Trillium Asset Management LLC Buys New Position in Omnicell, Inc. $OMCL

Trillium Asset Management LLC purchased a new position in Omnicell, Inc. (NASDAQ:OMCL) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 115,990 shares of the company’s stock, valued at approximately $4,816,000. Trillium Asset Management LLC owned approximately 0.26% of Omnicell at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Dana Investment Advisors Inc. acquired a new position in shares of Omnicell in the 4th quarter worth approximately $3,445,000. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Omnicell by 71.1% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 140,032 shares of the company’s stock valued at $6,343,000 after purchasing an additional 58,193 shares during the last quarter. Peregrine Capital Management LLC acquired a new stake in Omnicell during the fourth quarter valued at approximately $4,804,000. Teachers Retirement System of The State of Kentucky boosted its holdings in Omnicell by 96.3% during the fourth quarter. Teachers Retirement System of The State of Kentucky now owns 25,914 shares of the company’s stock worth $1,174,000 after buying an additional 12,713 shares in the last quarter. Finally, Jackson Creek Investment Advisors LLC bought a new stake in Omnicell during the fourth quarter worth approximately $2,022,000. 97.70% of the stock is currently owned by institutional investors.

Omnicell Stock Performance

Shares of NASDAQ OMCL opened at $35.50 on Friday. The business’s 50-day moving average price is $40.42 and its two-hundred day moving average price is $39.71. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.64 and a quick ratio of 1.43. Omnicell, Inc. has a one year low of $29.06 and a one year high of $55.00. The company has a market capitalization of $1.61 billion, a P/E ratio of 42.26, a price-to-earnings-growth ratio of 0.91 and a beta of 0.98.

Omnicell (NASDAQ:OMCL) last posted its quarterly earnings results on Thursday, July 30th. The company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.47. The company had revenue of $312.21 million during the quarter, compared to the consensus estimate of $310.21 million. Omnicell had a return on equity of 5.66% and a net margin of 3.13%.The business’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period last year, the business earned $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. Analysts anticipate that Omnicell, Inc. will post 1.41 earnings per share for the current fiscal year.

Analysts Set New Price Targets

OMCL has been the topic of several research reports. Wells Fargo & Company dropped their price target on Omnicell from $55.00 to $50.00 and set an “overweight” rating on the stock in a report on Friday, July 31st. Piper Sandler reissued an “overweight” rating and set a $45.00 price objective (down from $55.00) on shares of Omnicell in a research note on Monday, August 3rd. KeyCorp reduced their price objective on Omnicell from $70.00 to $65.00 and set an “overweight” rating for the company in a research note on Friday, July 31st. Zacks Research cut Omnicell from a “hold” rating to a “strong sell” rating in a report on Friday, August 7th. Finally, Weiss Ratings raised Omnicell from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday. Seven analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $57.86.

More Omnicell News

Here are the key news stories impacting Omnicell this week:

• Positive Sentiment: Zacks raised its FY2026 EPS estimate for Omnicell to $1.49 from $1.27, above the $1.30 consensus estimate. It also modestly increased its FY2028 forecast to $1.73 from $1.71, suggesting some longer-term earnings potential.
• Neutral Sentiment: The FY2026 estimate remains well below Omnicell’s stated full-year 2026 guidance of $2.15-$2.30 EPS, highlighting a significant disagreement between company expectations and the analyst’s forecast. The company’s latest reported quarter was stronger than expected, with $0.94 EPS and $312.2 million in revenue, but investors are focused on forward estimates.
• Negative Sentiment: Zacks reduced its Q3 2026 EPS estimate to $0.25 from $0.27 and sharply cut Q4 2026 EPS to $0.07 from $0.31. It also lowered Q1 2027 EPS to $0.25 from $0.31, Q2 2027 EPS to $0.23 from $0.32, Q3 2027 EPS to $0.32 from $0.33, and FY2027 EPS to $1.27 from $1.34. These cuts imply weaker near-term profitability and are likely the primary reason for the negative market sentiment. Zacks Research Has Negative Outlook for Omnicell Q1 Earnings

Omnicell Company 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.