Jupiter Asset Management Ltd. Purchases Shares of 206,975 Omega Healthcare Investors, Inc. $OHI

Jupiter Asset Management Ltd. acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 206,975 shares of the real estate investment trust’s stock, valued at approximately $9,177,000.

Other large investors have also made changes to their positions in the company. Baker Avenue Asset Management LP boosted its holdings in Omega Healthcare Investors by 20.4% in the fourth quarter. Baker Avenue Asset Management LP now owns 17,390 shares of the real estate investment trust’s stock valued at $771,000 after acquiring an additional 2,947 shares during the last quarter. Geode Capital Management LLC increased its stake in Omega Healthcare Investors by 9.4% during the fourth quarter. Geode Capital Management LLC now owns 8,515,924 shares of the real estate investment trust’s stock worth $377,648,000 after acquiring an additional 734,774 shares during the last quarter. Melia Wealth LLC raised its holdings in shares of Omega Healthcare Investors by 1.5% in the 4th quarter. Melia Wealth LLC now owns 248,855 shares of the real estate investment trust’s stock worth $11,034,000 after purchasing an additional 3,579 shares during the period. Integrity Alliance LLC. purchased a new position in shares of Omega Healthcare Investors in the 4th quarter worth about $512,000. Finally, Smithfield Trust Co lifted its stake in shares of Omega Healthcare Investors by 41.5% in the 4th quarter. Smithfield Trust Co now owns 2,099 shares of the real estate investment trust’s stock valued at $93,000 after purchasing an additional 616 shares in the last quarter. 65.25% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

OHI has been the subject of a number of research reports. Weiss Ratings upgraded Omega Healthcare Investors from a “buy (b+)” rating to a “buy (a-)” rating in a report on Tuesday, April 21st. Wells Fargo & Company lifted their price target on shares of Omega Healthcare Investors from $45.00 to $47.00 and gave the company an “equal weight” rating in a research report on Thursday, March 26th. Cantor Fitzgerald boosted their price objective on shares of Omega Healthcare Investors from $50.00 to $52.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 10th. Royal Bank Of Canada increased their price objective on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a “sector perform” rating in a research report on Monday, May 4th. Finally, Bank of America reissued an “underperform” rating and issued a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $49.00.

Omega Healthcare Investors Price Performance

Shares of NYSE OHI 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. Omega Healthcare Investors, Inc. has a 1-year low of $35.70 and a 1-year high of $49.33. The company has a market capitalization of $13.94 billion, a price-to-earnings ratio of 22.62, a PEG ratio of 2.02 and a beta of 0.59. The business has a 50-day moving average of $46.35 and a 200-day moving average of $45.69.

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

Omega Healthcare Investors Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were given a dividend of $0.67 per share. This represents a $2.68 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date of this dividend was Monday, May 4th. Omega Healthcare Investors’s payout ratio is presently 129.47%.

Omega Healthcare Investors Company 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.