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 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
79% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 155
51% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 55
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
3.75% more ownership
Funds ownership: 74.54% [Q3] → 78.29% (+3.75%) [Q4]
3% more funds holding
Funds holding: 592 [Q3] → 609 (+17) [Q4]
2% more capital invested
Capital invested by funds: $7.81B [Q3] → $8B (+$187M) [Q4]
22% less call options, than puts
Call options by funds: $45.1M | Put options by funds: $58M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
0%
upside
Avg. target
$40
2%
upside
High target
$41
5%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Wells Fargo Connor Siversky 50% 1-year accuracy 3 / 6 met price target | 0%downside $39 | Equal-Weight Downgraded | 27 Mar 2025 |
Truist Securities Michael Lewis 43% 1-year accuracy 13 / 30 met price target | 0%downside $39 | Hold Maintained | 18 Mar 2025 |
Wells Fargo John Kilichowski 61% 1-year accuracy 11 / 18 met price target | 5%upside $41 | Overweight Maintained | 10 Mar 2025 |
Financial journalist opinion
Based on 6 articles about OHI published over the past 30 days
Positive
Zacks Investment Research
1 day ago
INN 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 Summit Hotel Properties (INN) and Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
5 days ago
I'm Buying 7-12% Yields For Recurring Income
High-yield dividend stocks like BDCs and REITs offer stability amidst market volatility, distributing 90% of taxable income to shareholders, and avoiding double taxation. Blue Owl Capital Corp. carries a diversified, first-lien-focused lending portfolio, consistent double-digit ROE, and a well-covered 11.8% total dividend yield. Omega Healthcare Investors benefit from a resilient skilled nursing facility market, inflation-protected leases, and favorable demographic trends, offering a 7.1% dividend yield.
Neutral
Business Wire
1 week ago
Omega Announces Quarterly Dividend
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a cash dividend of $0.67 per share on its common stock. The dividend is payable Thursday, May 15, 2025, to common stockholders of record as of the close of business on Monday, May 5, 2025. Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its portfolio of.
Positive
Seeking Alpha
1 week ago
Dividend Harvesting Portfolio Week 215: $21,500 Allocated, $2,158.06 In Projected Dividends
Dividend Harvesting Portfolio Week 215: $21,500 Allocated, $2,158.06 In Projected Dividends
Negative
Seeking Alpha
3 weeks ago
Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends
The recent sell-off has increased the temptation to reach for some of the many high-yield REITs, but beware of "mousetrap" REITs with unsustainable dividends. Dividend safety is crucial; a cut can lead to plummeting share prices and reduced income, leaving investors with significant losses. Seeking Alpha Premium's Dividend Safety score helps identify risky REITs; grades range from A+ (safe) to F (high risk of cuts).
Neutral
Business Wire
4 weeks ago
Omega Announces First 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 March 31, 2025, on Thursday, May 1, 2025, after market close. In conjunction with its release, Omega will conduct a conference call on Friday, May 2, 2025, at 10 a.m. Eastern Time to review its 2025 first quarter results and current developments. To listen to the conference call via webcast, log on to www.omegahealthcare.com an.
Positive
Benzinga
1 month ago
Wall Street's Most Accurate Analysts Spotlight On 3 Real Estate Stocks With Over 7% 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.
Positive
Zacks Investment Research
1 month ago
DRH or OHI: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of DiamondRock Hospitality (DRH) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Seeking Alpha
1 month ago
Omega Healthcare: The Pullback Is An Opportunity As The Risk-Free Rate Of Return Declines
Omega Healthcare Investors rebounded in 2024, surpassing $1 billion in annual revenue and investing $1.1 billion in new properties and loans. Despite a recent 15% decline, OHI's valuation remains attractive, with strong revenue, EBITDA growth, and a high dividend yield of 7.29%. Risks include dependency on Medicare/Medicaid policies, interest rate hikes, and $4.44 billion in long-term debt, potentially impacting profitability and dividend coverage.
Positive
Seeking Alpha
1 month ago
Bargain Alert: I'm Buying These 7-11% Yields For Recurring Income
Market volatility underscores the need for income-producing assets; Crescent Capital BDC and Omega Healthcare Investors offer compelling value with strong fundamentals and attractive yields. Crescent Capital BDC carries a diversified portfolio, high-quality secured debt, robust liquidity, and an 11% dividend yield while trading at a 15% discount to NAV. Omega Healthcare Investors benefits from a stable triple-net lease model, improving operator fundamentals, and a 7.3% dividend yield, with potential for capital appreciation.
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