OneMain Holdings: Credit Improvement Should Continue Into 2026 (Upgrade)

OneMain Holdings is upgraded to 'Buy' as resilient credit performance and strong underwriting drive solid earnings growth. OMF's tighter credit standards and stress overlays have improved delinquencies, with legacy loans now just 8% of the portfolio. Loan receivables are projected to grow 6%-8%, and a large 2026 tax refund season should further stabilize credit metrics.

Seeking Alpha • Dec 1, 2025

Steven Cress' 6 Picks: 3 Dividend Income, 3 AI Growth Stocks

In volatile markets, Steve Cress recommends a barbell strategy: combining high-yield dividend stocks (MRK, PINE, OMF) with top AI growth stocks (MU, CLS, COMM). Seeking Alpha's quant system outperforms Wall Street by leveraging daily data, sector-relative analysis, and robust risk metrics to identify strong buys.

Seeking Alpha • Nov 23, 2025

Here's Why OneMain Holdings (OMF) is a Strong Value Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • Nov 21, 2025

Why OneMain Holdings (OMF) is a Top Momentum Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Nov 20, 2025

OneMain Holdings Gains 17.8% in 6 Months: How to Play The Stock Now?

OMF's 17.8% six-month rally highlights revenue gains, strong ROE and capital moves even as expenses and asset quality pressure growth.

Zacks Investment Research • Nov 20, 2025

OneMain Holdings: A 7% Dividend Yield With Stock Price Upside And Limited AI Impact

OneMain Holdings Inc. offers an attractive risk/reward profile by focusing on nonprime consumers, balancing higher rates with manageable delinquencies. OMF boasts a 7% dividend yield, consistent dividend growth, and a new $1 billion share repurchase program supporting shareholder returns and limiting downside. The stock trades at a significant valuation discount, with strong profitability, robust revenue and cash flow growth, and a solid balance sheet.

Seeking Alpha • Nov 10, 2025

Why OneMain Holdings (OMF) is a Top Value Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Nov 5, 2025

OneMain Holdings Q3 Earnings Beat Estimates on Higher NII, Stock Up

OMF stock gains 6.2% after Q3 earnings beat, with net interest income rising and provisions declining despite higher expenses.

Zacks Investment Research • Nov 4, 2025

Our Top November High-Yield Picks Pay Reliable 7%-9% Dividends

Investors love dividend stocks, especially those with high yields, because they provide a substantial income stream and offer significant total return potential.

24/7 Wall Street • Nov 4, 2025

OneMain Holdings, Inc. (OMF) Q3 2025 Earnings Call Transcript

OneMain Holdings, Inc. ( OMF ) Q3 2025 Earnings Call October 31, 2025 9:00 AM EDT Company Participants Peter Poillon - Head of Investor Relations Douglas Shulman - Chairman, President & CEO Jenny Osterhout - Executive VP & CFO Conference Call Participants Terry Ma - Barclays Bank PLC, Research Division Mark DeVries - Deutsche Bank AG, Research Division Mihir Bhatia - BofA Securities, Research Division Moshe Orenbuch - TD Cowen, Research Division Donald Fandetti - Wells Fargo Securities, LLC, Research Division Kyle Joseph - Stephens Inc., Research Division John Pancari - Evercore ISI Institutional Equities, Research Division Vincent Caintic - BTIG, LLC, Research Division Presentation Operator Welcome to the OneMain Financial Third Quarter 2025 Earnings Conference Call and Webcast. Hosting the call today from OneMain is Peter Poillon, Head of Investor Relations.

Seeking Alpha • Oct 31, 2025