Arbejdsmarkedets Tillaegspension Has $24.82 Million Position in Omega Healthcare Investors, Inc. $OHI

Arbejdsmarkedets Tillaegspension raised its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) by 10.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 566,434 shares of the real estate investment trust’s stock after acquiring an additional 52,310 shares during the quarter. Arbejdsmarkedets Tillaegspension’s holdings in Omega Healthcare Investors were worth $24,821,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in OHI. Resources Management Corp CT ADV increased its position in shares of Omega Healthcare Investors by 300.0% during the 4th quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock worth $27,000 after purchasing an additional 450 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in Omega Healthcare Investors by 40.9% in the second quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock valued at $34,000 after buying an additional 268 shares in the last quarter. Ascentis Independent Advisors bought a new stake in Omega Healthcare Investors during the first quarter worth about $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in Omega Healthcare Investors during the 4th quarter worth approximately $37,000. Finally, Rothschild Investment LLC boosted its stake in Omega Healthcare Investors by 283.7% in the fourth quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock worth $42,000 after purchasing an additional 698 shares in the last quarter. Institutional investors own 65.25% of the company’s stock.

Omega Healthcare Investors Stock Performance

Shares of NYSE:OHI opened at $48.46 on Tuesday. The company has a market capitalization of $14.43 billion, a price-to-earnings ratio of 23.41, a P/E/G ratio of 2.06 and a beta of 0.58. The firm’s 50 day simple moving average is $46.96 and its 200 day simple moving average is $46.10. The company has a debt-to-equity ratio of 0.81, a current ratio of 5.32 and a quick ratio of 5.32. Omega Healthcare Investors, Inc. has a fifty-two week low of $37.58 and a fifty-two week high of $50.10.

Omega Healthcare Investors (NYSE:OHI) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share for the quarter, missing the consensus estimate of $0.49 by ($0.02). The firm had revenue of $322.95 million for the quarter, compared to the consensus estimate of $264.07 million. Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The firm’s revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.75 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. As a group, sell-side analysts forecast that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current year.

Omega Healthcare Investors Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were issued a $0.67 dividend. This represents a $2.68 annualized dividend and a dividend yield of 5.5%. The ex-dividend date was Monday, May 4th. Omega Healthcare Investors’s dividend payout ratio is 129.47%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Raymond James Financial assumed coverage on shares of Omega Healthcare Investors in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $50.00 price objective for the company. Wells Fargo & Company upped their target price on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research report on Monday, June 1st. Barclays started coverage on shares of Omega Healthcare Investors in a research note on Tuesday, July 7th. They set an “underweight” rating and a $51.00 price target on the stock. Weiss Ratings raised shares of Omega Healthcare Investors from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, June 30th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $52.00 price target on shares of Omega Healthcare Investors in a research note on Monday, May 4th. Five research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Omega Healthcare Investors presently has an average rating of “Hold” and an average target price of $48.50.

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.