Jupiter Topco LLC Invests $50.27 Million in Omega Healthcare Investors, Inc. $OHI

Jupiter Topco LLC acquired a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,053,628 shares of the real estate investment trust’s stock, valued at approximately $50,271,000. Jupiter Topco LLC owned 0.35% of Omega Healthcare Investors at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Royal Bank of Canada boosted its position in Omega Healthcare Investors by 29.4% during the 1st quarter. Royal Bank of Canada now owns 144,339 shares of the real estate investment trust’s stock worth $5,496,000 after buying an additional 32,798 shares during the period. Focus Partners Wealth raised its stake in shares of Omega Healthcare Investors by 3.1% during the first quarter. Focus Partners Wealth now owns 19,862 shares of the real estate investment trust’s stock valued at $756,000 after acquiring an additional 597 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Omega Healthcare Investors during the second quarter worth $257,000. Guggenheim Capital LLC grew its stake in shares of Omega Healthcare Investors by 1.0% in the second quarter. Guggenheim Capital LLC now owns 29,398 shares of the real estate investment trust’s stock worth $1,077,000 after purchasing an additional 280 shares during the last quarter. Finally, First Trust Advisors LP grew its stake in shares of Omega Healthcare Investors by 32.8% in the second quarter. First Trust Advisors LP now owns 193,099 shares of the real estate investment trust’s stock worth $7,077,000 after purchasing an additional 47,649 shares during the last quarter. Institutional investors own 65.25% of the company’s stock.

Omega Healthcare Investors Stock Down 1.5%

OHI opened at $46.29 on Friday. Omega Healthcare Investors, Inc. has a twelve month low of $39.26 and a twelve month high of $52.39. The company has a fifty day moving average of $48.32 and a 200-day moving average of $47.09. The stock has a market cap of $14.03 billion, a PE ratio of 16.53, a price-to-earnings-growth ratio of 1.90 and a beta of 0.57.

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

Omega Healthcare Investors Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were given a $0.68 dividend. This is a boost 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 5.9%. Omega Healthcare Investors’s dividend payout ratio is 97.14%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on OHI. Truist Financial decreased their price objective on Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating for the company in a report on Tuesday, June 9th. Scotiabank reduced their price target on Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating on the stock in a research report on Thursday, June 18th. Cantor Fitzgerald increased their price target on Omega Healthcare Investors from $52.00 to $56.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Citigroup increased their price target on Omega Healthcare Investors from $52.00 to $58.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. Finally, UBS Group set a $47.00 price objective on Omega Healthcare Investors in a research report on Thursday, June 18th. Six research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $49.21.

About Omega Healthcare Investors

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.