Omega HealthcareOHI
Market Cap: $10.4B
About: Omega Healthcare Investors Inc is a healthcare facility real estate investment trust that invests in the United States real estate markets. Omega's portfolio focuses on long-term healthcare facilities. Omega has one reportable segment consisting of investments in healthcare-related real estate properties located in the United States and the United Kingdom. Its core business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities (SNFs), assisted living facilities (ALFs), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities (specialty facilities) and medical office buildings (MOBs).
Employees: 53
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]
85% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 46
34% more call options, than puts
Call options by funds: $74.4M | Put options by funds: $55.5M
27% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 168
15% more capital invested
Capital invested by funds: $5.1B [Q1] → $5.86B (+$768M) [Q2]
8% more funds holding
Funds holding: 514 [Q1] → 553 (+39) [Q2]
3.53% more ownership
Funds ownership: 65.75% [Q1] → 69.28% (+3.53%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Truist Securities Michael Lewis 84% 1-year accuracy 31 / 37 met price target | 3%downside $39 | Hold Maintained | 4 Sept 2024 |
Scotiabank Nicholas Yulico 64% 1-year accuracy 16 / 25 met price target | 3%downside $39 | Sector Perform Maintained | 26 Aug 2024 |
Scotiabank Nicholas Yulico 64% 1-year accuracy 16 / 25 met price target | 18%downside $33 | Sector Perform Maintained | 9 Jul 2024 |
Truist Securities Michael Lewis 84% 1-year accuracy 31 / 37 met price target | 18%downside $33 | Hold Maintained | 26 Jun 2024 |
Financial journalist opinion
Based on 4 articles about OHI published over the past 30 days