Recent discussions on X about Owens & Minor (OMI) have centered around the company's Q2 2025 earnings report, which revealed a miss on earnings per share expectations and a significant drop in stock price. Many users expressed concern over the reported wider-than-expected loss and lower revenue, with some highlighting the company's decision to divest its Products & Healthcare Services unit as a potential pivot point. The sharp decline in share value post-earnings has sparked debates about the firm's future direction.
Amid the negative reactions, a few voices on X pointed to potential positives, such as growth in the Patient Direct segment and a recent $8.1 million share purchase by a major investor, suggesting confidence in long-term recovery. Others remain skeptical, focusing on the immediate financial challenges and market reactions. This mix of perspectives keeps the conversation dynamic as investors weigh the risks and opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Owens & Minor Insider Trading Activity
Owens & Minor insiders have traded $OMI stock on the open market 12 times in the past 6 months. Of those trades, 12 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 12 purchases buying 5,369,620 shares for an estimated $42,850,670 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Owens & Minor Hedge Fund Activity
We have seen 130 institutional investors add shares of Owens & Minor stock to their portfolio, and 126 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COLISEUM CAPITAL MANAGEMENT, LLC added 5,838,635 shares (+122.0%) to their portfolio in Q1 2025, for an estimated $52,722,874
- DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) removed 4,911,979 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $44,355,170
- FMR LLC removed 2,681,428 shares (-98.6%) from their portfolio in Q2 2025, for an estimated $24,400,994
- JANUS HENDERSON GROUP PLC removed 1,418,089 shares (-97.9%) from their portfolio in Q1 2025, for an estimated $12,805,343
- VANGUARD GROUP INC removed 1,127,722 shares (-12.3%) from their portfolio in Q2 2025, for an estimated $10,262,270
- MILLENNIUM MANAGEMENT LLC added 1,056,505 shares (+1718.4%) to their portfolio in Q2 2025, for an estimated $9,614,195
- BLACKROCK, INC. removed 615,275 shares (-5.3%) from their portfolio in Q2 2025, for an estimated $5,599,002
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Owens & Minor Government Contracts
We have seen $113,633,816 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:
- 4566034126!CATHETER ER-REBOA+ 1S: $837,053
- 4565887398!EARPLUG TRIPLE-FLANGE RUBBER CORDED MED: $297,401
- 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
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Owens & Minor 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/12/2025
- B of A Securities issued a "Underperform" rating on 08/12/2025
- Baird issued a "Outperform" rating on 08/12/2025
- JP Morgan issued a "Underweight" rating on 03/10/2025
To track analyst ratings and price targets for Owens & Minor, check out Quiver Quantitative's $OMI forecast page.
Owens & Minor 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 $7.0.
Here are some recent targets:
- Kevin Caliendo from UBS set a target price of $7.0 on 08/13/2025
- 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
- Michael Minchak from JP Morgan set a target price of $10.0 on 03/10/2025
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.
