Troy Ruhanen to Retire; Andrew Robertson Appointed CEO of Omnicom Advertising
, /PRNewswire/ -- Omnicom (NYSE: OMC), the world's leading marketing and sales company, today announced that Troy Ruhanen, President and Chief Executive Officer of Omnicom Advertising, has decided to retire following a distinguished career spanning more than twenty years in leadership roles across Omnicom. Ruhanen's decision follows the successful integration of Omnicom Advertising after the combination of Omnicom and Interpublic, which established a strong foundation for the future.
"Troy has been an exceptional leader whose impact on Omnicom and our industry cannot be overstated. His leadership was instrumental in bringing together our combined organization while strengthening our ability to serve clients and create opportunities for our people. We are grateful for his many contributions and wish him every success in retirement," said John Wren, Chairman and CEO of Omnicom.
Andrew Robertson, currently Chairman of BBDO Worldwide, has been appointed Chief Executive Officer of Omnicom Advertising, effective immediately. Having spent more than two decades as a leader within Omnicom, Robertson brings valuable expertise, long-standing client relationships with marquee global brands, and a demonstrated track record of building high-performing teams. He will work closely with Ruhanen during the transition to ensure a seamless hand-off.
"Andrew is a proven leader with a deep understanding of Omnicom, our clients, and our industry. I look forward to working with him on the continued development of our advertising group, particularly his commitment to ensuring creativity remains at the core of what we do as we advance our AI and technology capabilities," added Wren.
Omnicom Advertising continues to set industry benchmarks, recently welcoming Subway, American Express, and BBVA as new clients while all three of its creative networks ranked in the top 10 at Cannes Lions this year. Its visionary client work has allowed Omnicom to be recognized as the World's Most Effective Holding Group in the Effie Index for three years in a row, and its agencies have consistently been recognized by Fast Company as among the Most Innovative Companies for the past eight years.
"It has been the privilege of a lifetime to work alongside some of the most talented people in our industry. I am incredibly proud of what we have accomplished together. With the integration complete, this is the right moment for me to retire. I have profound confidence in Andrew and our leadership team," said Ruhanen.
"Our plan is clear," said Robertson. "Secure a disproportionate share of the world's most exciting creative and strategic minds, equip them - through Omni - with the industry's most advanced AI enabled tools and data, to deliver exceptional results for a client list that is the envy of our competitors."
About Omnicom Advertising
Omnicom Advertising (OA), the creative agency services capability of Omnicom (NYSE: OMC), aligns leading creative networks; BBDO, McCann and TBWA with creative boutiques such as Goodby, Silverstein & Partners, Deutsch, GSD&M and MARTIN, among others. By bringing these agency brands under one leadership, OA allows them to leverage their collective strength today and tomorrow, to deliver the best, most impactful, creative experiences in the industry. This new connected capability unites more than 20,000 creative minds around the globe on a mission to build distinction for almost two thirds of the world's biggest brands (Interbrand, Best Global Brands 2025).
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
Hsbc Holdings PLC boosted its stake in Omnicom Group Inc. (NYSE:OMC – Free Report) by 32.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 920,054 shares of the business services provider’s stock after acquiring an additional 226,133 shares during the quarter. Hsbc Holdings PLC owned 0.34% of Omnicom Group worth $66,995,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its position in Omnicom Group by 82.9% during the second quarter. EverSource Wealth Advisors LLC now owns 1,917 shares of the business services provider’s stock valued at $138,000 after purchasing an additional 869 shares during the last quarter. Gamco Investors INC. ET AL acquired a new stake in shares of Omnicom Group in the 2nd quarter valued at approximately $241,000. Gabelli Funds LLC bought a new position in shares of Omnicom Group in the second quarter valued at $1,061,000. Daiwa Securities Group Inc. grew its stake in shares of Omnicom Group by 5.3% in the second quarter. Daiwa Securities Group Inc. now owns 29,373 shares of the business services provider’s stock valued at $2,113,000 after buying an additional 1,482 shares in the last quarter. Finally, Sei Investments Co. increased its holdings in Omnicom Group by 14.1% during the second quarter. Sei Investments Co. now owns 361,266 shares of the business services provider’s stock worth $25,990,000 after buying an additional 44,746 shares during the last quarter. 91.97% of the stock is owned by institutional investors.
Omnicom Group Stock Performance NYSE OMC opened at $82.49 on Tuesday. The firm’s 50 day simple moving average is $83.00 and its 200 day simple moving average is $78.87. The firm has a market capitalization of $22.63 billion, a price-to-earnings ratio of 71.11, a P/E/G ratio of 0.71 and a beta of 0.65. The company has a current ratio of 0.92, a quick ratio of 0.78 and a debt-to-equity ratio of 0.97. Omnicom Group Inc. has a 1 year low of $66.33 and a 1 year high of $89.57.
Omnicom Group (NYSE:OMC – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $2.65 EPS for the quarter, missing the consensus estimate of $2.67 by ($0.02). The firm had revenue of $6.56 billion for the quarter, compared to analyst estimates of $6.44 billion. Omnicom Group had a net margin of 1.74% and a return on equity of 24.73%. The firm’s revenue for the quarter was up 63.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.05 earnings per share. As a group, research analysts expect that Omnicom Group Inc. will post 10.35 earnings per share for the current fiscal year. Omnicom Group Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 18th will be issued a dividend of $0.80 per share. The ex-dividend date of this dividend is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 3.9%. Omnicom Group’s payout ratio is 275.86%.
Analysts Set New Price Targets A number of brokerages have commented on OMC. Wells Fargo & Company increased their price target on shares of Omnicom Group from $91.00 to $93.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Citigroup lowered their price objective on shares of Omnicom Group from $105.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. The Goldman Sachs Group began coverage on shares of Omnicom Group in a report on Wednesday, June 3rd. They issued a “buy” rating and a $146.00 target price on the stock. Rothschild & Co Redburn began coverage on shares of Omnicom Group in a research note on Thursday, May 28th. They issued a “neutral” rating and a $89.00 target price for the company. Finally, Zacks Research cut Omnicom Group from a “hold” rating to a “strong sell” rating in a report on Thursday, July 30th. Four investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $99.00.
Read Our Latest Analysis on OMC
Insider Activity at Omnicom Group In related news, Director Linda Rice sold 1,385 shares of the company’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $88.73, for a total transaction of $122,891.05. Following the completion of the sale, the director directly owned 11,719 shares in the company, valued at $1,039,826.87. This represents a 10.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.20% of the company’s stock.
About Omnicom Group (Free Report)
Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
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NEW YORK, Sept. 4, 2026 /PRNewswire/ -- Omnicom (NYSE: OMC) today announced that it will present at the Goldman Sachs Communacopia + Technology Conference 2026 in San Francisco, California on Thursday, September 10, 2026 at 8:10 a.m.
A month has gone by since the last earnings report for Omnicom (OMC - Free Report) . Shares have added about 6.4% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Omnicom due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Omnicom Group Inc. before we dive into how investors and analysts have reacted as of late.
Omnicom Q2 Earnings Beat EstimatesOmnicom reported impressive second-quarter 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate.
OMC’s adjusted earnings of $2.65 per share topped the Zacks Consensus Estimate by 0.4% and increased 29.3% from the year-ago quarter. Revenues of $6.56 billion surpassed the consensus estimate by 0.8% and rose 63.3% year over year.
The sharp rise in revenues reflects the contribution from the Interpublic Group acquisition. Core Operations delivered 6.1% organic growth, led by Integrated Media and Experiential businesses.
OMC's Core Operations Maintain Strong GrowthCore Operations revenues increased 7.2% year over year to $6 billion. Organic growth contributed $339 million, while favorable foreign-currency translation added $61.7 million. Core Operations exclude businesses already divested or classified as held for sale.
Management attributed the performance to expanding services for existing clients and winning new business. Omnicom added work in sports, media, production, commerce, social and influencer marketing for clients including American Express, General Mills and Uber. New integrated media wins included Adidas, IBM and Subway.
Omnicom's Media Business Leads the MixIntegrated Media generated $3.15 billion, representing 52.5% of Core Operations revenues. The discipline recorded organic growth of slightly more than 10%, supported by demand for media, commerce, data, customer relationship management and consulting services.
Advertising revenues were $942.6 million, or 15.7% of the total and declined by high single digits organically. Management linked the weakness partly to internal restructuring, brand realignment and the disposal of smaller, slower-growing operations.
OMC's Other Disciplines Show Mixed TrendsPublic Relations contributed $679.1 million, accounting for 11.3% of Core Operations revenues, with mid-single-digit organic growth. Experiential & Other produced $669.2 million, or 11.2%, and grew more than 10% organically, aided by activity related to the FIFA World Cup.
Health revenues were $555.9 million, representing 9.3% of the total and remaining flat organically. The varied performance highlights Omnicom's reliance on Integrated Media and Experiential operations to offset softness in Advertising.
Omnicom's Regional Results Favor the AmericasThe United States generated $3.54 billion, or 59% of Core Operations revenues, and recorded high-single-digit organic growth. Latin America contributed $227.9 million and expanded more than 10%, making it a notable regional growth driver.
Euro Markets and Other Europe produced $826.4 million, while the United Kingdom generated $554.8 million. Asia-Pacific revenues were $537.6 million, down slightly. Middle East and Africa revenues fell at a double-digit rate amid ongoing regional conflict.
OMC's Margins Benefit From Cost SynergiesAdjusted EBITA from Core Operations increased 20.4% to $1.07 billion. The related margin expanded 190 basis points to 17.8%, primarily reflecting cost-reduction synergies tied to the Interpublic combination.
On a consolidated basis, adjusted EBITA rose 83.7% to $1.13 billion, while the adjusted EBITA margin improved to 17.2% from 15.3%. Reported operating income increased to $922.5 million, supported by revenue growth and the acquisition.
Omnicom's Integration Costs Remain ElevatedOperating expenses climbed to $5.64 billion, largely because of the Interpublic acquisition. The quarter included $40.1 million of integration and transaction costs and $47 million of severance and repositioning expenses.
Net interest expense increased to $93.3 million from $40.7 million, mainly due to debt assumed in the acquisition and refinancing activities. The adjusted effective tax rate declined to 26% from 26.5% a year earlier.
OMC Raises Its Organic Revenue OutlookFollowing the first-half performance, management raised its 2026 organic revenue growth outlook for ongoing operations to 4.5-5% from 4%. The company also expects adjusted earnings growth of more than 15% for the year.
Omnicom remains on track to achieve $900 million of cost-reduction synergies in 2026 and $1.5 billion by mid-2028. Management said slightly more than half of the 2026 target had been delivered through the first half.
Omnicom Advances Its Capital Return PlanFree cash flow totaled $1.50 billion during the first six months of 2026. Cash and cash equivalents were $3.34 billion at quarter-end, while gross long-term debt was $10.18 billion.
The company repurchased roughly $3 billion of shares in the first half. Omnicom expects another $500 million of repurchases during 2026 and plans to complete its $5 billion authorization by the end of the first quarter of 2027.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in fresh estimates.
The consensus estimate has shifted -6.25% due to these changes.
VGM ScoresAt this time, Omnicom has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock was allocated a score of A on the value side, putting it in the top quintile for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Omnicom has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
New Agency Brings Together OM's Hearts & Science and Mediahub to Create a New 40-Market Global Network
Hearts United debuts as a leader in new business, outperforming its competitors globally and in EMEA, and topping the US ranking
, /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, today officially launched Hearts United, a new global media agency created through the combination of its Hearts & Science and Mediahub networks.
Bringing together two high-growth challenger organizations with complementary capabilities, cultures and geographic strengths, Hearts United is built to help ambitious brands navigate a media environment where influence moves continuously across platforms, creators, communities, commerce, and AI.
"Hearts & Science helped pioneer data-driven decision-making, while Mediahub broke new ground by proving media could serve as a creative platform," says Omnicom Media CEO Florian Adamski. "In bringing them together as Hearts United, we have created a new globally scaled network built from complementary strengths, approaches and footprints, and grounded in the shared principle of putting client growth at the heart of every decision."
The new agency - which operates across 40 markets and represents approximately $9.1 billion in 2025 billings - launched following sustained growth at both organizations. Between 2021 and 2025, Hearts & Science increased its billings by 50%, while Mediahub grew 33% - momentum that has continued into 2026. As result, the new agency debuts with one of the best new business performances in the industry as tracked by the COMvergence real-time dashboards, currently ranking #1 in the US YTD in total new business (wins minus losses, including retentions), and #3 globally and in EMEA, outperforming agencies that are up to three times its size.
Four principles define the new agency's approach:
Outcomes-oriented: An evolving commercial model connects the agency's success with client growth, putting accountability into the operating model. Predictive by design: AI is embedded into workflows and the operating model to expand capacity, strengthen human judgment and give talent more time to solve higher-value problems. Ecosystem mastery: Teams plan holistically across the platforms, communities, creators, and commerce environments where attention and influence move, rather than treating channels as isolated decisions. Focused and senior-led: Expert teams work as extensions of clients' organizations, reducing silos and handoffs while bringing senior guidance and diverse expertise to the work. Like its sibling Omnicom Media agencies OMD, Initiative, PHD and UM, Hearts United will leverage the singular advantages and assets of the world's largest global media network in scale, data & technology, identity, commerce capabilities, and talent to deliver disproportionate growth for its clients.
Hearts United will be led in the U.S. by Nicole Estebanell, who previously served as CEO of Mediahub U.S., and in EMEA by Ross Jenkins, who led Mediahub across that region. Both leaders bring experience scaling high-growth businesses while maintaining the entrepreneurial cultures and client relationships that drove their success. Their counterparts in APAC and LATAM are expected to be announced in Q4.
Hearts United joins the Omnicom Media agency portfolio as the group has the best 2026 YTD total new business performance among all global media groups for 2026 – including earning more new client billings ($4.1b) than any other group - resulting from a streak of wins including Adidas, Delta, Dyson, IBM, Mark Anthony Brands, Novo Nordisk, On, and Subway.
For more information visit www.heartsunited.com.
About Hearts United
Operating across 40 markets, Omnicom Media agency Hearts United combines media, data, technology, creativity, and commerce to help brands create momentum in a world where people move continuously across platforms, creators, communities, and AI. Built around the belief that growth requires motion, Hearts United was designed to find what others overlook, turn insight into action, and make brands more attention-worthy, crave-worthy, and shop-worthy in an AI-mediated world.
As part of Omnicom Media, the world's largest global media network, Hearts United gives clients the speed, agility and entrepreneurial culture of a challenger agency, combined with Omnicom Media's unparalleled advantages in scale, data, identity, commerce capabilities, and talent. The result is a connected growth system designed to deliver disproportionate impact for ambitious brands, regardless of their size or category.
Omnicom Group Inc. (NYSE:OMC – Get Free Report) has been assigned an average rating of “Hold” from the eleven ratings firms that are covering the firm, Marketbeat reports. Two investment analysts have rated the stock with a sell rating, five have issued a hold rating and four have assigned a buy rating to the company. The average 1 year target price among brokers that have updated their coverage on the stock in the last year is $99.00.
Several brokerages recently commented on OMC. Wells Fargo & Company boosted their price target on shares of Omnicom Group from $91.00 to $93.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. Zacks Research cut shares of Omnicom Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 30th. Citigroup reduced their price target on shares of Omnicom Group from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Rothschild & Co Redburn began coverage on Omnicom Group in a research report on Thursday, May 28th. They issued a “neutral” rating and a $89.00 target price on the stock. Finally, The Goldman Sachs Group started coverage on shares of Omnicom Group in a research report on Wednesday, June 3rd. They set a “buy” rating and a $146.00 price target on the stock.
Check Out Our Latest Stock Report on Omnicom Group
Insider Buying and Selling at Omnicom Group In other Omnicom Group news, Director Linda Johnson Rice sold 1,385 shares of the stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $88.73, for a total transaction of $122,891.05. Following the completion of the transaction, the director owned 11,719 shares of the company’s stock, valued at $1,039,826.87. This trade represents a 10.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 1.20% of the company’s stock. Institutional Inflows and Outflows Hedge funds and other institutional investors have recently made changes to their positions in the company. Activest Wealth Management grew its position in Omnicom Group by 2,960.0% in the fourth quarter. Activest Wealth Management now owns 306 shares of the business services provider’s stock valued at $25,000 after acquiring an additional 296 shares in the last quarter. Elyxium Wealth LLC acquired a new position in shares of Omnicom Group during the fourth quarter worth $26,000. Legacy Wealth Managment LLC ID lifted its position in shares of Omnicom Group by 111.4% during the fourth quarter. Legacy Wealth Managment LLC ID now owns 334 shares of the business services provider’s stock worth $27,000 after purchasing an additional 176 shares in the last quarter. EFG International AG purchased a new position in shares of Omnicom Group in the fourth quarter valued at $28,000. Finally, Keating Financial Advisory Services Inc. purchased a new stake in Omnicom Group during the 2nd quarter worth $25,000. Institutional investors and hedge funds own 91.97% of the company’s stock.
