Omnicom Group Inc.
- Open
- 83.30
- Day high
- 83.98
- Day low
- 81.98
- Prev close
- 81.76
- Volume
- 486K
- Mkt cap
- $22.6B
- P/E (TTM)
- 44.0
- EPS (TTM)
- $1.87
- P/B
- 2.3
- P/S
- 1.0
- Yield
- 2.91%
- Per share
- $2.40
- ▼Insiders net selling -$123K over the last 3 months (0 open-market buys, 1 sale)
- 🏛Institutions mixed (13F)
Omnicom Group Inc. (OMC) is a Communication Services company listed on NYSE. The stock is up 11% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 1 sale (SEC Form 4). Drillr has 1 published research article covering OMC.
Omnicom Group Inc. (OMC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
OMC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 28, 2026 | $2.66 | $2.65 | -0.4% | $6.6B | +3.0% |
| Apr 28, 2026 | $1.84 | $1.90 | +3.3% | $6.2B | +8.4% |
| Feb 18, 2026 | $2.93 | $2.59 | -11.7% | $5.5B | -9.9% |
| Oct 21, 2025 | $2.16 | $2.24 | +3.7% | $4.0B | +0.4% |
| Jul 15, 2025 | $2.02 | $2.05 | +1.4% | $4.0B | +0.8% |
| Apr 15, 2025 | $1.65 | $1.70 | +2.8% | $3.7B | -0.7% |
| Feb 4, 2025 | $2.38 | $2.41 | +1.3% | $4.3B | +0.3% |
| Oct 15, 2024 | $2.02 | $2.03 | +0.5% | $3.9B | -10.3% |
| Jul 16, 2024 | $1.93 | $1.95 | +1.0% | $3.9B | +0.8% |
| Apr 16, 2024 | $1.55 | $1.67 | +7.6% | $3.6B | +0.5% |
| Feb 6, 2024 | $2.16 | $2.20 | +1.8% | $4.1B | +1.9% |
| Oct 17, 2023 | $1.84 | $1.86 | +1.0% | $3.6B | -9.7% |
OMC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 26, 2026 | RICE LINDA JOHNSONdirector | Sell | 1,385 | $88.73 |
| Aug 18, 2026 | Castellaneta Andrewofficer: SVP, Chief Accounting Officer | Tax | 1,348 | $87.57 |
| Aug 18, 2026 | Simm Darylofficer: Co-President and Co-COO | Tax | 3,172 | $87.57 |
| Aug 18, 2026 | Januzzi Louis Fofficer: Senior VP, Gen. Counsel & Sec. | Tax | 1,308 | $87.57 |
| Jul 20, 2026 | Januzzi Louis Fofficer: Senior VP, Gen. Counsel & Sec. | Grant | 7,720 | — |
| Jul 6, 2026 | Santos Cassandradirector | Grant | 704 | — |
| Jul 6, 2026 | CHOKSI MARY Cdirector | Grant | 704 | — |
| Jul 6, 2026 | Moore Patrick Qdirector | Grant | 704 | — |
| Jul 6, 2026 | WYATT E LEEdirector | Grant | 704 | — |
| Jul 6, 2026 | Pineda Patricia Salasdirector | Grant | 704 | — |
| Jul 6, 2026 | Gerstein Mark Ddirector | Grant | 704 | — |
| Jul 6, 2026 | Gerstein Mark Ddirector | Grant | 309 | — |
| Jul 6, 2026 | Williams Valeriedirector | Grant | 704 | — |
| Jul 6, 2026 | Hawkins Ronnie S.director | Grant | 704 | — |
| Jul 6, 2026 | RICE LINDA JOHNSONdirector | Grant | 704 | — |
Source: OMC SEC Form 4 filings, latest Aug 26, 2026. For informational purposes only — not investment advice.
