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 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
73% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 163
17% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 60
5% more capital invested
Capital invested by funds: $8.01B [Q4 2024] → $8.45B (+$438M) [Q1 2025]
0.32% more ownership
Funds ownership: 78.4% [Q4 2024] → 78.71% (+0.32%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
1% less funds holding
Funds holding: 614 [Q4 2024] → 610 (-4) [Q1 2025]
5% less call options, than puts
Call options by funds: $55M | Put options by funds: $58.2M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$38
3%
upside
Avg. target
$39
4%
upside
High target
$39
5%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Wells Fargo Connor Siversky | 3%upside $38 | Equal-Weight Maintained | 2 Jun 2025 |
Truist Securities Michael Lewis | 5%upside $39 | Hold Maintained | 18 Mar 2025 |
Financial journalist opinion
Based on 4 articles about OHI published over the past 30 days
Positive
Seeking Alpha
1 day 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
4 days 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.
Neutral
Business Wire
1 week 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.
Positive
Seeking Alpha
1 week ago
2 Solid 7-9% Yields For Recurring Income
Omega Healthcare Investors offers a 7.2% yield, stable triple-net leases, and benefits from demographic tailwinds, supporting reliable income and growth. Plains All American delivers a 9.2% yield, robust cash flows, and steady distribution growth, with a low price-to-cash flow ratio versus peers. Both OHI and PAA provide durable business models, well-covered dividends, and growth strategies, making them excellent picks for retirement income portfolios.
Neutral
PRNewsWire
1 month ago
Sunbound Announces Strategic Partnership with Omega Healthcare Investors
New partnership offers Omega's operator partners exclusive benefits; Omega takes equity stake in Sunbound. WASHINGTON , May 13, 2025 /PRNewswire/ -- Sunbound , a leader in finance and accounts receivable solutions for senior living operators, today announced a strategic partnership with Omega Healthcare Investors (NYSE: OHI), one of the nation's premier real estate investment trusts (REITs) that provides financing and capital solutions to Skilled Nursing Facility (SNF) and Assisted Living Facility (ALF) operators across the U.S. and the U.K. Through this agreement, Omega's extensive network of operator partners will receive preferred access and pricing to Sunbound's industry-leading payments, accounts receivable and financing solutions.
Neutral
Business Wire
1 month 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 fac.
Positive
Seeking Alpha
1 month ago
The Market Is Wrong About Omega Healthcare Investors
Omega Healthcare Investors offers a high dividend yield of 7.5%, supported by a strong balance sheet and positive long-term demographic trends. Despite recent challenges in the nursing home sector, Omega's diversified portfolio and strategic acquisitions position it for future growth. The company's AFFO is growing, and management has revised profit forecasts upwards, indicating a healthier financial outlook and potential for future dividend growth.
Positive
Seeking Alpha
1 month ago
2 Great 7-10% Yields For Retirement Income
Berkshire Hathaway famously doesn't pay a dividend, but these high yield stocks do, and trade at attractive valuations. Sixth Street Specialty Lending provides a 10.1% yield, conservative middle-market lending, strong underwriting standards, and robust liquidity, making it ideal for income investors. Omega Healthcare Investors offers a 7.4% yield, benefits from strategic acquisitions, private-pay tenant growth, and a triple-net lease model, supported by demographic trends.
Positive
The Motley Fool
1 month ago
3 High-Yield Dividend Stocks to Buy Now and Hold for the Next 20 Years
Does a topsy-turvy stock market and reports of underutilized U.S. shipping ports make you nervous about buying, or even holding stocks? At times like these, it's a lot easier to ignore the news flow when you have a portfolio full of dividend payers that deposit increasingly larger payments into your brokerage account.
Negative
Seeking Alpha
1 month ago
Omega Healthcare: Tenant Payment Problems Cloud Outlook
Omega Healthcare shows progress with Q1 net income up 22% YoY, but faces challenges with rent collections from financially struggling operators. Despite raising AFFO guidance for 2025, OHI's market response was negative, due to concerns over Genesis Healthcare's missed payments and overall operator liquidity issues. OHI's growth strategy includes significant real estate acquisitions and diversifying its portfolio, but potential Medicare/Medicaid changes and high operator concentration pose risks.
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