Omnicom Group Stock Performance Shares of OMC stock opened at $88.32 on Monday. The company has a current ratio of 0.92, a quick ratio of 0.78 and a debt-to-equity ratio of 0.97. Omnicom Group has a 12-month low of $66.33 and a 12-month high of $89.57. The business’s 50 day moving average is $81.71 and its two-hundred day moving average is $78.24. The company has a market capitalization of $24.23 billion, a P/E ratio of 76.14, a P/E/G ratio of 0.59 and a beta of 0.64.
Omnicom Group (NYSE:OMC – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $2.65 EPS for the quarter, missing analysts’ consensus estimates of $2.67 by ($0.02). The business had revenue of $6.56 billion during the quarter, compared to analysts’ expectations of $6.44 billion. Omnicom Group had a net margin of 1.74% and a return on equity of 24.73%. The firm’s quarterly revenue was up 63.4% compared to the same quarter last year. During the same quarter last year, the firm earned $2.05 earnings per share. Analysts expect that Omnicom Group will post 10.35 EPS for the current fiscal year.
Omnicom Group Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 18th will be issued a $0.80 dividend. The ex-dividend date is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a yield of 3.6%. Omnicom Group’s dividend payout ratio is currently 275.86%.
Omnicom Group Company Profile (Get Free Report)
Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
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Bank of Nova Scotia acquired a new stake in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 231,018 shares of the business services provider’s stock, valued at approximately $16,825,000. Bank of Nova Scotia owned approximately 0.08% of Omnicom Group as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Resona Asset Management Co. Ltd. grew its position in shares of Omnicom Group by 55.4% in the fourth quarter. Resona Asset Management Co. Ltd. now owns 98,842 shares of the business services provider’s stock valued at $7,976,000 after purchasing an additional 35,247 shares during the last quarter. Generali Asset Management SPA SGR lifted its position in shares of Omnicom Group by 346.0% during the 4th quarter. Generali Asset Management SPA SGR now owns 20,580 shares of the business services provider’s stock worth $1,662,000 after purchasing an additional 15,966 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Omnicom Group by 70.0% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 674,065 shares of the business services provider’s stock worth $54,815,000 after purchasing an additional 277,665 shares during the last quarter. New York State Teachers Retirement System boosted its stake in Omnicom Group by 70.2% during the 4th quarter. New York State Teachers Retirement System now owns 251,174 shares of the business services provider’s stock valued at $20,282,000 after purchasing an additional 103,615 shares during the period. Finally, Swiss Life Asset Management Ltd boosted its stake in Omnicom Group by 901.4% during the 4th quarter. Swiss Life Asset Management Ltd now owns 481,765 shares of the business services provider’s stock valued at $38,903,000 after purchasing an additional 433,654 shares during the period. Institutional investors own 91.97% of the company’s stock.
Analysts Set New Price Targets OMC has been the topic of several research analyst reports. Zacks Research downgraded shares of Omnicom Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 30th. Wells Fargo & Company increased their price target on shares of Omnicom Group from $91.00 to $93.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. Citigroup reduced their price target on shares of Omnicom Group from $105.00 to $100.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Rothschild & Co Redburn assumed coverage on shares of Omnicom Group in a research report on Thursday, May 28th. They issued a “neutral” rating and a $89.00 price target on the stock. Finally, Morgan Stanley boosted their price objective on shares of Omnicom Group from $82.00 to $83.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $99.00.
View Our Latest Analysis on OMC Omnicom Group Stock Up 0.4% OMC opened at $87.87 on Monday. The firm has a market cap of $24.11 billion, a price-to-earnings ratio of 75.75, a PEG ratio of 0.58 and a beta of 0.64. The company has a debt-to-equity ratio of 0.97, a quick ratio of 0.78 and a current ratio of 0.92. The firm’s 50-day simple moving average is $80.34 and its 200-day simple moving average is $77.58. Omnicom Group Inc. has a twelve month low of $66.33 and a twelve month high of $88.55.
Omnicom Group (NYSE:OMC – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $2.65 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.67 by ($0.02). The firm had revenue of $6.56 billion for the quarter, compared to the consensus estimate of $6.44 billion. Omnicom Group had a net margin of 1.74% and a return on equity of 24.73%. The company’s revenue for the quarter was up 63.4% on a year-over-year basis. During the same period in the prior year, the business earned $2.05 earnings per share. Equities research analysts anticipate that Omnicom Group Inc. will post 10.35 EPS for the current fiscal year.
Omnicom Group Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 18th will be paid a $0.80 dividend. The ex-dividend date is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 3.6%. Omnicom Group’s payout ratio is 275.86%.
About Omnicom Group (Free Report)
Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
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Omnicom Group remains undervalued at 7.4x forward earnings, offering a compelling long-term buying opportunity with a 3.94% dividend yield. OMC's Q2 results showed 65% revenue growth, 29% EPS growth, robust margin expansion, and strong free cash flow following the Interpublic Group acquisition. Management raised organic revenue guidance to 5% and reaffirmed EPS growth above 15%, while executing $3 billion in buybacks and maintaining a conservative 32% FCF payout ratio.
Omnicom is rated Buy, offering a 4% dividend, an active $5B buyback, and significant post-merger scale after acquiring Interpublic. OMC delivered 6.1% organic growth and 29.3% YoY adjusted EPS growth, with margin expansion driven by merger synergies and disciplined cost savings. Management targets $900M in cost savings by 2026 and $1.5B by mid-2028, with 75–80% of near-term savings expected to flow through earnings.
Axiom Investment Management LLC bought a new position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 31,547 shares of the business services provider’s stock, valued at approximately $2,376,000. Omnicom Group accounts for 1.8% of Axiom Investment Management LLC’s investment portfolio, making the stock its 14th largest position.
Several other large investors also recently modified their holdings of OMC. Activest Wealth Management boosted its holdings in Omnicom Group by 2,960.0% in the fourth quarter. Activest Wealth Management now owns 306 shares of the business services provider’s stock valued at $25,000 after acquiring an additional 296 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Omnicom Group in the 4th quarter worth about $26,000. Elyxium Wealth LLC bought a new stake in shares of Omnicom Group during the 4th quarter valued at about $26,000. Legacy Wealth Managment LLC ID boosted its stake in shares of Omnicom Group by 111.4% during the 4th quarter. Legacy Wealth Managment LLC ID now owns 334 shares of the business services provider’s stock valued at $27,000 after purchasing an additional 176 shares in the last quarter. Finally, EFG International AG purchased a new position in shares of Omnicom Group during the fourth quarter valued at about $28,000. 91.97% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In OMC has been the subject of a number of research reports. The Goldman Sachs Group started coverage on shares of Omnicom Group in a research note on Wednesday, June 3rd. They issued a “buy” rating and a $146.00 price target for the company. Citigroup cut their price objective on Omnicom Group from $105.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday. Rothschild & Co Redburn began coverage on Omnicom Group in a report on Thursday, May 28th. They set a “neutral” rating and a $89.00 target price on the stock. Wells Fargo & Company increased their target price on Omnicom Group from $91.00 to $93.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Morgan Stanley raised their target price on Omnicom Group from $82.00 to $83.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. Four analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $99.00.
Get Our Latest Report on Omnicom Group
Omnicom Group Stock Down 0.9% OMC stock opened at $78.86 on Friday. The business has a 50 day moving average of $77.29 and a 200 day moving average of $76.89. The firm has a market cap of $21.64 billion, a PE ratio of 67.98, a price-to-earnings-growth ratio of 0.53 and a beta of 0.63. Omnicom Group Inc. has a twelve month low of $66.33 and a twelve month high of $87.41. The company has a quick ratio of 0.77, a current ratio of 0.92 and a debt-to-equity ratio of 0.97.
Omnicom Group (NYSE:OMC – Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $2.65 EPS for the quarter, missing the consensus estimate of $2.67 by ($0.02). Omnicom Group had a return on equity of 24.73% and a net margin of 1.74%.The company had revenue of $6.56 billion during the quarter, compared to the consensus estimate of $6.44 billion. During the same period last year, the firm posted $2.05 earnings per share. The company’s revenue was up 63.4% compared to the same quarter last year. On average, research analysts forecast that Omnicom Group Inc. will post 10.35 EPS for the current fiscal year.
Omnicom Group Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 18th will be paid a $0.80 dividend. The ex-dividend date is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a yield of 4.1%. Omnicom Group’s payout ratio is presently 275.86%.
More Omnicom Group News Here are the key news stories impacting Omnicom Group this week:
Positive Sentiment: Wells Fargo raised its price target for Omnicom Group to $93 from $91 and maintained an “overweight” rating, citing potential upside from the company’s operating outlook. Wells Fargo price-target update Positive Sentiment: Citigroup lowered its target to $100 from $105 but retained a “buy” rating. The reduced target still implies substantial upside and suggests analysts view the recent weakness as an opportunity rather than a fundamental break in the investment case. Citigroup price-target update Positive Sentiment: Analysts highlighted Omnicom’s data and analytics investments, integrated media capabilities and merger-related cost synergies as potential drivers of longer-term revenue growth and profitability. Omnicom data and analytics outlook Neutral Sentiment: Omnicom’s latest quarter produced $6.56 billion in revenue, above the $6.44 billion consensus and up 63.4% year over year, while EPS of $2.65 narrowly missed the $2.67 estimate. The mixed result helps explain why strong sales growth has not translated into a clear stock catalyst. Omnicom Q2 earnings call highlights Neutral Sentiment: International revenue remains an important factor in Wall Street’s forecasts, making foreign-market performance and currency or regional risks relevant to the stock’s outlook. Omnicom international revenue analysis Negative Sentiment: Investors remain concerned about higher debt, integration expenses and margin pressure following the merger. Analysts have also trimmed estimates, creating uncertainty over how quickly anticipated synergies will improve earnings. Omnicom valuation analysis Negative Sentiment: Some commentary argues that OMC’s valuation and recent multiyear gains leave the shares vulnerable to profit-taking if organic growth or post-merger execution disappoints. Omnicom valuation commentary Omnicom Group Company Profile (Free Report)
Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
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Key Takeaways Omnicom's Integrated Media generated $3.15 billion in revenues and more than 10% organic growth.OMC's Omni platform adds Acxiom, Interact and Flywheel capabilities for precision marketing.Omnicom targets $900 million in 2026 cost synergies as Core Operations margin rose to 17.8%. Omnicom Group Inc. (OMC - Free Report) is trying to make merger scale more than a balance sheet story.
Data, analytics, precision marketing, integrated media and cost automation now shape how the company aims to serve clients seeking measurable, personalized and digitally connected campaigns.
Omnicom’s Data Investments Deepen Client RelevanceOmnicom’s products and services support client objectives across media, data, commerce, customer relationship management, content, creativity and artificial intelligence. That mix gives the combined company a broader platform for performance-driven marketing.
Its Omni platform now includes Acxiom, Interact and Flywheel Commerce Cloud. These assets add privacy-focused identity and data management capabilities that can improve campaign personalization, service delivery and operating efficiency.
OMC’s Integrated Media Captures Digital DemandIntegrated Media has become Omnicom’s largest Core Operations discipline. In the second quarter of 2026, it generated $3.15 billion in revenues, or 52.5% of Core Operations revenues.
The discipline includes media planning and buying, performance media, audience-based solutions, digital commerce and data and identity services. Its more than 10% organic growth shows how client demand is shifting toward measurable media, commerce and data-led execution.
Omnicom’s Fan Graph Expands Precision MarketingThe Acxiom Fan Graph gives Omnicom a clear example of how the merger can deepen precision marketing. It combines media, commerce, attendance, purchase, participation and identity signals into a privacy-compliant view of sports audiences.
That capability can help brands improve audience targeting and campaign measurement across sports and entertainment. Publicis Groupe SA (PUBGY - Free Report) and WPP plc (WPP - Free Report) remain relevant peers as the advertising and marketing group increasingly competes on data, media intelligence and technology-enabled client work.
OMC’s Experiential Business Adds a Growth ChannelExperiential and Other also adds a useful growth channel. The discipline includes live and digital events, experiential design and execution, entertainment and sports marketing, consulting, branding and specialized marketing support services.
The business produced more than 10% organic growth, aided by FIFA World Cup-related activity. Live and digital experiences can complement Omnicom’s data-driven media and commerce work by connecting audience insight with brand events and fan engagement.
Omnicom’s Cost Synergies Support Margin ExpansionCost automation and integration discipline are becoming important parts of the merger outlook. Omnicom remains on track for $900 million in cost-reduction synergies in 2026 and $1.5 billion by mid-2028, with slightly more than half of the 2026 target delivered through the first half.
The second quarter showed margin progress. Core Operations adjusted earnings before interest, taxes and amortization reached $1.1 billion, with a 17.8% margin, up from 15.9% a year earlier, helped primarily by cost-reduction synergies.
Real estate repositioning, procurement, back-office consolidation and technology investments can reduce overhead over time. The offset is that merger integration still carries costs, including severance, repositioning and transaction-related spending.
Omnicom’s Trends Meet a Weak Momentum SignalThe bottom line is that Omnicom has credible exposure to data-driven marketing, integrated media and precision audience tools. Those trends support the merger story, especially when paired with cost synergies and improving Core Operations profitability.
OMC’s Growth Score of A and VGM Score of A point to favorable growth and blended style characteristics. Its Value Score of A also fits the stock’s discounted earnings multiple, which remains below the broader market and its own five-year median.
The stock currently carries a Zacks Rank #5 (Strong Sell) and a Momentum Score of D.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Style Scores are designed to complement the Zacks Rank, and a weak rank points to negative earnings estimate revision trends.
That creates a split picture for investors. Long-term data, analytics and integration levers look constructive, but the Zacks Rank and weak Momentum Score keep the near-term risk-reward profile cautious.
Did you analyze how Omnicom (OMC - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this advertising company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.
Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.
In our recent assessment of OMC's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.
The recent quarter saw the company's total revenue reaching $6.56 billion, marking an improvement of 63.4% from the prior-year quarter. Next, we'll examine the breakdown of OMC's revenue from abroad to comprehend the significance of its international presence.
Exploring OMC's International Revenue PatternsOf the total revenue, $227.9 million came from Latin America during the last fiscal quarter, accounting for 3.5%. This represented a surprise of +14.7% as analysts had expected the region to contribute $198.69 million to the total revenue. In comparison, the region contributed $174.4 million, or 2.8%, and $114.6 million, or 2.9%, to total revenue in the previous and year-ago quarters, respectively.
Middle East and Africa generated $127.6 million in revenues for the company in the last quarter, constituting 1.9% of the total. This represented a surprise of -21.36% compared to the $162.26 million projected by Wall Street analysts. Comparatively, in the previous quarter, Middle East and Africa accounted for $129.8 million (2.1%), and in the year-ago quarter, it contributed $66.1 million (1.7%) to the total revenue.
Asia Pacific accounted for 8.2% of the company's total revenue during the quarter, translating to $537.6 million. Revenues from this region represented a surprise of -7.8%, with Wall Street analysts collectively expecting $583.05 million. When compared to the preceding quarter and the same quarter in the previous year, Asia Pacific contributed $503.5 million (8.1%) and $458.8 million (11.4%) to the total revenue, respectively.
During the quarter, Europe contributed $1.59 billion in revenue, making up 24.2% of the total revenue. When compared to the consensus estimate of $1.61 billion, this meant a surprise of -1.18%. Looking back, Europe contributed $1.44 billion, or 23.1%, in the previous quarter, and $1.17 billion, or 29.1%, in the same quarter of the previous year.
International Market Revenue ProjectionsThe current fiscal quarter's total revenue for Omnicom, as projected by Wall Street analysts, is expected to reach $6.22 billion, reflecting an increase of 54.2% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Latin America is anticipated to contribute 3.3% or $205.32 million, Middle East and Africa 2.5% or $157.14 millionAsia Pacific 9.2% or $569.14 million and Europe 23.9% or $1.49 billion.
For the full year, the company is expected to generate $25.77 billion in total revenue, up 49.2% from the previous year. Revenues from Latin America, Middle East and Africa, Asia Pacific and Europe are expected to constitute 3.5% ($897.52 million), 2.9% ($745.98 million)9.3% ($2.4 billion) and 24% ($6.19 billion) of the total, respectively.
