OMCL · NASDAQ · Medical - Healthcare Information Services

Omnicell (OMCL)

Automates medication dispensing, pharmacy compounding, and outpatient medication workflows.

$32.88
vs last close+0.45 (+1.37%)
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Omnicell, Inc.OMCL
Health Care

Sells automated dispensing cabinets, central-pharmacy and IV-compounding robotics, cloud software, consumables, and expert services across hospital and outpatient pharmacy settings. Revenue combines equipment and license sales with recurring technical support, subscriptions, and consumables, while remaining concentrated in the United States.

Builds medication-management infrastructure for hospitals, health systems, and pharmacies. Point-of-care dispensing cabinets, central-pharmacy robotics, IV-compounding automation, and the OmniSphere cloud platform connect medication storage, preparation, distribution, inventory, and diversion monitoring.

Extends beyond inpatient workflows through Specialty Pharmacy Services and 340B administration, the EnlivenHealth retail-pharmacy platform, and medication-adherence packaging and automation. Pairs connected hardware with cloud analytics and onsite or remote specialists, while earning recurring revenue from consumables, technical support, SaaS, and expert services.

Most revenue comes from the United States. Results depend on healthcare providers' capital and operating budgets, lengthy purchasing and installation cycles, reliable hardware and cloud software, access to specialty-drug networks, limited-source components, and evolving pharmacy, medical-device, privacy, and 340B rules.

Company facts

CEORandall A. Lipps
ListedAug 7, 2001
ExchangeNASDAQ
HeadquartersFort Worth, TX
CountryUnited States
Employees3,580
CIK0000926326
ISINUS68213N1090

Market cap$1.47B
EPS (ttm)$0.8449
P/E (ttm)38.38
ROE3.1%
P/B1.14
P/S1.18
Dividend yieldDiv yield
Beta0.97vs XLV 0.46

Price target$55.00+69.6%Average of 19 analysts
ConsensusHold10 of 19 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 31, 2026KeybancReiterate
Rating: Target: $70
Rating: OverweightTarget: $65
Jul 31, 2026Wells FargoReiterate
Rating: Target: $52
Rating: OverweightTarget: $50
Apr 29, 2026Craig-HallumTarget
Target:
Target: $55
Apr 28, 2026KeyBancTarget
Target: $60
Target: $70
Mar 13, 2026UBSTarget
Target: $53
Target: $60

Next report
Oct 29, 26
in 37 days
EPS estimate
$0.42
Revenue estimate
$304.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.60$0.26$0.45$0.51$0.40$0.55$0.94Pending
Estimate$0.57$0.16$0.31$0.36$0.47$0.33$0.47$0.42
Surprise+5.3%+62.5%+45.2%+41.7%−14.9%+66.7%+101.1%

RevenueReportedEstimate

Feb '25May '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$306.9M$269.7M$290.6M$310.6M$314.0M$309.9M$312.2MPending
Estimate$297.9M$259.9M$275.3M$295.6M$313.4M$304.0M$310.2M$304.4M
Surprise+3.0%+3.7%+5.6%+5.1%+0.2%+1.9%+0.6%
Estimate$0.42
ReportedDue Oct 29, 2026
Estimate$304.4M
ReportedDue Oct 29, 2026
View details

Debt to equity15.50%
Current ratio164.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$282.4M$306.9M$269.7M$290.6M$310.6M$314.0M$309.9M$312.2M
Net income$8.6M$15.8M−$7.0M$5.6M$5.5M−$2.0M$11.4M$24.3M
Net margin3.1%5.2%0.0%1.9%1.8%0.0%3.7%7.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$7.2M$13.8M−$11.6M$8.1M$8.2M$1.4M$16.9M$32.4M
YoY growth+93.5%Turned profitLoss narrowed+151.9%+14.8%−89.7%Turned profit+299.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $307.0M · Total debt $200.0M · Total assets $2.00B · Shareholders' equity $1.29B

Revenue
$312.2M
Operating income
$32.4M
Net income
$24.3M
View details

No dividends on record.

Institutions≈ 105.25%48.01M shares
313 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders3.47%1.58M shares
14 holders · as of Aug 18, 2026
Adds to108.72%

45.61M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 108.72%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
16.53%7.54Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.91%3.15Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
5.92%2.70Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.38%2.45Mas of Jun 30, 2026
State Street CorpInstitution
4.57%2.09Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 17, 2026Nnamdi Njokuofficer: President & COO−3,083$36.85
Jul 15, 2026Randall A. Lippsdirector, officer: CHAIRMAN, CEO−10,000$47.00
May 18, 2026Corey J. Manleyofficer: EVP&CHIEF LEGAL/ADMIN OFFICER−5,025$43.22
May 18, 2026Nnamdi Njokuofficer: EVP, Chief Operating Officer−3,090$43.22
Mar 16, 2026Corey J. Manleyofficer: EVP&CHIEF LEGAL/ADMIN OFFICER−7,405$34.69
View details

  • BD

    Direct Pyxis rival in hospital and pharmacy automation

  • McKesson

    Pharmacy services, 340B, and workflow adjacency

  • Baxter International

    IV workflow and pharmacy-preparation competitor

  • Cencora

    Specialty pharmacy and 340B services competitor

  • Cardinal Health

    Pharmacy distribution and specialty-services competitor

  • ICU Medical

    IV compounding automation rival around hazardous drugs

Compare

CompanyPriceChange
Omnicell$32.88+1.37%$1.47B38.418.31.2+7.5%
BD$181.76+0.59%$49.79B54.413.72.4−9.6%
McKesson$888.83+0.27%$103.79B23.719.20.3+7.7%
Baxter International$23.79+3.75%$11.85B11.31.0+5.3%
Cencora$315.94−0.17%$61.58B23.516.30.2+5.1%
Cardinal Health$226.30+0.24%$52.87B31.218.10.2+5.8%
ICU Medical$158.41+2.06%$3.88B131.517.91.8−0.2%
Median31.217.10.6+5.2%