Oxbow Advisors LLC Takes $12.61 Million Position in Omega Healthcare Investors, Inc. $OHI

Posted by Brenda Bartman on Aug 19th, 2026

Oxbow Advisors LLC purchased a new position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 264,404 shares of the real estate investment trust’s stock, valued at approximately $12,607,000. Omega Healthcare Investors makes up about 1.0% of Oxbow Advisors LLC’s portfolio, making the stock its 18th biggest holding. Oxbow Advisors LLC owned 0.09% of Omega Healthcare Investors at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Resources Management Corp CT ADV lifted its holdings in Omega Healthcare Investors by 300.0% during the 4th quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 450 shares during the last quarter. Smartleaf Asset Management LLC boosted its position in Omega Healthcare Investors by 40.9% during the second quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 268 shares during the period. Ascentis Independent Advisors acquired a new position in shares of Omega Healthcare Investors in the first quarter valued at $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Omega Healthcare Investors in the fourth quarter valued at $37,000. Finally, Rothschild Investment LLC increased its holdings in shares of Omega Healthcare Investors by 283.7% in the fourth quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock valued at $42,000 after purchasing an additional 698 shares during the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Omega Healthcare Investors Price Performance

Omega Healthcare Investors stock opened at $46.51 on Wednesday. The business has a 50 day moving average of $48.11 and a 200-day moving average of $46.95. The company has a market capitalization of $14.09 billion, a P/E ratio of 16.61, a P/E/G ratio of 1.97 and a beta of 0.57. Omega Healthcare Investors, Inc. has a 1 year low of $39.26 and a 1 year high of $52.39.

Omega Healthcare Investors (NYSE:OHI – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.68. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The company had revenue of $328.25 million for the quarter, compared to analyst estimates of $266.97 million. During the same quarter in the previous year, the business earned $0.77 earnings per share. Omega Healthcare Investors’s revenue was up 16.2% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Equities analysts anticipate that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current year.

Omega Healthcare Investors Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were given a dividend of $0.68 per share. This is a positive change from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $2.72 annualized dividend and a dividend yield of 5.8%. Omega Healthcare Investors’s payout ratio is 97.14%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Royal Bank Of Canada lifted their target price on Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a “sector perform” rating in a report on Monday, May 4th. Truist Financial decreased their price target on shares of Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating on the stock in a research note on Tuesday, June 9th. Wells Fargo & Company raised their price target on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research report on Monday, June 1st. Scotiabank dropped their price objective on shares of Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a research note on Thursday, June 18th. Finally, Weiss Ratings raised shares of Omega Healthcare Investors from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, June 30th. Six analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $49.21.

Get Our Latest Report on OHI

Omega Healthcare Investors Profile

(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.