ONIT

ONITY GROUP INC.

NYSE · Mortgage Bankers & Loan Correspondents · Inc. FL · CIK 0000873860
$36.83 -0.46% $312.0M
High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$312.0M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$22.2M
Inst. Activity4 buys / 2 sells
SEC Reports5
Press Releases1
Exchange NYSE·Sector Mortgage Bankers & Loan Correspondents·Inc. FL·CIK 0000873860·Prev Close $37.00

Recent Activity

Jun 2, 2026 Press
Onity Group received regulatory approval to sell its reverse mortgage servicing portfolio (approx. 20,000 loans, $5.1B U
Impact 6/10
Jun 2, 2026 SEC
Onity Group received regulatory approval for the sale of its reverse mortgage servicing portfolio (~20,000 loans, $5.1B
8-K — Impact 5/10
Jun 2, 2026 buyback
Onity Group Provides Update on Reverse Transaction and Announces Share Repurchase Program
<p align="center"><strong>Receives regulatory approval for transaction with Finance of America Rever
May 19, 2026 Insider
Busquet Jacques J sold 3,627 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
Merkle Claudia J sold 3,627 shares
Director @ $0.00 ($0.00)
May 19, 2026 Insider
Bowers Alan J sold 3,627 shares
Director @ $0.00 ($0.00)
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

Price Targets

$60.00 +62.9% upside Strong Buy
Current $36.83 Low $60.00 Median $60.00 High $60.00 2 analysts
$60.00 $60.00

Analyst Ratings

Strong Buy88% buy · 8 analysts
3Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Feb 12, 2026 BTIG MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$15.8M
RENAISSANCE TECHNOLOGIES LLC$2.1MTRIM
MORGAN STANLEY$1.9MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$891.9KNEW
TWO SIGMA INVESTMENTS, LP$683.3KTRIM

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Busquet JacquesA$0.00
May 19, 2026Merkle ClaudiaA$0.00
May 19, 2026Bowers AlanA$0.00
May 19, 2026STEIN KEVINA$0.00
May 19, 2026MORRIS DAWNA$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

