Omega Healthcare
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: 60
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
80% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 154
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
46% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 56
2.78% more ownership
Funds ownership: 75.32% [Q3] → 78.1% (+2.78%) [Q4]
3% more funds holding
Funds holding: 592 [Q3] → 607 (+15) [Q4]
1% more capital invested
Capital invested by funds: $7.89B [Q3] → $7.98B (+$85.1M) [Q4]
22% less call options, than puts
Call options by funds: $45.1M | Put options by funds: $58M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$41
12%
upside
Avg. target
$41
12%
upside
High target
$41
12%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Wells Fargo John Kilichowski 43% 1-year accuracy 6 / 14 met price target | 12%upside $41 | Overweight Maintained | 10 Mar 2025 |
Financial journalist opinion
Based on 11 articles about OHI published over the past 30 days
Positive
Seeking Alpha
1 day ago
Bargain Alert: I'm Buying These 7-11% Yields For Recurring Income
Market volatility underscores the need for income-producing assets; Crescent Capital BDC and Omega Healthcare Investors offer compelling value with strong fundamentals and attractive yields. Crescent Capital BDC carries a diversified portfolio, high-quality secured debt, robust liquidity, and an 11% dividend yield while trading at a 15% discount to NAV. Omega Healthcare Investors benefits from a stable triple-net lease model, improving operator fundamentals, and a 7.3% dividend yield, with potential for capital appreciation.
Negative
Seeking Alpha
2 days ago
Omega Healthcare Investors: Surge In Short Interest Calls For Caution
The recent surge in short interest for Omega Healthcare Investors stock reflects large earnings uncertainties ahead in my view. The top uncertainties on my list include potential FFO headwinds if the higher-for-longer scenario persists for inflation and rates. Valuation risks are also elevated when the P/FFO ratio is adjusted for growth.
Neutral
PRNewsWire
1 week ago
All 15 Maplewood Senior Living Communities and Inspῑr Carnegie Hill Receive Reputation.com's Esteemed Awards
Leading Platform in Reputation Experience Management Awards 2025 Winners for Going Above and Beyond on Delivering Brand Promises WESTPORT, Conn. , March 5, 2025 /PRNewswire/ -- Maplewood Senior Living, known for its upscale senior living residences, is proud to announce that all of its communities, fifteen on the East Coast and in the Midwest, and their flagship Inspῑr location, Inspῑr Carnegie Hill, located on the Upper East side of Manhattan, NY, have been awarded the 2025 top honors from Reputation.com, the leading platform in reputation experience management.
Positive
Seeking Alpha
1 week ago
7 Stocks I'm Buying As The U.S. Economy Starts To Crack
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
Neutral
MarketBeat
1 week ago
Top 4 Healthcare REITs Turning Care Into Big Investor Payouts
Healthcare is an industry that's constantly in demand, making it an investor favorite when choosing corporate shares to hold in the long term. Past data has found that healthcare stocks also tend to weather inflation better than others, beating inflation about 50% of the time during volatile periods.
Positive
Seeking Alpha
1 week ago
Buried Treasures: 4 Dramatically Undervalued REITs
REITs are highly attractive now due to stable or falling interest rates and low inflation, with many offering strong yields while being undervalued. This article identifies 27 REITs yielding at least 75 basis points above the no-risk rate on Treasuries, while selling at discounts of 20% or greater to their Target Fair Value. The list is then screened for dividend safety, to eliminate sucker yields, and for stable revenues, excluding those with flat or declining FFO/share.
Positive
The Motley Fool
2 weeks ago
Better Dividend Stock: Omega Healthcare Investors vs. AGNC Investment
Investing in real estate can pay big dividends. The average real estate investment trust (REIT) currently offers a dividend yield of around 4%.
Positive
Seeking Alpha
2 weeks ago
Buy These 7-11% Yielding Cash Cows For Retirement Income
Capital Southwest offers an 11% yield, strong balance sheet, and robust deal flow, making it a compelling investment in the underserved lower middle market. Omega Healthcare Investors provides a 7.4% yield, steady long-term leases, and improving operator fundamentals, offering growth in supply constrained markets. Both CSWC and OHI present attractive high-yielding opportunities, offering stability and potentially strong returns amidst market volatility and high-growth stock pressures.
Positive
Seeking Alpha
3 weeks ago
Surprise, Surprise: Two More REIT Buys
This is a good time to invest in REITs due to stable or falling interest rates and low inflation, with Citigroup predicting 10-15% returns in 2025. Healthcare REITs are being boosted by both increased income (Cost of Living Adjustments) for their senior housing and skilled nursing patients, and a 15-year low in new construction starts. Industrials are enjoying a rotation after a 15% selloff despite stellar operating performance in 2024. Meanwhile, absorption (demand) is finally catching up to completions (supply), following a 2-year glut.
Neutral
Seeking Alpha
3 weeks ago
7% Yielding REITs: One To Sell And One Strong Buy
Many REITs are today offering high dividend yields. This is particularly true in the healthcare property sector. We highlight one popular REIT to avoid and one better alternative.
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