ONIT
ONITY GROUP INC.
$33.85
-2.17%
$291.8M
No data for this timeframe.
Vol
Market Cap$291.8M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$22.2M
Inst. Activity4 buys / 2 sells
SEC Reports4
Exchange NYSE·Sector Mortgage Bankers & Loan Correspondents·Inc. FL·CIK 0000873860·Prev Close $34.60
Recent Activity
May 5, 2026
SEC
Onity Group reported Q1 2026 GAAP net income of $7M (diluted EPS $0.74) on total revenue of $294M, up 18% YoY, but adjus
8-K — Impact 6/10
May 5, 2026
SEC
Onity Group reported Q1 2026 GAAP diluted EPS of $0.74 on total revenue of $294M, up 18% YoY. However, adjusted pre-tax
PRESS-RELEASE — Impact 6/10
Apr 23, 2026
SEC
Onity Group announced a conference call to discuss Q1 2026 results, but released preliminary Q4 2025 earnings out of cyc
PRESS-RELEASE — Impact 7/10
Apr 3, 2026
Insider
Wade Aaron D sold 5,852 shares
EVP & Chief Inv. Officer @ $0.00 ($0.00)
Apr 3, 2026
Insider
Wade Aaron D sold 2,977 shares
EVP & Chief Inv. Officer @ $39.67 ($118.1K)
Apr 3, 2026
Insider
Wade Aaron D sold 5,852 shares
EVP & Chief Inv. Officer @ $0.00 ($0.00)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
46,236 shares ($2.1M)
Inst.
MORGAN STANLEY — ADD
42,504 shares ($1.9M)
Price Targets
$60.00
+77.3% upside
Strong Buy
Current $33.85
Low $60.00
Median $60.00
High $60.00
2 analysts
$60.00
$60.00
Analyst Ratings
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 12, 2026 | BTIG | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.21 | $2.21 — $2.21 | 27% YoY | 1 |
| Next Q | $2.23 | $2.23 — $2.23 | 5% YoY | 1 |
| Current FY | $8.84 | $8.84 — $8.84 | -63% YoY | 1 |
| Next FY | $9.87 | $9.87 — $9.87 | 12% YoY | 1 |
Latest Reports
MIXED
8-K
6/10
Onity Group reported Q1 2026 GAAP net income of $7M (diluted EPS $0.74) on total revenue of $294M, up 18% YoY, but adjus
May 5, 2026
MIXED
PRESS-RELEASE
6/10
Onity Group reported Q1 2026 GAAP diluted EPS of $0.74 on total revenue of $294M, up 18% YoY. However, adjusted pre-tax
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $15.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $2.1M | TRIM |
| MORGAN STANLEY | $1.9M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $891.9K | NEW |
| TWO SIGMA INVESTMENTS, LP | $683.3K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 3, 2026 | Wade Aaron | M | $0.00 |
| Apr 3, 2026 | Wade Aaron | F | $118.1K |
| Apr 3, 2026 | Wade Aaron | M | $0.00 |
| Apr 3, 2026 | ZELENY DENNIS | F | $182.7K |
| Apr 3, 2026 | ZELENY DENNIS | M | $0.00 |
8 institutional holders with $22.2M total value (485,415 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 345,301 | $15.8M | 71.1% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 46,236 | $2.1M | 9.5% | TRIM -27.8% |
| 3 | MORGAN STANLEY | 42,504 | $1.9M | 8.8% | ADD +41.4% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,479 | $891.9K | 4.0% | NEW |
| 5 | TWO SIGMA INVESTMENTS, LP | 14,922 | $683.3K | 3.1% | TRIM -59.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 7,592 | $347.6K | 1.6% | ADD +51.0% |
| 7 | WELLS FARGO & COMPANY/MN | 7,442 | $340.8K | 1.5% | ADD +46.2% |
| 8 | FMR LLC | 1,939 | $88.8K | 0.4% | ADD +32.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 64,063 | 46,236 | -27.8% | $2.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 30,062 | 42,504 | +41.4% | $1.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 36,388 | 14,922 | -59.0% | $683.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 5,027 | 7,592 | +51.0% | $347.6K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 5,090 | 7,442 | +46.2% | $340.8K | 2025-Q4 |
| FMR LLC | ADD | 1,469 | 1,939 | +32.0% | $88.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 47,463 | 64,063 | +35.0% | $2.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 22,170 | 36,388 | +64.1% | $1.5M | 2025-Q3 |
| MORGAN STANLEY | ADD | 17,662 | 30,062 | +70.2% | $1.2M | 2025-Q3 |
| FMR LLC | ADD | 831 | 1,469 | +76.8% | $58.7K | 2025-Q3 |
| UBS Group AG | DOUBLED | 3,543 | 24,312 | +586.2% | $928.0K | 2025-Q2 |
