Renaissance Technologies LLC Boosts Holdings in Omnicell, Inc. $OMCL

Renaissance Technologies LLC grew its stake in Omnicell, Inc. (NASDAQ:OMCL) by 47.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 483,043 shares of the company’s stock after purchasing an additional 156,200 shares during the quarter. Renaissance Technologies LLC’s holdings in Omnicell were worth $16,124,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of OMCL. AQR Capital Management LLC lifted its stake in Omnicell by 42.1% in the 1st quarter. AQR Capital Management LLC now owns 17,936 shares of the company’s stock valued at $627,000 after buying an additional 5,311 shares in the last quarter. Empowered Funds LLC increased its stake in Omnicell by 14.3% during the 1st quarter. Empowered Funds LLC now owns 9,953 shares of the company’s stock worth $348,000 after buying an additional 1,243 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Omnicell by 4.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 124,047 shares of the company’s stock worth $4,337,000 after buying an additional 4,866 shares in the last quarter. Jane Street Group LLC raised its holdings in shares of Omnicell by 201.5% during the first quarter. Jane Street Group LLC now owns 163,664 shares of the company’s stock valued at $5,722,000 after acquiring an additional 109,382 shares during the last quarter. Finally, Creative Planning raised its holdings in shares of Omnicell by 16.7% during the second quarter. Creative Planning now owns 9,390 shares of the company’s stock valued at $276,000 after acquiring an additional 1,347 shares during the last quarter. Hedge funds and other institutional investors own 97.70% of the company’s stock.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Omnicell reported second-quarter adjusted EPS of $0.94, well above the $0.47–$0.48 consensus, while revenue rose 7.4% year over year to $312.2 million and also exceeded estimates. GAAP net income increased to $24 million from $6 million a year earlier. Omnicell Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised its full-year 2026 non-GAAP EPS outlook to $2.15–$2.30, above the roughly $1.81 analyst consensus, and lifted its full-year revenue outlook to $1.225–$1.245 billion. Demand for connected devices, technical services and SaaS offerings, along with cost controls and tariff refunds, supported results. Omnicell Q2 Non-GAAP Net Income, Revenue Increase; 2026 Non-GAAP EPS Outlook Lifted
• Positive Sentiment: Omnicell highlighted momentum in its Titan XT and OmniSphere platforms, pointing to pipeline growth and longer-term opportunities in medication-management automation. KeyCorp maintained an “overweight” rating, although it reduced its price target from $70 to $65. OMCL Q2 Earnings Call Highlights Titan XT Pipeline Growth

Omnicell Stock Down 4.7%

OMCL stock opened at $35.37 on Friday. The company has a current ratio of 1.64, a quick ratio of 1.29 and a debt-to-equity ratio of 0.13. The firm has a 50-day moving average of $41.97 and a two-hundred day moving average of $41.09. Omnicell, Inc. has a 12 month low of $28.90 and a 12 month high of $55.00. The company has a market cap of $1.61 billion, a price-to-earnings ratio of 42.11, a PEG ratio of 0.96 and a beta of 0.96.

Omnicell (NASDAQ:OMCL) last issued its earnings results on Thursday, July 30th. The company reported $0.94 earnings per share for the quarter, topping the consensus estimate of $0.47 by $0.47. The business had revenue of $312.21 million for the quarter, compared to analysts’ expectations of $310.21 million. Omnicell had a return on equity of 5.66% and a net margin of 3.13%.The business’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.45 EPS. Omnicell has set its Q3 2026 guidance at 0.350-0.430 EPS and its FY 2026 guidance at 2.150-2.300 EPS. As a group, analysts forecast that Omnicell, Inc. will post 1.31 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently weighed in on OMCL. Craig Hallum restated a “buy” rating and issued a $55.00 target price on shares of Omnicell in a research report on Wednesday, April 29th. KeyCorp dropped their price target on Omnicell from $70.00 to $65.00 and set an “overweight” rating for the company in a research report on Friday. Zacks Research downgraded Omnicell from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Wells Fargo & Company decreased their price objective on Omnicell from $55.00 to $50.00 and set an “overweight” rating on the stock in a report on Friday. Finally, Weiss Ratings raised shares of Omnicell from a “sell (d)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Omnicell has a consensus rating of “Moderate Buy” and an average price target of $58.43.

Insider Buying and Selling

In other Omnicell news, EVP Nnamdi Njoku sold 3,090 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $133,549.80. Following the completion of the sale, the executive vice president directly owned 154,785 shares in the company, valued at $6,689,807.70. This represents a 1.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Corey J. Manley sold 5,025 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $43.22, for a total value of $217,180.50. Following the completion of the sale, the executive vice president directly owned 112,783 shares of the company’s stock, valued at $4,874,481.26. This trade represents a 4.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 2.92% of the company’s stock.

Omnicell Profile

Omnicell, Inc is a healthcare technology company that specializes in medication management solutions for hospitals, clinics and pharmacies. The company’s offerings encompass automated dispensing cabinets, pharmacy automation systems, IV compounding devices, and software platforms designed to optimize medication usage, streamline workflow and improve patient safety. Omnicell’s analytics and inventory management tools provide real-time visibility into medication utilization, helping healthcare providers reduce waste, manage controlled substances and ensure regulatory compliance.

Founded in Mountain View, California in 1992, Omnicell has grown through both internal innovation and strategic acquisitions to broaden its portfolio across the medication management continuum.