Wrapping UpRelying on international markets for revenues, Omnicom faces both prospects and perils. Thus, tracking the company's international revenue trends is essential for accurately projecting its future trajectory.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
Here at Zacks, we put a great deal of emphasis on a company's changing earnings outlook, as empirical research has shown that's a powerful force driving a stock's near-term price performance. Quite naturally, the correlation is positive here -- an upward revision in earnings estimates drives the stock price higher.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
Currently, Omnicom holds a Zacks Rank #5 (Strong Sell), signifying its potential to underperform the overall market's performance in the forthcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
A Review of Omnicom's Recent Stock Market PerformanceOver the past month, the stock has gained 1.3% versus the Zacks S&P 500 composite's 0.5% decrease. The Zacks Business Services sector, of which Omnicom is a part, has risen 2.9% over the same period. The company's shares have increased 3.5% over the past three months compared to the S&P 500's 3.5% increase. Over the same period, the sector has risen 2.6%
Key Takeaways Omnicom's Q2 earnings rose 29.3% and revenues climbed 63.3% y/y, with both topping consensus estimates.Integrated Media grew more than 10% organically, offsetting a high-single-digit Advertising decline.The 2026 organic growth outlook was raised to 4.5% to 5%, with $900 million in cost synergies still on track. Omnicom (OMC - Free Report) reported impressive second-quarter 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate.
OMC’s adjusted earnings of $2.65 per share topped the Zacks Consensus Estimate by 0.4% and increased 29.3% from the year-ago quarter. Revenues of $6.56 billion surpassed the consensus estimate by 0.8% and rose 63.3% year over year.
The sharp rise in revenues reflects the contribution from the Interpublic Group acquisition. Core Operations delivered 6.1% organic growth, led by Integrated Media and Experiential businesses.
OMC’s shares have gained 16% over the past year compared with the industry’s 29.4% growth. The Zacks S&P 500 composite has risen 18.6% over the same time frame.
OMC's Core Operations Maintain Strong GrowthCore Operations revenues increased 7.2% year over year to $6 billion. Organic growth contributed $339 million, while favorable foreign-currency translation added $61.7 million. Core Operations exclude businesses already divested or classified as held for sale.
Management attributed the performance to expanding services for existing clients and winning new business. Omnicom added work in sports, media, production, commerce, social and influencer marketing for clients including American Express, General Mills and Uber. New integrated media wins included Adidas, IBM and Subway.
Omnicom's Media Business Leads the MixIntegrated Media generated $3.15 billion, representing 52.5% of Core Operations revenues. The discipline recorded organic growth of slightly more than 10%, supported by demand for media, commerce, data, customer relationship management and consulting services.
Advertising revenues were $942.6 million, or 15.7% of the total and declined by high single digits organically. Management linked the weakness partly to internal restructuring, brand realignment and the disposal of smaller, slower-growing operations.
OMC's Other Disciplines Show Mixed TrendsPublic Relations contributed $679.1 million, accounting for 11.3% of Core Operations revenues, with mid-single-digit organic growth. Experiential & Other produced $669.2 million, or 11.2%, and grew more than 10% organically, aided by activity related to the FIFA World Cup.
Health revenues were $555.9 million, representing 9.3% of the total and remaining flat organically. The varied performance highlights Omnicom's reliance on Integrated Media and Experiential operations to offset softness in Advertising.
Omnicom's Regional Results Favor the AmericasThe United States generated $3.54 billion, or 59% of Core Operations revenues, and recorded high-single-digit organic growth. Latin America contributed $227.9 million and expanded more than 10%, making it a notable regional growth driver.
Euro Markets and Other Europe produced $826.4 million, while the United Kingdom generated $554.8 million. Asia-Pacific revenues were $537.6 million, down slightly. Middle East and Africa revenues fell at a double-digit rate amid ongoing regional conflict.
OMC's Margins Benefit From Cost SynergiesAdjusted EBITA from Core Operations increased 20.4% to $1.07 billion. The related margin expanded 190 basis points to 17.8%, primarily reflecting cost-reduction synergies tied to the Interpublic combination.
On a consolidated basis, adjusted EBITA rose 83.7% to $1.13 billion, while the adjusted EBITA margin improved to 17.2% from 15.3%. Reported operating income increased to $922.5 million, supported by revenue growth and the acquisition.
Omnicom's Integration Costs Remain ElevatedOperating expenses climbed to $5.64 billion, largely because of the Interpublic acquisition. The quarter included $40.1 million of integration and transaction costs and $47 million of severance and repositioning expenses.
Net interest expense increased to $93.3 million from $40.7 million, mainly due to debt assumed in the acquisition and refinancing activities. The adjusted effective tax rate declined to 26% from 26.5% a year earlier.
OMC Raises Its Organic Revenue OutlookFollowing the first-half performance, management raised its 2026 organic revenue growth outlook for ongoing operations to 4.5-5% from 4%. The company also expects adjusted earnings growth of more than 15% for the year.
Omnicom remains on track to achieve $900 million of cost-reduction synergies in 2026 and $1.5 billion by mid-2028. Management said slightly more than half of the 2026 target had been delivered through the first half.
Omnicom Advances Its Capital Return PlanFree cash flow totaled $1.50 billion during the first six months of 2026. Cash and cash equivalents were $3.34 billion at quarter-end, while gross long-term debt was $10.18 billion.
The company repurchased roughly $3 billion of shares in the first half. Omnicom expects another $500 million of repurchases during 2026 and plans to complete its $5 billion authorization by the end of the first quarter of 2027.
Omnicom currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotsWEX Inc. (WEX - Free Report) reported better-than-expected second-quarter 2026 results. WEX’s adjusted earnings of $5.35 per share outpaced the Zacks Consensus Estimate by 5.3% and increased 35.4% from the year-ago quarter. WEX’s revenues of $753.5 million surpassed the consensus estimate by 1.8% and improved 14.2% year over year.
Waste Connections, Inc. (WCN - Free Report) posted impressive second-quarter 2026 results. WCN’s adjusted earnings of $1.50 per share outpaced the consensus mark by 11.1% and rose 16.3% from the year-ago quarter. WCN’s total revenues of $2.56 billion surpassed the consensus mark by 1.1% and increased 6.4% year over year.
OMD Tops the Agency Ranking with $35.1 Billion in Billings and 10% Share
, /PRNewswire/ -- A new report from the Research Company Evaluating the Media Industry (RECMA) reinforces Omnicom Media's leadership position following the integration of Omnicom and IPG's media operations in November 2025.
According to the recently published RECMA 2025 Overall Activity Volume (OAV) report, the Omnicom Media - an Omnicom (NYSE: OMC) Connected Capability - is now the largest global media management network, with $107.3 billion in billings ($20 billion + ahead of its nearest competitor), representing 30.1% of the global media agency market.
The report also reveals Omnicom Media leads in overall activity volume across North America, EMEA and LATAM.
Published annually, The RECMA Overall Activity Volume report ranks media organizations based on total managed activity volume across traditional and non-traditional media investments (which includes online paid media and fee-based activity on digital, data & analytics, content, marketing, and sponsorships) in 54 countries, providing one of the industry's most comprehensive assessments of global media market scale and competitive position.
A Historic Event
Describing the combination of Omnicom and IPG as a "historic event" that has reshaped the global media agency landscape, RECMA looks beyond scale alone in offering proof points for Omnicom Media's leadership, highlighting the enhanced capabilities of the AI-enable Omni Intelligence Platform through the integration of Acxiom's identity and data assets and Flywheel's commerce expertise. Together, these capabilities enable clients to connect planning, activation, measurement, and optimization across channels while benefiting from the scale, intelligence, and specialist expertise of the industry's largest media organization.
Commenting on the report, Omnicom Media CEO Florian Adamski said, "Scale matters only to the extent that it creates better outcomes for our clients. Beyond billings, our leadership position reflects the investments we've made in bringing together the industry's strongest talent, technology, data and commerce capabilities into a single connected organization that can translate unprecedented scale into disproportionate growth for the world's leading brands - helping them make smarter decisions, move faster and unlock opportunities others can't."
OMD Again Tops the Agency Ranking
The report also reaffirmed the strength of Omnicom Media's agency portfolio, with OMD retaining its position as the world's largest individual media network with $35.1 billion in activity volume and a 9.9% global market share. OMD also secured the #1 ranking across North America and EMEA, as well as in the top five European advertising markets (UK, Germany, France, Spain, and Italy), the Nordics and Central & Eastern Europe.
RECMA also highlighted the continued momentum of PHD, which delivered strong growth and gained share in both APAC and LATAM; while Hearts & Science has increased its billings by +27% over the three-year period covered in the report, making it one of the fastest growing brands among the 16 global agency networks included in the ranking - momentum that will be an asset to the new enterprise that will launch next month when Hearts & Science and Omnicom Media agency Mediahub come together to create a new agency brand.
The RECMA report arrives as Omnicom Media also leads all Big Five global media management groups in new business performance, with more than $3 billion in year-to-date billings awarded from major wins and retentions including Adidas, Delta Air Lines, Dyson, IBM, Subway and Uber - a performance that further underscores how the new network's unique advantages in scale, data &technology, identity, commerce, and talent are translating into sustained client confidence and marketplace growth.
ABOUT OMNICOM MEDIA
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world's largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 40,000+ specialists across 70+ markets, and the industry's most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world's most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, Initiative, PHD, UM, Hearts & Science, and Mediahub; core Omnicom Integrated Media offerings Acxiom, the world's premier identity solution, and the Flywheel digital commerce practice; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories. For more information visit omnicommedia.com
Organic Revenue Growth: 6.1% in Q2 2026.Adjusted EBITDA Growth: 20.4% in Q2 2026.EBITDA Margin: Increased by almost 200 basis points to 17.8% in Q2 2026.Non-GAA
Omnicom Group Inc. (OMC) Q2 2026 Earnings Call July 28, 2026 4:30 PM EDT
Company Participants
Gregory Lundberg - Senior Vice President of Investor Relations
John Wren - Chairman & CEO
Philip Angelastro - Executive VP & CFO
Florian Adamski - Chief Executive Officer
Paolo Yuvienco - Executive VP & Chief Technology Officer
Conference Call Participants
David Karnovsky - JPMorgan Chase & Co, Research Division
Steven Cahall - Wells Fargo Securities, LLC, Research Division
Jason Bazinet - Citigroup Inc., Research Division
Adam Berlin
Sean Diffley - Morgan Stanley, Research Division
Julien Roch - Barclays Bank PLC, Research Division
Michael Nathanson - MoffettNathanson LLC
Craig Huber - Huber Research Partners, LLC
Adrien de Saint Hilaire - BofA Securities, Research Division
Presentation
Operator
Ladies and gentlemen, thank you for joining us and welcome to the Omnicom's Second Quarter 2026 Earnings Conference Call. [Operator Instructions]
I will now hand the conference over to Greg Lundberg, Investor Relations. Greg, please go ahead.
Gregory Lundberg
Senior Vice President of Investor Relations
Thank you for joining our second quarter 2026 earnings call. With me today are John Wren, Chairman and Chief Executive Officer; and Phil Angelastro, Executive Vice President and Chief Financial Officer. On our website, omc.com, you will find a press release and a presentation covering the information we'll review today. An archived webcast will be available when today's call concludes.
Before we start, I would like to remind everyone to read the forward-looking statements and non-GAAP financial and other information that we've included at the end of our investor presentation. Certain of the statements made today may constitute forward-looking statements. These represent our present expectations and relevant factors that could cause actual results to differ materially are listed in our earnings materials and in our SEC filings, including our 2025 Form 10-K. During the course of today's call, we will also discuss certain non-GAAP measures. You can find the reconciliation of
High Yield Revival: 3 Cash-Rich Dividend Payers on SaleOmnicom Group NYSE: OMC reported accelerating organic revenue growth in the second quarter of 2026, raised its full-year growth outlook and said it remains on track to deliver planned cost-reduction synergies following its combination with Interpublic.
Chairman and Chief Executive Officer John Wren said revenue from core operations, which excludes assets held for sale and planned dispositions, grew organically by 6.1% during the quarter. Total core revenue increased 7.2% to $6 billion, aided by a 1.1% foreign-exchange benefit and a nominal contribution from a small acquisition.
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“These strong results were driven by our integrated media and experiential disciplines,” Wren said. He added that the company’s performance in the quarter and first half demonstrated momentum from the Interpublic combination and its effort to operate as a more integrated marketing and sales company.
Profit Growth and Updated Outlook Core operations adjusted EBITDA rose 20.4%, or $181.4 million, in the second quarter, while the adjusted EBITDA margin expanded to 17.8% from 15.9% in the comparable combined 2025 period. Chief Financial Officer Phil Angelastro attributed the margin improvement primarily to cost-reduction synergies.
Non-GAAP adjusted diluted earnings per share increased 29.3% to $2.65, from $2.05 a year earlier. Adjusted net income rose $344.1 million to $745.2 million. The company’s adjusted tax rate was 26%, compared with 26.5% in 2025, and management expects its annual 2026 tax rate to remain at 26%.
Based on first-half results, Omnicom raised its forecast for 2026 organic revenue growth from ongoing operations to 5%, from its prior range of 4% to 4.5%.
Angelastro also said the company expects full-year adjusted diluted EPS growth in the “high teens,” adding that growth of more than 15% is expected. He identified $8.65, Omnicom’s 2025 non-GAAP EPS figure, as the comparison base.
Management reiterated its target of $900 million in cost-reduction synergies during 2026 and $1.5 billion by mid-2028. Angelastro said Omnicom was “a little over halfway” toward the 2026 synergy target at the end of the first half and expects 75% to 80% of the annual target to benefit earnings before interest, taxes and amortization growth and margin. The company also plans to continue investing in Omni and other business platforms.
Media, Experiential Lead Revenue Growth Integrated media, which includes media, commerce, data, CRM, consulting and content automation, represented about 53% of core revenue and posted organic growth of more than 10%. Experiential and other revenue, representing 11% of core revenue, also grew more than 10%, largely because of FIFA World Cup-related activity.
Public relations revenue grew at a mid-single-digit rate, health revenue was flat, and advertising revenue declined at a high-single-digit rate. Angelastro said the advertising business has undergone internal reorganization as Omnicom integrates Interpublic assets, including realigning and, in some cases, eliminating brands as well as disposing of smaller low-growth markets.
By geography, the U.S., which accounted for 59% of core revenue, grew at a high-single-digit rate. Europe grew at a low-single-digit pace, while Latin America increased more than 10%. Asia-Pacific revenue declined slightly, and Middle East and Africa revenue fell by double digits because of ongoing conflict, Angelastro said.
Wren said organic growth reflected both expanded services for existing clients and new-business activity. The company cited expanded work in sports, media, production, commerce, social and influencer services for American Express, General Mills and Uber, along with new integrated media wins from Adidas, IBM and Subway.
Portfolio Dispositions and Capital Returns Omnicom has completed more than half of its planned asset dispositions through the end of July, according to management. The annualized revenue associated with the dispositions and businesses held for sale is now estimated at $3.5 billion to $3.6 billion, up from a previously discussed $3.2 billion. About 60% of the increase relates to advertising businesses, Angelastro said.
The company expects the remaining businesses being disposed of to contribute approximately $300 million in revenue during the third quarter and $225 million in the fourth quarter, with EBITDA margins of about 10%. Omnicom expects to complete the remaining transactions by year-end.
Wren said the divestitures have removed businesses and markets that had been lower growth or no growth, while in some markets Omnicom has retained minority positions to continue serving global clients without carrying the full financial burden of those operations.
Omnicom also continued its $5 billion share-repurchase program. It completed $3 billion in repurchases through the first half, including a $2.5 billion accelerated share-repurchase program. Management expects to repurchase roughly another $500 million during 2026 and complete the balance by the end of the first quarter of 2027.
At June 30, gross long-term debt was $10.2 billion, while cash equivalents and short-term investments totaled $3.3 billion. The company had an undrawn $3.5 billion revolving credit facility. Angelastro said Omnicom’s total debt-to-pro-forma-adjusted EBITDA leverage ratio was 2.4 times, below 2.6 times a year earlier.
AI, Client Demand and Marketing Transformation Wren identified agentic marketing transformation, consumer engagement and expanded client relationships as Omnicom’s major growth opportunities. He said Omni’s agentic layer, data and identity capabilities supported by Acxiom are designed to help clients with audience strategy, activation and cross-channel measurement.
Management said clients are seeking measurable returns and value from marketing investment. Florian Adamski, who participated in the discussion of the media business, said the combined company’s data, identity, commerce and retail-media capabilities are being unified in Omni.
On artificial intelligence, Wren said AI and generative AI are tools that Omnicom has used for some time and that agentic capabilities remain in early stages. He said savings generated through these tools are being shared with clients. Another executive, Paolo, said agentic workflows can improve delivery efficiency and consistency while data and identity assets can improve client outcomes. Wren added that clients are, in large part, reinvesting savings back into the marketplace.
About Omnicom Group (NYSE:OMC)Omnicom Group Inc NYSE: OMC is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company's primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Omnicom (OMC - Free Report) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.38%. A quarter ago, it was expected that this advertising company would post earnings of $1.91 per share when it actually produced earnings of $1.9, delivering a surprise of -0.52%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Omnicom, which belongs to the Zacks Advertising and Marketing industry, posted revenues of $6.56 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.79%. This compares to year-ago revenues of $4.02 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Omnicom shares have added about 2.1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Omnicom?While Omnicom has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Omnicom was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.88 on $6.31 billion in revenues for the coming quarter and $10.97 on $25.96 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Advertising and Marketing is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
National CineMedia (NCMI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This theater advertising company is expected to post quarterly loss of $0.09 per share in its upcoming report, which represents a year-over-year change of +18.2%. The consensus EPS estimate for the quarter has been revised 66.7% lower over the last 30 days to the current level.
