Omega Healthcare
About: Omega Healthcare Investors Inc is a healthcare facility real estate investment trust that invests in the United States real estate markets. Omega's portfolio focuses on long-term healthcare facilities. Omega has one reportable segment consisting of investments in healthcare-related real estate properties located in the United States and the United Kingdom. Its core business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities (SNFs), assisted living facilities (ALFs), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities (specialty facilities) and medical office buildings (MOBs).
Employees: 60
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
90% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 156
37% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 62
2% more funds holding
Funds holding: 614 [Q1] → 628 (+14) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
4% less capital invested
Capital invested by funds: $8.47B [Q1] → $8.17B (-$307M) [Q2]
8% less call options, than puts
Call options by funds: $60.7M | Put options by funds: $66.3M
2.0% less ownership
Funds ownership: 78.93% [Q1] → 76.93% (-2.0%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Mizuho
Haendel St. Juste
|
$40
|
Neutral
Maintained
|
11 Sep 2025 |
Truist Securities
Michael Lewis
|
$44
|
Hold
Maintained
|
3 Sep 2025 |
Scotiabank
Nicholas Yulico
|
$42
|
Sector Perform
Maintained
|
28 Aug 2025 |
Wells Fargo
John Kilichowski
|
$44
|
Overweight
Maintained
|
27 Aug 2025 |
RBC Capital
Michael Carroll
|
$41
|
Sector Perform
Maintained
|
7 Aug 2025 |
Financial journalist opinion
Based on 12 articles about OHI published over the past 30 days