Owens & Minor Inc/va/

Market Movers (8-K)

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Accendra Health announced the sale of two non-core assets for approximately $45 million and expects to name a new CEO by mid-September.
Accendra Health, Inc. has implemented a Section 382 Rights Agreement to safeguard its net operating losses and other tax attributes, aiming to prevent an ownership change that could limit their utilization.
Accendra Health announced second quarter 2026 financial results, reporting a decrease in net revenue and an increase in net loss, alongside the news of CEO Edward Pesicka's planned retirement by year-end.
Worse than expected
Accendra Health, Inc. announced that President and CEO Edward A. Pesicka plans to retire by the end of 2026, initiating a board-led search for his successor.
Accendra Health successfully finalized its debt exchange and consent solicitation, securing $326.25 million in new capital.
Capital raise
Accendra Health announced early results for its exchange offers, successfully tendering nearly all outstanding 2029 and 2030 notes, and issued new senior secured first and second lien notes.
Capital raise

Quarterly Earnings (10-Q)

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Accendra Health's Q2 2026 results show a significant decline in net revenue and an increase in net loss, impacted by contract terminations and debt restructuring.
Worse than expected
Accendra Health's Q1 2026 results show a revenue decline driven by a major contract termination, alongside progress in its balance sheet optimization transaction.
Worse than expected
Capital raise
Owens & Minor posted a significant net loss in Q3 2025, driven by one-time charges from the Products & Healthcare Services segment sale and the termination of the Rotech acquisition, while also facing a major commercial payor contract loss.
Worse than expected
Capital raise
Owens & Minor, Inc. reported a significant net loss in Q2 2025, primarily driven by the classification of its P&HS segment as discontinued operations and the termination of the Rotech acquisition.
Worse than expected
Capital raise
Owens & Minor's Q1 2025 results reflect a net loss, influenced by acquisition-related charges and strategic realignment, alongside revenue growth in the Patient Direct segment.
Delay expected
Worse than expected
Capital raise
Owens & Minor's Q3 2024 results show a net loss, impacted by legal settlements and tax adjustments, but also reveal revenue growth and cost-saving initiatives.
Worse than expected
Delay expected
Capital raise

Annual Reports (10-K)

Owens & Minor reports a net loss for 2024, influenced by a goodwill impairment charge and ongoing strategic discussions regarding the potential sale of its Products & Healthcare Services segment, while also pursuing the acquisition of Rotech.
Worse than expected
Owens & Minor's 10-K filing provides a detailed description of its common stock, preferred stock authorization, and corporate governance structure, including anti-takeover provisions.

Insider Trading (Form 4)

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Heath H. Galloway of Accendra Health Inc. reported a transaction involving the surrender of 1,822 shares to cover tax withholding obligations upon the vesting of restricted stock.
Accendra Health's EVP & CFO, Jonathan A. Leon, reported a transaction involving the surrender of shares to cover tax withholding obligations upon restricted stock vesting.
Edward A. Pesicka, President & CEO of ACCENDRA HEALTH INC/VA/, reported a transaction involving common stock on May 15, 2026.
Heath H. Galloway, EVP, General Counsel & CorpSecy of Accendra Health Inc., reported a transaction involving the surrender of shares to cover tax withholding obligations.
Accendra Health Inc. reports a transaction where EVP Perry A. Bernocchi surrendered shares to cover tax obligations related to restricted stock vesting.
Teresa L. Kline, a Director at Accendra Health, Inc., acquired 31,191 shares of common stock on May 14, 2026.

Proxy Statements (Def-14A)

Accendra Health, Inc. announces its strategic transformation to a pure-play home-based care business following the sale of its Products & Healthcare Services segment, alongside proposals for its 2026 Annual Meeting.
Worse than expected
Delay expected
Owens & Minor will hold its annual shareholder meeting virtually on May 15, 2025, to vote on director elections, auditor ratification, and executive compensation.
Owens & Minor announces its 2025 Annual Meeting of Shareholders to be held virtually on May 15, 2025, detailing proposals for director elections, auditor ratification, and executive compensation approval.
Owens & Minor will hold its annual shareholder meeting virtually on May 9, 2024, to vote on director elections, auditor ratification, an incentive plan amendment, and executive compensation.
Owens & Minor is asking shareholders to approve an amendment to its 2023 Omnibus Incentive Plan to increase the share reserve by 2,150,000 shares and prohibit liberal share recycling.

Schedule 13D - Activist Investments

Coliseum Capital Management and its affiliates have filed a Schedule 13D for Owens & Minor, Inc., indicating a 16.9% beneficial ownership and potential activist engagement.

Schedule 13G - Passive Investments

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Charles Schwab Investment Management reports a reduction in its beneficial ownership of Accendra Health Inc. to 4.75%.
Kevin M. Webb has filed a Schedule 13G, disclosing beneficial ownership of 5.61% of Accendra Health, Inc.'s common stock.
The Vanguard Group reported a 0% beneficial ownership in Accendra Health Inc. common stock following an internal realignment.
Charles Schwab Investment Management Inc. has reported a 5.24% beneficial ownership stake in Accendra Health Inc., holding over 4 million shares of common stock.
The Vanguard Group has increased its beneficial ownership in Owens & Minor Inc. to 7.71% of common stock, totaling 5,962,847 shares.
Dimensional Fund Advisors LP has filed an amendment to its Schedule 13G, disclosing a 4.5% beneficial ownership stake in Owens & Minor Inc.