Waterloo Capital L.P. Raises Stock Holdings in Omega Healthcare Investors, Inc. $OHI

Waterloo Capital L.P. boosted its holdings in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) by 9.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 131,555 shares of the real estate investment trust’s stock after purchasing an additional 11,531 shares during the period. Waterloo Capital L.P.’s holdings in Omega Healthcare Investors were worth $5,833,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Nomura Asset Management Co. Ltd. boosted its position in Omega Healthcare Investors by 4.6% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 448,537 shares of the real estate investment trust’s stock worth $19,888,000 after purchasing an additional 19,527 shares in the last quarter. Measured Wealth Private Client Group LLC boosted its position in Omega Healthcare Investors by 28.8% during the fourth quarter. Measured Wealth Private Client Group LLC now owns 13,203 shares of the real estate investment trust’s stock worth $585,000 after purchasing an additional 2,951 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in Omega Healthcare Investors by 0.3% during the fourth quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 170,441 shares of the real estate investment trust’s stock worth $7,557,000 after purchasing an additional 523 shares in the last quarter. BNP Paribas Financial Markets boosted its position in Omega Healthcare Investors by 91.9% during the fourth quarter. BNP Paribas Financial Markets now owns 389,305 shares of the real estate investment trust’s stock worth $17,262,000 after purchasing an additional 186,399 shares in the last quarter. Finally, Norges Bank purchased a new position in Omega Healthcare Investors during the fourth quarter worth approximately $156,166,000. Hedge funds and other institutional investors own 65.25% of the company’s stock.

Omega Healthcare Investors Price Performance

NYSE:OHI opened at $46.83 on Friday. Omega Healthcare Investors, Inc. has a one year low of $35.70 and a one year high of $49.33. The company has a debt-to-equity ratio of 0.81, a quick ratio of 5.32 and a current ratio of 5.32. The stock has a market cap of $13.94 billion, a PE ratio of 22.62, a P/E/G ratio of 2.01 and a beta of 0.59. The stock has a 50 day moving average price of $46.35 and a 200 day moving average price of $45.69.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly 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). Omega Healthcare Investors had a net margin of 51.14% and a return on equity of 11.86%. The company had revenue of $322.96 million during the quarter, compared to analyst estimates of $264.07 million. During the same period in the prior year, the business posted $0.75 EPS. Omega Healthcare Investors’s revenue for the quarter 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. Equities research analysts expect that Omega Healthcare Investors, Inc. will post 3.07 EPS for the current fiscal year.

Omega Healthcare Investors Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have commented on OHI. Truist Financial increased their target price on Omega Healthcare Investors from $46.00 to $48.00 and gave the company a “hold” rating in a report on Thursday, March 5th. Royal Bank Of Canada increased 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. Citigroup increased their target price on Omega Healthcare Investors from $50.00 to $52.00 and gave the company a “buy” rating in a report 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 report on Tuesday, April 14th. Finally, Cantor Fitzgerald increased their target price on Omega Healthcare Investors from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average 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.