Analyst Consensus ?
ConsensusHold34 ratings
Bullish1132.4%
Neutral2058.8%
Bearish38.8%
Omnicom Group Inc. · OMC · FY2026 Q3 · Calendar Q4 2026
Omnicom posts 7.2% organic growth as margin expands
Omnicom's Q3 analysis supports a constructive operating picture: demand in integrated media, new client wins and synergy capture coincided with 7.2% organic growth and a 200-basis-point core adjusted EBITA margin expansion. The evidence is supportive but not conclusive for the longer term because Q4 project-spend visibility, disposition timing, integration costs and competitive pricing remain open questions.
Reported After market closeNYSECommunication Services
$22.08B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.67
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $6.21B
Revenue surprise
—
Reported versus consensus
Market reaction
close-to-close (session unavailable)
Stock move
+2.6%
Event window
SPY move
-1.2%
Same window
Abnormal move
+3.7%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
OMCSPY benchmark
Ask FN2 about OMC FY2026 Q3
Transcript, numbers and history already loaded
What drove OMC's +2.6% move after FY2026 Q3 earnings?What changed in OMC's guidance and outlook in FY2026 Q3?Give me the bull and bear case for OMC after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the prior quarter, organic growth accelerated from 6.1% to 7.2%, while core adjusted EBITA margin increased from 17.8% to 18.2%. Management maintained approximately 5% full-year organic growth guidance after previously raising guidance to 4.5%-5%, and highlighted a new five-year AWS collaboration plus continued Omni AI rollout.
Guidance delta
Full-year organic growth guidance was maintained at about 5%, versus the prior quarter's raised 4.5%-5% range.
Key takeaways
- Q3 organic revenue growth was 7.2%, driven by integrated media.
- Core adjusted EBITA margin expanded 200 basis points to 18.2%.
- The $900 million cost-synergy target remains on track, with 75%-85% realized within the first nine months of 2026.
- A five-year AWS collaboration and the Omni AI platform are central to the company's technology strategy.
- Client wins and extensions, including a 2028 Olympic Games assignment, supported management's demand narrative.
Management priorities
- Complete remaining disposals and move to a fully integrated core reporting model.
- Extend the AWS partnership and scale AI-centric marketing infrastructure.
- Accelerate the Omni AI platform and agentic AI capabilities across client engagements.
- Pursue selective acquisitions and minority-interest buyouts.
- Continue synergy delivery while investing in talent and technology.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$82.56Current
$32Low
$103.67Average
$230High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 23, 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 $82.56. 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 | +6.6% | Oct 9, 2026 |
| MoffettNathanson | Michael Nathanson | $85 | $86.22 | +3.0% | Jul 29, 2026 |
| Goldman Sachs | Adam Berlin | $146 | $75.22 | +76.8% | Jun 3, 2026 |
| Morgan Stanley | Analyst unavailable | $83 | $76.72 | +0.5% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $90 | $83.26 | +9.0% | Feb 23, 2026 |
| Morgan Stanley | Thomas Yeh | $82 | $77.6 | -0.7% | Feb 19, 2026 |
| Morgan Stanley | Analyst unavailable | $88 | $80.56 | +6.6% | Dec 16, 2025 |
| UBS | Adam Berlin | $108 | $73.34 | +30.8% | Dec 5, 2025 |
| Barclays | Julien Roch | $82 | $81.23 | -0.7% | Oct 23, 2025 |
| Wells Fargo | Steven Cahall | $91 | $74.53 | +10.2% | Sep 23, 2025 |
| Barclays | Analyst unavailable | $80 | $70.69 | -3.1% | Jun 25, 2025 |
| Oppenheimer | Timothy Horan | $32 | $73.89 | -61.2% | Apr 11, 2025 |
