Omnicom (OMC) Stock Concentration Calculator

Calculator · free · no signup · OMC

Quantify Omnicom concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.

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Your inputs

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Position & portfolio

Default. Adjust to test.
35%
Default. Adjust to test.
20%
10%

Tax

67%
Highly concentratedLong-term
If 30% drop
−$150,000
If 50% drop
−$250,000
If 70% drop
−$350,000

Most fee-only advisors target ≤10% in any single name. You're at 67%.

Estimates only. Not financial advice.

Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).

Cost of fully de-concentrating

All three plans sell to 0% (no hedge).

Tax
Wealth (3y)$956,485
+$33,417 vs.

Tax
Wealth (3y)$994,174
+$71,106 vs.

Tax
Wealth (3y)$1.04M
+$112,490 vs.

Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.

Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.

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Toggle below — chart updates live. Sell buttons show the slice.
Sell over 1 yearSell over 2 yearsSell over 3 yearsCustom
$712,500$815,995$919,489$1,022,984$1,126,478Yr 0Yr 1Yr 2Yr 3
Year 1
Year 2
Year 3
Tax$200,753
Hedge cost$37,676
Wealth at Y3$1,046,371
Vs. best fixed plan+$10,813

Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.

Tax brackets: 2026 · Estimates only — not financial advice.

Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.

You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.

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Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator

About Omnicom

Omnicom (OMC) is a public Marketing company, incorporated in New York and headquartered in New York, NY.

Last close: $74.15 per share (as of 2026-10-03).

Equity grants at Omnicom typically include restricted stock units (RSUs).

Omnicom Group Inc. is an American multinational media, marketing, and corporate communications holding company headquartered in New York City. Its branded networks and specialty firms provide services in four disciplines: advertising, customer relationship management (CRM), public relations, and specialty services. The services included in these disciplines are media planning and buying, digital and interactive marketing, sports and events marketing, field marketing, and brand consultancy.

Source: Wikipedia (CC BY-SA 4.0)

Formed by a three-way agency merger in 1986, the company holds advertising, media-buying, and public-relations agencies that serve large multinational clients under a holding-company structure. Media buying concentrates client spend into negotiating power with the platforms, while creative agencies provide the relationships that make a client hard to dislodge. The industry's pressure comes from clients moving spend to platforms that sell directly and from consultancies entering the same procurement conversations. Agency headcount is the primary cost, so utilization drives margin. Headquarters are in New York.

Sources: sec.gov · en.wikipedia.org

Equity comp at Omnicom

  • Omnicom's RSUs and PRSUs (performance RSUs) don't use classic single-trigger or double-trigger acceleration. In a change in control, unvested awards keep vesting on their normal schedule if the acquirer assumes or substitutes them; they only fully accelerate if the acquirer does not assume or substitute them. Separately, Omnicom completed its all-stock acquisition of Interpublic Group (IPG) on November 26, 2025, absorbing roughly 60,000 IPG employees. Former IPG RSUs and PSUs were converted into Omnicom cash awards (not stock) at IPG's pre-close closing price, and IPG RSAs converted into Omnicom RSAs at a 0.344 exchange ratio; both retained their original double-trigger vesting protections from IPG's award agreements.
  • RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
  • Vesting schedule: RSUs vest ratably over 5 years (20% per year on each grant-date anniversary), not the common 4-year schedule..

Sources: sec.gov · sec.gov · sec.gov · omc.com

Researched 2026-08-25.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Omnicom.

If a meaningful share of your net worth sits in OMC, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with OMC's option-implied volatility.

Example: 5,000 OMC shares at $74.15 is a $370,750 position. A 30% drawdown costs $111,225; a 50% drawdown costs $185,375; a 70% drawdown costs $259,525. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using OMC's option-implied volatility and your cost basis.

All Omnicom tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Omnicom equity questions

How much OMC stock is too much?
There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your OMC position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
Does Omnicom grant ISOs, NSOs, or RSUs?
Equity compensation at Omnicom typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Omnicom RSUs use double-trigger vesting?
No. Omnicom restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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