Omnicom Group, Inc.

Omnicom Group, Inc.

OMC

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Market Cap$20.72B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Omnicom Group, Inc.Omnicom Group, Inc.236.54.13%1%0.81.5

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong “first quarter as new Omnicom” performance + integration momentum - Momentum since closing the Interpublic acquisition (included for full 90 days). Management highlights “cohesive growth” and integration progress (merged/sunset 20+ major agency brands). - Core operations revenue: $5.6B, up $345M vs Q1’25 combined, with organic growth of 3.9%. - Adjusted EBITDA margin: up 240 bps to 14.8% vs Q1’25 combined, driven largely by cost synergies from Interpublic acquisition. - Adjusted EPS (non-GAAP): $1.90, up 11.8% YoY.
Portfolio repositioning: focus on “core” + active asset exits (with some near-term headwinds) - Omnicom identified planned asset sales/dispositions totaling about $3.2B annual revenue, with ~$1B already disposed in Q1; exit/complete remaining over subsequent quarters. - They exclude disposed/held-for-sale assets from “core operations” to clarify the growth engine. - Non-core/disposition accounting affected reported results (e.g., loss on dispositions $34M, severance/repositioning $4M, integration costs $59M in SG&A).
Outlook / expectations: costs, synergy targets, and capital return remain central - Cost synergies: $900M in 2026 and $1.5B by mid-2028 (management says they’re on track). - Share repurchases: $5B over next 12 months, including a $2.5B accelerated share repurchase (ASR). - Q1 repurchases totaled $2.8B through the quarter (excluding stock plan proceeds); share count fell to 285.3M at March 31, 2026 from 313.4M at Dec 31, 2025. - Management emphasized EPS should remain healthy: they did not change the “double-digit” concept, and suggested later quarters likely deliver higher double-digit growth than Q1. (No detailed revised EPS guidance given beyond this.)

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$85.00

Target Price by Analysts

15.3% upsideOmnicom Group Target Price DetailsTarget Price
$217.31

Current Fair Value

194.7% upside

Undervalued by 194.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$20.72 Billion
Enterprise Value$30.25 Billion
Dividend Yield$3.00 (4.13%)
Earnings per Share$-0.27
Beta0.68
Outstanding Shares204,900,000

Return

Return on Equity0.88%ROE
Return on Assets0.17%
Return on Invested Capital10.71%

Valuation & Multiples

P/E Ratio236.48P/E Ratio
PEG579.03PEG
Price to Sales0.77Price to Sales
Price to Book Ratio1.5Price to Book Ratio
Enterprise Value to Revenue1.53
Enterprise Value to EBIT11.51
Enterprise Value to Net Income363
Total Debt to Enterprise0.46
Debt to Equity1.46Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 28, 2026
EPS Estimate
$1.84
Average shareholder expectation
Revenue Estimate
$5.85 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 21, 2026
EPS Estimate
$2.64
Average shareholder expectation
Revenue Estimate
$6.36 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.4732▼ 22.30%
Total Calls1,879,804▲ 120.87%
Total Puts889,542▲ 50.14%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %150.70%▼ 9.96%
Total Invested$22.94B▼ 8.89%
Investors Holding1,143▼ 23.00%

ESG Score

No data

About Omnicom Group, Inc.

CEO: John Wren

Relevant Senate Committees

Joint Committee on Taxation

By providing official revenue estimates and technical expertise for all tax legislation, this committee directly influences corporate tax structures and financial markets, which profoundly affects Omnicom Group's profitability and its clients' spending capacity on advertising.

Finance

As the most powerful economic committee, its control over taxation and trade policy directly impacts Omnicom's profitability and its global operations. Its influence on major client sectors like healthcare and retail also affects their advertising budgets.

Health, Education, Labor, and Pensions

This committee directly regulates the pharmaceutical and biotech sectors (major Omnicom clients) through FDA oversight. Its influence on labor laws also directly impacts Omnicom's internal operating costs and workforce management.

Judiciary

The committee's oversight of antitrust laws directly impacts major digital advertising platforms and large client mergers. Its role in intellectual property regulation is fundamental to the creation and protection of advertising content.

Commerce, Science, and Transportation

This committee's jurisdiction over the FCC and FTC directly impacts the media, telecommunications, and advertising industries, particularly concerning data privacy, consumer protection, and digital platform regulation, all critical to Omnicom's operations.