Omnicom surges as buyback plan and post-merger update overshadow headline loss

Omnicom Group Inc. (OMC) is up 13.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a one-two catalyst: a newly authorized $5 billion share repurchase program (including a $2.5 billion accelerated repurchase) alongside fourth-quarter results that reflected a sharp revenue jump after the Interpublic acquisition closed in late 2025. Investors also seem to be responding to higher cost-synergy targets and management’s messaging that the combined company is entering a new integration and simplification phase.

Details:

The board approved a share repurchase program of up to $5 billion, with $2.5 billion executed through accelerated share repurchase arrangements funded with cash on hand.

For Q4 2025, revenue was reported at about $5.5 billion, up sharply year over year, reflecting the first month of contributions from the Interpublic acquisition and underlying growth.

The quarter included a reported net loss tied to merger and related costs, while management highlighted non-GAAP profitability metrics and integration progress.

Management raised its total cost-synergy target to $1.5 billion over the integration period and scheduled an Investor Day for March 12, 2026.

Sources:

Omnicom, Barron’s, MarketWatch

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$OMC Hedge Fund Activity

We have seen 819 institutional investors add shares of $OMC stock to their portfolio, and 333 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VANGUARD GROUP INC added 15,220,444 shares (+64.2%) to their portfolio in Q4 2025, for an estimated $1,229,050,853
BLACKROCK, INC. added 8,633,788 shares (+42.0%) to their portfolio in Q4 2025, for an estimated $697,178,381
STATE STREET CORP added 6,813,441 shares (+40.4%) to their portfolio in Q4 2025, for an estimated $550,185,360
CANADA PENSION PLAN INVESTMENT BOARD added 4,939,919 shares (+2186.1%) to their portfolio in Q4 2025, for an estimated $398,898,459
BANK OF NEW YORK MELLON CORP added 4,631,394 shares (+69.6%) to their portfolio in Q4 2025, for an estimated $373,985,065
WELLINGTON MANAGEMENT GROUP LLP added 4,364,797 shares (+522.9%) to their portfolio in Q4 2025, for an estimated $352,457,357
CITADEL ADVISORS LLC added 3,945,814 shares (+1350.4%) to their portfolio in Q4 2025, for an estimated $318,624,480

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$OMC Government Contracts

We have seen $32,215,894 of award payments to $OMC over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$OMC Congressional Stock Trading

Members of Congress have traded $OMC stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $OMC stock by members of Congress over the last 6 months:

SENATOR JOHN BOOZMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 01/29, 01/15, 10/31.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$OMC Analyst Ratings

Wall Street analysts have issued reports on $OMC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 12/05/2025
Wells Fargo issued a "Overweight" rating on 09/23/2025

To track analyst ratings and price targets for $OMC, check out Quiver Quantitative's $OMC forecast page.

$OMC Price Targets

Multiple analysts have issued price targets for $OMC recently. We have seen 4 analysts offer price targets for $OMC in the last 6 months, with a median target of $86.5.

Here are some recent targets:

Adrien de Saint Hilaire from B of A Securities set a target price of $77.0 on 01/05/2026
Adam Berlin from UBS set a target price of $108.0 on 12/05/2025
Julien Roch from Barclays set a target price of $82.0 on 10/23/2025
Steven Cahall from Wells Fargo set a target price of $91.0 on 09/23/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.