OneMain Holdings: Credit Improvement Should Continue Into 2026 (Upgrade)

Shares of OneMain Holdings ( OMF ) have been a solid performer over the past year, rising about 9%. OMF sits near a 52-week high as credit performance has proven resilient despite a volatile macro environment, aided by OMF’s past actions to enhance underwritingOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an ar ...