Omnicom Group Inc.

NYSE:OMC 株式レポート

時価総額:US$23.4b

Omnicom Group マネジメント

マネジメント 基準チェック /24

Omnicom Groupの CEO はJohn Wrenで、 Jan1997年に任命され、 の在任期間は 29.5年です。 の年間総報酬は$ 69.87Mで、 0.6%給与と99.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.49%を直接所有しており、その価値は$ 114.16M 。経営陣と取締役会の平均在任期間はそれぞれ4.9年と14.1年です。

主要情報

John Wren

最高経営責任者

US$69.9m

報酬総額

CEO給与比率0.60%
CEO在任期間29.5yrs
CEOの所有権0.5%
経営陣の平均在職期間4.9yrs
取締役会の平均在任期間14.1yrs

経営陣の近況

Recent updates

Seeking Alpha Jul 01

Omnicom: Buy This 15% Earnings Yield With A Dividend Kicker

Summary Omnicom is upgraded to 'Strong Buy' due to deep value, robust income, and significant shareholder returns at a discounted 6.7x forward P/E. OMC’s Q1 results show 3.9% organic revenue growth, 240 bps EBITDA margin expansion, and 12% adjusted EPS growth, fueled by Interpublic acquisition synergies. Integrated Media drives OMC’s growth, now over 50% of core revenue, while AI initiatives and platform partnerships with Amazon and Adobe address industry disruption risks. OMC’s $5B buyback, 4.4% dividend yield, and BBB+ balance sheet offer a strong margin of safety as cost synergies and EPS growth are realized. Read the full article on Seeking Alpha
ナラティブの更新 Jun 28

OMC: High Free Cash Flow Yield Will Support Post Acquisition Execution

Analysts have nudged their fair value estimate for Omnicom Group higher, raising the target from about $98.82 to roughly $102.83 as they weigh a mix of higher projected revenue growth, revised profit margin assumptions, and recent Street research that highlights both attractive free cash flow yield and integration risks tied to the Interpublic acquisition. Analyst Commentary Recent research on Omnicom Group presents a split view, with some analysts focusing on attractive cash generation and others concentrating on integration and execution risks after the Interpublic acquisition.
分析記事 Jun 20

Omnicom Group (OMC) Stock Could Be 27.8% Undervalued After Media Rankings Recognition

Recent rankings that place Omnicom Group (OMC) at the top of global media management, together with its third straight Effie recognition as the World's Most Effective Holding Group, have brought the stock back into focus for many investors. See our latest analysis for Omnicom Group. Despite the recent media rankings and Effie recognition, Omnicom Group’s share price has come under pressure, with the stock down 6.5% on a 1 day basis and 12.26% year to date. The 1 year total shareholder return...
ナラティブの更新 Jun 14

OMC: Integration Risks And AI Partnerships Will Shape Fairly Valued Outlook

Analysts lifted the fair value estimate for Omnicom Group by $2 to $79, reflecting updated assumptions for revenue growth, margins, and future P/E after recent research highlighted both attractive free cash flow yield and integration risks around the Interpublic acquisition. Analyst Commentary Street research on Omnicom presents a mixed picture, with some analysts highlighting attractive free cash flow yield and others flagging execution risks tied to the Interpublic acquisition and broader sector questions.
ナラティブの更新 May 31

OMC: Trade Desk Fee Audit Will Support Future Earnings Power

The analyst price target for Omnicom Group has been reduced by about $1 as analysts factor in higher perceived execution risk around the Interpublic acquisition and the integration, restructuring and reorganization work ahead. Analyst Commentary Bullish Takeaways Bullish analysts who have raised price targets highlight the potential for the combined Omnicom and Interpublic operations to create a larger, more diversified platform, which they see as supportive of long term growth and valuation if integration goals are met.
分析記事 May 07

There May Be Reason For Hope In Omnicom Group's (NYSE:OMC) Disappointing Earnings

Soft earnings didn't appear to concern Omnicom Group Inc.'s ( NYSE:OMC ) shareholders over the last week. Our analysis...
ナラティブの更新 May 04

OMC: Trade Desk Fee Audit And Media Reviews Will Support Future EPS

Omnicom Group's analyst price target has moved slightly lower to $99.80 from $100.90, as analysts factor in more measured revenue growth assumptions, a higher projected profit margin, and a lower future P/E, alongside recent mixed target changes from banks such as Barclays, Citi, Morgan Stanley, and UBS. Analyst Commentary Recent price target changes on Omnicom highlight a split view on how much upside remains, with some analysts lifting targets and others trimming them after reassessing growth expectations, margins, and appropriate P/E levels.
分析記事 May 02

