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OMOMC

Omnicom Group Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 63% YoYStreet coverage with positive forward estimatesQuiet on X (34 mentions/wk)
$OMC·$22B·Advertising Agencies·Communication Services
$79.01-0.6%YTD-2.2%1Y+1.5%
Price updated 2d ago·X counts updated 1d ago
OMOMC
$OMCOmnicom Group Inc.
$79.01-0.55%34 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OMC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Aug 30Sep 12
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $OMC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OMC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Omnicom post-IPG merger — advertising conglomerate at 55% of 52-week range with 10% FCF yield.

Omnicom Group is the diversified advertising and marketing conglomerate whose post-IPG-merger integration is landing — real revenue growth alongside a leadership transition and coiled tape.

  • Q latest fundamentals reflect the merger: revenue grew 63.4% YoY to $6.56B (IPG merger-comp inflating the growth rate) at 14% operating margin — the underlying advertising-services franchise is real.
  • The valuation is attractive: 44x TTM P/E is elevated but 10.2% FCF yield reflects real cash generation — post-merger integration should compress the earnings multiple back toward historical norm.
  • The leadership transition is worth noting: Omnicom Advertising announced a leadership transition Sept 9 — corporate reset following the IPG integration.

Runs on Oct 20 Q3 confirming IPG-integration accretion and any client-retention update.

What to watch: Oct 20 Q3 earnings — IPG-integration accretion and any client-retention update keeps the coil. A fresh client-loss headline or a soft ad-spend quarter cracks the coil; a clean Q3 with sustained integration synergies breaks it up.

On the calendar: 2026-10-20 — Q3 earnings

no sentiment data

Read the AI verdict on $OMC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global advertising holding company encompassing creative agencies, media buying, public relations, and data-driven marketing services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Advertising Agencies sits in its cycle right now — and what that implies for $OMC.

Advertising Agencies · Communication Services

Programmatic and AI-driven advertising are growing share of total ad spend; large holding-company agencies face fee compression and client consolidation pressure. The Trade Desk and Magnite benefit from CTV/streaming shift away from linear TV.

What this means for $OMC

Partial — Omnicom Group; AI-tools (Omni platform) integrating, diversified global ad holding, client-consolidation headwind.

Industry benchmark

7-name peer basket
+34.1%YTD
-21.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$2.65$2.67-0.7%
Q1 2026Apr 28, 2026$1.90$1.82+4.4%
Q4 2025Feb 18, 2026$2.59$2.72-4.8%
Q3 2025Oct 21, 2025$2.24$2.16+3.7%
Next earningsTue, Oct 20·consensus EPS $2.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.6B+63.4%19.8%14.1%$2.09$-433.1M
Q1 FY26$6.2B+69.2%14.6%11.9%$2.04$-614.4M
Q4 FY25$5.5B+27.9%17.8%15.8%$-4.02$3.0B
Q3 FY25$4.0B+4.0%18.1%14.1%$1.76$438.4M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.9B$25.5B – $26.2B$10.42$10.12 – $10.748
FY27$25.0B$24.7B – $25.7B$11.82$10.22 – $12.418
FY28$26.0B$24.7B – $26.8B$13.36$9.84 – $16.059
FY29$26.3B$25.6B – $27.0B$11.96$11.54 – $12.364
FY30$27.2B$26.5B – $27.9B$16.54$15.96 – $17.094

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Rice Linda JohnsonDirector1.4K sh$123K
+ 40 other (30 awards · 10 inkinds) in window

See when $OMC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

OMC (OMC) reported financial results for period ended June 30, 2026 via 8-K Item 2.02, filed 2026-07-28. Full financials are in the attached press release (Exhibit 99.1). Quarterly earnings contain headline P&L, balance sheet, and guidance. Investors should review the exhibit for revenue, margins, EPS, and any updates to full-year outlook.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 12 other (6 13Gs · 2 10-Qs · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Omnicom Group Inc. (OMC) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·3d agoOmnicom Advertising Announces Leadership Transitiongurufocus.com·4d agoOmnicom Advertising Announces Leadership Transitionprnewswire.com·5d agoHsbc Holdings PLC Has $67 Million Holdings in Omnicom Group Inc. $OMCdefenseworld.net·6d agoOMNICOM TO PRESENT AT THE GOLDMAN SACHS COMMUNACOPIA + TECHNOLOGY CONFERENCEprnewswire.com·10d ago

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Voices on X · last 7 days

No standout posts about $OMC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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