BTG Pactual Asset Management US LLC purchased a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 11,517 shares of the real estate investment trust’s stock, valued at approximately $549,000.
Other large investors have also made changes to their positions in the company. BNP Paribas Financial Markets increased its stake in shares of Omega Healthcare Investors by 91.9% during the 4th quarter. BNP Paribas Financial Markets now owns 389,305 shares of the real estate investment trust’s stock worth $17,262,000 after purchasing an additional 186,399 shares during the last quarter. Oxbow Advisors LLC bought a new stake in Omega Healthcare Investors in the first quarter worth $7,373,000. BOKF NA boosted its holdings in Omega Healthcare Investors by 51.8% in the fourth quarter. BOKF NA now owns 189,095 shares of the real estate investment trust’s stock worth $8,384,000 after purchasing an additional 64,539 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Omega Healthcare Investors by 9.4% in the fourth quarter. Geode Capital Management LLC now owns 8,515,924 shares of the real estate investment trust’s stock worth $377,648,000 after purchasing an additional 734,774 shares in the last quarter. Finally, Legal & General Group Plc increased its position in Omega Healthcare Investors by 12.2% during the fourth quarter. Legal & General Group Plc now owns 1,996,204 shares of the real estate investment trust’s stock worth $88,512,000 after buying an additional 216,856 shares during the last quarter. Institutional investors own 65.25% of the company’s stock.
Analyst Upgrades and Downgrades
Several research firms have weighed in on OHI. Cantor Fitzgerald raised their target price on Omega Healthcare Investors from $52.00 to $56.00 and gave the company an “overweight” rating in a report on Friday, July 31st. UBS Group set a $47.00 price target on Omega Healthcare Investors in a research note on Thursday, June 18th. Wells Fargo & Company increased their price objective on Omega Healthcare Investors from $47.00 to $49.00 and gave the company an “equal weight” rating in a report on Monday, June 1st. Mizuho raised their price objective on Omega Healthcare Investors from $45.00 to $46.00 and gave the company a “neutral” rating in a research note on Monday. Finally, Citigroup boosted their target price on Omega Healthcare Investors from $52.00 to $58.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Six equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $49.57.
Omega Healthcare Investors Price Performance
Omega Healthcare Investors stock opened at $45.67 on Tuesday. Omega Healthcare Investors, Inc. has a fifty-two week low of $39.26 and a fifty-two week high of $52.39. The firm has a fifty day moving average price of $48.36 and a two-hundred day moving average price of $47.10. The firm has a market cap of $13.84 billion, a price-to-earnings ratio of 16.31, a P/E/G ratio of 1.86 and a beta of 0.57.
Omega Healthcare Investors (NYSE:OHI – Get Free Report) last posted its quarterly earnings data 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 return on equity of 15.76% and a net margin of 66.96%.The business had revenue of $328.25 million for the quarter, compared to analyst estimates of $266.97 million. During the same period in the previous year, the company posted $0.77 earnings per share. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. As a group, sell-side analysts expect that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current year.
Omega Healthcare Investors Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were issued a dividend of $0.68 per share. This represents a $2.72 dividend on an annualized basis and a dividend yield of 6.0%. This is a boost from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date was Monday, August 3rd. Omega Healthcare Investors’s dividend payout ratio is presently 97.14%.
Omega Healthcare Investors Profile
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.
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