Convergence Investment Partners LLC Buys New Stake in Omega Healthcare Investors, Inc. $OHI

Posted by Brenda Bartman on May 17th, 2026

Convergence Investment Partners LLC bought a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 20,283 shares of the real estate investment trust’s stock, valued at approximately $899,000.

Several other large investors have also recently made changes to their positions in the company. Northwestern Mutual Investment Management Company LLC lifted its stake in shares of Omega Healthcare Investors by 0.6% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 66,121 shares of the real estate investment trust’s stock valued at $2,932,000 after purchasing an additional 367 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Omega Healthcare Investors by 3,178.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 58,429 shares of the real estate investment trust’s stock valued at $2,591,000 after purchasing an additional 56,647 shares during the period. Left Brain Wealth Management LLC lifted its stake in shares of Omega Healthcare Investors by 5.7% in the 4th quarter. Left Brain Wealth Management LLC now owns 26,725 shares of the real estate investment trust’s stock valued at $1,185,000 after purchasing an additional 1,440 shares during the period. SkyOak Wealth LLC acquired a new position in shares of Omega Healthcare Investors in the 4th quarter valued at $209,000. Finally, Thrivent Financial for Lutherans lifted its stake in shares of Omega Healthcare Investors by 65.3% in the 4th quarter. Thrivent Financial for Lutherans now owns 118,370 shares of the real estate investment trust’s stock valued at $5,249,000 after purchasing an additional 46,740 shares during the period. 65.25% of the stock is currently owned by institutional investors and hedge funds.

Omega Healthcare Investors Price Performance

Shares of NYSE OHI opened at $47.26 on Friday. The firm has a 50-day simple moving average of $46.29 and a 200-day simple moving average of $45.25. The stock has a market capitalization of $14.07 billion, a price-to-earnings ratio of 22.83, a price-to-earnings-growth ratio of 2.12 and a beta of 0.59. The company has a quick ratio of 5.32, a current ratio of 5.32 and a debt-to-equity ratio of 0.81. Omega Healthcare Investors, Inc. has a 52 week low of $35.70 and a 52 week high of $49.14.

Omega Healthcare Investors (NYSE:OHI – Get Free Report) last issued its earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 EPS for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.02). The business had revenue of $322.96 million during the quarter, compared to analyst estimates of $264.07 million. Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. Omega Healthcare Investors’s quarterly revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the company earned $0.75 earnings per share. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, equities analysts predict that Omega Healthcare Investors, Inc. will post 3.06 earnings per share for the current fiscal year.

Omega Healthcare Investors Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date was Monday, May 4th. Omega Healthcare Investors’s dividend payout ratio is 129.47%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Weiss Ratings upgraded shares of Omega Healthcare Investors from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Tuesday, April 21st. Bank of America restated an “underperform” rating and set a $46.00 price objective (down from $52.00) on shares of Omega Healthcare Investors in a research report on Tuesday, April 14th. UBS Group upped their price objective on shares of Omega Healthcare Investors from $52.00 to $54.00 and gave the stock a “buy” rating in a research report on Wednesday. Scotiabank upped their price objective on shares of Omega Healthcare Investors from $45.00 to $48.00 and gave the stock a “sector perform” rating in a research report on Monday, March 2nd. Finally, Wells Fargo & Company upped their price objective on shares of Omega Healthcare Investors from $45.00 to $47.00 and gave the stock an “equal weight” rating in a research report on Thursday, March 26th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $48.83.

View Our Latest Stock Analysis on OHI

About Omega Healthcare Investors

(Free Report)

Omega Healthcare Investors, Inc is a real estate investment trust (REIT) that specializes in the ownership and management of healthcare-related facilities. The company’s core business involves acquiring and leasing long-term care properties, including skilled nursing facilities and assisted living communities, under net lease agreements. Its portfolio is designed to provide stable, inflation-protected cash flows from operators responsible for day-to-day property management.

Founded in 1992 and headquartered in Hunt Valley, Maryland, Omega Healthcare Investors has grown its holdings to encompass hundreds of facilities across the United States, with a smaller presence in select international markets.