OneMainHoldings

JP Morgan Lowers OneMain Holdings PT to $63 from $65, Maintains Underweight Rating

OneMain Holdings: RBC Capital maintains Outperform, raises PT to $73 from $70.

Truist Securities Maintains Buy Rating on OneMain Holdings, PT Down to $73

OneMain Holdings

OneMain Holdings Q4 Revenue Surges Past Expectations Amidst Disciplined Credit Management and Innovation Investments.

OneMain Holdings Maintains $1.05 Quarterly Dividend Amid Financial Health Concerns

Catalyst<ul> <li>A strong bullish signal from the MACD Death Cross on December 26 suggests potential upward momentum for OMF.</li></ul>Risk<ul> <li>Fund flow data indicates overall negative outflow trends across all order sizes, signaling investor caution or pessimism.</li> <li>Analyst ratings show division with one Sell and one Strong Buy, along with two Neutral ratings, reflecting uncertainty about OMF's outlook.</li></ul>

Key Factors

OneMain Holdings (OMF) reported Q4 2025 net income of $204 million, up 61.9% year-over-year, with full-year net income reaching $783 million. OMF maintained its quarterly dividend at $1.05 per share, providing a forward yield of 6.84% amid macroeconomic uncertainties. OMF expects 6%-9% managed receivables growth and increased share repurchases in 2026, with CEO Douglas Shulman highlighting strategic progress and strong earnings growth.

OMF News