Paralel Advisors LLC Acquires Shares of 66,500 Omega Healthcare Investors, Inc. $OHI
Paralel Advisors LLC has acquired 66,500 shares of Omega Healthcare Investors, Inc. (NYSE:OHI) valued at $3.17 million during the second quarter. This move is part of broader institutional interest, with hedge funds and institutional investors owning 65.25% of the REIT. Omega Healthcare Investors recently reported strong quarterly earnings, beating estimates, and increased its quarterly dividend, reflecting positive financial health.
255,444 Shares in Omega Healthcare Investors, Inc. $OHI Purchased by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. recently acquired 255,444 shares of Omega Healthcare Investors (NYSE:OHI) valued at approximately $12.18 million, contributing to institutional ownership of 65.25% in the REIT. Despite mixed analyst ratings, with a consensus target price of $49.21, Omega Healthcare Investors exceeded Q2 earnings and revenue estimates and increased its quarterly dividend to $0.68 per share, offering a 5.8% annualized yield. The company specializes in owning and managing healthcare-related facilities, particularly skilled nursing and assisted living properties, under net lease agreements.
Advisors Capital Management LLC Purchases Shares of 975,875 Omega Healthcare Investors, Inc. $OHI
Advisors Capital Management LLC has acquired a new stake of 975,875 shares in Omega Healthcare Investors, Inc. (NYSE:OHI), valued at approximately $46.53 million, as reported in their latest 13F filing. Other institutional investors have also adjusted their holdings in OHI. The company has an average "Hold" rating from analysts with a consensus price target of $49.21 and recently increased its quarterly dividend to $0.68 per share.
OHI5059240 Bond Coupon Profile — Rate & Payments
This article provides a coupon profile for the Omega Healthcare Investors, Inc. 3.375% 01-FEB-2031 bond, identified as OHI5059240. It details the current coupon rate of 3.38% and notes that the next interest payment is scheduled for February 1, 2027. The bond's overview includes its credit rating and offers further data on its coupon payout schedule.
Portland Financial Advisors Inc Takes $2.32 Million Position in Omega Healthcare Investors, Inc. $OHI
Portland Financial Advisors Inc has acquired a significant position in Omega Healthcare Investors (OHI), purchasing 48,712 shares valued at approximately $2.32 million, making it their sixth-largest holding. Institutional investors collectively own 65.25% of OHI. Omega Healthcare Investors recently reported strong Q2 earnings, surpassing consensus estimates, and increased its quarterly dividend, offering a yield of roughly 5.8%.
Csenge Advisory Group Makes New Investment in Omega Healthcare Investors, Inc. $OHI
Csenge Advisory Group has made a new investment in Omega Healthcare Investors, Inc. (NYSE:OHI), purchasing 44,296 shares valued at approximately $2.11 million. This comes as other institutional investors have also adjusted their holdings in the real estate investment trust. Omega Healthcare Investors recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
BlackRock Inc. Invests $1.84 Billion in Omega Healthcare Investors, Inc. $OHI
BlackRock Inc. has invested $1.84 billion in Omega Healthcare Investors (OHI) during the second quarter, acquiring a 12.72% stake. This move comes as institutional investors now hold 65.25% of the stock, and Omega Healthcare Investors recently reported strong quarterly results and increased its quarterly dividend to $0.68 per share, representing a 5.8% yield. Analysts currently hold a "Hold" rating on the stock with an average price target of $49.21.
Oxbow Advisors LLC Takes $12.61 Million Position in Omega Healthcare Investors, Inc. $OHI
Oxbow Advisors LLC has acquired a new position of 264,404 shares in Omega Healthcare Investors, Inc. (NYSE:OHI), valued at approximately $12.61 million, making it their 18th largest holding. Omega Healthcare Investors reported strong Q2 earnings, with EPS of $1.19 and revenue up 16.2% year over year, and increased its quarterly dividend to $0.68 per share, representing a 5.8% annualized yield. Despite the positive performance, analysts maintain a "Hold" rating for OHI with a consensus price target of $49.21.
Diversify Advisory Services LLC Invests $2.18 Million in Omega Healthcare Investors, Inc. $OHI
Diversify Advisory Services LLC has acquired a new stake of 42,428 shares in Omega Healthcare Investors, Inc. (NYSE:OHI) valued at approximately $2.18 million during the second quarter. Other institutional investors have also adjusted their holdings in the company. Omega Healthcare Investors recently reported strong earnings, exceeding analyst expectations, and increased its quarterly dividend to $0.68 per share, representing an annualized yield of 5.8%.
