Analyst Consensus ?
ConsensusHold34 ratings
Bullish1132.4%
Neutral2058.8%
Bearish38.8%
Omnicom Group Inc. · OMC · FY2024 Q4 · Calendar Q1 2025
Omnicom pairs solid 2024 growth with cautious 2025 outlook
Omnicom's 2024 growth and new-business momentum support the strategic case, but the near-term outlook is more measured: slower guided organic growth and the proposed IPG transaction make execution, synergy realization and margin delivery the key tests.
Reported Before market openNYSECommunication Services
$20.98B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.38
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $4.32B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.0%
Event window
SPY move
+0.7%
Same window
Abnormal move
-1.7%
Stock minus SPY
Volume
1.2×
Versus trailing sessions
Subsequent drift
-5.4%
Up to 20 sessions
OMCSPY benchmark
Ask FN2 about OMC FY2024 Q4
Transcript, numbers and history already loaded
What drove OMC's -1.0% move after FY2024 Q4 earnings?What changed in OMC's guidance and outlook in FY2024 Q4?Give me the bull and bear case for OMC after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current call shifts the focus from Q3's strong organic-growth trajectory and agency restructuring to a more cautious 2025 outlook. Management emphasized the proposed IPG acquisition, its targeted synergies, continued AI and data-platform investment, and a planned return to share repurchases.
Guidance delta
Management lowered 2025 organic-growth guidance to 3.5%-4.5% from the prior 4%-5% target, while indicating a modest 10-basis-point EBITA margin improvement.
Key takeaways
- FY2024 organic growth was 5.2%, supported by Media & Advertising, Precision Marketing, Public Relations and new business wins.
- The proposed IPG acquisition is central to the strategy, with $750 million of targeted run-rate synergies but substantial integration and regulatory execution risk.
- Management is investing in AI, data platforms and near-shore delivery while planning to resume $600 million of annual share repurchases in 2025.
Management priorities
- Advance the proposed IPG acquisition and prepare integrated client pitches.
- Build an AI-driven identity and consumer-behavior platform using Acxiom and Flywheel.
- Expand technology investments and Centers of Excellence in India and Latin America.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$76.48Current
$32Low
$103.67Average
$230High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 10, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Equal Weight | Equal Weight | Maintain | Oct 9, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 30, 2026 |
| Goldman Sachs | Buy | Sell | Upgrade | Jun 3, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | May 1, 2026 |
| UBS | Buy | Buy | Maintain | Mar 20, 2026 |
| B of A Securities | Underperform | Neutral | Downgrade | Jan 5, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 10, 2025 |
| Macquarie | Outperform | Outperform | Maintain | Dec 11, 2024 |
| MoffettNathanson | Neutral | Neutral | Maintain | Apr 17, 2024 |
| Exane BNP Paribas | Outperform | Neutral | Upgrade | Mar 28, 2024 |
| Edward Jones | Hold | Buy | Downgrade | Jun 14, 2022 |
| Argus Research | Buy | Hold | Upgrade | Mar 18, 2022 |
| Evercore ISI Group | In Line | Underperform | Upgrade | Nov 2, 2020 |
| Wolfe Research | Perform | Peer Perform | Maintain | Jul 23, 2020 |
| CFRA | Hold | Hold | Maintain | Apr 28, 2020 |
| BMO Capital | Market Perform | Outperform | Downgrade | Jul 15, 2019 |
| Argus | Hold | Buy | Downgrade | Jul 23, 2018 |
| Moffett Nathanson | Sell | Sell | Maintain | Jun 19, 2018 |
| Atlantic Equities | Neutral | Underweight | Upgrade | Mar 2, 2018 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Feb 16, 2018 |
| Telsey Advisory Group | Outperform | Market Perform | Upgrade | Oct 18, 2017 |
| Credit Suisse | Neutral | Neutral | Maintain | Oct 18, 2017 |
| Bank of America | Neutral | Neutral | Maintain | Mar 2, 2017 |
| FBR Capital | Market Perform | Market Perform | Maintain | Feb 10, 2016 |
| Nomura | Neutral | Neutral | Maintain | Apr 22, 2015 |
| Pivotal Research | Sell | Hold | Downgrade | Apr 13, 2015 |
| Albert Fried & Co. | Market Perform | Underweight | Upgrade | May 29, 2014 |
| Albert Fried | Market Perform | Underweight | Upgrade | May 29, 2014 |
| Lazard | Buy | Neutral | Upgrade | Sep 5, 2013 |