Omnicom Group Inc. Just Recorded A 5.6% Revenue Beat: Here's What Analysts Think

Last week saw the newest first-quarter earnings release from Omnicom Group Inc. ( NYSE:OMC ), an important milestone in...
ナラティブの更新 Apr 20

OMC: Programmatic Fee Audit And Media Reviews Will Support Future EPS Upside

Analysts have modestly lifted their average price target on Omnicom Group by a few dollars, citing recent audit findings on programmatic buying and a series of price target increases from firms that view the company’s latest results and media review activity as supportive of its current positioning. Analyst Commentary Recent research on Omnicom Group highlights a mix of optimism around its media audit outcomes and higher valuation targets, alongside a more cautious camp that is focused on execution risk and potential limits to upside.
ナラティブの更新 Apr 06

OMC: Trade Desk Fee Audit Will Support Future EPS Upside

Analysts have lifted their Omnicom Group fair value estimate from $99.70 to $100.90, reflecting updated views on sector reviews tied to Trade Desk exposure and a slightly higher assumed future P/E multiple supported by recent Street price target revisions. Analyst Commentary Bullish and bearish analysts are looking at Omnicom through different lenses, but the recent moves in price targets and the focus on Trade Desk exposure are giving investors a clearer read on valuation, execution, and growth expectations.
ナラティブの更新 Mar 23

OMC: AI Partnerships And Execution Will Support Upside Following Recent Earnings Reassessment

Analysts have lifted their average price targets on Omnicom Group by single digit dollar amounts, reflected in recent moves such as raises to $90, $115 and higher, citing Q4 results they view as inline and a reassessment of the company’s risk profile and earnings power. Analyst Commentary Recent research on Omnicom Group shows a mix of views, with several bullish analysts lifting their price targets following the latest quarterly update and reassessment of the company’s earnings profile.
ナラティブの更新 Mar 08

OMC: AI Partnerships And Execution Will Support Upside Within Revised Risk Framework

Our Omnicom Group narrative fair value estimate has been revised from $120 to $117, reflecting analysts' updated price targets in the $82 to $115 range and their mixed but generally steady read on recent Q4 results and outlook assumptions. Analyst Commentary Recent Street research on Omnicom reflects a mixed but generally constructive tone, with bullish analysts lifting price targets into a wide range that aligns with solid execution and a steady read on Q4 results.
ナラティブの更新 Feb 22

OMC: AI Search Collaboration And Platform Upgrades Will Support Future EPS Upside

Omnicom Group's updated fair value estimate has inched down from $101.10 to $99.70 as analysts balance a higher assumed P/E of about 13.8x against more conservative revenue growth and discount rate inputs, while recent price target moves ranging from $82 to $115 highlight differing views on the stock's risk reward trade off. Analyst Commentary Recent research on Omnicom Group reflects a split view on upside potential versus execution risk, with updated price targets clustering between US$82 and US$115.
ナラティブの更新 Feb 07

OMC: Higher Confidence In AI Partnerships And Execution Supports Upside Potential

Analysts lifted their price target on Omnicom Group to $120 from $115, pointing to updated assumptions around revenue growth, profit margins, and a lower discount rate, which they say support a higher fair value and a reduced future P/E multiple. Analyst Commentary Bullish analysts point to the revised US$120 price target as a sign that updated modeling around revenue, margins, and discount rates leaves more room in the current valuation than previously assumed.
ナラティブの更新 Jan 24

OMC: AI Partnerships And Omni Platform Advancements Will Drive Future EPS Upside

Analysts have nudged their fair value estimate for Omnicom Group slightly lower to about $101.10, reflecting updated views on discount rates, margin expectations, and future P/E assumptions after recent price target revisions, such as JPMorgan's $14 increase. Analyst Commentary Recent commentary around Omnicom Group has focused on how updated assumptions on discount rates, margins, and future P/E multiples feed into fair value work, with JPMorgan’s US$14 price target increase serving as a reference point for more constructive views.
ナラティブの更新 Jan 10

OMC: Future Earnings From Integration And AI Partnerships Will Face Execution Tests

Analysts have trimmed their Omnicom fair value estimate from US$78 to US$77, while still lifting price targets. They cited updated assumptions on synergy driven earnings potential for the planned Omnicom and Interpublic Group combination, along with a shift to a lower P/E multiple and discount rate, higher modeled revenue growth, and a reduced profit margin profile.
ナラティブの更新 Dec 15

