OMC
Omnicom GroupNYSECommunication ServicesAdvertising AgenciesSnapshot 2026-05-08
As of May 8, 2026, OMC has a composite score of 25.6 and a signal label of "mild favorable." This score is influenced by a medium confidence level of 75.5 and reflects various factors, including a macro score of 31.5 and a quality score of 71.2. The analysis is provisional, indicating that the data may change as new information becomes available.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.20
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.71 → $2.63 (-3.1% / 30d). 1 raised, 3 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 64% of analysts rate Buy.
1 PT revisions / 30d. Avg target 8.2% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
15 material events in the last 24 months — top 5 listed below.
- 2025-11-26OMC — CEO transitionimpact 0.52
- 2026-01-29OMC — officer changeimpact 0.43
- 2026-04-28OMC — litigation filedimpact 0.41
- 2026-03-02OMC — share buyback announcedimpact 0.33
- 2026-03-02OMC — capital allocation — Creation of a Direct Financial Obligation or an Obligation under an Off-Balan…impact 0.26
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Achieve 4% revenue growth in 2026growthmixed35% progress
3/12: “Revenue is estimated to grow approximately 4% on a constant currency basis in 2026.”
Why this status
Stated in 2 of last 2 quarters. Revenue reached $6.2 billion in 2026-Q1, with 3.9% organic growth. The trajectory shows progress towards the 4% growth target, but the pace is slightly behind the full-year goal.
- 2.Realize $1.5 billion cost synergiescostmixed65% progress
3/12: “Cost reduction synergies expected of $1.5 billion over 30 months.”
Why this status
Stated in 2 of last 2 quarters. Omnicom is on track with its $1.5 billion cost synergy target, as evidenced by the 27.3% increase in Adjusted EBITA to $833.5 million in 2026-Q1. The trajectory indicates progress towards achieving the cost reduction goal.
- 3.Execute $5.0 billion share buybackcapital allocationmixed30% progress
2/18: “Our Board has authorized a $5.0 billion share buyback, including a $2.5 billion Accelerated Share Repurchase.”
Why this status
Stated in 2 of last 2 quarters. Omnicom is executing its $5.0 billion share buyback plan, with $3.5 billion in repurchases planned for 2026. The trajectory aligns with the capital allocation strategy, indicating progress towards the full buyback target.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 18%; 252d 34%.
Drawdown — Max 1y −18%. Bad day move −3%.
Beta to sector ETF (XLC) — 0.95 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 44/100, drawdown 64/100, beta 95/100, earnings vol —.
via XLC
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Achieve 4% revenue growth in 2026
GrowthNew since 2026-05-04Omnicom aims to achieve a 4% revenue growth on a constant currency basis in 2026.
Behind →MixedStated in 2 of last 2 quarters. Revenue reached $6.2 billion in 2026-Q1, with 3.9% organic growth. The trajectory shows progress towards the 4% growth target, but the pace is slightly behind the full-year goal.
35%CEO/CFO:“Revenue is estimated to grow approximately 4% on a constant currency basis in 2026.”Multiple sourcesSource dated 2026-03-12Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Press release
“Revenue of $6.2 billion, 3.9% organic growth.”
- 2025-Q4Press release
“Revenue in 2025 increased $1.6 billion, or 10.1%, to $17.3 billion.”
- #2
Realize $1.5 billion cost synergies
CostNew since 2026-05-04Omnicom targets $1.5 billion in cost reduction synergies over 30 months.
On track →MixedStated in 2 of last 2 quarters. Omnicom is on track with its $1.5 billion cost synergy target, as evidenced by the 27.3% increase in Adjusted EBITA to $833.5 million in 2026-Q1. The trajectory indicates progress towards achieving the cost reduction goal.
65%CEO/CFO:“Cost reduction synergies expected of $1.5 billion over 30 months.”Multiple sourcesSource dated 2026-03-12Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Press release
“We are on track to achieve substantial cost reduction synergies.”
- 2025-Q4Press release
“Doubling our total cost synergy target to $1.5 billion.”
- #3
Execute $5.0 billion share buyback
Capital allocationOmnicom plans to execute a $5.0 billion share buyback, including a $2.5 billion Accelerated Share Repurchase.
MixedStated in 2 of last 2 quarters. Omnicom is executing its $5.0 billion share buyback plan, with $3.5 billion in repurchases planned for 2026. The trajectory aligns with the capital allocation strategy, indicating progress towards the full buyback target.
30%CEO/CFO:“Our Board has authorized a $5.0 billion share buyback, including a $2.5 billion Accelerated Share Repurchase.”Press releaseSource dated 2026-02-18Stated 2 of last 8 quartersFirst seen 2026-02-18Show history (2)
- 2026-Q1Press release
“$3.5 billion in share repurchases this year under our $5.0 billion authorization.”
- 2025-Q4Press release
“Our Board has authorized a $5.0 billion share buyback.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
OMC Omnicom Group | +26 | inexpensive | moderate |
GOOGL Alphabet Inc. (Class A) | +31 | fair | moderate |
GOOG Alphabet Inc. (Class C) | +32 | fair | moderate |
META Meta Platforms | +30 | inexpensive | elevated |
NFLX Netflix | +23 | inexpensive | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If communication_services sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-5.8 pts
- If communication_services sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2810d agoItem 2.02
Results of Operations and Financial Condition. On April 28, 2026, Omnicom Group Inc. ("Omnicom," the "Company," "we," "our" or "us") published an earnings release reporting its financial results for the three months ended March 31, 2026. A copy of the earnings release is furnished as Exhibit 99.1 to this report and is incorporated by reference herein in its entirety.
earnings preannouncementneutralscore 52 - 2026-04-2810d agoItem 7.01
Regulation FD Disclosure. On April 28, 2026, Omnicom hosted an earnings call and posted on its website a related investor presentation in connection with publishing its financial results for the three months ended March 31, 2026. A copy of the presentation is furnished as Exhibit 99.2 to this report and is incorporated by reference herein in its entirety. The information under Items 2.02 and 7.01 above (including Exhibits 99.1 and 99.2 hereto) is being furnished and shall not be deemed “filed…
legal regulatorynegativescore 41 - 2026-03-022mo agoItem 1.01
Entry into a Material Definitive Agreement. U.S. Dollar-Denominated Notes Offering On March 2, 2026, Omnicom Group Inc. (the “Company”) closed its public offering of $400 million aggregate principal amount of 4.200% Senior Notes due 2029 (the “2029 Notes”), $700 million aggregate principal amount of 5.000% Senior Notes due 2033 (the “2033 Notes”) and $600 million aggregate principal amount of 5.300% Senior Notes due 2036 (the “2036 Notes,” and together with the 2029 Notes and the 2033 Notes,…
capital allocationpositivescore 14 - 2026-03-121mo agoItem 7.01
shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing. Non-GAAP Financial Measures We present financial measures determined in accordance…
mna activitypositivescore 14 - 2026-03-022mo agoItem 2.03
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in
capital allocationnegativescore 11
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.