| Evercore Partners | Overweight | Equal Weight | Upgrade | Aug 12, 2013 |
| Deutsche Bank | Hold | Hold | Maintain | Jul 29, 2013 |
| Wedbush | Neutral | Neutral | Maintain | Apr 15, 2013 |
| Jefferies | Hold | Hold | Maintain | Apr 3, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $76.48. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Barclays | Julien Roch | $88 | $76.45 | +15.1% | Oct 9, 2026 |
| MoffettNathanson | Michael Nathanson | $85 | $86.22 | +11.1% | Jul 29, 2026 |
| Goldman Sachs | Adam Berlin | $146 | $75.22 | +90.9% | Jun 3, 2026 |
| Morgan Stanley | Analyst unavailable | $83 | $76.72 | +8.5% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $90 | $83.26 | +17.7% | Feb 23, 2026 |
| Morgan Stanley | Thomas Yeh | $82 | $77.6 | +7.2% | Feb 19, 2026 |
| Morgan Stanley | Analyst unavailable | $88 | $80.56 | +15.1% | Dec 16, 2025 |
| UBS | Adam Berlin | $108 | $73.34 | +41.2% | Dec 5, 2025 |
| Barclays | Julien Roch | $82 | $81.23 | +7.2% | Oct 23, 2025 |
| Wells Fargo | Steven Cahall | $91 | $74.53 | +19.0% | Sep 23, 2025 |
| Barclays | Analyst unavailable | $80 | $70.69 | +4.6% | Jun 25, 2025 |
| Oppenheimer | Timothy Horan | $32 | $73.89 | -58.2% | Apr 11, 2025 |
| Macquarie | Tim Nollen | $120 | $105.49 | +56.9% | Oct 16, 2024 |
| UBS | Adam Berlin | $124 | $104.02 | +62.1% | Oct 16, 2024 |
| Bank of America Securities | Adrien de Saint Hilaire | $89 | $98.75 | +16.4% | Sep 5, 2024 |
| J.P. Morgan | David Karnovsky | $108 | $89.72 | +41.2% | Jun 21, 2024 |
| Barclays | Julien Roch | $110 | $93.19 | +43.8% | May 7, 2024 |
| Argus Research | Kristina Ruggeri | $103 | $93.8 | +34.7% | Apr 23, 2024 |
| UBS | Adam Berlin | $117 | $92.54 | +53.0% | Apr 17, 2024 |
| Morgan Stanley | Benjamin Swinburne | $105 | $92.5 | +37.3% | Apr 17, 2024 |
| Wells Fargo | Steven Cahall | $106 | $90.96 | +38.6% | Apr 17, 2024 |
| BNP Paribas | Lina Ghayor | $115 | $95.16 | +50.4% | Mar 28, 2024 |
| Macquarie | Tim Nollen | $100 | $85.88 | +30.8% | Jan 5, 2024 |
| Citigroup | Jason Bazinet | $112 | $85.09 | +46.4% | Jan 5, 2024 |
| Rosenblatt Securities | Barton Crockett | $230 | $86.68 | +200.7% | Dec 20, 2023 |
| Citigroup | Jason Bazinet | $113 | $74.86 | +47.8% | Sep 21, 2023 |
| Morgan Stanley | Benjamin Swinburne | $100 | $79.91 | +30.8% | Aug 21, 2023 |
| Wells Fargo | Analyst unavailable | $109 | $94.74 | +42.5% | Feb 8, 2023 |
| J.P. Morgan | Analyst unavailable | $100 | $90.92 | +30.8% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $95 | $90.92 | +24.2% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $85 | $91.94 | +11.1% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $75 | $77.42 | -1.9% | Dec 19, 2022 |
| Barclays | Analyst unavailable | $70 | $70.06 | -8.5% | Jul 21, 2022 |
| Wells Fargo | Analyst unavailable | $84 | $69.54 | +9.8% | Jul 20, 2022 |
| J.P. Morgan | Analyst unavailable | $85 | $63.84 | +11.1% | Jul 8, 2022 |
| Citigroup | Analyst unavailable | $85 | $63.43 | +11.1% | Jul 7, 2022 |
| Morgan Stanley | Analyst unavailable | $70 | $66.8 | -8.5% | Jun 10, 2022 |
| New Street | Alexia Quadrani | $96 | $85.31 | +25.5% | Apr 20, 2022 |
| Citigroup | Jason Bazinet | $96 | $71.62 | +25.5% | Jul 21, 2021 |
Track every rating change on OMC the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationOmnicom Group Inc., through its network of subsidiaries, stands as a premier global provider of comprehensive advertising, marketing, and corporate communications solutions. The company's core expertise extends across pivotal areas such as traditional and digital advertising, customer relationship management (CRM), public relations, and specialized healthcare communications. Its extensive service portfolio delivers a wide array of strategic and creative solutions. These offerings include branding, content creation, corporate social responsibility consulting, crisis management, data analytics, digital transformation, entertainment and experiential marketing, financial/corporate business-to-business advertising, graphic design, investor…
Historical context
All OMC earningsLatest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-21T00:01:13.267231+00:00
- Polygon adjusted daily market bars · 2026-10-10T19:10:41.717424+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-10T19:10:41.714719+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-10. For educational purposes only; not investment advice.