OMC: Merger Synergies Will Drive Future EPS Accretion And Upside Potential

Analysts have lifted their Omnicom Group price target by $1 to roughly $102 as they factor in lower perceived risk, stronger top line growth supported by the Interpublic merger, and achievable pro forma earnings synergies, despite a slightly slimmer profit margin and lower future P/E assumption. Analyst Commentary Recent research updates indicate that sentiment around Omnicom is becoming more constructive, with upside tied to successful execution on the Interpublic merger and realization of synergy targets, though some observers remain cautious on the durability of earnings growth and integration risk.
ナラティブの更新 Dec 01

OMC: Merger Synergies Will Drive Achievable $10 EPS And Future Upside

Analysts have increased their price target for Omnicom Group from $80 to $90, citing improved earnings potential following expected synergies from its merger with Interpublic Group. Analyst Commentary Following the announcement of the merger between Omnicom and Interpublic Group, analysts have provided a range of perspectives regarding the company's near- and long-term outlook.
分析記事 Nov 30

Omnicom Group's (NYSE:OMC) Shareholders Will Receive A Bigger Dividend Than Last Year

Omnicom Group Inc.'s ( NYSE:OMC ) periodic dividend will be increasing on the 9th of January to $0.80, with investors...
ナラティブの更新 Nov 17

OMC: Profit Margins Will Improve as Merger Synergies Drive Future Upside

Omnicom Group’s analyst price target has been slightly lowered from $100.89 to $100.56 as analysts cite modestly softer revenue growth assumptions. However, there is an improved profit margin outlook and continued potential from the Interpublic merger.
ナラティブの更新 Nov 03

OMC: Merger Synergies Are Expected To Drive Share Price Higher

Omnicom Group’s analyst price target rose by over $10, reflecting updated expectations for stronger revenue growth and anticipated synergies from the upcoming Interpublic Group merger, according to analysts. Analyst Commentary Recent updates from Street research reveal a mix of optimism and caution among analysts as Omnicom Group approaches its merger with Interpublic Group.
ナラティブの更新 Oct 20

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group's analyst price target has been raised from $78 to $91, as analysts cite compelling upside potential and resilient media advertising fundamentals in anticipation of the Interpublic merger. Analyst Commentary As Omnicom moves closer to finalizing its merger with Interpublic Group, analysts have weighed both the positive drivers and the lingering risks that could impact the company's valuation and growth trajectory.
ナラティブの更新 Oct 05

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group's analyst price target has increased modestly, rising from approximately $97.44 to $99.67. Analysts cite compelling upside ahead of the Interpublic deal despite ongoing industry concerns and evolving market dynamics.
ナラティブの更新 Sep 20

Integration And Advanced AI Will Shape Global Marketing Services

Omnicom Group’s analyst price target has seen a modest upward revision to $97.44, though sentiment remains cautious due to macroeconomic uncertainty, prolonged weak organic growth, and anticipated industry disruption from AI, highlighting a challenging near-term outlook. Analyst Commentary Bearish analysts are lowering price targets due to increasing macroeconomic uncertainty impacting ad agency outlooks, as highlighted by reduced guidance from sector peers.
Seeking Alpha Mar 03

Omnicom: Lock In This Bargain Before The Market Does

Summary Omnicom Group Inc.'s acquisition of Interpublic Group enhances its data and tech capabilities, promising substantial cost synergies and cross-sell opportunities. Omnicom demonstrated solid financials, with 5.2% organic revenue growth, strong profitability, and significant new business wins, including Amazon and Unilever. The stock is undervalued with a P/E far below its historical norm, offering a compelling opportunity for value and income investors. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Omnicom Is Buying Interpublic - And The Ramifications (Rating Downgrade)

Summary Omnicom Group's acquisition of Interpublic creates a larger ad agency with significant synergies, expected to enhance competitiveness and efficiency in the advertising sector. As an IPG shareholder, I sold my shares for a 24.9% total return, considering OMC's current valuation unattractive for reinvestment. The merger is expected to be earnings-accretive immediately, with cost synergies of $750M and a combined annual FCF of nearly $3B before synergies. Despite the merger's potential, I rate IPG a "HOLD" with a PT of $35, discontinuing coverage due to the acquisition and current market conditions. Read the full article on Seeking Alpha
Seeking Alpha Oct 02

