Omega Healthcare
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
80% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 154
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
46% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 56
2.97% more ownership
Funds ownership: 75.32% [Q3] → 78.29% (+2.97%) [Q4]
3% more funds holding
Funds holding: 592 [Q3] → 607 (+15) [Q4]
1% more capital invested
Capital invested by funds: $7.89B [Q3] → $8B (+$104M) [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
4%
upside
Avg. target
$40
6%
upside
High target
$41
9%
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 | 4%upside $39 | Equal-Weight Downgraded | 27 Mar 2025 |
Truist Securities Michael Lewis 63% 1-year accuracy 22 / 35 met price target | 4%upside $39 | Hold Maintained | 18 Mar 2025 |
Wells Fargo John Kilichowski 53% 1-year accuracy 8 / 15 met price target | 9%upside $41 | Overweight Maintained | 10 Mar 2025 |
Financial journalist opinion
Based on 8 articles about OHI published over the past 30 days
Positive
Zacks Investment Research
1 week 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 week 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
2 weeks 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.
Negative
Seeking Alpha
2 weeks ago
Omega Healthcare Investors: Surge In Short Interest Calls For Caution
The recent surge in short interest for Omega Healthcare Investors stock reflects large earnings uncertainties ahead in my view. The top uncertainties on my list include potential FFO headwinds if the higher-for-longer scenario persists for inflation and rates. Valuation risks are also elevated when the P/FFO ratio is adjusted for growth.
Neutral
PRNewsWire
3 weeks ago
All 15 Maplewood Senior Living Communities and Inspῑr Carnegie Hill Receive Reputation.com's Esteemed Awards
Leading Platform in Reputation Experience Management Awards 2025 Winners for Going Above and Beyond on Delivering Brand Promises WESTPORT, Conn. , March 5, 2025 /PRNewswire/ -- Maplewood Senior Living, known for its upscale senior living residences, is proud to announce that all of its communities, fifteen on the East Coast and in the Midwest, and their flagship Inspῑr location, Inspῑr Carnegie Hill, located on the Upper East side of Manhattan, NY, have been awarded the 2025 top honors from Reputation.com, the leading platform in reputation experience management.
Positive
Seeking Alpha
3 weeks ago
7 Stocks I'm Buying As The U.S. Economy Starts To Crack
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
Neutral
MarketBeat
3 weeks ago
Top 4 Healthcare REITs Turning Care Into Big Investor Payouts
Healthcare is an industry that's constantly in demand, making it an investor favorite when choosing corporate shares to hold in the long term. Past data has found that healthcare stocks also tend to weather inflation better than others, beating inflation about 50% of the time during volatile periods.
Positive
Seeking Alpha
3 weeks ago
Buried Treasures: 4 Dramatically Undervalued REITs
REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share.
Positive
The Motley Fool
1 month ago
Better Dividend Stock: Omega Healthcare Investors vs. AGNC Investment
Investing in real estate can pay big dividends. The average real estate investment trust (REIT) currently offers a dividend yield of around 4%.
Positive
Seeking Alpha
1 month ago
Buy These 7-11% Yielding Cash Cows For Retirement Income
Capital Southwest offers an 11% yield, strong balance sheet, and robust deal flow, making it a compelling investment in the underserved lower middle market. Omega Healthcare Investors provides a 7.4% yield, steady long-term leases, and improving operator fundamentals, offering growth in supply constrained markets. Both CSWC and OHI present attractive high-yielding opportunities, offering stability and potentially strong returns amidst market volatility and high-growth stock pressures.
Charts implemented using Lightweight Charts™