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC345,301$15.8M71.1%
2RENAISSANCE TECHNOLOGIES LLC46,236$2.1M9.5%TRIM -27.8%
3MORGAN STANLEY42,504$1.9M8.8%ADD +41.4%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,479$891.9K4.0%NEW
5TWO SIGMA INVESTMENTS, LP14,922$683.3K3.1%TRIM -59.0%
6BANK OF AMERICA CORP /DE/7,592$347.6K1.6%ADD +51.0%
7WELLS FARGO & COMPANY/MN7,442$340.8K1.5%ADD +46.2%
8FMR LLC1,939$88.8K0.4%ADD +32.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCTRIM64,06346,236-27.8%$2.1M2025-Q4
MORGAN STANLEYADD30,06242,504+41.4%$1.9M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM36,38814,922-59.0%$683.3K2025-Q4
BANK OF AMERICA CORP /DE/ADD5,0277,592+51.0%$347.6K2025-Q4
WELLS FARGO & COMPANY/MNADD5,0907,442+46.2%$340.8K2025-Q4
FMR LLCADD1,4691,939+32.0%$88.8K2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD47,46364,063+35.0%$2.6M2025-Q3
TWO SIGMA INVESTMENTS, LPADD22,17036,388+64.1%$1.5M2025-Q3
MORGAN STANLEYADD17,66230,062+70.2%$1.2M2025-Q3
FMR LLCADD8311,469+76.8%$58.7K2025-Q3
UBS Group AGDOUBLED3,54324,312+586.2%$928.0K2025-Q2
MORGAN STANLEYADD12,42317,662+42.2%$674.2K2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD24,31540,063+64.8%$1.3M2025-Q1
TWO SIGMA INVESTMENTS, LPADD21,55029,547+37.1%$955.0K2025-Q1
CITADEL ADVISORS LLCTRIM32,11523,669-26.3%$765.0K2025-Q1
MORGAN STANLEYTRIM19,06712,423-34.8%$401.5K2025-Q1
UBS Group AGTRIM4,7663,543-25.7%$114.5K2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED7,50024,315+224.2%$746.7K2024-Q4
WELLS FARGO & COMPANY/MNADD2,9573,786+28.0%$116.3K2024-Q4
MORGAN STANLEYDOUBLED8,36423,135+176.6%$738.9K2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW17,952$573.4K2024-Q3
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Busquet Jacques JDirectorA3,627$0.00$0.00
May 19, 2026Merkle Claudia JDirectorA3,627$0.00$0.00
May 19, 2026Bowers Alan JDirectorA3,627$0.00$0.00
May 19, 2026STEIN KEVINDirectorA3,627$0.00$0.00
May 19, 2026MORRIS DAWN CDirectorA3,627$0.00$0.00
May 19, 2026Welborn Robert S.DirectorA3,627$0.00$0.00
Apr 3, 2026Wade Aaron DEVP & Chief Inv. OfficerM5,852$0.00$0.00
Apr 3, 2026Wade Aaron DEVP & Chief Inv. OfficerF2,977$39.67$118.1K
Apr 3, 2026Wade Aaron DEVP & Chief Inv. OfficerM5,852$0.00$0.00
Apr 3, 2026ZELENY DENNISEVP & Chief Admin OfficerF4,606$39.67$182.7K
Apr 3, 2026ZELENY DENNISEVP & Chief Admin OfficerM11,706$0.00$0.00
Apr 3, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerM12,683$0.00$0.00
Apr 3, 2026ZELENY DENNISEVP & Chief Admin OfficerM11,706$0.00$0.00
Apr 3, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerM12,683$0.00$0.00
Apr 3, 2026Peach James AndrewEVP & Chief Lending OfficerD2,479$0.00$0.00
Apr 3, 2026Evans Jenna D.Chief Risk & ComplianceM3,414$0.00$0.00
Apr 3, 2026Evans Jenna D.Chief Risk & ComplianceF1,485$39.67$58.9K
Apr 3, 2026Anderson Scott WilliamEVP & Chief Servicing OfficerF4,606$39.67$182.7K
Apr 3, 2026Anderson Scott WilliamEVP & Chief Servicing OfficerM11,706$0.00$0.00
Apr 3, 2026Samarias Joseph JEVP & Chief Legal OfficerM5,852$0.00$0.00
Apr 3, 2026Samarias Joseph JEVP & Chief Legal OfficerM5,852$0.00$0.00
Apr 3, 2026Samarias Joseph JEVP & Chief Legal OfficerF2,303$39.67$91.4K
Apr 3, 2026Messina Glen A.President and CEOM78,043$0.00$0.00
Apr 3, 2026Messina Glen A.President and CEOF30,710$39.67$1.2M
Apr 3, 2026Anderson Scott WilliamEVP & Chief Servicing OfficerM11,706$0.00$0.00
Apr 3, 2026Messina Glen A.President and CEOM78,043$0.00$0.00
Apr 3, 2026Peach James AndrewEVP & Chief Lending OfficerM2,479$0.00$0.00
Apr 3, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerF4,991$39.67$198.0K
Apr 3, 2026Peach James AndrewEVP & Chief Lending OfficerM2,479$0.00$0.00
Apr 3, 2026Evans Jenna D.Chief Risk & ComplianceM3,414$0.00$0.00
Mar 29, 2026Peach James AndrewEVP & Chief Lending OfficerM1,531$0.00$0.00
Mar 29, 2026ZELENY DENNISEVP & Chief Admin. OfficerM3,827$0.00$0.00
Mar 29, 2026Peach James AndrewEVP & Chief Lending OfficerM1,531$0.00$0.00
Mar 29, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerM4,146$0.00$0.00
Mar 29, 2026Anderson Scott WilliamEVP & Chief Servicing OfficerF1,506$37.54$56.5K
Mar 29, 2026Evans Jenna D.Chief Risk & ComplianceF624$37.54$23.4K
Mar 29, 2026Peach James AndrewEVP & Chief Lending OfficerF665$37.54$25.0K
Mar 29, 2026Samarias Joseph JEVP & Chief Legal OfficerM1,913$0.00$0.00
Mar 29, 2026Samarias Joseph JEVP & Chief Legal OfficerF753$37.54$28.3K
Mar 29, 2026Samarias Joseph JEVP & Chief Legal OfficerM1,913$0.00$0.00
Mar 29, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerM4,146$0.00$0.00
Mar 29, 2026O'Neil Sean BradleyEVP & Chief Financial OfficerF1,631$37.54$61.2K
Mar 29, 2026Evans Jenna D.Chief Risk & ComplianceM1,435$0.00$0.00
Mar 29, 2026ZELENY DENNISEVP & Chief Admin. OfficerM3,827$0.00$0.00
Mar 29, 2026ZELENY DENNISEVP & Chief Admin. OfficerF1,506$37.54$56.5K
Mar 29, 2026Bradfield Richard J.EVP, Strategic InitiativesM1,754$0.00$0.00
Mar 29, 2026Bradfield Richard J.EVP, Strategic InitiativesF871$37.54$32.7K
Mar 29, 2026Bradfield Richard J.EVP, Strategic InitiativesM1,754$0.00$0.00
Mar 29, 2026Anderson Scott WilliamEVP & Chief Servicing OfficerM3,827$0.00$0.00
Mar 29, 2026Messina Glen A.President and CEOM25,513$0.00$0.00
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 +62.9% upside Strong Buy (3.00)
$60.00 Low $60.00 High
MetricValue
Current Price$36.83
Target Low$60.00
Target Mean$60.00
Target Median$60.00
Target High$60.00
# Analysts2
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 12, 2026 BTIG MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263410088%
May 1, 20263410088%
Apr 1, 20263410088%
Mar 1, 20263410088%
Feb 1, 20263410088%
Jan 1, 20263410088%
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.

Jun 2, 2026
buyback
Onity Group Provides Update on Reverse Transaction and Announces Share Repurchase Program
<p align="center"><strong>Receives regulatory approval for transaction with Finance of America Reverse </strong><br><strong>Initiates share repurchase
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