NYSE · Consumer Discretionary

OMNICOM GROUP INC OMC

Omnicom Group Inc., together with its subsidiaries, offers advertising, marketing, and corporate communications services. It provides a range of services in the areas of media and advertising, precision marketing, public relations, healthcare, branding and retail commerce, experiential, execution, and support.

Advertising

Company profile

Business mix

  • It provides a range of services in the areas of media and advertising, precision marketing, public relations, healthcare, branding and retail commerce, experiential, execution, and support.
  • The company’s services include advertising, branding, content marketing, crisis communications, customer data analytics and data-driven decision making, customer relationship management, decision sciences, digital experience design.
  • It operates in the North and Latin America, Europe, the Middle East and Africa (EMEA), and the Asia Pacific.
  • The company was incorporated in 1944 and is based in New York, New York.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 283.98 FCF 13.93% Buyback -16.2%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.7% $550.0M 2026-03-31
Ariel Investments John Rogers 0.9% $83.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $633.2M Estimated from net added shares
Reduction amount $35.2M Estimated from net reduced shares
Net share change / base shares +934.7% +7,940,671 / 849,519
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 60.9% 13F value change +$27.9M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 7.6% 13F value change +$4.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -99.3% 13F value change -$65.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 470,806 Last 3 periods -465,461 (-98.9%) Total shares 5,345 Value $402,532
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.5% 13F value change +$9.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 31.1% 13F value change +$10.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -35.4% 13F value change -$18.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 378,713 Last 3 periods -1,926 (-0.5%) Total shares 376,787 Value $28.4M
Ariel Investments John Rogers 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$87.9M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 1.5% 13F value change -$4.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 3 periods +1,104,945 (New) Total shares 1,104,945 Value $83.2M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$515.1M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.5% 13F value change -$2.2M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 15.0% 13F value change +$37.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 3 periods +7,303,113 (New) Total shares 7,303,113 Value $550.0M

Recent mentions

No public mentions.