National CineMedia's revenues are expected to be $60.4 million, up 16.6% from the year-ago quarter.
Revenue of $6.0 billion, 6.1% organic growth Non-GAAP Adjusted EBITA of $1.1 billion, 17.8% margin 2026 Second Quarter - Reported:
Revenue of $6.6 billion Diluted earnings per share of $2.08; $2.65 Non-GAAP Adjusted, up 29% Operating Income of $922.5 million; $1.1 billion Non-GAAP Adjusted EBITA, 17.2% margin , /PRNewswire/ -- Omnicom (NYSE: OMC) today announced results for the quarter ended June 30, 2026.
"Our second quarter results reflect the momentum of the new Omnicom. Revenue in our Core Operations grew 6.1% organically and we had strong margin expansion," said John Wren, Chairman and Chief Executive Officer of Omnicom. "We are built for an era where speed, integration, and scale matter most. Our wins this quarter demonstrate that. Clients are consolidating more work with us because they see the competitive advantage our connected capabilities deliver. Looking ahead, we will strengthen our position as an integrated growth partner by focusing on three key areas: leading in agentic marketing transformation, expanding and deepening our partnerships with existing and new clients, and helping clients win across the new consumer engagement models in sports & entertainment, social & creator, connected commerce, and AI-driven discovery."
Second Quarter 2026 Results - Core Operations
Three Months Ended June 30,
$ in millions, except per share amounts
2026
2025
Omnicom
Combined (OMC + IPG)
2026
Consolidated
Less:
Dispositions &
Held for Sale
Core Operations
(Net of
Dispositions &
Held for Sale)
2025
Combined
Less:
Dispositions &
Held for Sale
Core Operations
(Net of
Dispositions &
Held for Sale)
Revenue
$ 6,562.5
$ 567.5
$ 5,995.0
$ 6,552.4
$ 960.5
$ 5,591.9
Adjusted EBITA
$ 1,127.3
$ 58.5
$ 1,068.8
$ 1,007.5
$ 120.1
$ 887.4
Adj EBITA Margin
17.2 %
10.3 %
17.8 %
15.4 %
12.5 %
15.9 %
See notes on pages 2 and 12.
Revenue from Core Operations
Revenue from Core Operations in the second quarter of 2026 increased $403.1 million, or 7.2%, to $6.0 billion as compared to the second quarter of 2025, primarily due to an increase in organic revenue of $339.0 million, or 6.1%, and an increase due to foreign currency translation of $61.7 million, or 1.1%.
Revenue contribution by discipline as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.1 billion, or 52.5%, for Integrated Media; $942.6 million, or 15.7%, for Advertising; $555.9 million, or 9.3%, for Health; $679.1 million, or 11.3%, for Public Relations; and $669.2 million, or 11.2%, for Experiential & Other. Revenue from dispositions and assets held for sale was $567.5 million.
Revenue contribution by region as a percentage of revenue from Core Operations of $6.0 billion in the second quarter of 2026 was as follows: $3.5 billion, or 59.0%, for the United States; $826.4 million, or 13.8%, for Euro Markets & Other Europe; $554.8 million, or 9.3%, for the United Kingdom; $537.6 million, or 9.0%, for Asia Pacific; $227.9 million, or 3.8%, for Latin America; $127.6 million, or 2.1%, for the Middle East & Africa; and $180.9 million, or 3.0%, for Other North America.
Adjusted EBITA from Core Operations
Adjusted EBITA from Core Operations in the second quarter of 2026 increased $181.4 million to $1.1 billion as compared to the second quarter of 2025, and the related margin increased to 17.8% from 15.9%, primarily due to cost reduction synergies. For the second quarters of 2026 and 2025, Adjusted EBITA excluded repositioning costs, primarily related to severance actions in connection with the acquisition of The Interpublic Group of Companies, Inc. ("IPG") and integration and acquisition-related costs of $87.1 million ($73.3 million after tax) and $154.8 million ($128.8 million after tax), respectively.
Core Operations
Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.
Second Quarter 2026 Results - Reported
$ in millions, except per share amounts
Three Months Ended June 30,
Reported
2026
Non-GAAP
Adjustments
Non-GAAP
2026 Adj.
Reported
2025
Non-GAAP
Adjustments
Non-GAAP
2025 Adj.
Revenue
$ 6,562.5
$ —
$ 6,562.5
$ 4,015.6
$ —
$ 4,015.6
Operating Income
922.5
87.1
1,009.6
439.2
154.8
594.0
Operating Income Margin
14.1 %
15.4 %
10.9 %
14.8 %
Net Income1
584.8
160.4
745.2
257.6
143.5
401.1
Net Income per Share - Diluted1
$ 2.08
$ 2.65
$ 1.31
$ 2.05
Non-GAAP Measures:1
EBITA
$ 1,040.2
$ 87.1
$ 1,127.3
$ 459.0
$ 154.8
$ 613.8
EBITA Margin
15.9 %
17.2 %
11.4 %
15.3 %
1) See notes on page 12.
Revenue
Revenue in the second quarter of 2026 increased $2.5 billion to $6.6 billion as compared to the second quarter of 2025, primarily due to the acquisition of IPG, which closed on November 26, 2025, and constant currency revenue growth. The impact of foreign currency translation increased revenue by $69.0 million, or 1.7%. Revenue in the second quarter of 2026 includes $567.5 million from dispositions and assets held for sale.
Expenses
Operating expenses increased $2.1 billion to $5.6 billion in the second quarter of 2026 compared to the second quarter of 2025, primarily due to the acquisition of IPG. Included in operating expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, and $47.0 million of repositioning costs.
Salary and service costs increased $1.8 billion to $4.7 billion, primarily due to the IPG acquisition and constant currency revenue growth. These costs tend to fluctuate with changes in revenue and are comprised of salary and related costs, which include employee compensation and benefits costs, freelance labor, third-party service costs, and third-party incidental costs. Salary and related costs increased $1.1 billion to $3.0 billion, due to the revenue growth and the acquisition of IPG. Third-party service costs increased $604.0 million to $1.5 billion, primarily due to growth in our Integrated Media discipline and the acquisition of IPG. Third-party incidental costs increased $37.9 million to $224.3 million, primarily due to revenue growth and the acquisition of IPG.
Occupancy and other costs, which are less directly linked to changes in revenue than salary and service costs, increased $178.5 million to $504.4 million, primarily due to the acquisition of IPG.
SG&A expenses increased $38.6 million to $209.0 million, primarily due to the acquisition of IPG. Included in SG&A expenses in the second quarter of 2026 are $40.1 million of integration and transaction costs related to the acquisition of IPG, compared to $66.0 million in the second quarter of 2025.
Operating Income
Operating income increased $483.3 million to $922.5 million in the second quarter of 2026 compared to the second quarter of 2025, primarily as a result of revenue growth and the IPG acquisition, partially offset by costs primarily related to the integration of IPG.
Interest Expense, net
Net interest expense in the second quarter of 2026 increased $52.6 million to $93.3 million compared to the second quarter of 2025, primarily due to debt assumed as part of the IPG acquisition and the refinancing activities in the first quarter of 2026. Interest expense increased $60.6 million to $123.2 million. Interest income increased $8.0 million to $29.9 million.
Income Taxes
Our effective tax rate for the second quarter of 2026 was 27.1% compared to 30.2% for the second quarter of 2025. The effective tax rates for 2026 and 2025 reflect the impact of the lower tax benefit associated with integration costs, severance, and repositioning charges related to the acquisition of IPG. Excluding these items, our Non-GAAP adjusted effective tax rate for the second quarter of 2026 was 26.0% compared to 26.5% for the second quarter of 2025.
Net Income – Omnicom Group Inc. and Diluted Net Income per Share
Net Income - Omnicom Group Inc. for the second quarter of 2026 increased $327.2 million to $584.8 million compared to the second quarter of 2025. Weighted-average diluted shares outstanding for the second quarter of 2026 increased to 281.0 million from 196.0 million, primarily as a result of shares issued for the IPG acquisition, partially offset by net share repurchases, including shares purchased pursuant to the accelerated stock repurchase agreement. Diluted net income per share of $2.08 increased by $0.77 from $1.31 in the prior year period.
Non-GAAP Adjusted Net Income per Share - Diluted for the second quarter of 2026 increased $0.60, or 29.3%, to $2.65 from $2.05. Non-GAAP Adjusted Net Income per Share - Diluted for the second quarters of 2026 and 2025 excluded $87.1 million and $14.7 million, respectively, of after-tax amortization expense. Non-GAAP Adjusted Net Income per Share - Diluted for the second quarter of 2026 also excluded $38.0 million of after-tax integration and transaction costs, and $35.3 million of after-tax severance and repositioning costs. In 2025, Non-GAAP Adjusted Net Income per Share - Diluted excluded $61.6 million of costs related to the acquisition of IPG and $67.2 million of after-tax severance and repositioning costs. We present Non-GAAP Adjusted Net Income per Share - Diluted to allow for comparability with the prior year period.
EBITA
EBITA increased $581.2 million to $1,040.2 million in the second quarter of 2026 compared to the second quarter of 2025. Adjusted EBITA increased $513.5 million, or 83.7%, to $1,127.3 million in the second quarter of 2026 compared to the second quarter of 2025, and the related margin increased to 17.2% from 15.3%. EBITA and Adjusted EBITA excluded amortization expense of $117.7 million and $19.8 million in the second quarters of 2026 and 2025, respectively. Adjusted EBITA also excluded $40.1 million of costs related to the integration of IPG, and severance and repositioning costs of $47.0 million. Adjusted EBITA in the second quarter of 2025 also excluded $66.0 million of costs related to the acquisition of IPG and $88.8 million of severance and repositioning costs.
Risks and Uncertainties
Global economic conditions and disruptions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients' products, or a disruption in the credit markets could cause economic uncertainty and volatility. The impact of these issues on our business will vary by geographic market and discipline. We monitor economic conditions and disruptions closely, as well as client revenue levels and other factors. In response to reductions in revenue, we can take actions to align our cost structure with changes in client demand and manage our working capital. However, there can be no assurance as to the effectiveness of our efforts to mitigate any impact of the current and future adverse economic conditions and disruptions, reductions in client revenue, changes in client creditworthiness, and other developments.
Definitions - Components of Revenue Change
We use certain terms in describing the components of the change in revenue above.
Core Operations: Revenue from Core Operations excludes businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.
Organic growth: calculated by subtracting the foreign exchange rate impact from total revenue growth, which is equal to the current period revenue from Core Operations minus the prior period revenue from Core Operations.
Foreign exchange rate impact on core operations: calculated by translating the current period's local currency revenue using the prior period average exchange rates to derive current period constant currency revenue. The foreign exchange rate impact is the difference between the current period revenue in U.S. Dollars and the current period constant currency revenue.
Percentage change: Calculated by dividing the individual component amount by the prior period Core Operations revenue base.
Conference Call
Omnicom will host a conference call to review its financial results on July 28, 2026 starting at 4:30 p.m. Eastern Time. A live webcast of the call, along with the related slide presentation, will be available at Omnicom's investor relations website, investor.omc.com, and a webcast replay will be made available after the call concludes.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit omc.com.
Non-GAAP Financial Measures
We present financial measures determined in accordance with generally accepted accounting principles in the United States ("GAAP") and adjustments to the GAAP presentation ("Non-GAAP"), which we believe are meaningful for understanding our performance. We believe these measures are useful in evaluating the impact of certain items on operating performance and allow for comparability between reporting periods. We define EBITA as earnings before interest, taxes, and amortization, principally of acquired intangible assets and internally developed strategic platform assets, and EBITA margin is defined as EBITA divided by revenue. We use EBITA and EBITA margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. We also use Adjusted Operating Income, Adjusted Operating Income Margin, Adjusted EBITA, Adjusted EBITA Margin, Adjusted Income Tax Expense, Adjusted Net Income – Omnicom Group Inc., Adjusted Net Income per share – Omnicom Group Inc. - Diluted, and organic growth as additional operating performance measures. For 2025, we also used Combined Adjusted EBITA, which was calculated using the combined adjusted EBITA of Omnicom and IPG. Non-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information presented in accordance with GAAP. Non-GAAP financial measures as reported by us may not be comparable to similarly titled amounts reported by other companies.
Forward-Looking Statements
Certain statements in this document contain forward-looking statements, including statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. In addition, from time to time, we or our representatives have made, or may make, forward-looking statements, orally or in writing. These statements may discuss goals, intentions, and expectations as to future plans, trends, events, results of operations or financial condition, or otherwise, based on current beliefs of management as well as assumptions made by, and information currently available to management. Forward-looking statements may be accompanied by words such as "aim", "anticipate", "believe", "plan", "could", "should", "would", "estimate", "expect", "forecast", "future", "guidance", "intend", "may", "will", "possible", "potential", "predict", "project" or similar words, phrases, or expressions. These forward-looking statements are subject to various risks and uncertainties, many of which are outside of our control. Therefore, you should not place undue reliance on such statements. Factors that could cause actual results to differ materially from those in the forward-looking statements include:
risks relating to the completed merger (the "Merger") between us and IPG, including risks related to the integration of IPG's business, such as, among others: uncertainties associated with retaining key management and other employees; potential disruptions to client, vendor, and business partner relationships; the risk that integration activities may be more time-consuming, complex, or costly than expected; the possibility that anticipated synergies, efficiencies, and other benefits of the Merger may not be realized, or may be realized more slowly than anticipated; and risks associated with managing a larger, more complex combined organization and effectively integrating systems, processes, operations, and cultures; adverse economic conditions, including geopolitical events, international hostilities, acts of terrorism, public health crises, inflation or stagflation, tariffs and other trade barriers, central bank interest rate policies in countries that comprise our major markets, labor and supply chain issues affecting the distribution of our clients' products, or a disruption in the credit markets; international, national, or local economic conditions that could adversely affect us or our clients; reductions in client spending, a slowdown in client payments or a deterioration or disruption in the credit markets; the ability to attract new clients and retain existing clients in the manner anticipated; changes in client marketing and communications services requirements; failure to manage potential conflicts of interest between or among clients; unanticipated changes related to competitive factors in the marketing and communications services industries; unanticipated changes to, or an inability to hire and retain, key personnel; currency exchange rate fluctuations; reliance on information technology systems and risks related to cybersecurity incidents; effective management of the risks, challenges, and efficiencies presented by utilizing artificial intelligence, or AI, technologies and related partnerships in our business, and their use by our competitors; failure to adapt to technological developments; our liquidity, long-term financing needs, credit ratings, and access to capital markets; changes in legislation or governmental regulations affecting us or our clients; losses on media purchases and production costs incurred on behalf of clients; risks associated with assumptions we make in connection with our acquisitions, critical accounting estimates, and legal proceedings; our international operations, which are subject to the risks of currency repatriation restrictions, social or political conditions and an evolving regulatory environment in high-growth markets and developing countries; risks related to our environmental, social and governance goals and initiatives, including impacts from regulators and other stakeholders, and the impact of factors outside of our control on such goals and initiatives; changes in tax rates, tax laws, regulations or interpretations, or adverse outcomes of tax audits or proceedings; and other business, financial, operational and legal risks and uncertainties detailed from time to time in our filings with the Securities and Exchange Commission ("SEC"). The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties that may affect our business, including those described in Item 1A., "Risk Factors" and Item 7., "Management's Discussion and Analysis of Financial Condition and Results of Operations", in our Annual Report on Form 10-K, in this document and in other documents filed from time to time with the SEC. Except as required under applicable law, we do not assume any obligation to update these forward-looking statements.
