualized basis and a dividend yield of 7.0%. The ex-dividend date was Tuesday, February 17th. OneMain’s payout ratio is currently 63.93%.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. Truist Financial cut their price objective on shares of OneMain from $75.00 to $73.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Evercore set a $55.00 price objective on shares of OneMain in a research report on Tuesday, March 17th. Stephens cut their price objective on shares of OneMain to $76.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. JPMorgan Chase & Co. cut their price objective on shares of OneMain from $63.00 to $55.00 and set an “underweight” rating on the stock in a research report on Thursday, April 9th. Finally, Wall Street Zen downgraded shares of OneMain from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Seven investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $67.44.

About OneMain

OneMain Financial (NYSE: OMF) is a leading consumer finance company specializing in unsecured personal loans for middle-income customers. The company offers tailored loan products designed to address a variety of needs, including debt consolidation, home improvement financing, large purchases and emergency expenses. Through a combination of branch-based service and digital channels, OneMain aims to deliver a personalized borrowing experience with flexible repayment options and transparent terms.

Tracing its roots back to the Commercial Credit Company founded in 1912, OneMain has evolved through a series of mergers and corporate transformations.