Sei Investments Co. Boosts Position in Omega Healthcare Investors, Inc. $OHI

Sei Investments Co. increased its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI) by 10.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 922,037 shares of the real estate investment trust’s stock after buying an additional 89,849 shares during the quarter. Sei Investments Co.’s holdings in Omega Healthcare Investors were worth $40,404,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in OHI. Resources Management Corp CT ADV raised its position in shares of Omega Healthcare Investors by 300.0% during the 4th quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 450 shares during the period. Smartleaf Asset Management LLC boosted its holdings in Omega Healthcare Investors by 40.9% in the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after buying an additional 268 shares during the period. Ascentis Independent Advisors purchased a new stake in Omega Healthcare Investors in the 1st quarter worth $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in Omega Healthcare Investors in the 4th quarter worth $37,000. Finally, Rothschild Investment LLC raised its holdings in Omega Healthcare Investors by 283.7% during the fourth quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock valued at $42,000 after acquiring an additional 698 shares during the period. 65.25% of the stock is currently owned by institutional investors.

Omega Healthcare Investors Price Performance

NYSE:OHI opened at $51.75 on Monday. The business’s 50-day moving average is $47.49 and its 200 day moving average is $46.45. Omega Healthcare Investors, Inc. has a 12 month low of $38.22 and a 12 month high of $51.92. The company has a market capitalization of $15.41 billion, a P/E ratio of 25.00, a P/E/G ratio of 2.21 and a beta of 0.58. The company has a current ratio of 5.32, a quick ratio of 5.32 and a debt-to-equity ratio of 0.81.

Omega Healthcare Investors (NYSE:OHI) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share for the quarter, missing the consensus estimate of $0.49 by ($0.02). The firm had revenue of $322.95 million for the quarter, compared to analysts’ expectations of $264.07 million. Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, equities research analysts forecast that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be paid a dividend of $0.68 per share. The ex-dividend date of this dividend is Monday, August 3rd. This is a positive change from Omega Healthcare Investors’s previous quarterly dividend of $0.67. This represents a $2.72 dividend on an annualized basis and a yield of 5.3%. Omega Healthcare Investors’s payout ratio is currently 129.47%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on OHI. Bank of America reaffirmed an “underperform” rating and issued a $46.00 price objective (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Barclays assumed coverage on Omega Healthcare Investors in a research note on Tuesday, July 7th. They issued an “underweight” rating and a $51.00 price target for the company. Citigroup reiterated a “market perform” rating on shares of Omega Healthcare Investors in a research report on Monday, June 15th. Raymond James Financial initiated coverage on shares of Omega Healthcare Investors in a report on Tuesday, June 16th. They issued an “outperform” rating and a $50.00 target price on the stock. Finally, Scotiabank dropped their target price on shares of Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a research report on Thursday, June 18th. Five investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $48.50.

Omega Healthcare Investors 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.