Bellars Harris Wealth Management LLC Takes $5.55 Million Position in Omega Healthcare Investors, Inc. $OHI
Bellars Harris Wealth Management LLC has acquired a new stake of 116,406 shares in Omega Healthcare Investors, Inc. (NYSE:OHI), valued at approximately $5.55 million. This move is part of broader institutional interest in OHI, with other firms also adjusting their positions. Despite a cautious "Hold" rating from analysts, Omega Healthcare Investors recently beat EPS and revenue estimates and increased its quarterly dividend.
Cohen & Steers (OHI) discloses 7.85% Omega Healthcare stake via 23.4M shares
Cohen & Steers, through its investment management subsidiaries, has disclosed a beneficial ownership of 23,382,961 shares of Omega Healthcare Investors, Inc. common stock, representing 7.85% of the class. The firm and its subsidiaries hold sole voting power over 18,559,089 shares and sole dispositive power over 23,382,961 shares. These shares are held for the benefit of account holders who have rights to dividends and sale proceeds.
NewEdge Advisors LLC Buys 26,945 Shares of Omega Healthcare Investors, Inc. $OHI
NewEdge Advisors LLC significantly increased its stake in Omega Healthcare Investors (NYSE:OHI) by 81% in the first quarter, acquiring an additional 26,945 shares to bring its total holding to 60,190 shares, valued at $2.64 million. Omega Healthcare Investors reported strong Q1 earnings with EPS of $1.19, surpassing estimates, and a 16.2% increase in revenue year-over-year. The company also raised its quarterly dividend to $0.68 per share, offering a 5.9% yield, while analysts maintain a consensus "Hold" rating with an average price target of $49.21.
Truist Financial Maintains Omega Healthcare Investors Inc(OHI.US) With Hold Rating, Announces Target Price $47
Truist Financial has reiterated its Hold rating on Omega Healthcare Investors Inc (OHI.US) and set a target price of $47 for the company's stock. This indicates that the firm believes the stock will perform in line with the market.
Truist Adjusts Omega Healthcare Investors' PT to $47 From $46, Keeps Hold Rating
Truist has increased its price target for Omega Healthcare Investors (OHI) to $47 from $46, while maintaining a "Hold" rating on the stock. This adjustment follows Omega Healthcare Investors' Q2 2026 earnings report, where the company announced increased adjusted FFO and revenue, and raised its full-year adjusted FFO guidance. The REIT specializes in healthcare-related real estate properties, primarily skilled nursing and assisted living facilities in the US and UK.
Omega Healthcare (OHI) director gifts 5,131 shares, retains 17,301
Omega Healthcare Investors Inc. director Lisa Egbuonu-Davis reported a bona fide gift of 5,131 shares of common stock on August 7, 2026. The transaction was recorded at a price of $0.00 per share, and her directly held position after the gift is 17,301 shares. The filing indicates this was a non-cash disposition and not a sale.
A Look at Omega Healthcare Investors Inc (OHI) After 3.8% Decline -- GF Value $40.43 vs Price $45.57
Omega Healthcare Investors Inc (OHI) experienced a 3.8% stock decline, bringing its price to $45.57. Despite a 20.3% gain over the last year, GuruFocus estimates OHI is overvalued by 12.7% with a GF Value of $40.43, suggesting caution for investors. The company's GF Score is 63/100, highlighting strong profitability but weak growth, while recent guru activity shows increased holdings despite no insider transactions.
Omega Healthcare Director Lisa Egbuonu-Davis Reports Gift of Shares on August 7, 2026
Omega Healthcare Investors Inc. Director Lisa Egbuonu-Davis filed a statement on August 11, 2026, reporting a disposition of common stock. This transaction, categorized as a gift of shares, occurred on August 7, 2026. The article indicates that more details about the disposition would require logging in or registering.
OHI4479341 Bond Profile — Key Metrics
This article provides key metrics for the OHI4479341 bond issued by Omega Healthcare Investors, Inc. The bond has a coupon rate of 4.75%, an issue date of April 4, 2017, and matures on January 15, 2028. Omega Healthcare Investors, Inc. finances and provides capital to the long-term healthcare industry, focusing on various types of care facilities.
Omega Healthcare Investors Inc (NYSE: OHI) CAO discloses equity and unit stakes
Omega Healthcare Investors, Inc.'s Chief Accounting Officer, Lucas M. Golem, has reported his initial beneficial ownership in the company. His holdings include 1,685 shares of common stock, 18,853 Profits Interest Units, and 31,738 OP Units, with specific vesting schedules for certain units. These disclosures provide transparency regarding a key executive's stake in the company, encompassing both direct stock ownership and various forms of equity interests tied to the operating partnership.
