Omega Healthcare
OHI
Market cap $10.6B

39.43 USD

-0.01

0.03%

At close Dec 5, 4:00 PM EST

After hours

39.43

+0.00

0.00%

1 day

-0.03%

5 days

-2.98%

1 month

-2.91%

3 months

-1.40%

6 months

20.36%

Year to date

27.81%

1 year

27.19%

5 years

-6.76%

10 years

3.95%

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: 53

Financials Real Estate Investment Trusts

0

Funds holding %

of 6,790 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

46% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 163

45% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 66

31% more capital invested

Capital invested by funds: $5.94B [Q2] → $7.79B (+$1.85B) [Q3]

5% more funds holding

Funds holding: 557 [Q2] → 587 (+30) [Q3]

4.21% more ownership

Funds ownership: 70.19% [Q2] → 74.41% (+4.21%) [Q3]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$37

6%

downside

Avg. target

$43

8%

upside

High target

$45

14%

upside

5 analyst ratings

2 positive

40%

3 neutral

60%

0 negative

0%

Mizuho Haendel St. Juste 100% 1-year accuracy 3 / 3 met price target	6%downside $37	Neutral Maintained	5 Dec 2024
RBC Capital Michael Carroll 56% 1-year accuracy 10 / 18 met price target	9%upside $43	Sector Perform Maintained	11 Nov 2024
Berenberg Kai Klose 0% 1-year accuracy 0 / 2 met price target	14%upside $45	Buy Initiated	18 Oct 2024
BMO Capital Juan Sanabria 100% 1-year accuracy 4 / 4 met price target	14%upside $45	Market Perform Maintained	7 Oct 2024
Wells Fargo Connor Siversky 60% 1-year accuracy 3 / 5 met price target	9%upside $43	Overweight Assumed	1 Oct 2024

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about OHI published over the past 30 days

NAV Monitor: U.S. Equity REITs End November At 6.5% Median Discount

Publicly listed US equity real estate investment trusts closed Nov. 29 at a median 6.5% discount to their consensus net asset value per share estimates. The hotel sector continued to trade at the largest median discount to net asset value at 21.6%. Datacenter REITs (only two in the analysis) traded at the largest median premium to NAV, at 27.6%.

NAV Monitor: U.S. Equity REITs End November At 6.5% Median Discount

Omega Healthcare: Back To Pre-Pandemic Levels, But I Think It Consolidates (Rating Downgrade)

OHI produced a strong Q3 beating on the top and bottom line as they came in ahead of the consensus estimate of $0.38 EPS with $0.42. OHI continued to make progress in Q3 having completed $440 million in new investments which included real estate acquisitions. I am downgrading my outlook to neutral as shares have run more than 30% in 2024 and look fairly valued compared to OHI's peers.

Omega Healthcare: Back To Pre-Pandemic Levels, But I Think It Consolidates (Rating Downgrade)

The Motley Fool

3 Magnificent Dividend Stocks With Yields Above 6% to Buy in December

The past couple of years have been terrific for stocks, with the benchmark S&P 500 index up a whopping 57.1% since the end of 2022. However, after the index's two-year bull run, it's getting harder to find quality dividend stocks that offer satisfying yields.

3 Magnificent Dividend Stocks With Yields Above 6% to Buy in December

Omega Healthcare Investors: Patience Is Seemingly Paying Off

Omega Healthcare Investors has shown significant improvements, with FFO and revenue beating estimates, and strong growth in tenant payments and new investments in 2024. The REIT's payout ratio has decreased but remains high at 96%; management expects it to fall below 90% in upcoming quarters. OHI's valuation has increased, with a forward P/AFFO multiple of 14.07x, still below the sector median, offering potential upside.

Omega Healthcare Investors: Patience Is Seemingly Paying Off

The Motley Fool

2 Ultra-High-Yield Dividend Stocks That Passive Income Investors Won't Want to Miss

Hundreds of companies pay dividends. Many currently offer higher yields, making them attractive for those seeking passive income.

2 Ultra-High-Yield Dividend Stocks That Passive Income Investors Won't Want to Miss

Zacks Investment Research

CIO or OHI: Which Is the Better Value Stock Right Now?

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with City Office REIT (CIO) and Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?

CIO or OHI: Which Is the Better Value Stock Right Now?

Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 6% Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 6% Dividend Yields

Zacks Investment Research

PEB or OHI: Which Is the Better Value Stock Right Now?

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Pebblebrook Hotel (PEB) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?

PEB or OHI: Which Is the Better Value Stock Right Now?

Beat Back Market Turbulence With These Yields Up To 9%

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Beat Back Market Turbulence With These Yields Up To 9%

Omega Healthcare Investors, Inc. (OHI) Q3 2024 Earnings Call Transcript

Omega Healthcare Investors, Inc. (NYSE:OHI ) Q3 2024 Earnings Conference Call October 31, 2024 10:00 AM ET Company Participants Michele Reber - IR Taylor Pickett - CEO Dan Booth - COO Bob Stephenson - CFO Megan Krull - SVP, Operations Conference Call Participants Jonathan Hughes - Raymond James Michael Griffin - Citi John Kilichowski - Wells Fargo John Pawlowski - Green Street Nick Yulico - Scotia Bank Juan Sanabria - BMO Capital Markets Justin Haasbeek - RBC Capital Markets Alec Feygin - Baird Joe Dickstein - Jefferies Operator Thank you for standing by. My name is Jill and I'll be a conference operator today.

Omega Healthcare Investors, Inc. (OHI) Q3 2024 Earnings Call Transcript

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