Omega Healthcare Investors, Inc. $OHI Shares Acquired by Legal & General Group Plc

Legal & General Group Plc grew its holdings in Omega Healthcare Investors, Inc. (NYSE:OHI) by 12.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,996,204 shares of the real estate investment trust’s stock after purchasing an additional 216,856 shares during the period. Legal & General Group Plc’s holdings in Omega Healthcare Investors were worth $88,512,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the business. Bogart Wealth LLC lifted its stake in Omega Healthcare Investors by 2.3% during the 4th quarter. Bogart Wealth LLC now owns 10,461 shares of the real estate investment trust’s stock worth $464,000 after acquiring an additional 237 shares in the last quarter. GeoWealth Management LLC lifted its stake in Omega Healthcare Investors by 1.3% during the 3rd quarter. GeoWealth Management LLC now owns 18,850 shares of the real estate investment trust’s stock worth $796,000 after acquiring an additional 239 shares in the last quarter. Checchi Capital Advisers LLC lifted its stake in Omega Healthcare Investors by 3.3% during the 4th quarter. Checchi Capital Advisers LLC now owns 8,184 shares of the real estate investment trust’s stock worth $363,000 after acquiring an additional 262 shares in the last quarter. Inscription Capital LLC lifted its stake in Omega Healthcare Investors by 0.9% during the 4th quarter. Inscription Capital LLC now owns 29,814 shares of the real estate investment trust’s stock worth $1,322,000 after acquiring an additional 268 shares in the last quarter. Finally, Smartleaf Asset Management LLC lifted its stake in Omega Healthcare Investors by 40.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 268 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Omega Healthcare Investors Price Performance

OHI stock opened at $46.83 on Friday. The company has a debt-to-equity ratio of 0.81, a current ratio of 5.32 and a quick ratio of 5.32. The firm has a market capitalization of $13.94 billion, a P/E ratio of 22.62, a P/E/G ratio of 2.02 and a beta of 0.59. The business’s 50-day moving average is $46.35 and its two-hundred day moving average is $45.69. Omega Healthcare Investors, Inc. has a 1 year low of $35.70 and a 1 year high of $49.33.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.02). The company had revenue of $322.96 million during the quarter, compared to analyst estimates of $264.07 million. Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. Omega Healthcare Investors’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. Analysts anticipate that Omega Healthcare Investors, Inc. will post 3.07 earnings per share for the current fiscal year.

Omega Healthcare Investors Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were given a $0.67 dividend. The ex-dividend date of this dividend was Monday, May 4th. This represents a $2.68 dividend on an annualized basis and a yield of 5.7%. Omega Healthcare Investors’s dividend payout ratio (DPR) is currently 129.47%.

Analyst Ratings Changes

Several equities analysts recently issued reports on OHI shares. BMO Capital Markets reissued a “market perform” rating and set a $52.00 target price on shares of Omega Healthcare Investors in a research note on Monday, May 4th. Royal Bank Of Canada increased their target price on Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a “sector perform” rating in a research note on Monday, May 4th. Citigroup increased their target price on Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Bank of America reissued an “underperform” rating and set a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Finally, UBS Group increased their target price on Omega Healthcare Investors from $52.00 to $54.00 and gave the stock a “buy” rating in a research note on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $49.00.

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.