OHI4479341 Bond Risk Profile
This article provides a bond risk profile for OHI4479341, a bond issued by Omega Healthcare Investors, Inc. The profile highlights key metrics for credit risk assessment, including security level, inflation protection, and issuer rating. It also mentions the availability of analyst ratings for bonds.
RBC Capital Maintains Omega Healthcare Investors Inc(OHI.US) With Hold Rating, Raises Target Price to $51
RBC Capital has reiterated its Hold rating on Omega Healthcare Investors Inc (OHI.US) and increased its target price for the stock to $51. This indicates a continued neutral outlook with a slightly higher valuation expectation for the company.
Bank of America Corp DE Acquires 131,000 Shares of Omega Healthcare Investors, Inc. $OHI
Bank of America Corp DE increased its stake in Omega Healthcare Investors, Inc. ($OHI) by 3.6% in the first quarter, purchasing an additional 131,000 shares, bringing their total to 3.79 million shares valued at $166.3 million. The real estate investment trust reported strong quarterly earnings, beating analyst estimates, and raised its quarterly dividend to $0.68 per share, representing a 5.6% yield. Analysts maintain a "Hold" rating on OHI with an average price target of $49.21.
Citi Maintains Omega Healthcare Investors Inc(OHI.US) With Buy Rating, Raises Target Price to $58
Citi has reiterated its Buy rating on Omega Healthcare Investors Inc (OHI.US) and increased its target price to $58. This indicates a positive outlook from Citi on the company's future performance and stock value.
Amundi Decreases Holdings in Omega Healthcare Investors, Inc. $OHI
Amundi reduced its stake in Omega Healthcare Investors (OHI) by 51% in Q1 2026, selling over 585,000 shares and retaining a significant holding. Despite this, other institutional investors increased their positions, and the company reported strong Q2 earnings, beating analyst estimates and increasing its quarterly dividend. Analysts maintain a "Hold" rating with an average price target close to its current trading price.
Omega Healthcare Investors Inc (OHI) Stock Down 3.2% but Still Overvalued -- GF Score: 75/100
Omega Healthcare Investors Inc (OHI) saw its stock fall 3.2% on August 3, 2026, closing at $49.01. Despite this, GuruFocus's GF Value™ indicates the stock is 22.9% overvalued, with a fair value estimated at $39.89. The company has an "Above Average" GF Score™ of 75/100, highlighting solid fundamentals, but its financial strength is rated lower.
Omega Healthcare Investors Inc (OHI) Stock Down 3.2% but Still Overvalued -- GF Score: 75/100
Omega Healthcare Investors Inc (OHI) shares recently dropped by 3.2%, closing at $49.01, yet GuruFocus assesses the stock as 22.9% overvalued with a fair value of $39.89. Despite an Above Average GF Score of 75/100 and solid profitability, its financial strength is rated lower, and a lack of insider activity suggests caution. Investors are advised to consider the valuation gap before making decisions.
Omega Healthcare Investors Inc's Dividend Analysis
Omega Healthcare Investors Inc (OHI) recently declared a dividend of $0.68 per share, continuing its streak of dividend payments since 2003 and increases for 23 consecutive years. While the company boasts a current dividend yield of 5.28% and strong profitability, its high payout ratio of 1.38 suggests that the dividend is not fully covered by net income, prompting caution for investors. The analysis highlights the importance of monitoring the company's Funds From Operations (FFO) and leverage in the context of headwinds in the healthcare real estate sector.
Omega Healthcare Investors, Inc. $OHI Holdings Increased by California State Teachers Retirement System
California State Teachers Retirement System increased its stake in Omega Healthcare Investors, Inc. (NYSE:OHI) by 20.1% in the first quarter. Several other institutional investors also adjusted their positions in the real estate investment trust, with 65.25% of the stock now owned by institutional investors. The company recently reported strong earnings, beating analyst estimates, and increased its quarterly dividend.
Empowered Funds LLC Increases Stake in Omega Healthcare Investors, Inc. $OHI
Empowered Funds LLC significantly increased its stake in Omega Healthcare Investors (OHI) by 23.5% in Q1 2026, bringing its total holdings to $5.067 million. This comes as OHI reported strong Q1 earnings, with EPS of $1.19 and revenue up 16.2% year-over-year, and raised its quarterly dividend to $0.68 per share. Despite a "Hold" consensus rating from analysts, institutional investors collectively own 65.25% of the company.