| MORGAN STANLEY | ADD | 12,423 | 17,662 | +42.2% | $674.2K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 24,315 | 40,063 | +64.8% | $1.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 21,550 | 29,547 | +37.1% | $955.0K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 32,115 | 23,669 | -26.3% | $765.0K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 19,067 | 12,423 | -34.8% | $401.5K | 2025-Q1 |
| UBS Group AG | TRIM | 4,766 | 3,543 | -25.7% | $114.5K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 7,500 | 24,315 | +224.2% | $746.7K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 2,957 | 3,786 | +28.0% | $116.3K | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 8,364 | 23,135 | +176.6% | $738.9K | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 17,952 | — | $573.4K | 2024-Q3 |
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 3, 2026 | Wade Aaron D | EVP & Chief Inv. Officer | M | 5,852 | $0.00 | $0.00 |
| Apr 3, 2026 | Wade Aaron D | EVP & Chief Inv. Officer | F | 2,977 | $39.67 | $118.1K |
| Apr 3, 2026 | Wade Aaron D | EVP & Chief Inv. Officer | M | 5,852 | $0.00 | $0.00 |
| Apr 3, 2026 | ZELENY DENNIS | EVP & Chief Admin Officer | F | 4,606 | $39.67 | $182.7K |
| Apr 3, 2026 | ZELENY DENNIS | EVP & Chief Admin Officer | M | 11,706 | $0.00 | $0.00 |
| Apr 3, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | M | 12,683 | $0.00 | $0.00 |
| Apr 3, 2026 | ZELENY DENNIS | EVP & Chief Admin Officer | M | 11,706 | $0.00 | $0.00 |
| Apr 3, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | M | 12,683 | $0.00 | $0.00 |
| Apr 3, 2026 | Peach James Andrew | EVP & Chief Lending Officer | D | 2,479 | $0.00 | $0.00 |
| Apr 3, 2026 | Evans Jenna D. | Chief Risk & Compliance | M | 3,414 | $0.00 | $0.00 |
| Apr 3, 2026 | Evans Jenna D. | Chief Risk & Compliance | F | 1,485 | $39.67 | $58.9K |
| Apr 3, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | F | 4,606 | $39.67 | $182.7K |
| Apr 3, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | M | 11,706 | $0.00 | $0.00 |
| Apr 3, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | M | 5,852 | $0.00 | $0.00 |
| Apr 3, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | M | 5,852 | $0.00 | $0.00 |
| Apr 3, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | F | 2,303 | $39.67 | $91.4K |
| Apr 3, 2026 | Messina Glen A. | President and CEO | M | 78,043 | $0.00 | $0.00 |
| Apr 3, 2026 | Messina Glen A. | President and CEO | F | 30,710 | $39.67 | $1.2M |
| Apr 3, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | M | 11,706 | $0.00 | $0.00 |
| Apr 3, 2026 | Messina Glen A. | President and CEO | M | 78,043 | $0.00 | $0.00 |
| Apr 3, 2026 | Peach James Andrew | EVP & Chief Lending Officer | M | 2,479 | $0.00 | $0.00 |
| Apr 3, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | F | 4,991 | $39.67 | $198.0K |
| Apr 3, 2026 | Peach James Andrew | EVP & Chief Lending Officer | M | 2,479 | $0.00 | $0.00 |
| Apr 3, 2026 | Evans Jenna D. | Chief Risk & Compliance | M | 3,414 | $0.00 | $0.00 |
| Mar 29, 2026 | Peach James Andrew | EVP & Chief Lending Officer | M | 1,531 | $0.00 | $0.00 |
| Mar 29, 2026 | ZELENY DENNIS | EVP & Chief Admin. Officer | M | 3,827 | $0.00 | $0.00 |
| Mar 29, 2026 | Peach James Andrew | EVP & Chief Lending Officer | M | 1,531 | $0.00 | $0.00 |
| Mar 29, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | M | 4,146 | $0.00 | $0.00 |
| Mar 29, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | F | 1,506 | $37.54 | $56.5K |
| Mar 29, 2026 | Evans Jenna D. | Chief Risk & Compliance | F | 624 | $37.54 | $23.4K |
| Mar 29, 2026 | Peach James Andrew | EVP & Chief Lending Officer | F | 665 | $37.54 | $25.0K |
| Mar 29, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | M | 1,913 | $0.00 | $0.00 |
| Mar 29, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | F | 753 | $37.54 | $28.3K |
| Mar 29, 2026 | Samarias Joseph J | EVP & Chief Legal Officer | M | 1,913 | $0.00 | $0.00 |
| Mar 29, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | M | 4,146 | $0.00 | $0.00 |
| Mar 29, 2026 | O'Neil Sean Bradley | EVP & Chief Financial Officer | F | 1,631 | $37.54 | $61.2K |
| Mar 29, 2026 | Evans Jenna D. | Chief Risk & Compliance | M | 1,435 | $0.00 | $0.00 |