OMNICOM GROUP INC. AND SUBSIDIARIES
CONSOLIDATED STATEMENTS OF INCOME
(Unaudited)
(In millions, except per share amounts)
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Revenue
$ 6,562.5
$ 4,015.6
$ 12,805.4
$ 7,706.0
Operating Expenses:
Salary and service costs
4,713.3
2,932.6
9,352.9
5,678.9
Occupancy and other costs
504.4
325.9
1,031.7
640.5
Severance and repositioning costs1
47.0
88.8
51.1
88.8
Loss on disposition of subsidiaries1
—
—
34.3
—
Cost of services
5,264.7
3,347.3
10,470.0
6,408.2
Selling, general and administrative expenses1
209.0
170.4
433.5
288.3
Depreciation and amortization
166.3
58.7
333.2
117.7
Total Operating Expenses1
5,640.0
3,576.4
11,236.7
6,814.2
Operating Income
922.5
439.2
1,568.7
891.8
Interest Expense
123.2
62.6
242.2
121.7
Interest Income
29.9
21.9
76.9
51.6
Income Before Income Taxes and Income (Loss) From Equity Method Investments
829.2
398.5
1,403.4
821.7
Income Tax Expense1
224.8
120.5
379.4
241.2
Income (Loss) From Equity Method Investments
1.1
(0.2)
0.2
0.7
Net Income1
605.5
277.8
1,024.2
581.2
Net Income Attributed To Noncontrolling Interests
20.7
20.2
34.2
35.9
Net Income - Omnicom Group Inc.1
$ 584.8
$ 257.6
$ 990.0
$ 545.3
Net Income Per Share - Omnicom Group Inc.:1
Basic
$ 2.09
$ 1.32
$ 3.43
$ 2.78
Diluted
$ 2.08
$ 1.31
$ 3.41
$ 2.77
Dividends Declared Per Common Share
$ 0.80
$ 0.70
$ 1.60
$ 1.40
Operating income margin
14.1 %
10.9 %
12.3 %
11.6 %
Non-GAAP Measures:4
EBITA2
$ 1,040.2
$ 459.0
$ 1,803.8
$ 933.4
EBITA Margin2
15.9 %
11.4 %
14.1 %
12.1 %
EBITA - Adjusted1,2
$ 1,127.3
$ 613.8
$ 1,988.7
$ 1,122.0
EBITA Margin - Adjusted1,2
17.2 %
15.3 %
15.5 %
14.6 %
Non-GAAP Adjusted Net Income Per Share - Omnicom Group Inc. - Diluted1,3
$ 2.65
$ 2.05
$ 4.53
$ 3.74
1)
See Note 3 on page 12.
2)
See Note 4 on page 12 for the definition of EBITA.
3)
Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2026 and 2025 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets, after-tax severance and repositioning costs, after-tax loss on disposition of subsidiaries and after-tax integration and acquisition costs related to the acquisition of IPG. We believe these measures are useful in evaluating the impact of these items on operating performance and allow for comparability between reporting periods.
4)
See Non-GAAP reconciliations starting on page 9.
OMNICOM GROUP INC. AND SUBSIDIARIES
DETAIL OF OPERATING EXPENSES
(Unaudited)
(In millions)
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Revenue
$ 6,562.5
$ 4,015.6
$ 12,805.4
$ 7,706.0
Operating Expenses:
Salary and service costs:
Salary and related costs
2,966.6
1,827.8
6,028.2
3,608.3
Third-party service costs1
1,522.4
918.4
2,888.1
1,715.2
Third-party incidental costs2
224.3
186.4
436.6
355.4
Total salary and service costs
4,713.3
2,932.6
9,352.9
5,678.9
Occupancy and other costs
504.4
325.9
1,031.7
640.5
Severance and repositioning costs3
47.0
88.8
51.1
88.8
Loss on disposition of subsidiaries3
—
—
34.3
—
Cost of services
5,264.7
3,347.3
10,470.0
6,408.2
Selling, general and administrative expenses3
209.0
170.4
433.5
288.3
Depreciation and amortization
166.3
58.7
333.2
117.7
Total operating expenses3
5,640.0
3,576.4
11,236.7
6,814.2
Operating Income
$ 922.5
$ 439.2
$ 1,568.7
$ 891.8
1)
Third-party service costs include third-party supplier costs when we act as principal in providing services to our clients.
2)
Third-party incidental costs primarily consist of client-related travel and incidental out-of-pocket costs, which we bill back to the client directly at our cost and which we are required to include in revenue.
3)
See Note 3 on page 12.
OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(Unaudited)
(In millions)
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Net Income - Omnicom Group Inc.
$ 584.8
$ 257.6
$ 990.0
$ 545.3
Net Income Attributed To Noncontrolling Interests
20.7
20.2
34.2
35.9
Net Income
605.5
277.8
1,024.2
581.2
Income (Loss) From Equity Method Investments
1.1
(0.2)
0.2
0.7
Income Tax Expense
224.8
120.5
379.4
241.2
Income Before Income Taxes and Income (Loss) From Equity Method Investments
829.2
398.5
1,403.4
821.7
Interest Expense
123.2
62.6
242.2
121.7
Interest Income
29.9
21.9
76.9
51.6
Operating Income
922.5
439.2
1,568.7
891.8
Add back: amortization principally from acquired intangible assets and internally developed strategic platform assets1
117.7
19.8
235.1
41.6
Earnings before interest, taxes and amortization of intangible assets ("EBITA")1
$ 1,040.2
$ 459.0
$ 1,803.8
$ 933.4
Depreciation and other
48.6
38.9
98.1
76.1
EBITDA
$ 1,088.8
$ 497.9
$ 1,901.9
$ 1,009.5
EBITA1
$ 1,040.2
$ 459.0
$ 1,803.8
$ 933.4
Severance and repositioning costs2
47.0
88.8
51.1
88.8
Loss on disposition of subsidiaries2
—
—
34.3
—
Acquisition related costs2
40.1
66.0
99.5
99.8
EBITA - Adjusted1,2
$ 1,127.3
$ 613.8
$ 1,988.7
$ 1,122.0
Revenue
$ 6,562.5
$ 4,015.6
$ 12,805.4
$ 7,706.0
Non-GAAP Measures:
EBITA1
$ 1,040.2
$ 459.0
$ 1,803.8
$ 933.4
EBITA Margin1
15.9 %
11.4 %
14.1 %
12.1 %
EBITA - Adjusted1,2
$ 1,127.3
$ 613.8
$ 1,988.7
$ 1,122.0
EBITA Margin - Adjusted1,2
17.2 %
15.3 %
15.5 %
14.6 %
1) See Note 4 on page 12.
2) See Note 3 on page 12.
The above table reconciles the Non-GAAP financial measures of EBITDA, EBITA, EBITA - Adjusted, EBITA Margin and EBITA Margin-Adjusted to the GAAP financial measure of Net Income-Omnicom Group Inc. We use EBITA and EBITA Margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. Accordingly, we believe EBITDA, EBITA, EBITA Margin, EBITA - Adjusted, and EBITA Margin - Adjusted are useful measures for investors to evaluate the comparability of the performance of our business year to year.
OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES - Combined
(Unaudited)
(In millions)
Three Months Ended June 30, 2025
Six Months Ended June 30, 2025
OMC
IPG
COMBINED
OMC
IPG
COMBINED
Net Income - Omnicom Group Inc.
$ 257.6
$ 162.5
$ 420.1
$ 545.3
$ 77.1
$ 622.4
Net Income Attributed To Noncontrolling Interests
20.2
1.1
21.3
35.9
1.2
37.1
Net Income
277.8
163.6
441.4
581.2
78.3
659.5
Income (Loss) From Equity Method Investments
(0.2)
0.2
—
0.7
0.1
0.8
Income Tax Expense
120.5
54.6
175.1
241.2
45.4
286.6
Income Before Income Taxes and Income (Loss) From Equity Method Investments
398.5
218.0
616.5
821.7
123.6
945.3
Interest Expense
62.6
50.5
113.1
121.7
100.6
222.3
Interest Income
21.9
24.8
46.7
51.6
22.5
74.1
Other Expense, Net
—
1.4
1.4
—
38.3
38.3
Operating Income
439.2
243.7
682.9
891.8
201.7
1,093.5
Add back: amortization principally from acquired intangible assets and internally developed strategic platform assets1
19.8
21.1
40.9
41.6
41.5
83.1
Earnings before interest, taxes and amortization of intangible assets ("EBITA")1
$ 459.0
$ 264.8
$ 723.8
$ 933.4
$ 243.2
$ 1,176.6
EBITA1
$ 459.0
$ 264.8
$ 723.8
$ 933.4
$ 243.2
$ 1,176.6
Severance and repositioning costs2
88.8
118.0
206.8
88.8
321.3
410.1
Acquisition related costs2
66.0
10.9
76.9
99.8
15.7
115.5
EBITA - Adjusted1,2
$ 613.8
$ 393.7
$ 1,007.5
$ 1,122.0
$ 580.2
$ 1,702.2
Revenue
$ 4,015.6
$ 2,536.8
$ 6,552.4
$ 7,706.0
$ 4,859.4
$ 12,565.4
Non-GAAP Measures:
EBITA Margin - Adjusted1,2
15.4 %
13.5 %
1) See Note 4 on page 12.
2) See Note 3 on page 12.
The above table reconciles the Non-GAAP financial measures of EBITA, EBITA - Adjusted, EBITA Margin and EBITA Margin-Adjusted to the GAAP financial measure of Net Income-Omnicom Group Inc. We use EBITA and EBITA Margin as additional operating performance measures, which exclude the non-cash amortization expense principally from acquired intangible assets and internally developed strategic platform assets. Accordingly, we believe EBITA, EBITA Margin, EBITA - Adjusted, and EBITA Margin - Adjusted are useful measures for investors to evaluate the comparability of the performance of our business year to year.
OMNICOM GROUP INC. AND SUBSIDIARIES
RECONCILIATION OF NON-GAAP FINANCIAL MEASURES
(Unaudited)
(In millions)
Three Months Ended June 30,
Reported
2026
Non-GAAP
Adj. (1)
Non-GAAP
2026 Adj.
Reported
2025
Non-GAAP
Adj. (1)
Non-GAAP
2025 Adj.
Revenue
$ 6,562.5
$ —
$ 6,562.5
$ 4,015.6
$ —
$ 4,015.6
Operating Expenses1
5,640.0
(87.1)
5,552.9
3,576.4
(154.8)
3,421.6
Operating Income
922.5
87.1
1,009.6
439.2
154.8
594.0
Operating Income Margin
14.1 %
15.4 %
10.9 %
14.8 %
Six Months Ended June 30,
Reported
2026
Non-GAAP
Adj. (1)
Non-GAAP
2026 Adj.
Reported
2025
Non-GAAP
Adj. (1)
Non-GAAP
2025 Adj.
Revenue
$12,805.4
$ —
$ 12,805.4
$ 7,706.0
$ —
$ 7,706.0
Operating Expenses1
11,236.7
(184.9)
11,051.8
6,814.2
(188.6)
6,625.6
Operating Income
1,568.7
184.9
1,753.6
891.8
188.6
1,080.4
Operating Income Margin
12.3 %
13.7 %
11.6 %
14.0 %
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Net
Income
Net Income
per Share-
Diluted
Net
Income
Net Income
per Share-
Diluted
Net
Income
Net Income
per Share-
Diluted
Net
Income
Net Income
per Share-
Diluted
Net Income - Omnicom Group Inc. - Reported
$ 584.8
$ 2.08
$ 257.6
$ 1.31
$ 990.0
$ 3.41
$ 545.3
$ 2.77
Severance and repositioning costs (after-tax)2
35.3
0.13
67.2
0.34
38.3
0.13
67.2
0.34
Loss on disposition of subsidiaries1
—
—
—
—
27.8
0.10
—
—
Acquisition related costs (after-tax)1,2
38.0
0.13
61.6
0.32
84.8
0.29
94.3
0.48
Amortization expense (after-tax)2
87.1
0.31
14.7
0.08
174.0
0.60
30.8
0.15
Non-GAAP Net Income - Omnicom Group Inc. - Adjusted2,3
$ 745.2
$ 2.65
$ 401.1
$ 2.05
$ 1,314.9
$ 4.53
$ 737.6
$ 3.74
1)
See Note 3 on page 12.
2)
Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2026 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets, after-tax severance and repositioning costs, after-tax loss on disposition of subsidiaries and after-tax integration costs related to the acquisition of IPG. We believe these measures are useful in evaluating the impact of these items on operating performance and allow for comparability between reporting periods. Adjusted Net Income per Share - Diluted for the three and six months ended June 30, 2025 excludes after-tax amortization expense principally from acquired intangible assets and internally developed strategic platform assets and after-tax integration costs related to the acquisition of IPG.
3)
Weighted-average diluted shares for the three months ended June 30, 2026 and 2025 were 281.0 million and 196.0 million, respectively. Weighted-average diluted shares for the six months ended June 30, 2026 and 2025 were 290.2 million and 197.1 million, respectively. The above tables reconcile the Non-GAAP financial measures of Non-GAAP Operating Income - Adjusted, Non-GAAP Net Income-Omnicom Group Inc. - Adjusted and Non-GAAP Adjusted Net Income per Share - Diluted to the GAAP financial measures of Operating Income, Net Income - Omnicom Group Inc. and Net Income per Share - Diluted. Management believes these Non-GAAP measures are useful for investors to evaluate the comparability of the performance of our business year to year.
NOTES:
1)
Net Income and Net Income per Share for Omnicom Group Inc.
2)
See Non-GAAP reconciliations starting on page 9.
3)
For the three and six months ended June 30, 2026, operating expenses included $47.0 million ($35.3 million after-tax) and $51.1 million ($38.3 million after-tax), respectively, related to repositioning costs, primarily related to severance actions in connection with the Merger, respectively, and $34.3 million ($27.8 million after-tax) for the six months ended June 30, 2026 of losses on dispositions of certain businesses in connection with the Merger. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2026 are integration and acquisition related costs of $40.1 million ($38.0 million after-tax) and $99.5 million ($84.8 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2026 by $87.1 million ($73.3 million after-tax) and $184.9 million ($150.9 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.26 and $0.52, respectively.
For both the three and six months ended June 30, 2025, operating expenses included $88.8 million ($67.2 million after-tax) of repositioning costs recorded in the second quarter of 2025, primarily related to severance actions related to efficiency initiatives. In addition, included in selling, general and administrative expenses for the three and six months ended June 30, 2025, are acquisition related costs of $66.0 million ($61.6 million after-tax) and $99.8 million ($94.3 million after-tax), respectively, related to the Merger. The net impact of these items reduced operating income for the three and six months ended June 30, 2025 by $154.8 million ($128.8 million after-tax) and $188.6 million ($161.5 million after-tax), respectively, which reduced diluted net income per share - Omnicom Group Inc. by $0.66 and $0.82, respectively.
4)
We define EBITA as earnings before interest, taxes and amortization, principally of acquired intangible assets and internally developed strategic platform assets.
5)
Combined (OMC + IPG) represents combined results from Omnicom and IPG as previously reported on a separate company basis during the prior year period. Combined results exclude pro-forma adjustments included in our results for Core Operations. See Note 6 below.
6)
Core Operations: calculated from the consolidated revenue, adjusted operating income and adjusted EBITA of Omnicom, excluding businesses that have been disposed of or are classified as held for sale. Amounts for 2025 are calculated on a combined basis for Omnicom and IPG.
Bank of Nova Scotia grew its position in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 12.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 431,429 shares of the business services provider’s stock after purchasing an additional 49,417 shares during the period. Bank of Nova Scotia owned about 0.15% of Omnicom Group worth $32,491,000 at the end of the most recent reporting period.
Several other large investors have also recently made changes to their positions in the business. Activest Wealth Management boosted its stake in shares of Omnicom Group by 2,960.0% in the 4th quarter. Activest Wealth Management now owns 306 shares of the business services provider’s stock valued at $25,000 after purchasing an additional 296 shares in the last quarter. Bayforest Capital Ltd purchased a new position in Omnicom Group in the 4th quarter worth $26,000. Elyxium Wealth LLC bought a new stake in Omnicom Group in the fourth quarter worth $26,000. Legacy Wealth Managment LLC ID boosted its position in Omnicom Group by 111.4% during the fourth quarter. Legacy Wealth Managment LLC ID now owns 334 shares of the business services provider’s stock valued at $27,000 after buying an additional 176 shares during the period. Finally, EFG International AG bought a new position in shares of Omnicom Group during the fourth quarter valued at about $28,000. 91.97% of the stock is owned by hedge funds and other institutional investors.
Omnicom Group Trading Up 2.3% NYSE OMC opened at $79.70 on Friday. Omnicom Group Inc. has a 12 month low of $66.33 and a 12 month high of $87.17. The stock’s fifty day moving average price is $76.40 and its 200-day moving average price is $76.77. The stock has a market cap of $22.72 billion, a P/E ratio of 204.37, a P/E/G ratio of 0.47 and a beta of 0.63. The company has a current ratio of 0.91, a quick ratio of 0.77 and a debt-to-equity ratio of 0.99.
Omnicom Group (NYSE:OMC – Get Free Report) last issued its earnings results on Wednesday, April 29th. The business services provider reported $1.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.84 by $0.06. Omnicom Group had a net margin of 0.32% and a return on equity of 24.48%. The firm had revenue of $6.24 billion for the quarter, compared to the consensus estimate of $5.85 billion. During the same quarter in the prior year, the firm posted $1.70 earnings per share. The business’s revenue was up 69.2% on a year-over-year basis. As a group, equities analysts forecast that Omnicom Group Inc. will post 10.97 EPS for the current fiscal year.
Omnicom Group Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be issued a $0.80 dividend. The ex-dividend date of this dividend is Friday, September 18th. This represents a $3.20 dividend on an annualized basis and a dividend yield of 4.0%. Omnicom Group’s dividend payout ratio (DPR) is presently 820.51%.
