OneMain Holdings

OneMain reported adjusted earnings per share of $1.95 (expectation $1.89), while revenue of $1.26 billion slightly missed analysts’ estimate of $1.28 billion. Managed receivables rose to $26.1 billion, driven by strong growth in the BrightWay credit card (+45% to $983 million) and the auto-finance portfolio (+14% to $2.85 billion). Management emphasizes product diversification and conservative underwriting but notes higher net charge-offs (8.0%) and slightly increased operating expenses. OneMain announced buybacks and a regular dividend and reaffirmed its 2026 targets despite moderate risks. » Plus sur de.investing.com

OneMain is expected to announce results for the quarter ended March 31, 2026 on May 1, 2026. On average, 15 analysts forecast earnings per share of $1.89 (prior year $1.78), while 9 analysts see quarterly revenue averaging $1.28 billion (prior year $1.50 billion). For the current fiscal year, analysts’ estimates are $7.37 EPS and about $5.34 billion in revenue versus $6.56 and $6.24 billion in the prior year. » Plus sur finanzen.net

At the Bank of America Financial Services Conference OneMain emphasized its conservative lending, a diversified funding strategy with bank credit lines of more than USD 7 billion and a liquidity runway of about two years. The company requires a minimum return of 20% ROE for loans and, since 2022, applies a 30% stress add‑on to loss estimates, and plans share buybacks of USD 1 billion through 2028; the dividend yield is around 7%. Operationally, OneMain is focused on an omni‑channel approach, expanding its auto‑loan business, growing its credit‑card portfolio and exploring strategic M&A options, while a potential interest‑rate cap of 10% is not viewed as a decisive threat. » Plus sur de.investing.com

OneMain reported total revenue of $1.6 billion and adjusted EPS of $1.59 for Q4 2025; full-year C&I segment revenue rose 9% in 2025 to $6.2 billion. The company increased capital return with $70 million of share repurchases in the quarter and maintains a quarterly dividend of $1.05 (about a 7% yield). Managed receivables grew 6.4% in 2025 to $26.3 billion, and new products like the BrightWay credit card and auto financing showed strong growth. For 2026, OneMain forecasts managed receivables growth of 6–9%, stable net charge-offs in the C&I segment of 7.4–7.9%, and slightly lower expense ratios alongside continued disciplined lending. » Plus sur de.investing.com

OneMain Holdings shares rose to an all-time high of $65.56 and show a year-to-date return of 33.4% and a six-month gain of 26.46%. A fair-value analysis still views the stock as slightly undervalued despite its proximity to the 52-week high; P/E 10.91, PEG 0.37 and a dividend yield of 6.51% point to attractiveness. In Q3 OneMain beat expectations with EPS of $1.90 and revenue of $1.24 billion. Truist issued a buy recommendation with a $75.00 price target; Citizens cut its target to $68.00 but maintained a "Market Outperform" rating. » Plus sur de.investing.com