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
9%
upside
Avg. target
$40
10%
upside
High target
$41
14%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Wells Fargo Connor Siversky 67% 1-year accuracy 4 / 6 met price target | 9%upside $39 | Equal-Weight Downgraded | 27 Mar 2025 |
Truist Securities Michael Lewis 50% 1-year accuracy 15 / 30 met price target | 9%upside $39 | Hold Maintained | 18 Mar 2025 |
Wells Fargo John Kilichowski 33% 1-year accuracy 6 / 18 met price target | 14%upside $41 | Overweight Maintained | 10 Mar 2025 |
Financial journalist opinion
Based on 14 articles about OHI published over the past 30 days
Neutral
PRNewsWire
1 day 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
2 days 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
6 days 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 week 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 week 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 week 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.
Neutral
Seeking Alpha
1 week ago
Omega Healthcare Investors, Inc. (OHI) Q1 2025 Earnings Call Transcript
Omega Healthcare Investors, Inc. (NYSE:OHI ) Q1 2025 Earnings Conference Call May 2, 2025 10:00 AM ET Company Participants Michele Reber - Investor Relations Taylor Pickett - Chief Executive Officer Bob Stephenson - Chief Financial Officer Megan Krull - Senior Vice President of Operations Matthew Gourmand - President Vikas Gupta - Chief Investment Office Conference Call Participants Jonathan Hughes - Raymond James Seth Berge - Citibank Juan Sanabria - BMO Capital Markets Emily Meckler - Green Street Omotayo Okusanya - Deutsche Bank Nick Yulico - Scotiabank John Kilichowski - Wells Fargo Farrell Granath - Bank of America Wes Golladay - Robert W. Baird Richard Anderson - Wedbush Securities Michael Carroll - RBC Capital Markets Vikram Malhotra - Mizuho Securities Operator Thank you, everyone.
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Omega Healthcare Investors (OHI) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Omega Healthcare Investors (OHI) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Omega Healthcare Investors (OHI) Q1 FFO Match Estimates
Omega Healthcare Investors (OHI) came out with quarterly funds from operations (FFO) of $0.75 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.68 per share a year ago.
Neutral
Business Wire
1 week ago
Omega Reports First Quarter 2025 Results and Recent Developments
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) announced today its results for the quarter ended March 31, 2025. FIRST QUARTER 2025 AND RECENT HIGHLIGHTS Net income for the quarter of $112 million, or $0.33 per common share, compared to $69 million, or $0.27 per common share, for Q1 2024. Nareit Funds From Operations (“Nareit FFO”) for the quarter of $184 million, or $0.62 per common share, on 295 million weighted-average common shares.
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