Wall Street Analyst Weigh In Several equities research analysts have weighed in on the stock. The Goldman Sachs Group assumed coverage on shares of Omnicom Group in a research report on Wednesday, June 3rd. They set a “buy” rating and a $146.00 price target for the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Omnicom Group in a research note on Friday, May 22nd. Citigroup dropped their target price on shares of Omnicom Group from $115.00 to $105.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Rothschild & Co Redburn began coverage on Omnicom Group in a research note on Thursday, May 28th. They issued a “neutral” rating and a $89.00 target price on the stock. Finally, Morgan Stanley boosted their target price on Omnicom Group from $82.00 to $83.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. Four analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $99.38.
View Our Latest Stock Report on OMC
Omnicom Group Company Profile (Free Report)
Omnicom Group Inc (NYSE: OMC) is a global marketing and corporate communications holding company headquartered in New York City. Founded in 1986 through the merger of the BBDO, DDB and Needham Harper agencies, Omnicom has built a portfolio of leading brands and networks serving clients across diverse industries.
The company’s primary business activities encompass advertising, strategic media planning and buying, digital and interactive marketing, direct and promotional marketing, public relations, and customer relationship management.
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Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Board of Directors of Omnicom (NYSE: OMC) declared a quarterly dividend of 80 cents per outstanding share of the corporation's common stock. The dividend is payable on October 9, 2026 to Omnicom common shareholders of record at the close of business on September 18, 2026.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
The Big Shift outlines how a Total Commerce approach can connect media, retail, trade and consumer engagement as shopping journeys become increasingly complex.
, /PRNewswire/ -- Flywheel, a leader in commerce and technology solutions and part of the Omnicom (NYSE: OMC) Integrated Media offering, today released The Big Shift: From Managing to Mastering Fragmentation, a new white paper examining how AI-powered search, social commerce, retail media and organizational silos are reshaping the way brands drive growth.
The Big Shift: From Managing to Mastering Fragmentation While 80% of consumers (OM Research, Connected Commerce 2024) now take a non-linear path to purchase, many brands still manage media, retail, trade, and shopper marketing through separate teams, budgets, and performance metrics. According to Flywheel, that disconnect leads to wasted media investment, missed sales opportunities, unmeasured promotional impact, and reduced organizational agility.
The report argues that brands must adopt a Total Commerce approach, a business model that unifies consumer discovery, retail activation, media investment, trade planning, and measurement into one operating system focused on business outcomes rather than channel performance.
"The way consumers discover and buy products has fundamentally changed," said Mike Feldman, SVP Commerce at Flywheel. "A shopper might discover a product through a creator, research it through an AI assistant, purchase it through a retailer marketplace and pick it up in-store, all within a few hours. The brands winning today are not treating those moments as separate channels. They are organizing around one connected consumer journey."
The report notes that TikTok generated $33.1 billion in gross merchandise volume in Q1 2026, surpassing eBay and demonstrating how quickly discovery and purchase are converging on a single platform.
The report identifies three forces accelerating the fragmentation challenge:
Consumer discovery has fundamentally changed. Social platforms have become primary discovery engines, with 73% of Gen Z and 67% of Millennials (Salsify, 2025) citing social media as their main source for learning about new products. Nearly half of social media users have also used influencers in their purchase journey. AI is becoming a new discovery channel. Thirty-six percent of consumers, including 45% of Gen Z and 51% of Millennials (OM Research - GEO Update April 2026) say they have shifted most of their searches from traditional search engines to generative AI platforms. Retailers have become media companies. Retailers now operate advertising businesses, premium content platforms and closed-loop measurement capabilities that increasingly connect media exposure to purchase behavior. The report arrives as marketers grapple with many of the same trends that dominated conversations at this year's Cannes Lions Festival of Creativity, including creator commerce, retail media, and AI-powered discovery. Against that backdrop, The Big Shift emphasizes the continued importance of physical retail, arguing that while discovery increasingly happens across creators, AI, retail media and connected TV, the shelf remains one of the most critical moments in the consumer journey.
"The physical shelf is still one of the most important moments in commerce, but it is no longer where the consumer journey begins," said Phil Camarota, Chief Creative Officer at Flywheel and President of the Cannes Lions Creative Commerce Jury. "By the time a shopper reaches a store or product page, they have already been influenced by creators, retail media, reviews, AI recommendations and countless other touchpoints. The brands that succeed are creating one connected experience, across all those moments."
The report also highlights Flywheel client Danone's "Become a Home'Rista" campaign as an example of Total Commerce in action. Built around the insight that many consumers believed barista-quality coffee required professional expertise, the program connected influencer content, retail media, digital shelf activation and in-store experiences across multiple retailers. The campaign generated 641 million impressions and multi-brand halo sales across Danone's portfolio.
Ariel Dalton, Head of Strategic Insights, Planning & Connected Commerce at Danone shared: "We uncovered what we call the 'barista gap' and built a campaign that inspires consumers to recreate and elevate the coffeehouse experience at home. The success of this campaign demonstrated the power of pairing a compelling consumer insight with the strength of Danone's portfolio, to deliver a daily ritual that feels both elevated and unique to the consumer. What began as a pilot in 2025 has evolved into one of our flagship programs, scaling across multiple retail activation nationwide.
"Fragmentation leaves brands with a simple choice: manage it or master it," Feldman said. "Brands that own consumer journeys across channels, orchestrate with retailers around shared outcomes and align internally around one set of goals will create competitive advantage. The brands that master fragmentation will define the next era of commerce."
About Flywheel:
Flywheel, a leader in commerce and technology solutions and part of the Omnicom (NYSE: OMC) Integrated Media offering, provides best-in-class service that combines tailored expertise with advanced software solutions to help clients drive incremental sales, market share, profitability, and measurable commerce growth.
A leader across major marketplace platforms, Flywheel combines global scale and influence with a customized, client-centric approach designed to deliver impactful business outcomes. Client success remains at the center of the company's mission.
With operations across the Americas, Europe, APAC, and China, Flywheel is widely recognized for the scale of its retail media capabilities, while delivering value across the entire commerce ecosystem. The company helps brands navigate the evolving commerce landscape through integrated solutions built to accelerate growth and performance.
Key Takeaways Omnicom Group expanded its AI-powered Omni platform and reported higher first-quarter 2026 core revenues.OMC added major new clients and expanded work with existing customers across multiple industries.Omnicom Group returned capital through dividends and buybacks while facing competition and liquidity risks. Shares of Omnicom Group (OMC - Free Report) have had a decent run over the past month. The stock has gained 7.6%, outperforming the industry’s 6.3% growth. The Zacks S&P 500 composite rose 1.5% during the said time frame.
OMC has a Growth Score of B, which condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s second-quarter 2026 earnings are expected to increase 28.8% year over year. Its 2026 and 2027 earnings are projected to rise 26.8% and 14.2%, respectively. Revenues are anticipated to grow 50.3% in 2026 and be in line in 2027.
Factors That Bode Well for OMCOmnicom Group provides a comprehensive suite of services globally across fundamental disciplines such as Media & Advertising, Precision Marketing, Public Relations, Healthcare, Branding and Retail Commerce, Experiential, and Execution and Support. The sheer breadth of its offerings caters to varied needs and captures business from a range of traditional small, medium and large players or new-age organizations. OMC reported core operations revenues of $5.6 billion during the first quarter of 2026, representing an increase of $345 million compared with the combined core operations in the year-ago quarter.
OMC is enhancing its service delivery, operational efficiency and cost control through targeted internal investments. During the first quarter of 2026, the company expanded deployment of its artificial intelligence (AI)-powered marketing and sales platform, Omni, across the organization, improving campaign performance, audience targeting, measurement capabilities and workflow automation. Upgraded Adobe and Amazon partnerships are boosting retail media performance, fueling faster campaign execution and strengthening customer identity via Acxiom's Real ID.
The company’s new business wins strengthen its position. During the first quarter of 2026, OMC secured multiple significant new accounts with firms such as IBM, GSK, John Deere, Little Caesars, Acadia Pharmaceuticals and Baileys. OMC also expanded relationships with major existing customers such as Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.
OMC consistently rewards its shareholders through dividends and share repurchases. In fiscal 2023, 2024 and 2025, the company repurchased shares worth $570.8 million, $370.7 million and $707.9 million, respectively, while paying out $562.7 million, $552.7 million and $549.6 million, respectively, in dividends. Such moves instill investor confidence in its stock and enhance shareholder value.
Risks to WatchOmnicom Group faces stiff competition from major players, such as WPP and Publicis Groupe. This competition can limit pricing power, increase operational expenses and reduce market share. As a result, the company must balance competitive pricing strategies with the need to maintain healthy profit margins.
OMC had a current ratio of 0.91 at the end of the first quarter of 2026, lower than the industry average of 0.93, due to a sharp rise in current debt. A current ratio below 1 does not bode well for investors, as it implies the company may not be able to meet short-term obligations.
Omnicom Group currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Corpay, Inc. (CPAY - Free Report) .
Veralto Corporation carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average.
Corpay, Inc. also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 14.3%. CPAY's earnings beat estimates in three of the last four reported quarters, while matching once, with the surprise being 2%, on average.
, /PRNewswire/ -- Omnicom (NYSE: OMC) will publish its second quarter 2026 results on Tuesday, July 28, 2026 after the New York Stock Exchange close of trading. The company will also host a conference call to review such financial results on Tuesday, July 28, 2026, starting at 4:30 p.m. Eastern Time. A live webcast of the call will be available at Omnicom's investor relations website, investor.omc.com, along with the related earnings press release and slide presentation. A webcast replay will be made available after the call concludes.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world–class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
SummaryOmnicom is upgraded to 'Strong Buy' due to deep value, robust income, and significant shareholder returns at a discounted 6.7x forward P/E.OMC’s Q1 results show 3.9% organic revenue growth, 240 bps EBITDA margin expansion, and 12% adjusted EPS growth, fueled by Interpublic acquisition synergies.Integrated Media drives OMC’s growth, now over 50% of core revenue, while AI initiatives and platform partnerships with Amazon and Adobe address industry disruption risks.OMC’s $5B buyback, 4.4% dividend yield, and BBB+ balance sheet offer a strong margin of safety as cost synergies and EPS growth are realized.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »jroballo/iStock via Getty Images
Now is a great time to be a value investor, especially as the market remains preoccupied with literal high-flying stocks like SpaceX (SPCX) and memory chip names like SanDisk (SNDK). Nonetheless, I remain grounded
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New Solution Combines AI-Powered Creative Optimization In-Flight with Contextual Signals to Deliver More Relevant Advertising Experiences Across Streaming Environments
Announcement Wraps Omnicom Media's Cannes News Blitz Revealing First-Mover Partnerships That Connect Brand Content to Platform Programming, Viewing Experiences and Consumer Expectations
, /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) connected capability, and NBCUniversal have co-developed a new solution to bring greater contextual intelligence and creative relevance to CTV advertising. The initiative combines audience and performance data from Omnicom's Acxiom identity solution with NBCUniversal's contextual signals to power Dynamic Contextual Content (DCC), a new approach to CTV advertising that aligns tailored creative messaging with specific episodes and environments in-flight.
The initiative is designed to help brands develop adaptive creative experiences tailored to how consumers engage with streaming content in real time. By pairing contextual signals with AI-powered creative production and optimization, the companies are creating a more intelligent, self-optimizing CTV system that enables brands to rethink how creative performance is measured and delivered.
For example, a travel brand could run a connected TV campaign across NBCUniversal programming tied to summer travel planning. Based on contextual signals combined with real-time engagement data, the travel brand could adapt its creative mid-flight based on the more optimally performing content environment.
The DCC solution grew out of Omnicom Media's Connected Content study, which examined consumer sentiment around the current state of advertising and explored the factors that drive engagement across content and delivery experiences. The research found that while streaming environments have evolved rapidly, creative formats and delivery systems have not kept pace with how audiences actually experience CTV content today.
"Consumers expect advertising to feel more connected to the experience they are having in the moment," said Megan Pagliuca, Chief Product Officer at Omnicom Media. "Today, even premium CTV advertising is often delivered without consideration for the context surrounding it. Through this collaboration with NBCUniversal, we are bringing together data, content intelligence, and AI-powered creative capabilities to help brands move from simply reaching audiences to delivering relevance within the moments that matter most."
How It Works
Acxiom audience data is paired with NBCUniversal content metadata to identify priority shows, episodes, environments, and moments. Advertisers can then map tailored creative variants - enabled by the Omnicom Production AI-driven content and production engine - to the content moments where they are expected to resonate most strongly with their specific audiences, moving from fixed creative assets to in-flight creative optimization. Creative versioning is informed by performance measurement and integrated into Omni's Video Content. With this integration, brands understand which combination of contextual tags and creative versions are driving business objectives.
"Marketers are navigating a fragmented, highly competitive ecosystem while being held to performance metrics," said Ryan McConville, Chief Product Officer and EVP, Ad Products & Solutions, NBCUniversal. "By pairing NBCUniversal's content metadata with Omnicom's audience and performance data, we can make creative optimization actionable and open up more relevant, effective ways for brands to engage their customers."
The collaboration reflects a broader shift in the streaming marketplace, where marketers are increasingly focused not only on reaching audiences at scale, but also on improving the quality and contextual relevance of each advertising exposure.
The Dynamic Contextual Content solution is currently in beta and is expected to be live in the US by end of year.
CONTACT: [email protected]
About Omnicom Media
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world's largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 40,000+ specialists across 70+ markets, and the industry's most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world's most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, Initiative, PHD, UM, Hearts & Science, and Mediahub; core Omnicom Integrated Media offerings Acxiom, the world's premier identity solution, and the Flywheel digital commerce practice; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories. For more information visit omnicommedia.com
First-To-Market Capability Combines Premium Streaming Inventory, Audience Intelligence and Sequential Creative to Help Brands Move Beyond the One Size Fits All Ad Experience
Announcement Marks Day 3 of Omnicom Media's Cannes News Blitz Revealing First-Mover Partnerships That Connect Content to Platform Programming, Viewing Experiences and Consumer Expectations
, /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, and Paramount today announced a new collaboration to enhance Paramount's Streaming Fixed Units, which delivers high-impact guaranteed placements during the first seven days of new episode premieres for Paramount's biggest series. Through this collaboration, Paramount and Omnicom will transform the ad format from a fixed creative execution into an adaptive, intelligent, and contextually responsive advertising environment – designed to create a more dynamic and personalized experience for audiences and brand marketers.
Omnicom's audience intelligence and measurement infrastructure will combine with Paramount's premium streaming inventory to adapt a brand's creative messaging based on audience, location, or other relevant information. Advertisers can also guide viewers through a progressive narrative arc, optimized for smarter storytelling with each subsequent touchpoint delivering the next chapter of a campaign. Messaging is frequency capped and sequenced to create a more intentional consumer engagement while preserving scale and enabling measurement.
The collaboration was developed in response to findings from Omnicom Media's Connected Content study, which examined consumer sentiment around the current advertising landscape and explored the factors that drive engagement across both content and delivery experiences. The research found that audiences are increasingly receptive to advertising experiences that feel relevant, intentional, and connected rather than repetitive.
"This solution is about bringing intelligence and narrative progression to one of streaming's most valuable ad formats," said Megan Pagliuca, Chief Product Officer, Omnicom Media. "Consumers have made it clear that repetitive, advertising diminishes engagement. By combining premium streaming inventory with audience intelligence and sequential storytelling, we are creating a model that allows brands to build momentum and relevance with audiences over time rather than restarting the conversation with every impression."
"Streaming has created enormous opportunities for premium storytelling, and advertisers are looking for ways to make those moments work harder," said Leo O'Conner, Executive Vice President, Digital & Streaming, Paramount Advertising. "Together with Omnicom Media, we are evolving Streaming Fixed Units into a smarter, more adaptive advertising experience that combines the impact of premiere programming with the precision and accountability marketers increasingly expect."
The capability is currently in beta tests with several Omnicom Media clients, including Volkswagen of America and Princess Cruises.
"We have been chasing relevance and creative storytelling at scale in streaming environments for years. What makes this approach compelling is the ability to turn a high-impact premiere placement into the beginning of a connected, multiple exposure consumer journey. It creates the potential for us to more intentionally and effectively engage our target audience and make each impression more purposeful." Nick Charrow, Director of Media for beta-test participant Princess Cruises
How It Works
Under the new solution, audience intelligence from Omnicom's Acxiom identity platform is integrated into Paramount's streaming environment to inform real-time creative decisioning of the Streaming Fixed Units during the seven-day premiere window. Viewers exposed to the initial ad are then entered into a retargeting pool, allowing brands to deliver sequenced creative messaging enabled- by the Omnicom Production AI-driven content and production engine - throughout the remainder of the campaign window.
The initiative also creates new opportunities for advertisers to connect the creative experience in streaming to measurable business outcomes. Through Omni Video Content, in partnership with VideoAmp, brands can connect business objectives, including downstream search and conversion activity, to Streaming Fixed Unit creative versions. Brands will also be able to extend sequential storytelling across multiple premiere events, creating larger connected narratives personalized to different audience segments.
