Onity Group Q4 net income $126 mln, announces $10 mln buyback

Onity

12/02/2026 11:54

Overview

Non-bank financial services firm's Q4 net income was $126 mln, diluted EPS $14.24

Company announced $10 mln share repurchase program

Full year revenue increased 9% to $1.1 bln compared to FY 2024

Outlook

Onity Group expects 2026 adjusted ROE between 13% and 15%

Company forecasts servicing UPB growth of 5% to 15% in 2026

Onity Group announces $10 mln share repurchase program

Result Drivers

ORIGINATIONS GROWTH - Originations volume increased 43% to $43 bln in 2025, supporting revenue growth

DEFERRED TAX ALLOWANCE - Released $120 mln deferred tax valuation allowance, aiding profitability

MSR RUNOFF IMPACT - FHA modification changes and government shutdown increased MSR runoff by $14 mln

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$14.24
Q4 Net Income
$126 mln
Q4 Adjusted Pretax Profit
$9 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Onity Group Inc is $55.00, about 33.7% above its February 11 closing price of $41.15

The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release: ID:nGNXsmCCZ

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)