Centersquare Investment Management LLC Has $148.42 Million Stake in Omega Healthcare Investors, Inc. $OHI

Centersquare Investment Management LLC raised its stake in Omega Healthcare Investors, Inc. (NYSE:OHI) by 1.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,347,215 shares of the real estate investment trust’s stock after buying an additional 47,020 shares during the period. Omega Healthcare Investors comprises 1.5% of Centersquare Investment Management LLC’s holdings, making the stock its 21st largest position. Centersquare Investment Management LLC’s holdings in Omega Healthcare Investors were worth $148,416,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Bogart Wealth LLC lifted its stake in Omega Healthcare Investors by 2.3% in the fourth quarter. Bogart Wealth LLC now owns 10,461 shares of the real estate investment trust’s stock valued at $464,000 after buying an additional 237 shares during the period. GeoWealth Management LLC lifted its stake in Omega Healthcare Investors by 1.3% in the third quarter. GeoWealth Management LLC now owns 18,850 shares of the real estate investment trust’s stock valued at $796,000 after buying an additional 239 shares during the period. Checchi Capital Advisers LLC lifted its stake in Omega Healthcare Investors by 3.3% in the fourth quarter. Checchi Capital Advisers LLC now owns 8,184 shares of the real estate investment trust’s stock valued at $363,000 after buying an additional 262 shares during the period. Inscription Capital LLC lifted its stake in Omega Healthcare Investors by 0.9% in the fourth quarter. Inscription Capital LLC now owns 29,814 shares of the real estate investment trust’s stock valued at $1,322,000 after buying an additional 268 shares during the period. Finally, Smartleaf Asset Management LLC lifted its stake 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 during the period. Institutional investors and hedge funds own 65.25% of the company’s stock.

Omega Healthcare Investors Stock Down 0.9%

NYSE:OHI opened at $45.44 on Friday. 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 company has a market cap of $13.53 billion, a PE ratio of 21.95, a PEG ratio of 1.95 and a beta of 0.58. Omega Healthcare Investors, Inc. has a 52-week low of $35.70 and a 52-week high of $49.33. The stock has a 50-day simple moving average of $46.35 and a 200 day simple moving average of $45.74.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.02). The firm had revenue of $322.96 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 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, sell-side analysts expect that Omega Healthcare Investors, Inc. will post 3.1 EPS for the current fiscal year.

Omega Healthcare Investors Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 5.9%. The ex-dividend date was Monday, May 4th. Omega Healthcare Investors’s dividend payout ratio (DPR) is currently 129.47%.

Analysts Set New Price Targets

Several equities analysts have weighed in on OHI shares. Wells Fargo & Company increased their target price on Omega Healthcare Investors from $47.00 to $49.00 and gave the company an “equal weight” rating in a research note on Monday, June 1st. BMO Capital Markets reissued a “market perform” rating and issued a $52.00 target price on shares of Omega Healthcare Investors in a research note on Monday, May 4th. 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. Citigroup increased their price target on Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Scotiabank increased their price target on Omega Healthcare Investors from $48.00 to $50.00 and gave the stock a “sector perform” rating in a report on Thursday, May 21st. Six analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $49.00.

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.