The solution is expected to be fully live in the US for Omnicom clients in Q3, and internationally by Q1 2027
About Omnicom Media
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world's largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 40,000+ specialists across 70+ markets, and the industry's most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world's most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, Initiative, PHD, UM, Hearts & Science, and Mediahub; core Omnicom Integrated Media offerings Acxiom, the world's premier identity solution, and the Flywheel digital commerce practice; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories. For more information visit omnicommedia.com
About Paramount, a Skydance Corporation
Paramount, a Skydance Corporation (Nasdaq: PSKY) is a leading, next‑generation global media and entertainment company, comprised of three business segments: Studios, Direct-to-Consumer, and TV Media. The Company's portfolio unites legendary brands, including Paramount Pictures, Paramount Television, CBS, CBS News, CBS Sports, Nickelodeon, MTV, BET, Comedy Central, SHOWTIME®, Paramount+, Pluto TV, Skydance Animation, Film, Television, and Interactive/Games, and the newly established Paramount Sports Entertainment. For more information, please visit www.paramount.com.
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New sports marketing intelligence solution unifies fan data across media, commerce, and consumer engagement
, /PRNewswire/ -- Omnicom (NYSE: OMC) today announced the launch of Acxiom Fan Graph, a new sports marketing intelligence solution anchored by Real ID™. The platform unifies data signals across media, commerce, attendance, purchases, participation, and consumer identity into a privacy-compliant view of fandom, giving brands the competitive insight they need to connect with sports audiences.
The solution addresses one of the biggest challenges in modern marketing. While the global sports marketing and sponsorship market is valued at approximately $92 billion and projected to grow to $156 billion by 2032, marketers still struggle to understand which fans matter most, how fandom influences consumer behavior, and how sports investments drive business growth.
Fan intelligence remains fragmented across streaming platforms, social networks, fantasy sports, ticketing, retail, loyalty programs, and live events. As a result, brands often rely on reach, impressions, and exposure to evaluate sports investments, without a clear understanding of how fandom translates into engagement, purchases, and long-term customer value.
Built on Real ID™, Acxiom's Fan Graph connects intelligence across 260 million U.S. consumers and 2.6 billion global consumers to create a comprehensive, privacy-compliant understanding of sports fandom. Available through Omni, Omnicom's agentic marketing intelligence platform, it helps marketers optimize audience planning, creative development, media activation, commerce opportunities, sponsorship strategy, athlete representation and partnership, and measurement through a single connected view of fans.
By connecting identity, behavior, and outcomes, Acxiom Fan Graph helps brands move beyond assumptions to uncover actionable insights into what drives fan engagement and growth.
"Sports has become one of the world's most powerful cultural and commercial forces, yet marketers still struggle to connect fan engagement to business outcomes," said George Manas, Chief Growth & Solutions Officer at Omnicom. "Fan Graph changes that. By creating a unified view of fandom, we're helping brands better understand their audiences, activate them more effectively, and measure the impact of sports investments with greater precision and accountability."
The launch builds on Omnicom's industry-leading Sports & Entertainment capabilities, which span commerce, experiences, media, sponsorship strategy, athlete partnerships, and measurement. Omnicom manages $9.9 billion in sponsorship influence, oversees one in three sports media dollars, maintains more than 500 partnerships across leagues and platforms, manages hundreds of athlete relationships, and has visibility into more than 20,000 sporting events annually.
This unique position enables Acxiom Fan Graph to function not just as a data source, but as the operating system for sports marketing strategy, activation, and measurement at scale.
Omnicom will discuss Acxiom Fan Graph during a special session at the Omnicom Space during Cannes Lions on Tuesday, June 23rd at 12pm CEST. To attend in person, please RSVP. A livestream will also be available for Omnicom employees, clients, and partners on Omnicom's Cannes website.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world-class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
Scale and Performance Power Post-Close Enterprise to #1 on the Global Ranking with $75.6 Billion in Billings, Leading Closest Competitor by $12 Billion
, /PRNewswire/ -- Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, has been recognized in the COMvergence Final 2025 Global & Regional Billings Rankings as the world's largest media management organization, with total billings of $75.6 billion.
The report marks the first official confirmation of OM's global billings scale since f Omnicom Media Group and IPG Mediabrands combined to create Omnicom Media, following the close of Omnicom's acquisition of IPG in late November 2025.
Source: COMvergence Based on COMvergence's analysis of the combined organizations, as of the end of 2025 Omnicom Media holds 31% of all global billings managed by the world's major media groups, finishing $11.8 billion ahead of #2 ranked WPP and $13.2 billion ahead of third ranked Publicis.
By year's end, Omnicom Media also rose to #1 in North America with $35.9 billion in billings, $3.9 billion ahead of Publicis Media; and in the USA with $33.1 billion. In LATAM, OM closed the year at the top of the ranking with $2.3 billion in billings, approximately $500 million ahead of Havas Media Network.
Notably, in addition to post-integration scale the rankings also reflect the substantial impact of several major accounts that were won and/or became effective in 2025, including Amazon, Paramount and Volvo.
"The significance of these rankings isn't simply that we're the largest—it's what that scale enables," said Florian Adamski, CEO of Omnicom Media. "When scale is connected through common capabilities, shared intelligence, and world-class talent, it becomes an advantage for clients. It gives us greater access to data, stronger partnerships with the world's leading media and technology companies, more opportunities to invest in innovation, and more leverage to create better business outcomes."
Adamski adds, "The same is true for our people. Scale creates more opportunities to build careers across disciplines, markets and capabilities while working on some of the world's most ambitious brands. That's the real value of what we've built."
OMD Retains Position as the World's Leading Media Agency Network
At the agency level, OMD once again ranked as the #1 global media agency network, managing $26.9 billion in billings worldwide. The inaugural agency in the Omnicom Media portfolio also topped the North America and EMEA rankings; and was ranked #1 in more than a third of the 49 countries evaluated in the report – more than any other agency – including the USA, Australia, Canada, and Hong Kong.
The rankings land as Omnicom Media heads into next week's Cannes Lions festival with $2.5 billion in billings awarded in the first six months of 2026 – according to the COMvergence dashboards that track new business performance in real time – including Delta, Dyson, and IBM. And with more than half of that total representing incremental wins, Omnicom Media is also the number one media group for net new business YTD.
The COMvergence Final 2025 Global & Regional Billings Rankings evaluate media agency billings across 49 markets representing approximately 96% of worldwide media investment.
CONTACT: Isabelle Gauvry
[email protected]
ABOUT OMNICOM MEDIA
Omnicom Media, an Omnicom (NYSE: OMC) Connected Capability, is the world's largest global media management network. Powered by the Omni Intelligence Platform, Omnicom Media agencies leverage $75.6 billion in billings, 40,000+ specialists across 70+ markets, and the industry's most powerful portfolio identity, commerce, and intelligence assets to design dynamic Growth Ecosystems that enable the world's most ambitious businesses to grow faster and smarter. The Omnicom Media portfolio includes global media agency brands OMD, Initiative, PHD, UM, Hearts & Science, and Mediahub; core Omnicom Integrated Media offerings Acxiom, the world's premier identity solution, and the Flywheel digital commerce practice; and specialty services across the cloud consulting, creator, financial, healthcare, and sports & entertainment categories.
, /PRNewswire/ -- Omnicom (NYSE: OMC) has been named the World's Most Effective Holding Group in the 2025 Global Effie Index®, the definitive global ranking of marketing effectiveness. This marks the third year in a row – and the fourth time in five years – that Omnicom has earned the top honor.
Omnicom Media and BBDO Worldwide ranked among the top five Most Effective Agency Networks in the global ranking, placing #3 and #4 respectively. For Most Effective Agency Office, AlmapBBDO claimed the global title for the third consecutive year.
When analyzing the Index by region, Omnicom was named the #1 Holding Group across Europe, Latin America, and Middle East & Africa. In Latin America specifically, it also claimed the #1 spot for Agency Network (BBDO Worldwide) and Agency Office (AlmapBBDO), further proving its dominance in the region.
"We've always believed awards rooted in effectiveness carry the most weight, and that's what this Effie Index represents," said John Wren, Chairman and CEO of Omnicom. "For an idea to make an impact in today's marketing landscape, it needs enduring brand platforms, cultural relevance, and disciplined execution. We deliver this for our clients and consistently drive measurable business results. Congratulations to our teams around the world whose powerful work made this honor possible."
Now in its 15th year, the Effie Index recognizes the marketers, brands, agencies, and networks behind the world's most effective work, drawing from finalist and winning entries submitted across regional, national, and global Effie Awards competitions.
"The Effie Index has become the gold standard for measuring marketing effectiveness, and the companies that top these rankings have demonstrated an unwavering commitment to creating work that truly works," said Traci Alford, Global CEO of Effie Worldwide. "By retaining its title as the #1 Most Effective Holding Group for the third consecutive year, Omnicom and its network of agencies have shown that, for them, effectiveness isn't just a goal - it's embedded in their culture. That level of consistency and strength is absolutely worth celebrating. Congratulations to everyone at Omnicom on this well-earned achievement."
This ranking adds to Omnicom's recent accolades, including Holding Company of the Year for the 2026 ANDY Awards, top holding company in the WARC Effective 100, and the holding company with the most agencies named to Fast Company's Most Innovative Companies 2026.
The 2025 Effie Index rankings are representative of Effie Awards finalists and winners determined between January 1, 2025, and December 31, 2025. To learn more about the 2025 Effie Index, visit effieindex.com.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
Have you looked into how Omnicom (OMC - Free Report) performed internationally during the quarter ending March 2026? Considering the widespread global presence of this advertising company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.
In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.
Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.
Upon examining OMC's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.
The company's total revenue for the quarter stood at $6.24 billion, increasing 69.2% year over year. Now, let's delve into OMC's international revenue breakdown to gain insights into the significance of its operations beyond home turf.
A Dive into OMC's International Revenue TrendsOf the total revenue, $174.4 million came from Latin America during the last fiscal quarter, accounting for 2.8%. This represented a surprise of +0.22% as analysts had expected the region to contribute $174.02 million to the total revenue. In comparison, the region contributed $202.8 million, or 3.7%, and $96.4 million, or 2.6%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, Middle East and Africa contributed $129.8 million in revenue, making up 2.1% of the total revenue. When compared to the consensus estimate of $146.31 million, this meant a surprise of -11.28%. Looking back, Middle East and Africa contributed $204.9 million, or 3.7%, in the previous quarter, and $70.8 million, or 1.9%, in the same quarter of the previous year.
Asia Pacific generated $503.5 million in revenues for the company in the last quarter, constituting 8.1% of the total. This represented a surprise of -7.13% compared to the $542.17 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia Pacific accounted for $587.3 million (10.6%), and in the year-ago quarter, it contributed $416.7 million (11.3%) to the total revenue.
Anticipated Revenues in Overseas MarketsFor the current fiscal quarter, it is anticipated by Wall Street analysts that Omnicom will post revenues of $6.45 billion, which reflects an increase of 60.6% the same quarter in the previous year. The revenue contributions are expected to be 3% from Latin America ($196.05 million), 2.5% from Middle East and Africa ($162.26 million) and 9.1% from Asia Pacific ($585.7 million).
Analysts expect the company to report a total annual revenue of $25.58 billion for the full year, marking an increase of 48.1% compared to last year. The expected revenue contributions from Latin America, Middle East and Africa and Asia Pacific are projected to be 3.5% ($887.55 million), 3% ($762.49 million) and 9.6% ($2.45 billion) of the total revenue, in that order.
Concluding RemarksThe dependency of Omnicom on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
The Zacks Rank, our proprietary stock rating mechanism, demonstrates a notable performance history confirmed through external audits. It effectively utilizes the power of earnings estimate revisions to act as a predictor of a stock's price performance in the near term.
Omnicom, bearing a Zacks Rank #3 (Hold), is expected to mirror the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Assessing Omnicom's Stock Price Movement in Recent TimesOver the past month, the stock has gained 2.8% versus the Zacks S&P 500 composite's 10% increase. The Zacks Business Services sector, of which Omnicom is a part, has risen 7.2% over the same period. The company's shares have increased 10.1% over the past three months compared to the S&P 500's 4.4% increase. Over the same period, the sector has declined 4.5%
Omnicom Group appears undervalued at a 7.04x forward P/E, with Wall Street potentially underestimating its growth prospects post-acquisition. Recent acquisition synergies drove Q1 revenue up 52% and expanded margins from 12.4% to 14.8%, signaling operational improvement. OMC management projects double-digit EPS growth, and $900 million in 2026 synergies and is executing aggressive share buybacks with $3.2 billion remaining.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Board of Directors of Omnicom (NYSE: OMC) declared a quarterly dividend of 80 cents per outstanding share of the corporation's common stock. The dividend is payable on July 9, 2026 to Omnicom common shareholders of record at the close of business on June 10, 2026.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
At its core, the campaign challenges "legacy thinking," the belief that the past defines the future, and instead celebrates the barrier-breaking spirit of those forging their own path, on their own terms Reflective of the community that surrounds it, Genesis reframed the SUV's design for drivers seeking a fun-to-drive everyday vehicle that still delivers the space, versatility and confidence of a larger vehicle , /PRNewswire/ -- Genesis, in partnership with multicultural agency Dieste, today unveiled "El Lujo Está en Ti" ("Your Purpose is the Ultimate Luxury"), the brand's first culturally-centered campaign developed specifically for Hispanic consumers.
Genesis GV70 The campaign marks a major milestone for Genesis, introducing a dedicated creative platform designed specifically for the Hispanic market and grounded in deep cultural insight. Genesis customers are not defined by outward status, but by the quiet confidence that comes from earned success, while remaining deeply rooted in one's values, family and cultural identity.
"At Genesis, tailoring the purchase and ownership experience to customers' needs is at the core of our hospitality ethos." said Amy Marentic, chief marketing officer of Genesis Motor America. "The Hispanic community in the United States represents an important audience for our brand. Crafting a bespoke, culturally relevant campaign in Spanish is aimed at welcoming Hispanic Americans into our brand as honored guests."
At the center of the creative is the Genesis GV70, which embodies the brand's Athletic Elegance design philosophy, combining bold exterior proportions with a refined interior. GV70 is designed for drivers seeking a fun-to-drive everyday vehicle that delivers the space, versatility and confidence of an SUV.
"Our goal for 'El Lujo Está en Ti' was to create a film that leads with emotion and real cultural fluency," said Abe Garcia, chief creative officer, Dieste. "Genesis isn't just changing what elevated driving looks like, it's changing how it feels. This work is meant to inspire, tapping into a kind of effortless confidence where design and performance speak for themselves in a way that feels real and like something people can actually see themselves in."
The integrated campaign includes 30- and 15-second spots in both English and Spanish, airing during tentpole moments including the NBA Playoffs and Finals, FIFA World Cup coverage and MLS matches. The campaign will run across key regional markets including Phoenix, Los Angeles, Miami, San Diego and New York, with a dedicated Miami-specific spot inspired by Cuban and Caribbean cultural influences.
Additional activations span social, audio and CRM, with targeted content across Meta and Instagram Stories designed to engage Hispanic audiences through culturally resonant storytelling and product-focused lifestyle moments. Radio and display executions will launch later in the campaign window.
Consumers can experience "El Lujo Está en Ti" online at www.genesis.com. For more information on Genesis, GV70, and the brand's full lineup of vehicles, customers should contact their local Genesis retailer.
About Genesis Motor North America
Genesis is a new global automotive brand that delivers the highest standards of design, safety, refined performance, and innovation while looking towards a more sustainable future. Drawing from its cultural heritage and distinctly Korean hospitality, Genesis crafts experiences focused on customers as "Son-nim", or honored guests.
Genesis Motor North America offers a growing range of award-winning SUV, sedan, and electric models through its network of more than 190 independent U.S. retailers, in addition to its more than 30 Canadian agency distributors. Genesis now counts more than 100 standalone retail facilities across the North American region, with dozens more in development. Consumers can discover the brand through its many retail points, at Genesis House, the brand's flagship space in New York City, or online at www.genesis.com.
Please visit our media site for the latest news at www.genesisnewsusa.com (United States) and www.genesisnews.ca (Canada).
About Dieste
Dieste, Inc. is a Dallas, Los Angeles and New York-based company, pioneering the future of how brands and cultures connect. We believe the greatest value we can bring to clients is relevance. Dieste has won multiple Cannes Lions for their work and has been named numerous times to Ad Age's "A-list," "Agency to Watch" and "Multicultural Agency of the Year." Dieste is part of Omnicom's (NYSE: OMC) Advertising Collective network.
