Fox Run Management L.L.C. Takes $1.40 Million Position in Omega Healthcare Investors, Inc. $OHI

Fox Run Management L.L.C. acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) during the 4th quarter, Holdings Channel.com reports. The firm acquired 31,500 shares of the real estate investment trust’s stock, valued at approximately $1,397,000.

Several other institutional investors have also modified their holdings of OHI. Smartleaf Asset Management LLC lifted its holdings in shares of Omega Healthcare Investors by 40.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock valued at $34,000 after purchasing an additional 268 shares in the last quarter. Rothschild Investment LLC lifted its holdings in shares of Omega Healthcare Investors by 283.7% during the 4th quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock valued at $42,000 after purchasing an additional 698 shares in the last quarter. Larson Financial Group LLC lifted its holdings in shares of Omega Healthcare Investors by 345.2% during the 4th quarter. Larson Financial Group LLC now owns 984 shares of the real estate investment trust’s stock valued at $44,000 after purchasing an additional 763 shares in the last quarter. V Square Quantitative Management LLC bought a new position in shares of Omega Healthcare Investors during the 4th quarter valued at about $47,000. Finally, Clearstead Advisors LLC lifted its holdings in shares of Omega Healthcare Investors by 123.7% during the 4th quarter. Clearstead Advisors LLC now owns 1,199 shares of the real estate investment trust’s stock valued at $53,000 after purchasing an additional 663 shares in the last quarter. Institutional investors own 65.25% of the company’s stock.

Wall Street Analyst Weigh In

OHI has been the topic of several recent analyst reports. BMO Capital Markets reiterated a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a report on Monday, May 4th. Truist Financial boosted their target price on Omega Healthcare Investors from $46.00 to $48.00 and gave the company a “hold” rating in a research note on Thursday, March 5th. UBS Group boosted their target price on Omega Healthcare Investors from $52.00 to $54.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Bank of America restated 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. Finally, Wells Fargo & Company boosted their target price on Omega Healthcare Investors from $47.00 to $49.00 and gave the company an “equal weight” rating in a research note on Monday, June 1st. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Omega Healthcare Investors currently has a consensus rating of “Hold” and a consensus price target of $49.17.

Omega Healthcare Investors Trading Down 1.3%

NYSE OHI opened at $43.89 on Tuesday. The stock has a market capitalization of $13.07 billion, a price-to-earnings ratio of 21.20, a PEG ratio of 1.91 and a beta of 0.58. The stock’s 50 day moving average price is $46.26 and its two-hundred day moving average price is $45.72. The company has a debt-to-equity ratio of 0.81, a quick ratio of 5.32 and a current ratio of 5.32. Omega Healthcare Investors, Inc. has a 52 week low of $35.70 and a 52 week high of $49.33.

Omega Healthcare Investors (NYSE:OHI) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 EPS for the quarter, missing the consensus estimate of $0.49 by ($0.02). The firm had revenue of $322.96 million during 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 company’s revenue was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. As a group, analysts anticipate that Omega Healthcare Investors, Inc. will post 3.07 earnings per share for the current fiscal year.

Omega Healthcare Investors Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were paid a dividend of $0.67 per share. The ex-dividend date was Monday, May 4th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 6.1%. Omega Healthcare Investors’s dividend payout ratio is currently 129.47%.

About Omega Healthcare Investors

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.