Omnicell (OMCL) reported third-quarter 2026 revenue of $307.9 million, down 1% from $310.6 million a year earlier. GAAP net income was $11.0 million, or $0.24 per diluted share, compared with $5.5 million, or $0.12 per diluted share, in the prior-year quarter.
The healthcare technology company updated its full-year 2026 guidance, including total revenue of $1.225 billion to $1.231 billion and non-GAAP EBITDA of $187 million to $193 million.
- Third-quarter product revenue was $173.1 million, compared with $177.5 million a year earlier.
- Third-quarter service revenue was $134.8 million, compared with $133.1 million a year earlier.
- Cash and cash equivalents totaled $314.9 million as of September 30, 2026.
- Fourth-quarter revenue guidance is $295 million to $301 million.
- Full-year non-GAAP earnings-per-share guidance is $2.48 to $2.56.
$OMCL Insider Trading Activity
$OMCL insiders have traded $OMCL stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $OMCL stock by insiders over the last 6 months:
- RANDALL A LIPPS (CHAIRMAN, CEO) sold 10,000 shares for an estimated $470,000
- NNAMDI NJOKU (President & COO) has made 0 purchases and 2 sales selling 6,173 shares for an estimated $247,158.
- COREY J MANLEY (EVP&CHIEF LEGAL/ADMIN OFFICER) sold 5,025 shares for an estimated $217,180
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OMCL Hedge Fund Activity
We have seen 163 institutional investors add shares of $OMCL stock to their portfolio, and 111 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LAZARD ASSET MANAGEMENT LLC removed 1,534,885 shares (-98.5%) from their portfolio in Q2 2026, for an estimated $63,728,425
- SUMITOMO MITSUI TRUST GROUP, INC. removed 1,410,865 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $58,579,114
- NUVEEN, LLC added 640,248 shares (+164.7%) to their portfolio in Q2 2026, for an estimated $26,583,096
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 639,443 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,549,673
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 633,255 shares (+226.7%) to their portfolio in Q2 2026, for an estimated $26,292,747
- D. E. SHAW & CO., INC. removed 624,493 shares (-68.5%) from their portfolio in Q2 2026, for an estimated $25,928,949
- MILLENNIUM MANAGEMENT LLC removed 554,195 shares (-24.2%) from their portfolio in Q2 2026, for an estimated $23,010,176
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
