Caxton Associates LLP Acquires New Position in Omega Healthcare Investors, Inc. $OHI

Caxton Associates LLP bought a new position in Omega Healthcare Investors, Inc. (NYSE:OHI) in the 1st quarter, Holdings Channel reports. The fund bought 38,738 shares of the real estate investment trust’s stock, valued at approximately $1,697,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BNP Paribas Financial Markets lifted its stake in shares of Omega Healthcare Investors by 91.9% during the 4th quarter. BNP Paribas Financial Markets now owns 389,305 shares of the real estate investment trust’s stock valued at $17,262,000 after buying an additional 186,399 shares in the last quarter. CPC Advisors LLC purchased a new stake in Omega Healthcare Investors in the 4th quarter worth $3,050,000. Oxbow Advisors LLC purchased a new stake in Omega Healthcare Investors in the 1st quarter worth $7,373,000. BOKF NA raised its holdings in Omega Healthcare Investors by 51.8% during the fourth quarter. BOKF NA now owns 189,095 shares of the real estate investment trust’s stock valued at $8,384,000 after acquiring an additional 64,539 shares during the period. Finally, Legal & General Group Plc raised its holdings in Omega Healthcare Investors by 12.2% during the fourth quarter. Legal & General Group Plc now owns 1,996,204 shares of the real estate investment trust’s stock valued at $88,512,000 after acquiring an additional 216,856 shares during the period. Institutional investors own 65.25% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on OHI. Raymond James Financial started coverage on Omega Healthcare Investors in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $50.00 price objective for the company. Citigroup reissued a “market perform” rating on shares of Omega Healthcare Investors in a research note on Monday, June 15th. Truist Financial lowered their price target on Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating on the stock in a report on Tuesday, June 9th. Bank of America restated an “underperform” rating and issued a $46.00 price target (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Finally, Royal Bank Of Canada increased their price objective on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the company a “sector perform” rating in a report on Monday, May 4th. Five analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $48.50.

Omega Healthcare Investors Price Performance

NYSE:OHI opened at $51.75 on Friday. The business’s 50-day moving average is $47.49 and its 200 day moving average is $46.43. Omega Healthcare Investors, Inc. has a 12 month low of $38.22 and a 12 month high of $51.92. The company has a market capitalization of $15.41 billion, a P/E ratio of 25.00, a P/E/G ratio of 2.21 and a beta of 0.58. The company has a current ratio of 5.32, a quick ratio of 5.32 and a debt-to-equity ratio of 0.81.

Omega Healthcare Investors (NYSE:OHI) last released its quarterly earnings results 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). Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. The firm had revenue of $322.95 million for the quarter, compared to analysts’ expectations of $264.07 million. During the same quarter in the prior year, the business earned $0.75 EPS. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, equities research analysts forecast that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be issued a $0.68 dividend. This represents a $2.72 dividend on an annualized basis and a dividend yield of 5.3%. This is a boost from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend is Monday, August 3rd. Omega Healthcare Investors’s payout ratio is 129.47%.

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.