Omega Healthcare
OHI
Market cap $10.2B

37.83 USD

+0.02

0.05%

At close Dec 20, 4:00 PM EST

After hours

37.81

-0.02

0.05%

1 day

0.05%

5 days

-3.45%

1 month

-5.14%

3 months

-6.38%

6 months

15.69%

Year to date

22.63%

1 year

22.98%

5 years

-11.05%

10 years

-4.81%

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

Financials Real Estate Investment Trusts

0

Funds holding %

of 6,809 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

48% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 65

47% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 163

31% more capital invested

Capital invested by funds: $5.94B [Q2] → $7.8B (+$1.86B) [Q3]

6% more funds holding

Funds holding: 558 [Q2] → 589 (+31) [Q3]

4.35% more ownership

Funds ownership: 70.19% [Q2] → 74.54% (+4.35%) [Q3]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$37

2%

downside

Avg. target

$43

13%

upside

High target

$45

19%

upside

5 analyst ratings

3 positive

60%

2 neutral

40%

0 negative

0%

BMO Capital Juan Sanabria 56% 1-year accuracy 5 / 9 met price target	19%upside $45	Outperform Upgraded	9 Dec 2024
Mizuho Haendel St. Juste 53% 1-year accuracy 8 / 15 met price target	2%downside $37	Neutral Maintained	5 Dec 2024
RBC Capital Michael Carroll 45% 1-year accuracy 10 / 22 met price target	14%upside $43	Sector Perform Maintained	11 Nov 2024
Berenberg Kai Klose 0% 1-year accuracy 0 / 2 met price target	19%upside $45	Buy Initiated	18 Oct 2024
Wells Fargo Connor Siversky 56% 1-year accuracy 5 / 9 met price target	14%upside $43	Overweight Assumed	1 Oct 2024

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about OHI published over the past 30 days

The Motley Fool

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Zacks Investment Research

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?

CIO vs. OHI: Which Stock Should Value Investors Buy Now?

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.

At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024

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%.

NAV Monitor: U.S. Equity REITs End November At 6.5% Median Discount

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.

Omega Healthcare: Back To Pre-Pandemic Levels, But I Think It Consolidates (Rating Downgrade)

The Motley Fool

3 Magnificent Dividend Stocks With Yields Above 6% to Buy in December

The past couple of years have been terrific for stocks, with the benchmark S&P 500 index up a whopping 57.1% since the end of 2022. However, after the index's two-year bull run, it's getting harder to find quality dividend stocks that offer satisfying yields.

3 Magnificent Dividend Stocks With Yields Above 6% to Buy in December

Omega Healthcare Investors: Patience Is Seemingly Paying Off

Omega Healthcare Investors has shown significant improvements, with FFO and revenue beating estimates, and strong growth in tenant payments and new investments in 2024. The REIT's payout ratio has decreased but remains high at 96%; management expects it to fall below 90% in upcoming quarters. OHI's valuation has increased, with a forward P/AFFO multiple of 14.07x, still below the sector median, offering potential upside.

Omega Healthcare Investors: Patience Is Seemingly Paying Off

The Motley Fool

2 Ultra-High-Yield Dividend Stocks That Passive Income Investors Won't Want to Miss

Hundreds of companies pay dividends. Many currently offer higher yields, making them attractive for those seeking passive income.

2 Ultra-High-Yield Dividend Stocks That Passive Income Investors Won't Want to Miss

Zacks Investment Research

CIO or OHI: Which Is the Better Value Stock Right Now?

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with City Office REIT (CIO) and Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?

CIO or OHI: Which Is the Better Value Stock Right Now?

Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 6% 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.

Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks With Over 6% Dividend Yields

See News Rankings

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