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
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
71% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 165
17% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 60
6% more capital invested
Capital invested by funds: $8.01B [Q4 2024] → $8.45B (+$442M) [Q1 2025]
0.35% more ownership
Funds ownership: 78.4% [Q4 2024] → 78.75% (+0.35%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
0% less funds holding
Funds holding: 614 [Q4 2024] → 612 (-2) [Q1 2025]
5% less call options, than puts
Call options by funds: $55M | Put options by funds: $58.2M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$38
1%
upside
Avg. target
$38
1%
upside
High target
$38
1%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Wells Fargo Connor Siversky | 1%upside $38 | Equal-Weight Maintained | 2 Jun 2025 |
Financial journalist opinion
Based on 9 articles about OHI published over the past 30 days
Neutral
Business Wire
1 day ago
Omega Issues Business Update
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) announced today that it has revised the Operator Updates slide of its investor presentation. The presentation can be found at https://www.omegahealthcare.com/investors/news-events/presentations. The revised Operator Updates slide is on page 9 of the presentation. Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its.
Negative
Seeking Alpha
1 week ago
NAV Monitor: U.S. Equity REITs Trade At Higher Discount To NAV In June
Publicly listed US equity REITs ended June at a median 19.1% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. The hotel sector traded at the largest median discount to NAV at 35.5%, down from a 35.7% median discount to NAV as of May 30. Healthcare REITs continued to trade at the highest median premium, 19.3%, which is about 1.4 percentage points down from the 20.6% median premium to NAV as of May 30.
Positive
Zacks Investment Research
1 week ago
CIO vs. OHI: Which Stock Is the Better Value Option?
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either City Office REIT (CIO) or Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
Business Wire
1 week ago
Omega Announces Second Quarter Earnings Release Date and Conference Call
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended June 30, 2025, on Thursday, July 31, 2025, after market close. In conjunction with its release, Omega will conduct a conference call on Friday, August 1, 2025, at 10 a.m. Eastern Time to review its 2025 second quarter results and current developments. Investors and other interested parties may access the conference call in the.
Neutral
Seeking Alpha
1 week ago
The Dividend Investor's Quick-And-Dirty Guide To The Senate Budget Bill
“One Big Beautiful Bill” inches closer to becoming law. It will have an impact on the broader economy, and especially certain specific sectors. Some dividend stocks could be in serious trouble, while others could gain. I share my take as a dividend investor.
Positive
Seeking Alpha
2 weeks ago
Omega Healthcare Investors: Buying This Resilient REIT Before Rate Cuts
Supported by strong financials, portfolio diversification, and a resilient business model despite recent tenant and industry challenges, Omega Healthcare Investors seems like a Buy now. The company benefits from demographic tailwinds as Baby Boomers age, creating long-term demand for skilled nursing facilities and senior housing. Short- and medium-term catalysts include potential interest rate cuts, which would lower financing costs and support both Omega and its tenants.
Neutral
PRNewsWire
2 weeks ago
Maplewood Senior Living Strengthens Leadership Team Across Its Maplewood and Inspīr Brands to Support Strategic Growth and Future Innovation
WESTPORT, Conn. , June 24, 2025 /PRNewswire/ -- Maplewood Senior Living, a leading provider of premium senior living, is proud to announce a series of strategic leadership promotions and appointments designed to support the organization's continued growth, elevate the resident experience, and position the company for long-term success.
Positive
Seeking Alpha
2 weeks ago
Omega Healthcare Investors: Growing And Paying A Healthy Yield
Omega Healthcare Investors has stabilized cash flow and improved dividend coverage, making its 7.3% yield safer for passive income investors. The trust benefits from demographic tailwinds, with an aging U.S. population driving demand for skilled nursing facilities and senior housing. OHI trades at a 33% discount to peer group AFFO multiples, offering upside potential with an intrinsic value estimate of $42-45 per share.
Positive
Seeking Alpha
4 weeks ago
Omega Healthcare: This Period Of Consolidation Is An Opportunity For This High-Yielding REIT
OHI is poised for long-term growth, driven by an aging population and a protected sector with high barriers to entry. The company's triple-net lease structure, strategic acquisitions, and strong capital deployment have led to robust EBITDA and FFO growth. OHI offers a compelling 7.24% dividend yield, with improved coverage and a fair valuation compared to peers, supporting my bullish outlook.
Neutral
Business Wire
1 month ago
Omega Announces Pricing of Its $600,000,000 Senior Notes Offering
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (“Omega”) today announced that it priced an underwritten public offering of $600,000,000 aggregate principal amount of 5.200% Senior Notes due 2030 (the “2030 Notes”). The settlement of this offering is expected to occur on June 20, 2025, subject to customary closing conditions. Omega intends to use the net proceeds from the offering for general corporate purposes, which may include, among other things, repayment of.
Charts implemented using Lightweight Charts™