| Mar 29, 2026 | ZELENY DENNIS | EVP & Chief Admin. Officer | M | 3,827 | $0.00 | $0.00 |
| Mar 29, 2026 | ZELENY DENNIS | EVP & Chief Admin. Officer | F | 1,506 | $37.54 | $56.5K |
| Mar 29, 2026 | Bradfield Richard J. | EVP, Strategic Initiatives | M | 1,754 | $0.00 | $0.00 |
| Mar 29, 2026 | Bradfield Richard J. | EVP, Strategic Initiatives | F | 871 | $37.54 | $32.7K |
| Mar 29, 2026 | Bradfield Richard J. | EVP, Strategic Initiatives | M | 1,754 | $0.00 | $0.00 |
| Mar 29, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | M | 3,827 | $0.00 | $0.00 |
| Mar 29, 2026 | Messina Glen A. | President and CEO | M | 25,513 | $0.00 | $0.00 |
| Mar 29, 2026 | Messina Glen A. | President and CEO | F | 10,039 | $37.54 | $376.9K |
| Mar 29, 2026 | Wade Aaron D | EVP & Chief Inv. Officer | M | 2,057 | $0.00 | $0.00 |
| Mar 29, 2026 | Evans Jenna D. | Chief Risk & Compliance | M | 1,435 | $0.00 | $0.00 |
| Mar 29, 2026 | Messina Glen A. | President and CEO | M | 25,513 | $0.00 | $0.00 |
| Mar 29, 2026 | Wade Aaron D | EVP & Chief Inv. Officer | F | 1,047 | $37.54 | $39.3K |
| Mar 29, 2026 | Anderson Scott William | EVP & Chief Servicing Officer | M | 3,827 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 1 neutral. Avg impact: 5.5/10.
MIXED
8-K
6/10
Onity Group reported Q1 2026 GAAP net income of $7M (diluted EPS $0.74) on total revenue of $294M, u
May 5, 2026
MIXED
PRESS-RELEASE
6/10
Onity Group reported Q1 2026 GAAP diluted EPS of $0.74 on total revenue of $294M, up 18% YoY. Howeve
May 5, 2026
BULLISH
PRESS-RELEASE
7/10
Onity Group announced a conference call to discuss Q1 2026 results, but released preliminary Q4 2025
Apr 23, 2026
NEUTRAL
8-K
3/10
Onity Group Inc. announced the appointment of Aulene Wessel as Senior Vice President and Chief Accou
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (88% buy). Based on 8 analysts: 3 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$60.00 mean target
+77.3% upside
Strong Buy (3.00)
$60.00 Low
$60.00 High
| Metric | Value |
|---|---|
| Current Price | $33.85 |
| Target Low | $60.00 |
| Target Mean | $60.00 |
| Target Median | $60.00 |
| Target High | $60.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.21 | $2.21 | $2.21 | 27.0% | +0.0% | 0↑ 1↓ | $0.3B | 18.9% | 1 |
| Next Q 2026-09-30 |
$2.23 | $2.23 | $2.23 | 5.0% | +0.0% | 0↑ 1↓ | $0.3B | 5.8% | 1 |
| Current FY 2026-12-31 |
$8.84 | $8.84 | $8.84 | -62.6% | +0.0% | — | $1.2B | 10.6% | 1 |
| Next FY 2027-12-31 |
$9.87 | $9.87 | $9.87 | 11.7% | +0.0% | 0↑ 1↓ | $1.3B | 9.9% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.210 | |
| 7d ago | $2.210 | |
| 30d ago | $2.210 | |
| 60d ago | $2.750 | -0.540 |
| 90d ago | $2.750 | -0.540 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | BTIG | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings
Onity Group Announces First Quarter 2026 Results
Double-digit year-over-year growth in revenue, origination volume, and total servicing UPB; Originations profitability partially offset higher MSR run
May 5, 2026
earnings_calendar
ONIT Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
other
Onity Group to Attend Upcoming Investor Conference
Onity Group Inc. (NYSE: ONIT) today announced that executive management will be attending the BTIG Housing and Real Estate Conference.
Apr 30, 2026
earnings_calendar
ONIT Q1 2026 Earnings Scheduled — 2026-04-30
Apr 23, 2026
earnings
Onity Group Schedules First Quarter 2026 Results Conference Call
<p>WEST PALM BEACH, Fla., April 23, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=yh0DtOLaCQIZpB47jaVd39gUaesZgGmUcLB
Mar 23, 2026
other
Onity Group Officially Rebrands PHH Mortgage to Onity Mortgage
Onity Group Inc. mortgage subsidiary officially starts operating under the new name, Onity Mortgage Corporation, replacing PHH Mortgage Corporation.
Mar 12, 2026
other
PHH Mortgage Receives 2025 Fannie Mae Star Performer Award for Servicing Excellence
PHH Mortgage Receives 2025 Fannie Mae STAR Performer Award for Servicing Excellence
Mar 9, 2026
other
Onity® Group to Rebrand PHH Mortgage to Onity® Mortgage
PHH Mortgage plans to rebrand to Onity Mortgage effective March 23, 2026