Mutual Advisors LLC Increases Position in Omega Healthcare Investors, Inc. $OHI

Mutual Advisors LLC boosted its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI) by 4.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 340,395 shares of the real estate investment trust’s stock after purchasing an additional 13,012 shares during the quarter. Mutual Advisors LLC owned about 0.12% of Omega Healthcare Investors worth $15,093,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of OHI. Smartleaf Asset Management LLC grew its holdings in Omega Healthcare Investors by 40.9% in the second quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 268 shares during the period. True Wealth Design LLC grew its holdings in Omega Healthcare Investors by 273.5% in the third quarter. True Wealth Design LLC now owns 1,113 shares of the real estate investment trust’s stock worth $47,000 after purchasing an additional 815 shares during the period. V Square Quantitative Management LLC purchased a new stake in Omega Healthcare Investors in the fourth quarter worth about $47,000. SJS Investment Consulting Inc. grew its holdings in Omega Healthcare Investors by 1,159.0% in the third quarter. SJS Investment Consulting Inc. now owns 1,259 shares of the real estate investment trust’s stock worth $53,000 after purchasing an additional 1,159 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. grew its holdings in Omega Healthcare Investors by 823.3% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,228 shares of the real estate investment trust’s stock worth $54,000 after purchasing an additional 1,095 shares during the period. Hedge funds and other institutional investors own 65.25% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. BMO Capital Markets downgraded shares of Omega Healthcare Investors from an “outperform” rating to a “market perform” rating and set a $45.00 target price on the stock. in a research note on Friday, January 9th. Bank of America reiterated an “underperform” rating and issued a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Wells Fargo & Company upped their target price on shares of Omega Healthcare Investors from $45.00 to $47.00 and gave the stock an “equal weight” rating in a research note on Thursday, March 26th. The Goldman Sachs Group assumed coverage on shares of Omega Healthcare Investors in a research note on Friday, January 9th. They issued a “buy” rating and a $54.00 target price on the stock. Finally, UBS Group reiterated a “buy” rating and issued a $52.00 target price on shares of Omega Healthcare Investors in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $47.83.

Omega Healthcare Investors Stock Up 0.7%

Shares of Omega Healthcare Investors stock opened at $47.04 on Friday. The company has a market cap of $14.01 billion, a price-to-earnings ratio of 22.72, a price-to-earnings-growth ratio of 2.09 and a beta of 0.59. The company’s 50 day moving average is $46.38 and its 200 day moving average is $44.80. Omega Healthcare Investors, Inc. has a twelve month low of $35.08 and a twelve month high of $49.14. The company has a quick ratio of 5.04, a current ratio of 6.18 and a debt-to-equity ratio of 0.81.

Omega Healthcare Investors (NYSE:OHI) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.02). The company had revenue of $322.96 million for the quarter, compared to the consensus estimate of $264.07 million. Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter last year, the company earned $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. Research analysts anticipate that Omega Healthcare Investors, Inc. will post 3.06 EPS for the current year.

Omega Healthcare Investors Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Monday, May 4th will be given a dividend of $0.67 per share. The ex-dividend date is Monday, May 4th. This represents a $2.68 dividend on an annualized basis and a yield of 5.7%. Omega Healthcare Investors’s dividend payout ratio is 129.47%.

Omega Healthcare Investors Company Profile

Omega Healthcare Investors, Inc is a real estate investment trust (REIT) that specializes in the ownership and management of healthcare-related facilities. The company’s core business involves acquiring and leasing long-term care properties, including skilled nursing facilities and assisted living communities, under net lease agreements. Its portfolio is designed to provide stable, inflation-protected cash flows from operators responsible for day-to-day property management.

Founded in 1992 and headquartered in Hunt Valley, Maryland, Omega Healthcare Investors has grown its holdings to encompass hundreds of facilities across the United States, with a smaller presence in select international markets.