| Macquarie | Tim Nollen | $120 | $105.49 | +45.3% | Oct 16, 2024 |
| UBS | Adam Berlin | $124 | $104.02 | +50.2% | Oct 16, 2024 |
| Bank of America Securities | Adrien de Saint Hilaire | $89 | $98.75 | +7.8% | Sep 5, 2024 |
| J.P. Morgan | David Karnovsky | $108 | $89.72 | +30.8% | Jun 21, 2024 |
| Barclays | Julien Roch | $110 | $93.19 | +33.2% | May 7, 2024 |
| Argus Research | Kristina Ruggeri | $103 | $93.8 | +24.8% | Apr 23, 2024 |
| UBS | Adam Berlin | $117 | $92.54 | +41.7% | Apr 17, 2024 |
| Morgan Stanley | Benjamin Swinburne | $105 | $92.5 | +27.2% | Apr 17, 2024 |
| Wells Fargo | Steven Cahall | $106 | $90.96 | +28.4% | Apr 17, 2024 |
| BNP Paribas | Lina Ghayor | $115 | $95.16 | +39.3% | Mar 28, 2024 |
| Macquarie | Tim Nollen | $100 | $85.88 | +21.1% | Jan 5, 2024 |
| Citigroup | Jason Bazinet | $112 | $85.09 | +35.7% | Jan 5, 2024 |
| Rosenblatt Securities | Barton Crockett | $230 | $86.68 | +178.6% | Dec 20, 2023 |
| Citigroup | Jason Bazinet | $113 | $74.86 | +36.9% | Sep 21, 2023 |
| Morgan Stanley | Benjamin Swinburne | $100 | $79.91 | +21.1% | Aug 21, 2023 |
| Wells Fargo | Analyst unavailable | $109 | $94.74 | +32.0% | Feb 8, 2023 |
| J.P. Morgan | Analyst unavailable | $100 | $90.92 | +21.1% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $95 | $90.92 | +15.1% | Feb 8, 2023 |
| Morgan Stanley | Analyst unavailable | $85 | $91.94 | +3.0% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $75 | $77.42 | -9.2% | Dec 19, 2022 |
| Barclays | Analyst unavailable | $70 | $70.06 | -15.2% | Jul 21, 2022 |
| Wells Fargo | Analyst unavailable | $84 | $69.54 | +1.7% | Jul 20, 2022 |
| J.P. Morgan | Analyst unavailable | $85 | $63.84 | +3.0% | Jul 8, 2022 |
| Citigroup | Analyst unavailable | $85 | $63.43 | +3.0% | Jul 7, 2022 |
| Morgan Stanley | Analyst unavailable | $70 | $66.8 | -15.2% | Jun 10, 2022 |
| New Street | Alexia Quadrani | $96 | $85.31 | +16.3% | Apr 20, 2022 |
| Citigroup | Jason Bazinet | $96 | $71.62 | +16.3% | 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 earningsCommunication Services peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| SPOT Spotify Technology S.A. | FY2026 Q3 · Calendar Q4 2026 | — | +11.1% | Spotify Q3 2026: resilient subscriptions, expanding AI and audiobook ambitions |
| CMCSA Comcast Corporation | FY2026 Q3 · Calendar Q4 2026 | — | +3.4% | Comcast balances Peacock and wireless gains with broadband and parks pressure |
| META Meta Platforms, Inc. | FY2026 Q3 · Calendar Q4 2026 | -41.4% | +0.5% | Meta’s Q3 growth stayed strong as Muse scaled, but costs rose |
Latest beats and misses
Who reports nextBeat on EPS
- RFY2026 Q3 · October 22, 2026+4.3% EPS+10.5% move
- WDCFY2027 Q1 · October 22, 2026+12.9% EPS-6.4% move
- NEMFY2026 Q3 · October 22, 2026+12.2% EPS-2.6% move
- MEDPFY2026 Q3 · October 21, 2026+9.0% EPS-1.3% move
- MOHFY2026 Q3 · October 21, 2026+12.7% EPS+0.8% move
- PNFPFY2026 Q3 · October 21, 2026+2.7% EPS+2.3% move
Missed on EPS
- SSBFY2026 Q3 · October 21, 2026-4.2% EPS+2.4% move
- ROLFY2026 Q3 · October 21, 2026-1.4% EPS+5.6% move
- GGGFY2026 Q3 · October 21, 2026-2.5% EPS-16.6% move
- GL-PDFY2026 Q3 · October 21, 2026-1.2% EPS— move
- GLFY2026 Q3 · October 21, 2026-1.2% EPS-3.8% move
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
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Sources
- Earnings call transcript and parsed analysis · 2026-10-23T01:04:43.382863+00:00
- FN2 earnings calendar · 2026-10-22T01:23:13.354406+00:00
- Polygon adjusted daily market bars · 2026-10-23T01:10:43.301103+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-23T01:10:43.298487+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 2026-10-23. For educational purposes only; not investment advice.