See the full OMC insider & 13F page →Omnicom Group Inc. company profile
Overview
Omnicom Group Inc. (NYSE:OMC) is one of the world's largest advertising and marketing communications holding companies, founded in 1986 through the merger of BBDO Worldwide, DDB Worldwide, and Needham Harper Worldwide. Headquartered in New York, the company has grown through strategic acquisitions and organic expansion to become a global leader in the advertising industry, operating across more than 100 countries and serving thousands of clients ranging from Fortune 500 companies to emerging brands. Today, Omnicom stands as a diversified marketing services conglomerate with a portfolio of renowned agencies and specialized service offerings that span the entire spectrum of modern marketing communications.
Business
Omnicom operates as a holding company that owns and manages a vast network of advertising agencies, marketing services firms, and specialized communications companies. The advertising industry itself serves as the intermediary between brands and consumers, helping companies communicate their value propositions, build brand awareness, and drive sales through various media channels and creative campaigns. The company's business is organized into several key segments that collectively generated approximately $15.7 billion in revenue in 2024: Advertising and Media (approximately 45-50% of revenue): This segment includes traditional advertising agencies like BBDO, DDB, and TBWA that create television commercials, print advertisements, and digital campaigns. The media planning and buying component, primarily through Omnicom Media Group (OMG), involves purchasing advertising space across television, radio, digital platforms, and other media channels on behalf of clients. This segment has shown strong growth, particularly in media services. Precision Marketing (approximately 25-30% of revenue): This division focuses on data-driven marketing services, including customer relationship management (CRM), database marketing, direct marketing, and digital analytics. These services help clients target specific customer segments with personalized messaging and track the effectiveness of their marketing investments. Public Relations (approximately 8-12% of revenue): Through agencies like Fleishman Hillard and Ketchum, this segment provides crisis communications, corporate communications, public affairs, and reputation management services to help clients manage their public image and stakeholder relationships. Healthcare Communications (approximately 8-10% of revenue): Specialized agencies within this segment focus exclusively on pharmaceutical and healthcare marketing, which requires deep regulatory knowledge and scientific expertise to communicate complex medical information to both healthcare professionals and consumers. Experiential Marketing, Branding and Retail Commerce, and Execution and Support make up the remaining revenue segments, providing services ranging from event marketing and brand consulting to production services and operational support.
Revenue model
Omnicom generates revenue primarily through service fees charged to clients for creative work, strategic planning, media buying, and ongoing account management. The company typically operates under several revenue models depending on the service provided. For traditional advertising and creative services, clients pay retainer fees for ongoing agency services plus project-based fees for specific campaigns. In media buying, Omnicom earns commissions from media vendors (typically 10-15% of media spend) and may also charge clients planning and buying fees. For specialized services like data analytics, CRM, and digital marketing, the company often uses performance-based pricing or subscription models. The company's primary customers are large corporations, government entities, and non-profit organizations that need professional marketing and communications services. These clients typically have substantial marketing budgets and require sophisticated, integrated campaigns across multiple channels and geographies. Several factors significantly impact Omnicom's profitability margins. Economic conditions directly affect client marketing budgets, as advertising is often among the first expenses companies cut during downturns. Digital transformation trends create both opportunities and challenges - while digital services command higher margins, they also require continuous technology investments. Talent costs represent the largest expense category, as the business is fundamentally people-driven, and competition for creative and strategic talent remains intense. Technology investments in artificial intelligence, data analytics platforms, and automation tools require significant upfront capital but can improve long-term efficiency and service quality. Client concentration risk can impact margins when large accounts are won or lost, while currency fluctuations affect international operations. The company's ability to achieve operational leverage through shared services and technology platforms across its agency network directly influences profitability.