Credits
Agency Dieste:
Abe Garcia - Chief Creative Officer
Beatrice Sagaria Rossi - Group Account Director
Valentina Sulbaran - Group Creative Director
Dario Campos - Creative Director
David Chavez - Associate Creative Director
Luis Martinez - Sr. Art Director
Andres Pedraza-Creative Director
Miguel Giraldo-Sr. Copywriter
Keni Mezarina- Associate Creative Director
Alex Castro - Account Supervisor
Scott Gassert - Executive Director of Media Strategy Media Buying/Planning
Omnicom Production:
John Costello - Executive Producer
Omnicom Group has successfully pivoted from a legacy agency to a top-tier "data refinery," leveraging the Flywheel Digital and IPG acquisitions. An A- Profitability Grade underscores management's $900 million synergy roadmap and its capacity to generate $3 billion in annual free cash flow. Trading at a staggering 46% P/E discount to the sector median, OMC offers a premier entry point with a forward P/E of just 8.67.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Omnicom (NYSE: OMC) today announced that it will present at the J.P. Morgan Annual Global Technology, Media and Communications Conference in Boston, Massachusetts on Tuesday, May 19, 2026 at 3:35 p.m. Eastern Time. Live and archived webcasts will be available at the investor relations section of omc.com.
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit omc.com
The rise in service activities, increased digital marketing services, and the success of the work-from-home trend enable the Zacks Advertising and Marketing industry to counter the prevailing revenue softness.
Customer-centric approaches, digital strategies, and technology investments are helping Publicis Groupe S.A. (PUBGY - Free Report) , Omnicom Group (OMC - Free Report) , and Quad/Graphics, Inc. (QUAD - Free Report) navigate the current testing times.
About the Industry The Zacks Advertising and Marketing industry comprises companies that offer an extensive range of services, including advertising, branding, content marketing, digital/direct marketing, digital transformation, financial/corporate business-to-business advertising, graphic arts/digital imaging, healthcare marketing and communications, and in-store design services. Prominent industry players include Interpublic and Omnicom. The pandemic has significantly altered the way industry players conduct business and deliver services. Currently, the industry’s key focus is on channeling money and efforts toward media formats and devices. To position themselves well in the post-pandemic era, service providers are increasing their efforts to formulate strategic initiatives and identify sources of demand.
What's Shaping the Future of the Industry? Economic Recovery: According to the advance estimate issued by the Bureau of Economic Analysis, the economy stayed resilient, with GDP increasing 2% in the first quarter of 2026 compared to 0.5% growth in the fourth quarter of 2025. Non-manufacturing activity remained strong, as reflected by the Services PMI, which stayed above the 50% mark for the 22nd consecutive month in April. Manufacturing also remained in expansion territory for the fourth straight month in April.
Reviving Demand: The industry is mature, with demand for services remaining stable over time. Revenues, income, and cash flows are anticipated to gradually reach pre-pandemic levels, aiding most industry players in paying out stable dividends.
Digital Marketing Gathering Steam: Digital media consumption has increased, with consumers spending more time on various media platforms and video-streaming services. Thus, agencies offering digital marketing services stand to gain, as these firms are better positioned to address the rapid change in customer preferences.
Zacks Industry Rank Indicates Solid Near-Term Prospects The Zacks Advertising and Marketing industry, housed within the broader Zacks Business Services sector, currently carries a Zacks Industry Rank #46. This rank places it in the top 19% of 244 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates underperformance in the near term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock market performance and current valuation:
Industry's Price Performance Over the past year, the Zacks Advertising and Marketing industry has underperformed the S&P 500 composite but outperformed the broader sector. The industry has gained 7% compared to the S&P 500 composite’s growth of 30% and the broader sector’s decline of 22% in the same time frame.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings (P/E) ratio, which is commonly used for valuing advertising and marketing stocks, the industry is currently trading at 7.27X compared with the S&P 500’s 22.14X and the sector’s 18.01X.
Over the past five years, the industry has traded as high as 14.26 and as low as 7.27X, with the median being 17.38X, as the charts below show.
Price to Forward 12 Months P/E Ratio
3 Advertising Stocks to Buy Here, we have presented three stocks that are well-positioned for near-term growth:
Publicis: The company is a provider of marketing, communications, and digital business transformation services.
It delivered a strong start to the year, continuing its long streak of industry outperformance despite ongoing macroeconomic uncertainty. The company reported healthy organic revenue growth across key markets, including the United States, Europe, and Asia-Pacific, further widening the gap with competitors. Publicis also reaffirmed its industry-leading full-year organic growth outlook, supported by expectations for accelerating momentum in the coming quarters. The company’s continued success is being driven by strong client demand, leadership in new business wins, and strategic investments in high-growth capabilities such as content measurement, sports marketing, and AI-powered solutions. Management also sees artificial intelligence as a major long-term growth driver that is strengthening partnerships and enhancing competitive positioning.
The Zacks Consensus Estimate for the company’s 2026 bottom line has been revised 1.7% upward to $2.35 over the past 60 days. It currently carries a Zacks Rank #2 (Buy).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Omnicom: The company is a provider of advertising, marketing, and corporate communications services.
Omnicom delivered a strong first-quarter performance, supported by its integrated capabilities, expanding media platform, and AI-powered Omni platform. The company continues to strengthen its position in an increasingly complex and fragmented marketing environment through advanced data, identity, and media solutions. Omnicom also reported solid revenue growth alongside double-digit growth in adjusted diluted EPS, reflecting healthy operational momentum. Additionally, the company remains on track to achieve meaningful cost-reduction synergies while executing an aggressive share repurchase strategy under its $5 billion authorization. Management believes this combination of operational efficiency and disciplined capital allocation can support long-term profitability and earnings growth.
The Zacks Consensus Estimate for the company’s 2026 bottom line has been revised 6.5% upward to $10.97 over the past 60 days. It currently carries a Zacks Rank #2.
Quad/Graphics: The company is a marketing solutions provider.
It reported first-quarter results that were largely in line with expectations and indicated that it remains on track to achieve its full-year 2026 guidance. Despite macroeconomic pressures, including higher postage rates and supply-chain cost challenges tied to geopolitical conflicts, the company continues to focus on long-term growth, margin expansion, and disciplined cost management. Quad is also investing in innovative marketing solutions, AI-powered media capabilities, and strategic talent acquisition to deepen client relationships and enhance service offerings. Its audience strategy and omnichannel media services are gaining traction, while operational initiatives such as automation, AI-enabled tools, and advanced co-mailing solutions are helping improve efficiency, productivity, and client cost savings.
The Zacks Consensus Estimate for QUAD’s 2026 EPS has been revised 1.7% upward to $1.2 over the past 60 days. It currently carries a Zacks Rank #2.
, /PRNewswire/ -- Weber Shandwick, an Omnicom Public Relations (OPR) agency, today announced that Susan Howe, who has served as CEO since 2024, will retire from the agency on September 1, 2026, after a career spanning nearly three decades. Karen Pugliese, currently serving as Weber Shandwick's Global President, will succeed Howe as CEO, effective September 1, 2026. Howe and Pugliese will continue working closely on the transition to ensure continuity for employees, clients and partners.
Susan Howe to retire from Weber Shandwick, effective September 1, 2026
Karen Pugliese named CEO of Weber Shandwick, effective September 1, 2026 "This is an important moment for Weber Shandwick," said Chris Foster, CEO, Omnicom Public Relations. "Susan has led this agency with vision and integrity, and she leaves the agency exceptionally well positioned for the future. Karen Pugliese is a deeply respected leader with a strong command of the business, our clients and our people. I have every confidence she will continue to strengthen the agency's reputation and impact."
Under Howe's leadership, Weber Shandwick earned significant industry recognition, including PRWeek's Global Agency of the Year, PRovoke's Global Agency of the Decade and more than 250 Cannes Lions. Howe also oversaw the expansion of the agency's capabilities through Weber I/O, Weber Advisory and Weber Create, broadening Weber Shandwick's integrated communications and advisory offerings.
"Karen has been my trusted partner in building this agency into what it is today," said Howe. "She knows this business, our people and our clients with deep experience and commitment. I could not be more confident in her leadership and look forward to seeing what the agency accomplishes next. It has been a privilege to lead Weber Shandwick and work alongside such talented colleagues around the world."
She's been a steady force at Weber Shandwick for more than 15 years, serving in leadership roles including Executive Vice President of the Consumer Practice, Chief of Staff to the CEO, Global Chief Growth Officer and, most recently, Global President. She has overseen the agency's business strategy and innovation agenda, led key client relationships and partnered closely with leaders across the network to shape the agency's future direction.
"Susan is one of the most visionary and impactful leaders I've had the privilege to work with," said Pugliese. "What she has built here — an agency defined by creative excellence and a culture that attracts and develops outstanding talent — is a strong platform for the future. I am deeply honored to take on this role and focused on what's next for our agency, our clients and our people."
Weber Shandwick also announced that Jim O'Leary, Chief Executive Officer, North America and Global President, is departing the agency to pursue a new opportunity.
About Weber Shandwick
Weber Shandwick is part of Omnicom Public Relations (OPR). The agency has been recognized with numerous industry honors, including PRWeek's Global Agency of the Year, PRovoke's Global Agency of the Decade and more than 250 Cannes Lions.
About Omnicom Public Relations
Omnicom Public Relations (OPR) is the global public relations capability of Omnicom Group (NYSE: OMC) and one of the company's Connected Capabilities. Operating through leading agency brands, OPR advises and activates for clients across corporate and brand communications, health, public affairs, and social impact. OPR connects world-class talent with shared platforms, technology, and data-driven intelligence, including Omnicom's Omni platform, to deliver integrated communications that shape reputation, drive influence, and produce measurable impact worldwide.
New York, May 15, 2026 (GLOBE NEWSWIRE) -- Omnicom Health has been named “Network of the Year” at the prestigious ADC 105th Annual Awards - the first time a healthcare network has claimed the top distinction in the award show’s storied history. By earning the highest cumulative points across all creative disciplines, including Gold, Silver, Bronze Cubes and Merits, Omnicom Health has set a new benchmark for creative excellence in healthcare and the broader advertising landscape. Part of The One Club for Creativity, the ADC Annual Awards honors excellence in craft, design and innovation.
“To be the first healthcare network named ADC ‘Network of the Year’ is a powerful statement about the new Omnicom Health and the world-class creative standard we are building together,” said Dana Maiman, CEO of Omnicom Health. “This recognition not only reflects the extraordinary innovation and talent across our agencies and teams but also sends a clear message: healthcare creativity deserves its place at the forefront of the global stage.”
Also, at this year’s ADC 105th Annual Awards:
AREA 23 was named “Agency of the Year,” and its “KYIKATÊJÊ” earned the prestigious Fusion Cube, which recognizes work that meets ADC's standards for craft and innovation while advancing representation and inclusion behind the scenes and in the work itself.Biolumina, OLIXIR New York and Remedy Edge also received notable creative honors in categories including “Pharma - Advertising - Direct,” “Pharma - Advertising - Television/Film/Online Video,” “Pharma - Motion/Film Craft - Direction” and “Design for Good - Design for Good - Product Design.” In addition to the awards garnered, Omnicom Health was also represented on the Pharma/Health/Wellness jury by Laura Florence, Deputy Chief Creative Officer at Biolumina, who served as president. This unprecedented recognition at the ADC Awards highlights Omnicom Health’s relentless commitment to pushing the boundaries in creativity, innovation and driving positive change. For the full list of ADC winners, please visit https://adcawards.org/winners/.
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About Omnicom Health
Omnicom Health is the world’s leading and most awarded healthcare marketing communications network designed to accelerate intelligent growth for health and life sciences brands. Uniting best-in-class healthcare professional and consumer advertising agencies and specialized capabilities including patient engagement and support, medical communications, market access and more – we deliver connected solutions that drive measurable impact across the full healthcare landscape. Powered by Omni and Acxiom’s unparalleled life sciences data, we drive faster, smarter, human solutions for clients including Fortune 500 pharma and life sciences companies and countless startups, biotech and biopharma companies. We are part of Omnicom (NYSE: OMC). Learn more at https://www.omc.com/capabilities/capability-health/.
A downtrend has been apparent in Omnicom (OMC - Free Report) lately with too much selling pressure. The stock has declined 10% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Here's Why OMC Could Experience a TurnaroundThe RSI reading of 29.8 for OMC is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.
This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering OMC in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 0.5% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, OMC currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
On May 18, 2026, Omnicom Group Inc (OMC) shares rose 3.3% today, currently trading at $73.14. This performance comes within a 52-week range of $66.33 to $87.17,
It has been about a month since the last earnings report for Omnicom (OMC - Free Report) . Shares have lost about 1.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Omnicom due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Omnicom Group Inc. before we dive into how investors and analysts have reacted as of late.
Omnicom Q1 Earnings Miss EstimatesOmnicom reported mixed first-quarter 2026 results, with earnings missing the Zacks Consensus Estimate but revenues surpassing the same.
OMC reported earnings of $1.90 per share, missing the Zacks Consensus Estimate of $1.91 but increasing 11.8% from the year-ago quarter. Total revenues came in at $6.2 billion, beating the consensus estimate of $6 billion and rising 69.2% on a year-over-year basis.
OMC’s Q1 Revenue Breakdown by Disciplines & RegionsIntegrated Media contributed 51.5% of revenues in the quarter, while Advertising contributed 16.8%. Health, Public Relations, Experiential and Other contributed 9.5%, 11.7% and 10.4%, respectively.
Across regional markets, the contribution was 61.4% from the United States and 12.3% from the Euro Markets and Other Europe. The United Kingdom contributed 8.8%, while Asia-Pacific, Latin America, the Middle East and Africa and Other North America contributed 8.9%, 3.1%, 2.3% and 3.2%, respectively.
OMC’s Margin PerformanceAdjusted EBITA in the quarter came in at $861.4 million, up 69.5% year over year. The adjusted EBITA margin was 13.8%, in line with the year-ago figure. Operating income was $646.2 million, increasing 42.7% from the year-ago quarter.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a flat trend in fresh estimates.
VGM ScoresCurrently, Omnicom has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a score of A on the value side, putting it in the top 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Omnicom has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Key Takeaways OMC shares rose 7.2% in a year, lagging the industry's 16.1% return.OMC sees 50.3% y/y revenue growth in 2026 and flat in 2027, with earnings up 26.8% and 14.2%, respectively.OMC returned billions via dividends and buybacks in 2023-2025, even as liquidity slipped to 0.91. Shares of Omnicom (OMC - Free Report) have risen 7.2% over the past year compared with the industry’s 16.1% return.
OMC’s revenues in 2026 and 2027 are expected to increase 50.3% and remain flat year over year, respectively. Earnings are anticipated to rise 26.8% in 2026 and 14.2% in 2027.
Factors That Augur Well for OMC’s SuccessConsumer-Centric Strategies Driving Volumes: By focusing on consumer-centric strategic business solutions, the company addresses the evolving needs of clients more closely, fostering stronger partnerships. This would assist in driving volumes. This, along with Omnicom’s size and reach, indicates that the top line would be very stable and growing.
Interpublic Buyout Bolsters Market Position: The acquisition brought together highly complementary assets, creating a portfolio of services and products that immediately expands opportunities for clients. With shared cultures and core values rooted in creativity, technology and data, the combined entity will strengthen its position as a leader in modern marketing. This integration should also accelerate innovation, enabling the development of products and services that drive higher returns on marketing investments.
Active Share Repurchases: In 2023, the company distributed $562.7 million in dividends and $570.8 million in share repurchases. In 2024, Omnicom distributed $552.7 million in dividends and executed share buybacks worth $370.7 million. In 2025, Omnicom distributed $549.6 million in dividends and executed share buybacks worth $707.9 million. Similarly, this consistent performance highlights Omnicom’s ability to generate robust cash flows, reinforcing investor confidence and supporting its stock performance.
Risks Faced by OmnicomFierce Competition: OMC operates in a highly fragmented and competitive market, competing with major players, such as WPP, Publicis Groupe and Interpublic Group, as well as emerging digital-focused firms. The competition drives innovation across the industry while increasing pricing pressures. Maintaining market share requires the company to invest heavily in technology, data analytics and talent acquisition, which can strain resources and impact short-term profitability.
Weak Liquidity Profile: OMC has a weak liquidity position due to a sharp rise in current debt. At the end of the first quarter of 2026, the company reported a current ratio of 0.91, lower than the industry average of 0.93. A current ratio lower than 1 does not bode well with investors as it implies that the company may not be able to pay off short-term obligations efficiently.
Image Source: Zacks Investment Research
OMC’s Zacks Rank & Stocks to ConsiderThe company has a Zacks Rank #3 (Hold) at present.
Some better-ranked stocks from the broader Zacks Business Services sector are Everpure, Inc. (P - Free Report) and FactSet Research Systems (FDS - Free Report) , each currently carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Everpure has a long-term earnings growth expectation of 19.3%. P delivered a trailing four-quarter earnings surprise of 8.1%, on average.
FactSet Research Systems has a long-term earnings growth expectation of 6.5%. FDS delivered a trailing four-quarter earnings surprise of 0.4%, on average.
