Owens & MinorOMI
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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
242% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 19
99% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $724K
41% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 61
22% more funds holding
Funds holding: 196 [Q4 2024] → 240 (+44) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
2.58% less ownership
Funds ownership: 98.56% [Q4 2024] → 95.98% (-2.58%) [Q1 2025]
33% less capital invested
Capital invested by funds: $993M [Q4 2024] → $669M (-$324M) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
28%
upside
Avg. target
$10.50
35%
upside
High target
$11
41%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Baird Eric Coldwell | 28%upside $10 | Neutral Maintained | 6 Jun 2025 |
Citigroup Daniel Grosslight | 41%upside $11 | Buy Maintained | 17 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
1 week ago
Owens & Minor and Rotech Healthcare Mutually Agree to Terminate Previously Announced Acquisition
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) today announced it has mutually agreed with Rotech Healthcare Holdings Inc. to terminate the previously announced acquisition. Under the terms of the merger agreement, Owens & Minor has paid $80 million to Rotech Healthcare. Owens & Minor will also redeem the $1 billion of notes issued in April 2025, which include a special mandatory redemption provision in accordance with their terms, and terminate the incremental term.
Positive
Seeking Alpha
2 weeks ago
Owens & Minor: FTC Approval And Stock Repurchases Could Trigger The Stock Price
OMI is undervalued, with catalysts including FTC approval for the Rotech acquisition and a potential segment sale that could boost cash and reduce net debt. The company's share buybacks at $8.66 and recent acquisitions signal insider confidence, while OMI trades far below peer multiples and intrinsic value estimates. Strong free cash flow generation, successful debt refinancing, and a history of operational stability support my bullish outlook and DCF-based $10–$11 price target.
Neutral
Seeking Alpha
1 month ago
Owens & Minor, Inc. (OMI) Q1 2025 Earnings Call Transcript
Owens & Minor, Inc. (NYSE:OMI ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Jackie Marcus - IR Edward Pesicka - President and CEO Jonathan Leon - CFO Conference Call Participants John Stansel - JPMorgan Kevin Caliendo - UBS Eric Coldwell - Baird Operator Good day and thank you for standing by. Welcome to the Owens & Minor First Quarter 2025 Earnings Conference Call.
Negative
Benzinga
1 month ago
Why Is Owens & Minor Stock Trading Lower On Thursday?
Owens & Minor Inc. OMI reported first-quarter 2025 adjusted EPS of 23 cents, up from 19 cents a year ago, beating the consensus of 20 cents.
Positive
Zacks Investment Research
1 month ago
Owens & Minor (OMI) Q1 Earnings Top Estimates
Owens & Minor (OMI) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.19 per share a year ago.
Neutral
Business Wire
1 month ago
Owens & Minor Reports First Quarter 2025 Financial Results
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) today reported financial results for the first quarter ended March 31, 2025. “Across the business we continued to see strong execution and progress towards our near and long-term strategies. Patient Direct delivered mid-single digit top-line growth with strong performance in nearly all therapy categories led by Diabetes and Sleep Supplies. The top-line growth combined with strong operational execution delivered mid-teen expansi.
Neutral
Business Wire
1 month ago
Owens & Minor Announces First Quarter 2025 Earnings Release Date and Conference Call
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) plans to release financial results for the first quarter of 2025 on Thursday, May 8, 2025, before trading begins on the New York Stock Exchange. The Company will host a conference call for investors and analysts at 8:00 a.m. EDT on the same day. Participants may access the call via the toll-free dial-in number at 1-888-300-2035, or the toll dial-in number at 1-646-517-7437. The conference ID access code is 1058917. All interest.
Negative
Seeking Alpha
1 month ago
Owens & Minor: A Painful Transformation
Owens & Minor, Inc.'s aggressive dealmaking and substantial debt have led to a mixed track record and declining stock performance, raising skepticism about future prospects. The company's acquisition of Apria and planned acquisition of Rotech shifted the business towards higher-margin activities, but leverage remains very high. The potential sale of the Products & Healthcare Services segment could transform the business, but uncertainty about proceeds and recent high-cost debt issuance warrant caution about OMI stock.
Neutral
Business Wire
2 months ago
Owens & Minor Announces Major Innovations to Products & Healthcare Services Network
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE: OMI) today announced important milestones in advancing the medical distribution capabilities of its Products & Healthcare Services (P&HS) business segment, which provides essential products and services to thousands of healthcare customers. These milestones are the result of recent company investments in new technology, automation and analytics capabilities geared specifically toward driving greater efficiencies for the P&am.
Neutral
Business Wire
2 months ago
Owens & Minor Announces Upsize and Pricing of Senior Secured Notes Offering
RICHMOND, Va.--(BUSINESS WIRE)--Owens & Minor, Inc. (NYSE:OMI) (the “Company”) announced today the upsize and pricing of its private offering (the “Offering”) of $1 billion aggregate principal amount of its 10.000% senior secured notes due 2030 (the “Notes”). The Offering is expected to close on April 4, 2025, subject to customary closing conditions. The Notes will bear interest at the rate of 10.000% per year. The Notes will mature on April 15, 2030 (subject to certain earlier maturity tri.
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