Owens & Minor
OMI
About: Owens & Minor Inc distributes consumable medical supplies to a variety of providers. The business is under two segments: Products & Healthcare Services and Patient Direct. The Products & Healthcare Services segment manufactures and sources medical surgical products through its production and kitting operations and provides medical supplies and solutions for the prevention of healthcare-associated infections across the acute and alternate site channels. The Patient Direct segment provides delivery of disposable medical supplies sold directly to patients and home health agencies. Majority of the revenue is generated from Products & Healthcare Services segment.
Employees: 13,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
6% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 83
2% more capital invested
Capital invested by funds: $670M [Q1] → $681M (+$11M) [Q2]
0.77% more ownership
Funds ownership: 96.1% [Q1] → 96.87% (+0.77%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
3% less funds holding
Funds holding: 242 [Q1] → 234 (-8) [Q2]
11% less call options, than puts
Call options by funds: $1.5M | Put options by funds: $1.69M
15% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 40
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
JP Morgan
Lisa Gill
|
$6
|
Underweight
Maintained
|
27 Aug 2025 |
|
UBS
Kevin Caliendo
|
$7
|
Buy
Maintained
|
13 Aug 2025 |
|
Baird
Eric Coldwell
|
$7
|
Outperform
Maintained
|
12 Aug 2025 |
|
Citigroup
Daniel Grosslight
|
$7
|
Buy
Maintained
|
12 Aug 2025 |
|
B of A Securities
Allen Lutz
|
$4.75
|
Underperform
Maintained
|
12 Aug 2025 |
Financial journalist opinion
