Strategic Pivot Sparks Debate: Recent discussions on X about Owens & Minor, Inc. (OMI) center on the company’s bold shift to focus entirely on its Patient Direct business after divesting its legacy healthcare services segment. Many users are intrigued by the potential of its new partnership with Optum Health, seeing it as a critical move into home-based care. However, concerns linger about the financial risks tied to high leverage and the need for flawless execution.
Financial Struggles Weigh Heavy: Posts on X also highlight growing unease over OMI’s accelerating losses, with some noting a reported 71.9% annual increase in losses over the past five years. Skeptics question whether the stock can recover amidst forecasts of sharp revenue declines. The market sentiment, as reflected in these discussions, often leans toward viewing the stock as a high-risk play.
Note: This discussion summary was generated from an AI condensation of post data.
Owens & Minor, Inc. Insider Trading Activity
Owens & Minor, Inc. insiders have traded $OMI stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OMI stock by insiders over the last 6 months:
- CAPITAL MANAGEMENT, LLC COLISEUM has made 3 purchases buying 1,537,852 shares for an estimated $8,099,544 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Owens & Minor, Inc. Hedge Fund Activity
We have seen 107 institutional investors add shares of Owens & Minor, Inc. stock to their portfolio, and 164 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 5,280,931 shares (-48.5%) from their portfolio in Q3 2025, for an estimated $25,348,468
- INVENOMIC CAPITAL MANAGEMENT LP added 2,749,122 shares (+inf%) to their portfolio in Q3 2025, for an estimated $13,195,785
- MILLENNIUM MANAGEMENT LLC added 2,143,267 shares (+191.7%) to their portfolio in Q3 2025, for an estimated $10,287,681
- VANGUARD GROUP INC removed 2,066,190 shares (-25.7%) from their portfolio in Q3 2025, for an estimated $9,917,712
- INVESCO LTD. removed 1,778,867 shares (-94.2%) from their portfolio in Q3 2025, for an estimated $8,538,561
- CITADEL ADVISORS LLC added 1,589,729 shares (+522.9%) to their portfolio in Q3 2025, for an estimated $7,630,699
- COLISEUM CAPITAL MANAGEMENT, LLC added 1,537,852 shares (+13.3%) to their portfolio in Q3 2025, for an estimated $7,381,689
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Owens & Minor, Inc. Government Contracts
We have seen $85,973,890 of award payments to $OMI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4567329674!EARPLUG TRIPLE-FLANGE RUBBER CORDED SM W: $274,524
- 4567262860!ETERNA 16-CHANNEL IPG WITH PATIENT CONTR: $263,079
- 4567200829!EARPLUG TRIPLE-FLANGE RUBBER CORDED MED: $251,647
- 4568089294!TRBO REGION 3: $213,060
- 4567731617!SAFE LABEL SYSTEM SLS , THE SLS 500I AND: $194,895
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Owens & Minor, Inc. Analyst Ratings
Wall Street analysts have issued reports on $OMI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Outperform" rating on 08/12/2025
- Citigroup issued a "Buy" rating on 08/12/2025
- B of A Securities issued a "Underperform" rating on 08/12/2025
To track analyst ratings and price targets for Owens & Minor, Inc., check out Quiver Quantitative's $OMI forecast page.
Owens & Minor, Inc. Price Targets
Multiple analysts have issued price targets for $OMI recently. We have seen 5 analysts offer price targets for $OMI in the last 6 months, with a median target of $6.0.
Here are some recent targets:
- Kevin Caliendo from UBS set a target price of $4.0 on 11/03/2025
- Lisa Gill from JP Morgan set a target price of $6.0 on 08/27/2025
- Eric Coldwell from Baird set a target price of $7.0 on 08/12/2025
- Daniel Grosslight from Citigroup set a target price of $7.0 on 08/12/2025
- Allen Lutz from B of A Securities set a target price of $4.75 on 08/12/2025
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.
