OneMain Holdings, Inc.
boothcheck covers OneMain Holdings, Inc. (OMF) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
OneMain is a mature, high-yield consumer lender, and that frame is the key to reading it. At $58.22 every valuation family lands above the price: asset, earnings-power, peer-multiple and growth-DCF all say the stock is worth more than it trades for. The implied-expectations read backs out only about 7.8% growth, a modest bar. The earnings and capital return are the draw. FY2025 diluted EPS was $6.56, Q1 2026 EPS was $1.95 and beat estimates, and the company pays a $1.05 quarterly dividend while
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466 institutional managers reported holding OMF in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 49%. 62 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 5.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (5.3 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.
OMF has cut its share count 13.1% over the past five years, spending $984.00M on repurchases. It pays a dividend, and has for 7 years running, raised 3 years straight; the current rate is $4.17 a share annually. Cash returned over the past three years: $1.37B in dividends and $314.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at OMF over the trailing three years. Absence is a fact about the company, not a signal. 12 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.
OMF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | -5.5% | -11.6% |
| 2023-10-27 | -4.2% | +38.4% |
| 2024-02-14 | -7.4% | +1.3% |
| 2024-05-02 | -0.2% | -4.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OMF's latest 8-K filings: 2026-10-30 (items 2.02, 7.01, 9.01); 2026-08-20 (items 1.01, 2.03, 9.01); 2026-08-07 (items 1.01, 9.01); 2026-07-29 (items 2.02, 7.01, 9.01); 2026-06-22 (items 5.02, 5.07).
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.