OMNICELL, INC
In the published model solve dated 2026-Q2, anchored at $37.20, OMNICELL, INC (OMCL) is priced for today's economics sustained for ~9.1 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
The counterintuitive part of Omnicell is that trailing operating margin is only about 2.7%, yet Q1 2026 non-GAAP operating margin reached 10.1% as the company swung from loss to profit. The valuation is reading the recovering trajectory, not the depressed trailing figure. The price at $39.16 sits above the supported range. The methods land between roughly $14 and $24, with relative-multiple and growth-DCF the only families that reach the price; asset and earnings-power frames call it expensive.
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262 institutional managers reported holding OMCL in 13F filings for the quarter ended 2026-03-31. 39 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 3.2M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
OMCL's share count grew 4.8% over the past five years even with $129.81M spent on repurchases. It pays no dividend. Cash returned over the past three years: $77.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at OMCL over the trailing three years: 2025: 1 buy totaling $350k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
OMCL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +0.6% | -33.5% |
| 2023-11-04 | -14.9% | +11.3% |
| 2024-02-29 | -15.6% | +11.6% |
| 2024-05-08 | +10.9% | -14.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OMCL's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-07-01 (items 5.02, 9.01); 2026-05-26 (items 5.02, 5.03, 5.07, 9.01); 2026-04-28 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.