Analyst Consensus ?
ConsensusHold34 ratings
Bullish1132.4%
Neutral2058.8%
Bearish38.8%
Omnicom Group Inc. · OMC · FY2025 Q3 · Calendar Q4 2025
Omnicom posts steady Q3 growth as IPG deal and AI platform advance
The supplied analysis provides partial support for a constructive one-year view: resilient demand in media and advertising, client wins, cash generation, and AI-platform investment are positives. The case remains conditional because precision marketing is slower, merger execution and regulatory approval remain unresolved, and prior-quarter analysis is unavailable.
Reported After market closeNYSECommunication Services
$20.34B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.24
Consensus $2.16
EPS surprise
+3.7%
Reported versus consensus
Reported revenue
$4.04B
Consensus $4.02B
Revenue surprise
+0.5%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.2%
Event window
SPY move
-0.5%
Same window
Abnormal move
+3.7%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
-11.4%
Up to 20 sessions
OMCSPY benchmark
Ask FN2 about OMC FY2025 Q3
Transcript, numbers and history already loaded
Why did OMC rise 3.2% after beating EPS estimates in FY2025 Q3?What changed in OMC's guidance and outlook in FY2025 Q3?Give me the bull and bear case for OMC after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter's analysis emphasizes continued organic growth and margin delivery, stronger media and advertising performance, progress toward the IPG transaction, and the introduction of OmniPlus with a generative AI layer. It also flags unresolved EU approval, integration, client-budget, and Q4 pipeline questions.
Guidance delta
Maintained.
Key takeaways
- The supplied analysis describes Q3 organic revenue growth of 2.6% and adjusted EBITDA margin of 16.1%, in line with guidance.
- Media and advertising delivered 9% organic growth, while creative and precision marketing faced headwinds.
- Management highlighted OmniPlus, generative AI services, and progress toward the IPG acquisition as future growth initiatives.
Management priorities
- Complete the IPG acquisition and integration planning, subject to remaining EU approval.
- Launch OmniPlus with generative AI capabilities and expand AI-driven services.
- Continue investment in technology platforms while supporting dividends and share repurchases.
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Beat
Miss
Match
Analyst 52W Price Targets
$75.25Current
$32Low
$103.38Average
$230High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 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 |
|---|---|---|---|---|
| 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 |
| Barclays | Equal Weight | Equal Weight | Maintain | Feb 23, 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 $75.25. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| MoffettNathanson | Michael Nathanson | $85 | $86.22 | +13.0% | Jul 29, 2026 |
| Goldman Sachs | Adam Berlin | $146 | $75.22 | +94.0% | Jun 3, 2026 |
| Morgan Stanley | Analyst unavailable | $83 | $76.72 | +10.3% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $90 | $83.26 | +19.6% | Feb 23, 2026 |
| Morgan Stanley | Thomas Yeh | $82 | $77.6 | +9.0% | Feb 19, 2026 |
| Morgan Stanley | Analyst unavailable | $88 | $80.56 | +16.9% | Dec 16, 2025 |
| UBS | Adam Berlin | $108 | $73.34 | +43.5% | Dec 5, 2025 |
| Barclays | Julien Roch | $82 | $81.23 | +9.0% | Oct 23, 2025 |
| Wells Fargo | Steven Cahall | $91 | $74.53 | +20.9% | Sep 23, 2025 |
| Barclays | Analyst unavailable | $80 | $70.69 | +6.3% | Jun 25, 2025 |
| Citigroup | Michael Rollins | $32 | $73.89 | -57.5% | Apr 11, 2025 |
| Macquarie | Tim Nollen | $120 | $105.49 | +59.5% | Oct 16, 2024 |
| UBS | Adam Berlin | $124 | $104.02 | +64.8% | Oct 16, 2024 |
| Bank of America Securities | Adrien de Saint Hilaire | $89 | $98.75 | +18.3% | Sep 5, 2024 |
| J.P. Morgan | David Karnovsky | $108 | $89.72 | +43.5% | Jun 21, 2024 |
| Barclays | Julien Roch | $110 | $93.19 | +46.2% | May 7, 2024 |
| Argus Research | Kristina Ruggeri | $103 | $93.8 | +36.9% | Apr 23, 2024 |
| UBS | Adam Berlin | $117 | $92.54 | +55.5% | Apr 17, 2024 |
| Morgan Stanley | Benjamin Swinburne | $105 | $92.5 | +39.5% | Apr 17, 2024 |
| Wells Fargo | Steven Cahall | $106 | $90.96 | +40.9% | Apr 17, 2024 |
| BNP Paribas | Lina Ghayor | $115 | $95.16 | +52.8% | Mar 28, 2024 |
| Macquarie | Tim Nollen | $100 | $85.88 | +32.9% | Jan 5, 2024 |
| Citigroup | Jason Bazinet | $112 | $85.09 | +48.8% | Jan 5, 2024 |
| Rosenblatt Securities | Barton Crockett | $230 | $86.68 | +205.6% | Dec 20, 2023 |
| Citigroup | Jason Bazinet | $113 | $74.86 | +50.2% | Sep 21, 2023 |
| Morgan Stanley | Benjamin Swinburne | $100 | $79.91 | +32.9% | Aug 21, 2023 |
| Wells Fargo | Analyst unavailable | $109 | $94.74 | +44.9% | Feb 8, 2023 |
| J.P. Morgan | Analyst unavailable | $100 | $90.92 | +32.9% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $95 | $90.92 | +26.2% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $85 | $91.94 | +13.0% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $75 | $77.42 | -0.3% | Dec 19, 2022 |
| Barclays | Analyst unavailable | $70 | $70.06 | -7.0% | Jul 21, 2022 |
| Wells Fargo | Analyst unavailable | $84 | $69.54 | +11.6% | Jul 20, 2022 |
| J.P. Morgan | Analyst unavailable | $85 | $63.84 | +13.0% | Jul 8, 2022 |
| Citigroup | Analyst unavailable | $85 | $63.43 | +13.0% | Jul 7, 2022 |
| Morgan Stanley | Analyst unavailable | $70 | $66.8 | -7.0% | Jun 10, 2022 |
| New Street | Alexia Quadrani | $96 | $85.31 | +27.6% | Apr 20, 2022 |
| Citigroup | Jason Bazinet | $96 | $71.62 | +27.6% | 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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Get the OMC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T23:50:41.007538+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T23:50:41.004398+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 2026-10-05. For educational purposes only; not investment advice.