Omnicom Group, Inc.
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+ FollowMarket Cap$22.29B
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Earnings Call Q3 2026
October 22, 2026 - AI Summary
Solid operating momentum + strong margin/earnings expansion (good):
- Q3 core organic revenue growth: +7.2% (and +5.8% for 9M).
- Core adjusted EBITA margin: 18.2% in Q3 (+200 bps YoY); 17.0% YTD (+210 bps YoY).
- Adjusted EPS: $2.73 in Q3 (+22% YoY).
- Margin expansion attributed to cost synergy realization + strong business performance, partly offset by investments in talent/operations/platform.
Synergies on track; full-year organic growth and margins expected to stay in a similar “zone” (good / guidance):
- Management reiterates being on track for $900M cost reduction synergies in 2026.
- Also targets delivering 75%–85% of synergies to the bottom line during the year; 9M performance is consistent with plan.
- Full-year 2026 organic core revenue growth forecast: ~5% (updated).
- Core margin expectation (full-year): should be similar to current levels (Phil: “in the zone” of recent outperformance), with Q4 project spend potentially influencing timing but guidance remains conservative.
M&A/disposition and “held for sale” revenue timing is a swing factor (surprising / potential challenge):
- Company expects remaining dispositions to be completed near term, with the goal of by end of Q4 (but could slip into early 2027 if closing processes extend).
- Investor estimates were updated:
- Revenue from deals not completed: now expected ~$325M in Q4 2026 (vs earlier expectations around ~$225M / ~$300M on prior calls).
- Management emphasized it’s difficult to forecast exact closing timing; they’re still working through a “handful” of transactions.
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Share Statistics
| Market cap | $22.29 Billion |
|---|---|
| Enterprise Value | $32.42 Billion |
| Annual dividend | $3.20 |
| Dividend yield | 3.94% |
| Earnings per Share | $-0.27 |
| Beta | 0.7 |
| Outstanding Shares | 274,477,000 |
Return
| Return on Equity | 7.09% |
|---|---|
| Return on Assets | 1.42% |
| Return on Invested Capital | 14.88% |
Valuation & Multiples
| P/E Ratio | 32.5 |
|---|---|
| PEG | 35.25 |
| Price to Sales | 0.97 |
| Price to Book Ratio | 2.3 |
| Enterprise Value to Revenue | 1.31 |
| Enterprise Value to EBIT | 9.02 |
| Enterprise Value to Net Income | 45 |
| Total Debt to Enterprise | 0.43 |
| Debt to Equity | 1.4 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$2.67
Consensus analyst estimateRevenue Estimate
$6.21 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 17, 2027
EPS Estimate
$3.03
Consensus analyst estimateRevenue Estimate
$6.88 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 170.28% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 7.79%▼ 137.10% |
|---|---|
| Total Invested | $1.18B▼ 94.56% |
| Investors Holding | 388▼ 744.00% |
About Omnicom Group, Inc.
120,000 employees
CEO: John Wren
Omnicom Group, Inc. is a holding company, which provides advertising, marketing and corporate communications services. The company was founded by Maxwell Dane in 1944 and is headquartered in New York, NY.