Gator Capital Exits OneMain Holdings, Reducing Exposure by $4.78 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 28 2025
0mins
Source: NASDAQ.COM
- Divestment Decision: Gator Capital Management sold 83,850 shares of OneMain Holdings in Q3, valued at approximately $4.78 million, marking a complete exit from the company, which previously represented 1.48% of the fund's AUM.
- Market Performance: As of last Friday, OneMain Holdings' shares were priced at $69.08, reflecting a 30% increase over the past year, significantly outperforming the S&P 500's 15% rise during the same period, indicating strong performance in the personal loan market.
- Financial Health: OneMain reported a GAAP EPS of $1.67 in Q3, up from $1.31 a year prior, raised its dividend to $1.05 per share, and authorized a $1 billion buyback program, showcasing its solid financial position.
- Investment Strategy Adjustment: Gator Capital's exit appears to be more about concentration and redeployment rather than concerns over OneMain's future performance, freeing up capital for higher-conviction investments elsewhere in the portfolio.
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Analyst Views on OMF
Wall Street analysts forecast OMF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OMF is 72.20 USD with a low forecast of 64.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
6 Buy
4 Hold
1 Sell
Moderate Buy
Current: 65.050
Low
64.00
Averages
72.20
High
80.00
Current: 65.050
Low
64.00
Averages
72.20
High
80.00
About OMF
OneMain Holdings, Inc. is a financial services holding company. The Company provides personal loan products; offers auto financing; offers credit cards; offers optional products; offers a customer-focused financial wellness program; services loans, and acquisitions and dispositions of assets and businesses. It provides origination, underwriting, and servicing of personal loans, primarily to nonprime customers. In addition, the Company offers two credit cards, BrightWay and BrightWay+, through a third-party bank partner. The Company offers optional credit insurance products, such as credit life insurance, which provides for payment to the lender of the finance receivable in the event of the borrower’s death; credit disability insurance, which provides scheduled monthly loan payments to the lender during a borrower’s disability due to illness or injury, and credit involuntary unemployment insurance, which provides scheduled monthly loan payments during involuntary unemployment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
OneMain Holdings (OMF) to Report Q4 2025 Earnings on February 5, 2026
- Earnings Release Schedule: OneMain Holdings is set to report its Q4 2025 earnings before the market opens on February 5, 2026, which is expected to provide investors with critical financial performance data to assess the company's operational health.
- Conference Call Details: The company will hold a conference call at 9:00 a.m. Eastern on the same day, allowing the public to participate by dialing 800-451-7724 (U.S. domestic) or 785-424-1116 (international), enhancing transparency and fostering investor engagement.
- Webcast Availability: In addition to the conference call, OneMain will provide a live audio webcast of the earnings release on its investor relations website, ensuring that investors unable to join the live call can still access relevant information, thereby improving information accessibility.
- Company Mission and Vision: OneMain is dedicated to providing responsible access to credit for nonprime consumers, helping them improve their financial well-being, showcasing the company's extensive impact across 47 states and 1,300 locations, and emphasizing its positive contributions to communities.
Continue Reading
OneMain Holdings (OMF) to Report Q4 2025 Earnings on February 5, 2026
- Earnings Release Schedule: OneMain Holdings is set to report its Q4 2025 earnings before the market opens on February 5, 2026, which is expected to provide critical financial performance data for investors to assess the company's operational status.
- Conference Call Invitation: The company will hold a conference call at 9:00 a.m. Eastern on the earnings release day, allowing the public to participate by dialing 800-451-7724 (U.S. domestic) or 785-424-1116 (international), enhancing transparency and investor communication.
- Live Streaming and Replay: Investors can listen to the live conference call via OneMain's investor relations website, and those unable to attend live can access a replay on the website afterward, ensuring broad dissemination and access to information.
- Company Mission and Vision: OneMain is dedicated to providing responsible credit access to nonprime consumers across 47 states and 1,300 locations, offering personalized solutions aimed at improving the financial well-being of hardworking Americans, showcasing its positive impact on communities.
Continue Reading