Competitive moat
Omnicom's competitive moat is moderate but multifaceted, built primarily on relationships, scale advantages, and integrated capabilities rather than proprietary technology or regulatory barriers. The company's strongest defensive position comes from deep client relationships that have been cultivated over decades, often involving multiple agencies within the Omnicom network serving different aspects of a client's marketing needs. This creates switching costs and relationship stickiness that competitors find difficult to replicate quickly. The company benefits from significant scale economies in media buying, where larger purchasing power translates to better rates and premium inventory access. Omnicom's global footprint provides another advantage, as multinational clients prefer working with agencies that can execute consistent campaigns across multiple markets with local expertise. However, the moat faces several vulnerabilities. The advertising industry has relatively low barriers to entry for new competitors, particularly in digital services where technology-native companies can quickly establish credibility. Client relationships, while valuable, are not permanent and can shift due to management changes, performance issues, or competitive pitches. The rise of in-house marketing capabilities at large corporations represents a structural threat, as companies increasingly bring previously outsourced functions internal. Technology disruption poses the most significant long-term challenge to Omnicom's moat. Artificial intelligence and automation tools are democratizing many traditional agency capabilities, while programmatic advertising platforms reduce the need for human intermediaries in media buying. Large technology platforms like Google, Facebook, and Amazon have integrated vertically into advertising services, leveraging their data advantages and direct client relationships. The company's ongoing investments in AI tools, data analytics platforms, and technology partnerships represent attempts to strengthen its moat, but success is not guaranteed. Omnicom's competitive position remains solid in the near term due to client relationships and scale, but the moat is gradually eroding as the industry undergoes fundamental technological transformation.
Risks & safety
Omnicom presents a moderate margin of safety with solid financial fundamentals but some cyclical vulnerabilities. • Liquidity and Solvency: Strong cash position of $4.3 billion as of Q1 2025, though working capital can be volatile due to seasonal client payment patterns. Free cash flow of $1.6 billion in 2024 demonstrates solid cash generation capability. Current ratio of 1.01 indicates adequate short-term liquidity management. • Debt Management: Debt-to-equity ratio of 1.58 reflects moderate leverage typical for service companies. The company maintains investment-grade credit ratings and has demonstrated ability to service debt obligations through various economic cycles. • Valuation Metrics: Trading at P/E ratio of 14.2x and EV/EBITDA of 9.2x based on recent metrics, which appears reasonable for a mature services company with modest growth prospects. Price-to-book ratio of 3.7x reflects the asset-light nature of the business. • Cyclical Risks: Revenue closely tied to corporate marketing spending, which tends to be procyclical. Economic downturns can quickly impact client budgets and agency profitability. The company's diversified client base and geographic exposure provide some protection but don't eliminate cyclical sensitivity. • Operational Considerations: People-intensive business model creates fixed cost structure that can pressure margins during revenue declines. However, the company has demonstrated flexibility in managing costs during previous downturns.
Recent development
Over the past few years, Omnicom has pursued several strategic initiatives to adapt to the evolving marketing landscape and strengthen its competitive position. The most significant recent development is the proposed acquisition of Interpublic Group (IPG), announced in late 2024, which would create the world's largest advertising holding company. Management expects this transformational deal to generate $750 million in annual cost savings and provide significant revenue synergy opportunities, particularly in media capabilities and first-party data assets. The acquisition has received regulatory approvals from 5 of 18 required jurisdictions and is expected to close in the second half of 2025. Artificial Intelligence integration has become a central strategic priority. The company launched Omni AI, an open-source platform that provides AI tools to thousands of employees across the organization. Management aims to have AI capabilities on every client-facing employee's desktop by the end of 2025. Specific AI initiatives include ArtBotAI for content orchestration, partnerships with major technology providers like Microsoft's OpenAI, Adobe, Google, and Amazon, and the development of AI-powered creative and media planning tools. Organizational restructuring efforts have focused on creating more integrated service offerings. The company formed Omnicom Advertising Group (OAG) to better align creative agencies globally and established Omnicom Production as a centralized production services unit. These moves aim to achieve greater operational efficiency and provide more coordinated client service. Strategic acquisitions have targeted high-growth areas, particularly e-commerce and retail media. The acquisition of Flywheel Digital significantly enhanced the company's e-commerce capabilities and retail media measurement tools. The purchase of LeapPoint expanded precision marketing capabilities, while other smaller acquisitions have strengthened specialized service areas. Technology platform investments continue through the development of the Omnicom Operating Platform, which integrates data analytics, workflow management, and client service tools across the agency network. The company has also expanded its global delivery centers, particularly in India, to provide cost-effective service delivery while maintaining quality standards.
OMC company profile · for informational purposes only — not investment advice.
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