OneMain Holdings, Inc.
OneMain (OMF) Q2 2026 earnings call said credit performance improved, with 30-89 delinquency down 7 bps YoY and 28 bps in the first half. Net charge offs were 8.2% (C&I) and 7.8% (consumer). Auto finance receivables rose to $3B (+14% YoY) and credit card receivables neared $400M (+$161M QoQ). OMF declared a $4.20 annual dividend and repurchased 576k shares for $32M in Q2.
OneMain Holdings, Inc. (OMF) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 ef20079685_ex1-1.htm EXHIBIT 1.1 Exhibit 1.1 Execution Version UNDERWRITING AGREEMENT August 6, 2026 Barclays Capital Inc. BMO Capital Markets Corp. as Representatives of the Underwriters, c/o Barclays Capital Inc. 757 Seventh Avenue New York, New York 10019 c/o BMO Capi
Conrad Micah R. (EVP & COO) sold 5,000 shares of OneMain Holdings, Inc. (OMF) at $65.40 ($0.33M total) on 2026-08-04.
Over the past 7 days, alphai's AI scored 4 news stories mentioning OMF (OneMain Holdings, Inc.). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent OMF coverage spans earnings, corporate actions and insider activity.
In the last 30 days, OMF insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($487K). The most active reporter was Hedlund Michael A, pao, SVP and Group Controller, with 1 filing. 50% of activity was filed under pre-arranged Rule 10b5-1 plans.
Credit quality trends and loss outlook appear to be improving, supporting a constructive near-to-medium term risk view on OMF.
The filing signals a new long-dated debt issuance that can affect leverage, funding costs, and near-term credit-spread sentiment for OMF.
The filing is a routine insider sale with no stated 10b5-1 plan, but it does not provide new company fundamentals.
Improving delinquency and strong originations are incremental positives for credit-loss expectations, but margin compression tempers the read-through.
The update keeps valuation debate open: improved credit metrics are offset by ongoing nonprime credit and legal risk.
alphai scores every news story that mentions OMF with an AI model for sentiment and relevance, and aggregates insider trades from OneMain Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
OneMain (OMF) Q2 2026 earnings call said credit performance improved, with 30-89 delinquency down 7 bps YoY and 28 bps in the first half. Net charge offs were 8.2% (C&I) and 7.8% (consumer). Auto finance receivables rose to $3B (+14% YoY) and credit card receivables neared $400M (+$161M QoQ). OMF declared a $4.20 annual dividend and repurchased 576k shares for $32M in Q2.
7 min readOneMain Holdings, Inc. (OMF) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-1.1 2 ef20079685_ex1-1.htm EXHIBIT 1.1 Exhibit 1.1 Execution Version UNDERWRITING AGREEMENT August 6, 2026 Barclays Capital Inc. BMO Capital Markets Corp. as Representatives of the Underwriters, c/o Barclays Capital Inc. 757 Seventh Avenue New York, New York 10019 c/o BMO Capi
3 min readConrad Micah R. (EVP & COO) sold 5,000 shares of OneMain Holdings, Inc. (OMF) at $65.40 ($0.33M total) on 2026-08-04.
2 min readOneMain (OMF) reported Q2 revenue of $1.29B vs $1.28B estimates and adjusted EPS of $1.31 vs $1.26, with management citing 10% YoY originations growth, improving delinquency trends, and receivables growth tied to product innovation in auto finance and credit cards. CFO and CEO discussed net charge-offs, recoveries, and underwriting discipline.
6 min readOneMain Holdings (OMF) reported Q2 2026 results on July 29, affirming its quarterly dividend and updating investors on credit charge-offs and share repurchases. The stock closed at $62.58, down 9.4% YTD. A valuation narrative cites a fair value of $67.79, about 8% above the price, based on a 12.46% discount rate.
4 min readOneMain Holdings (OMF) reported Q2 2026 adjusted EPS of $1.31, matching the Zacks Consensus. Net income fell 9.7% year over year to $152 million (GAAP). Net interest income rose 6.8% to $1.09B, but provisions for losses increased to $610M and net charge-offs rose. OMF repurchased 0.58M shares for $32M.
6 min readOneMain Holdings (NYSE:OMF) reported Q2 CY2026 revenue of $1.30 billion, up 7.2% year on year and 1.7% above analysts’ estimates, according to the company. GAAP profit was $1.32 per share, 3.8% above consensus. Shares fell 1.2% to $61.50 after the release.
4 min readOneMain Holdings (NYSE: OMF) reported Q2 2026 diluted EPS of $1.32 versus $1.40 a year earlier, with pretax income of $196 million and net income of $152 million. C&I adjusted diluted EPS was $1.31. Managed receivables were $26.9 billion. The company declared a $1.05 quarterly dividend and repurchased about 576k shares for $32 million.
6 min readOneMain Holdings, Inc. (OMF) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991earningsreleaseo.htm EX-99.1 Document Exhibit 99.1 ONEMAIN HOLDINGS, INC. REPORTS SECOND QUARTER 2026 RESULTS – 2Q 2026 Diluted EPS of $1.32 – 2Q 2026 C&I adjusted diluted EPS of $1.31 – 2Q 2026 Managed receivables of $26.9 billion – Declared quarterly dividen
6 min readMotley Fool reports subprime auto-loan 60-day delinquency rates rose to a 32-year high, starting 2026 around 6.8% and staying above Great Recession levels. It cites stress at lenders including American Car Center, U.S. Auto Sales, Tricolor Holdings, and America’s Car-Mart. It highlights OneMain Holdings and Credit Acceptance credit deterioration, and contrasts Capital One Financial’s lower combined 30-day delinquency rate of 3.24% (autoloans 4.21%).
7 min read
