OneMain Holdings: I Still Like This 7% Yield In My Portfolio
OMF delivered strong Q1'26 results, with net income of $226 million and diluted EPS of $1.93, beating consensus estimates while credit metrics remained stable. The stock trades at an attractive 9x PE and offers a compelling 7% dividend yield, backed by a consistent history of returning capital to shareholders. OneMain stands out as a defensive diversifier in a market dominated by big tech and AI, thanks to its resilience across credit cycles and high level of transparency in reporting.
OneMain Holdings: It's Still Trading Within My Margin Of Safety
OneMain Holdings remains resilient amid macro volatility, delivering 2.5% returns since the last coverage and justifying my reiterated buy rating. OMF's risk is mitigated by 55% of personal loans being secured, a $2.8B loan loss allowance, and fixed-rate lending, supporting credit quality. My updated Dividend Discount Model yields a target price of $88.79; with a 20% margin of safety, my buy zone is up to $71.04.
OneMain Holdings: Resilient To Credit Fears
OneMain Holdings is upgraded to a strong buy, offering 20%+ upside and an 8% dividend yield. OMF's conservative underwriting, robust reserves (242% of delinquencies), and resilient employment trends support manageable credit risk despite inflationary pressures. Loan growth guidance remains at 6-9%, with net charge-offs expected in the upper half of the 7.4-7.9% range.
OneMain Holdings Q1 Earnings Beat as NII Rises Y/Y, Stock Falls 3.7%
OMF slips despite Q1 earnings beat as rising expenses, credit costs and weaker receivables offset gains in net interest income.
OneMain Holdings, Inc. (OMF) Q1 2026 Earnings Call Transcript
OneMain Holdings, Inc. (OMF) Q1 2026 Earnings Call Transcript
Compared to Estimates, OneMain (OMF) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for OneMain (OMF) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
OneMain Holdings (OMF) Tops Q1 Earnings Estimates
OneMain Holdings (OMF) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.92 per share. This compares to earnings of $1.72 per share a year ago.
Why OneMain (OMF) is Poised to Beat Earnings Estimates Again
OneMain (OMF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
OneMain Holdings (OMF) Earnings Expected to Grow: Should You Buy?
OneMain (OMF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
OneMain Holdings: An 8%+ Yield With Big Buybacks And Strong Growth Potential
OneMain Holdings offers a rare 8%+ dividend yield plus big buybacks, along with significant growth potential while trading below its historical valuation multiples. We break down the three key catalysts that could drive earnings per share significantly higher through 2028 despite current market skepticism. We also discuss the risks facing the stock that explain why it is down by 26% year-to-date.
OneMain Faces Multi-State Lawsuit Over Alleged Hidden Loan Costs
OMF faces a multi-state lawsuit over alleged hidden loan add-ons, sending shares down 5.4% as regulators target deceptive lending practices.
OneMain Financial: A Secure Dividend With Capital Appreciation Potential
OneMain Financial remains a 'buy' after Q4 results confirmed stable credit performance and robust interest income growth. OMF benefits from tightened underwriting, stabilized credit costs, and portfolio yield accretion, supporting 2026 EPS guidance of $7.50-$8.00. Dividend yield stands at 6.7%, with ongoing buybacks and over 20% total upside to a $72 fair value target.
