Strategic Global Advisors LLC Takes $1.14 Million Position in Omega Healthcare Investors, Inc. $OHI

Strategic Global Advisors LLC acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 25,589 shares of the real estate investment trust’s stock, valued at approximately $1,135,000.

A number of other institutional investors have also recently made changes to their positions in the company. Bogart Wealth LLC grew its position in shares of Omega Healthcare Investors by 2.3% during the fourth quarter. Bogart Wealth LLC now owns 10,461 shares of the real estate investment trust’s stock valued at $464,000 after purchasing an additional 237 shares in the last quarter. GeoWealth Management LLC grew its position in shares of Omega Healthcare Investors by 1.3% during the third quarter. GeoWealth Management LLC now owns 18,850 shares of the real estate investment trust’s stock valued at $796,000 after purchasing an additional 239 shares in the last quarter. EntryPoint Capital LLC grew its position in shares of Omega Healthcare Investors by 2.7% during the fourth quarter. EntryPoint Capital LLC now owns 9,912 shares of the real estate investment trust’s stock valued at $439,000 after purchasing an additional 260 shares in the last quarter. Checchi Capital Advisers LLC grew its position in shares of Omega Healthcare Investors by 3.3% during the fourth quarter. Checchi Capital Advisers LLC now owns 8,184 shares of the real estate investment trust’s stock valued at $363,000 after purchasing an additional 262 shares in the last quarter. Finally, Inscription Capital LLC grew its position in shares of Omega Healthcare Investors by 0.9% during the fourth quarter. Inscription Capital LLC now owns 29,814 shares of the real estate investment trust’s stock valued at $1,322,000 after purchasing an additional 268 shares in the last quarter. Hedge funds and other institutional investors own 65.25% of the company’s stock.

Analyst Upgrades and Downgrades

OHI has been the subject of a number of research analyst reports. BMO Capital Markets restated a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a research report on Monday, May 4th. Truist Financial cut their price objective on Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating for the company in a research report on Tuesday, June 9th. Wells Fargo & Company raised their price objective on Omega Healthcare Investors from $47.00 to $49.00 and gave the company an “equal weight” rating in a research report on Monday, June 1st. Weiss Ratings lowered Omega Healthcare Investors from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Tuesday, June 2nd. Finally, Citigroup raised their price objective on Omega Healthcare Investors from $50.00 to $52.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Six research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Omega Healthcare Investors has a consensus rating of “Hold” and a consensus target price of $49.00.

Omega Healthcare Investors Trading Down 0.0%

OHI opened at $45.77 on Monday. The firm has a market cap of $13.63 billion, a P/E ratio of 22.11, a P/E/G ratio of 1.95 and a beta of 0.58. Omega Healthcare Investors, Inc. has a 12 month low of $35.70 and a 12 month high of $49.33. The company has a current ratio of 5.32, a quick ratio of 5.32 and a debt-to-equity ratio of 0.81. The stock has a 50-day moving average of $46.38 and a 200 day moving average of $45.74.

Omega Healthcare Investors (NYSE:OHI) last released its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 EPS for the quarter, missing the consensus estimate of $0.49 by ($0.02). The company had revenue of $322.96 million during the quarter, compared to analysts’ expectations of $264.07 million. Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The company’s revenue was up 16.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. As a group, research analysts forecast that Omega Healthcare Investors, Inc. will post 3.1 EPS for the current year.

Omega Healthcare Investors Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Monday, May 4th were given a $0.67 dividend. The ex-dividend date was Monday, May 4th. This represents a $2.68 annualized dividend and a yield of 5.9%. Omega Healthcare Investors’s dividend payout ratio (DPR) is currently 129.47%.

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.