Omnicom Earnings Preview: Strong Foundations, Slowing Momentum

Summary Omnicom Group Inc. is a global marketing giant with strong stock performance but faces rising debt, slow dividend growth, and market challenges. Despite a solid 17.04% compound growth and a 4.49% dividend yield, Omnicom's dividend growth lags the S&P 500. Investments in AI and strategic acquisitions like Flywheel boost capabilities but increase debt and interest costs, impacting short-term profitability. Omnicom is stable and fairly valued, but current headwinds and slow growth suggest holding off on buying for now. Read the full article on Seeking Alpha

CEO報酬分析

Omnicom Group の収益と比較して、John Wren の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$63m

Dec 31 2025US$70mUS$417k

-US$54m

Sep 30 2025n/an/a

US$1b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$22mUS$1m

US$1b

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$1b

Dec 31 2023US$20mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$21mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$20mUS$1m

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$975m

Dec 31 2020US$11mUS$450k

US$945m

Sep 30 2020n/an/a

US$962m

Jun 30 2020n/an/a

US$939m

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$20mUS$1m

US$1b

報酬と市場: Johnの 総報酬 ($USD 69.87M ) は、 US市場 ($USD 14.60M ) の同規模の企業の平均を上回っています。

報酬と収益: Johnの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

John Wren (73 yo)

29.5yrs
在職期間
US$69,865,846
報酬

Mr. John D. Wren serves as Chairman of Omnicom Group Inc since May 2018 and is its Chief Executive Officer since January 1997 and was its President since 1996 until May 2018. Mr. Wren has been Director of...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
John Wren
Chairman & CEO29.5yrsUS$69.87m0.49%
$ 114.2m
Daryl Simm
Co-President & Co-COOless than a yearUS$10.02m0.056%
$ 13.2m
Philip Angelastro
Executive VP & CFO11.8yrsUS$8.95m0.16%
$ 38.3m
Louis Januzzi
Senior VP3.6yrsUS$2.24m0.012%
$ 2.7m
Philippe Krakowsky
Co-Presidentless than a yearデータなし0.037%
$ 8.5m
Jonathan Nelson
Founder & CEO of Omnicom Digitalno dataUS$5.12mデータなし
Andrew Castellaneta
Senior VP & Chief Accounting Officer11.5yrsデータなし0.0053%
$ 1.2m
Paolo Yuvienco
Executive VP & Chief Technology Officer2.8yrsデータなしデータなし
Craig Cuyar
Senior VP & Global Chief Information Officerno dataデータなしデータなし
Gregory Lundberg
Senior Vice President of Investor Relations4.9yrsデータなしデータなし
Joanne Trout
Chief Communications Officer of Worldwide Communicationsno dataデータなしデータなし
Adrian Sapollnik
Executive Vice President of Strategy & Corporate Development5.9yrsデータなしデータなし
4.9yrs
平均在職期間
63yo
平均年齢

経験豊富な経営陣: OMCの経営陣は 経験豊富 であると考えられます ( 4.9年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
John Wren
Chairman & CEO33.5yrsUS$69.87m0.49%
$ 114.2m
Philippe Krakowsky
Co-Presidentless than a yearデータなし0.037%
$ 8.5m
Charles Brymer
Chairman of DDB Worldwide8.4yrsUS$1.87mデータなし
Gracia Martore
Independent Director9yrsUS$391.00k0.00091%
$ 212.5k
Keith Reinhard
Chairman Emeritus of DDB Worldwide20.3yrsUS$953.01kデータなし
Linda Rice
Independent Director26.5yrsUS$351.00k0.0046%
$ 1.1m
Mary Choksi
Lead Independent Director15yrsUS$443.00k0%
$ 0
Leonard Coleman
Independent Director33.5yrsUS$383.00k0.0057%
$ 1.3m
Keki Dadiseth
Non-Executive Chairman of India Operations19.9yrsデータなしデータなし
Dale Adams
Chairman of Diversified Agency Services Division13.3yrsデータなしデータなし
Deborah Kissire
Independent Director10.3yrsUS$383.00k0%
$ 0
Valerie Williams
Independent Director9.8yrsUS$351.00k0.0092%
$ 2.2m
14.1yrs
平均在職期間
71yo
平均年齢

経験豊富なボード: OMCの 取締役会 は経験豊富で 経験豊富 です ( 14.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/12 08:47
終値2026/07/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Omnicom Group Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
Deborah CiervoArgus Research Company
Anthony DiClementeBarclays
JULIEN ROCHBarclays