Omega HealthcareOHI
OHI
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
0
Funds holding %
of 6,814 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
81% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 53
71% more call options, than puts
Call options by funds: $76.3M | Put options by funds: $44.6M
47% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 163
31% more capital invested
Capital invested by funds: $6.01B [Q2] → $7.88B (+$1.88B) [Q3]
6% more funds holding
Funds holding: 558 [Q2] → 589 (+31) [Q3]
4.36% more ownership
Funds ownership: 70.96% [Q2] → 75.32% (+4.36%) [Q3]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
0%
upside
Avg. target
$43
14%
upside
High target
$45
21%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
BMO Capital Juan Sanabria 56% 1-year accuracy 5 / 9 met price target | 21%upside $45 | Outperform Upgraded | 9 Dec 2024 |
Mizuho Haendel St. Juste 41% 1-year accuracy 7 / 17 met price target | 0%downside $37 | Neutral Maintained | 5 Dec 2024 |
RBC Capital Michael Carroll 57% 1-year accuracy 13 / 23 met price target | 16%upside $43 | Sector Perform Maintained | 11 Nov 2024 |
Berenberg Kai Klose 0% 1-year accuracy 0 / 2 met price target | 21%upside $45 | Buy Initiated | 18 Oct 2024 |
Financial journalist opinion
Based on 5 articles about OHI published over the past 30 days
Neutral
Business Wire
3 days ago
Omega Announces Fourth Quarter Earnings Release Date and Conference Call
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended December 31, 2024, on Wednesday, February 5, 2025, after market close. In conjunction with its release, Omega will be conducting a conference call on Thursday, February 6, 2025, at 10 a.m. Eastern Time to review its 2024 fourth quarter results and current developments. To listen to the conference call via webcast, log on to www.
Positive
Seeking Alpha
5 days ago
Omega Healthcare Investors: Covered Dividend And Transformation Make It A Buy
Omega Healthcare Investors is a leading triple-net lease REIT specializing in skilled nursing facilities, offering a 7.2% yield supported by improving fundamentals. OHI has shown resilience, evidenced by strong Q3 results, revenue growth, and a fully covered dividend, making it an attractive buy. Strategic investments in senior housing and operator recoveries position OHI to capitalize on growing demand from an aging population.
Neutral
Business Wire
1 week ago
Omega Announces Key Leadership Changes
HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) (the “Company” or “Omega”) today announced key leadership changes. Matthew Gourmand, previously Senior Vice President, Corporate Strategy & Investor Relations, has been appointed President, and Vikas Gupta, previously Senior Vice President, Acquisitions & Development, has been appointed Chief Investment Officer. Separately, after 23 years as Chief Operating Officer, Dan Booth has stepped down from his positio.
Positive
Zacks Investment Research
2 weeks ago
CHCT or OHI: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Community Healthcare Trust (CHCT) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Benzinga
3 weeks ago
Wall Street's Most Accurate Analysts Spotlight On 3 Real Estate Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Positive
The Motley Fool
1 month ago
3 High-Yield Dividend Stocks to Buy in 2025 and Hold for a Decade or Longer
The benchmark S&P 500 index keeps reaching new highs, but not all of its components have participated in the rally. Royalty Pharma (RPRX 0.04%), W.P.
Positive
Zacks Investment Research
1 month ago
CIO vs. OHI: Which Stock Should Value Investors Buy Now?
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both City Office REIT (CIO) and Omega Healthcare Investors (OHI). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Seeking Alpha
1 month ago
At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024
Total proceeds raised by US equity real estate investment trusts through at-the-market offering programs rocketed to an all-time high in the third quarter. US REITs raised an aggregate of $7.21 billion in proceeds through their at-the-market programs during the quarter. By property sector, healthcare REITs raised the most capital through their ATM programs during the quarter, at $2.65 billion.
Neutral
Seeking Alpha
1 month ago
NAV Monitor: U.S. Equity REITs End November At 6.5% Median Discount
Publicly listed US equity real estate investment trusts closed Nov. 29 at a median 6.5% discount to their consensus net asset value per share estimates. The hotel sector continued to trade at the largest median discount to net asset value at 21.6%. Datacenter REITs (only two in the analysis) traded at the largest median premium to NAV, at 27.6%.
Positive
Seeking Alpha
1 month ago
Omega Healthcare: Back To Pre-Pandemic Levels, But I Think It Consolidates (Rating Downgrade)
OHI produced a strong Q3 beating on the top and bottom line as they came in ahead of the consensus estimate of $0.38 EPS with $0.42. OHI continued to make progress in Q3 having completed $440 million in new investments which included real estate acquisitions. I am downgrading my outlook to neutral as shares have run more than 30% in 2024 and look fairly valued compared to OHI's peers.
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