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oOh!media (ASX:OML), the out-of-home advertising company, rallied strongly on takeover interest after a weak year. In July 2026, Lennox Capital Partners reported oOh!media rose around 7% in the month and 32% over the quarter, continuing to climb following competing takeover interest. Perpetual noted a 53% return in the quarter after the stock had been under pressure for much of 2026 amid softer advertising conditions, and Investors Mutual said oOh!media received a bid as private capital and industry players saw value, using the rally to trim. oOh!media operates in the Communication Services sector within the Media industry, and Thesis Tracker has captured 16 comments from 8 fund managers, including Lennox, Perpetual and Investors Mutual. Founded in 1989 and headquartered in North Sydney, oOh!media operates roadside billboards, retail, airport and commuter advertising screens and street furniture across Australia and New Zealand.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Perpetual Asset Management, Maple-Brown Abbott, Forager Funds, Wilson Asset Management, Tyndall Asset Management, Infinity Asset Management, Investors Mutual Limited and Lennox Capital Partners have invested in oOh!Media Ltd (ASX:OML).
Managers highlight competing takeover interest, with private capital and industry players recognising value after a weak period, driving a 53% quarterly gain, according to Perpetual, Lennox and Investors Mutual.
Perpetual notes the stock was under pressure for much of 2026 due to softer advertising conditions, and Investors Mutual trimmed after the rally.
oOh!media Ltd. is an Australian out-of-home advertising provider founded in 1989 and headquartered in North Sydney. The company manages a diverse media portfolio, including large-format roadside digital and classic screens, retail shopping center displays, and airport advertising networks. Their infrastructure extends to high-dwell environments such as universities, office buildings, gyms, and sports centers. Additionally, oOh!media operates online sites for targeted demographics, manages a native content production company, and provides digital printing services. The firm offers integrated media solutions designed to reach audiences across physical locations and digital platforms.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.