OMC
OMNICOM GROUP INC.Evidence as of 2026-09-03Overview · OMNICOM GROUP INC.
Omnicom Group Inc., together with its subsidiaries, offers advertising, marketing, and corporate communications services. It provides a range of services in the areas of advertising and media, precision marketing, commerce and brand consulting, experiential, execution and support, public relations, and healthcare. The company's services include advertising, branding, content marketing, corporate social responsibility…
Management team
- Mr. Paolo Yuvienco · Executive VP & Chief Technology OfficerFind on LinkedIn
- Mr. Louis F. Januzzi · Senior VP, General Counsel & SecretaryFind on LinkedIn
- Mr. Gregory H. Lundberg · Senior Vice President of Investor RelationsFind on LinkedIn
- Dr. Craig Cuyar · Senior VP & Global Chief Information OfficerFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (‑0.1 of a possible +2; was ‑0.1 before debate) with high confidence. Revenues rose from 3,690,400,000 in Q1 2025 (fiscal quarter ended 2025-04-09) to 4,015,600,000 in Q2 2025 (fiscal quarter ended 2025-07-09), 4,033,710,000 in Q3 2025 (fiscal quarter ended 2025-10-16) and then to 6,242,900,000 in Q1 2026 (fiscal quarter ended 2026-04-22). Operating income moved from 452,600,000 in Q1 2025 to 439,200,000 in Q2 2025, 530,100,000 in Q3 2025 and 646,200,000 in Q1 2026, yielding calculated operating margins of about 12.3% (Q1 2025), 10.9% (Q2 2025), 13.1% (Q3 2025) and 10.4% (Q1 2026).
The company reported net income of 287,700,000 in Q1 2025, 257,600,000 in Q2 2025, 341,300,000 in Q3 2025 and 405,200,000 in Q1 2026, while diluted EPS were 1.45 (Q1 2025), 1.31 (Q2 2025), 1.75 (Q3 2025) and 1.35 (Q1 2026). Trailing twelve‑month metrics show P/E ttm of 13.95 and EV/EBITDA of 11.29, but trailing FCF ttm is negative $ 2,617,500,000 and operating cash flow ttm is negative $ 2,480,600,000, even as reported cash and long‑term debt imply meaningful net debt.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues rose from 3,690,400,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31) to 4,015,600,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30), 4,033,710,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30) and then to 6,242,900,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31).
XBRL companyfacts · 0000029989-25-000015Operating income was 452,600,000 in fiscal Q1 2025 (2025-01-01 to 2025-03-31), 439,200,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30), 530,100,000 in fiscal Q3 2025 (2025-07-01 to 2025-09-30) and 646,200,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31).
XBRL companyfacts · 0000029989-25-000015Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 (insider transaction report) was filed on 18 August 2026.
4 filed 2026-08-18Two additional Form 4 filings were filed on 18 August 2026 (separate accession entries show multiple insider reports that day).
4 filed 2026-08-18Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-02 the beta versus SPY is 0.39 and the correlation versus SPY is 0.14, indicating low market sensitivity and low linear co-movement with the S&P 500 on the measured horizon.
Moneyta signal set · 2026-09-02Momentum signals are mixed as of 2026-09-02: 3‑month momentum is +12.1%, 6‑month momentum is -2.7%, and the 12_1 momentum measure is +19.7%; the rank for 6‑month momentum is the 31th percentile of the 547‑name universe and the rank for the 12_1 momentum is the 55th percentile of the 547‑name universe.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
OMC is a holding in the IVV ETF with a reported weight of 0.03% of the fund as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataThere are four Form 4 insider filing events listed for OMC with filed dates of 2026-08-18 (three filings) and 2026-08-26 (one filing).
Form 4 × 4 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Omnicom combined its Hearts & Science and Mediahub networks into a new agency network that operates across 40 markets and represented approximately $9.1 billion in 2025 billings, reported 31 August 2026.
News · finance.yahoo.com · 2026-08-31Omnicom Media announced the launch of 'Hearts United', a new global media agency created through the combination of Hearts & Science and Mediahub, in a company release published 28 August 2026.
News · prnewswire.com · 2026-08-28Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
RICE LINDA JOHNSON (Director) reported a sale of 1,385 shares valued at "$123k" on 2026-08-24; the filing shows no trading-plan flag (trading_plan: null).
Form 4 · RICE LINDA JOHNSON (Director) · $123k sold · 2026-08-24Castellaneta Andrew (SVP, Chief Accounting Officer) reported a disposition (action: "code F") of 1,348 shares valued at "$118k" on 2026-08-15; the filing shows no trading-plan flag (trading_plan: null).
Form 4 · Castellaneta Andrew (SVP, Chief Accounting Officer) · $118k code F · 2026-08-15Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Price-to-trailing-twelve-months earnings (P/E ttm) on the provided price is 13.95.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value divided by trailing-twelve-months EBITDA (EV/EBITDA) on the provided data is 11.29.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific data points jointly support a favorable read: revenues and operating income both show multi-quarter increases (fundamentals-0, fundamentals-1) alongside rising reported net income (fundamentals-3). The company reported a materially larger cash outflow for share repurchases in the later sample quarter (fundamentals-6), which — together with declining operating cash outflow versus the earlier quarter (fundamentals-7) — can be viewed as evidence of active capital allocation and improving operating cash trends. Market-structure signals (low beta and low correlation to the S&P, market-0; a recent golden cross with price above the 200‑day SMA, market-2) and a comparatively high dividend yield (market-4) add context that historically attracts certain income and low‑beta buyer cohorts. Multiple outlets covered the company’s announced media-network combination (news-0, news-1, news-2), indicating visible strategic initiatives that correlate with the operating and revenue increases reported.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.27
40 surviving claims rest on 23 distinct sources; the heaviest analyst carries 20% of them, and 99% of what the desk raised survived the debate.
The evidence set is moderately robust: 40 surviving claims draw on 23 distinct sources and most assertions passed internal debate, which supports treating the read as broadly corroborated. However, one analyst accounts for a fifth of the surviving claims and several items depend on a small number of SEC filings (with some Form 4s not parsed), so certain conclusions are more source‑concentrated and vulnerable to revision if key documents change or are reinterpreted.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.2 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
4 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−1.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on OMC Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.