BTG Pactual Asset Management US LLC Makes New Investment in Omega Healthcare Investors, Inc. $OHI

BTG Pactual Asset Management US LLC purchased a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 11,517 shares of the real estate investment trust’s stock, valued at approximately $549,000.

Other large investors also recently made changes to their positions in the company. Resources Management Corp CT ADV raised its holdings in shares of Omega Healthcare Investors by 300.0% in 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 grew 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 worth $34,000 after buying an additional 268 shares during the last quarter. Ascentis Independent Advisors acquired a new position in Omega Healthcare Investors in the first quarter worth approximately $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Omega Healthcare Investors in the fourth quarter valued at $37,000. Finally, Rothschild Investment LLC increased its holdings in shares of 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 valued at $42,000 after buying an additional 698 shares in the last quarter. Institutional investors own 65.25% of the company’s stock.

Omega Healthcare Investors Stock Performance

Omega Healthcare Investors stock opened at $45.67 on Tuesday. The company has a 50 day moving average price of $48.36 and a 200 day moving average price of $47.10. Omega Healthcare Investors, Inc. has a 52 week low of $39.26 and a 52 week high of $52.39. The firm has a market capitalization of $13.84 billion, a price-to-earnings ratio of 16.31, a P/E/G ratio of 1.86 and a beta of 0.57.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly earnings data on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.68. The firm had revenue of $328.25 million for the quarter, compared to analysts’ expectations of $266.97 million. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The company’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.77 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Equities analysts forecast that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were paid a $0.68 dividend. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $2.72 annualized dividend and a yield of 6.0%. This is an increase from Omega Healthcare Investors’s previous quarterly dividend of $0.67. Omega Healthcare Investors’s dividend payout ratio (DPR) is currently 97.14%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on OHI shares. BMO Capital Markets reiterated a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a research report on Monday, May 4th. UBS Group set a $47.00 target price on Omega Healthcare Investors in a report on Thursday, June 18th. Royal Bank Of Canada upped their target price on Omega Healthcare Investors from $47.00 to $48.00 and gave the company a “sector perform” rating in a report on Monday, May 4th. Mizuho increased their price target on Omega Healthcare Investors from $45.00 to $46.00 and gave the company a “neutral” rating in a research report on Monday. Finally, Wells Fargo & Company increased their price target on Omega Healthcare Investors from $47.00 to $49.00 and gave the company an “equal weight” rating in a research report on Monday, June 1st. Six analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $49.57.

About Omega Healthcare Investors

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.