Edgestream Partners L.P. Sells 21,004 Shares of Omega Healthcare Investors, Inc. $OHI
Edgestream Partners L.P. decreased its stake in Omega Healthcare Investors (NYSE:OHI) by 20.6% in the first quarter, selling 21,004 shares and retaining 80,848 shares valued at $3.54 million. Omega Healthcare Investors reported strong Q1 earnings with EPS of $1.19 and revenue up 16.2% year over year, and also increased its quarterly dividend to $0.68 per share, offering a 5.4% yield. Despite some analyst "Hold" ratings, institutional investors collectively own 65.25% of the company's stock.
Omega Healthcare Investors (OHI) Stock Faces Tenant Doubts Despite Steady FFO
Omega Healthcare Investors (OHI) reported steady Q2 2026 earnings with adjusted FFO holding near US$0.83 per share, leading to a slight dividend increase. Despite strong headline numbers driven by asset sales, concerns persist regarding tenant credit fragility and the quality of earnings. The company's financial health shows improving EBITDAR coverage and conservative balance sheet metrics, but analysts note the reliance on asset churn over durable rent cash flows.
Omega Healthcare Is Maintained at Overweight by Cantor Fitzgerald
This article states that Cantor Fitzgerald has maintained its "Overweight" rating on Omega Healthcare. No other details are provided.
Solving for scale: How Omega Healthcare Investors is preparing for expansion in senior housing
Omega Healthcare Investors is actively preparing for significant expansion in its senior housing operating portfolio (SHOP) by hiring new talent with capital allocation and operational expertise, and by enhancing its data analysis and AI capabilities. The REIT sees "a very decent amount of opportunities" across skilled nursing, senior housing, and UK care homes, with a current focus on senior housing and care homes. CEO Taylor Pickett, in his final earnings call, highlighted the resilience of skilled nursing and senior housing assets and the rapid growth of Omega's SHOP.
Omega Healthcare Investors Inc To Go Ex-Dividend On August 3rd, 2026 With 0.68 USD Dividend Per Share
Omega Healthcare Investors Inc. is set to pay a dividend of 0.68 USD per share, with the ex-dividend date scheduled for August 3rd, 2026. Shareholders must own the stock before this date to be eligible for the dividend payment. This announcement is important for investors tracking dividend income from the company.
OMEGA HEALTHCARE INVESTORS INC Q2 2026: Revenue $328.2M, EPS $1.19— 10-Q Summary
OMEGA HEALTHCARE INVESTORS INC (OHI) reported strong second-quarter 2026 results, with revenue reaching $328.2 million and diluted EPS of $1.19, significantly up from the previous year. This growth was driven by increased rental and interest income due to an expanded portfolio and loan originations. The company also saw a substantial rise in net income available to common stockholders, although it continues to face challenges like credit risks, staffing shortages, and inflationary pressures.
Lazard Asset Management LLC Sells 90,494 Shares of Omega Healthcare Investors, Inc. $OHI
Lazard Asset Management LLC has reduced its stake in Omega Healthcare Investors, Inc. by 25.1% in the first quarter, selling 90,494 shares. This move leaves the institutional investor with 269,99
Renaissance Technologies LLC Purchases 294,327 Shares of Omega Healthcare Investors, Inc. $OHI
Renaissance Technologies
Omega Healthcare Investors (NYSE:OHI) Issues Quarterly Earnings Results
Omega Healthcare Investors (NYSE:OHI) recently announced strong quarterly earnings, beating analyst expectations with an EPS of $0.83 and revenue of $328.25 million, an increase of 16.2% year-over-year. The company also raised its quarterly dividend to $0.68 per share, resulting in an annualized yield of 5.3%, and updated its fiscal 2026 EPS guidance. Despite these positive results, market sentiment remains cautious, with shares slightly down and a consensus analyst rating of "Hold."
(OHI) Omega Healthcare Investors Now Expects 2026 Adjusted FFO Per Share Range $3.22-$3.26, vs. FactSet Est of $3.24
Omega Healthcare Investors (OHI) has updated its 2026 adjusted Funds From Operations (FFO) per share guidance to a range of $3.22-$3.26, which aligns closely with FactSet's estimate of $3.24. This announcement follows the company's Q2 results, where adjusted FFO and revenue both rose, leading to an increase in their full-year adjusted FFO guidance. Omega Healthcare is a REIT specializing in healthcare properties, particularly skilled nursing and assisted living facilities.
Earnings Flash (OHI) Omega Healthcare Investors, Inc. Reports Q2 Revenue $328.2M, vs. FactSet Est of $267.0M
Omega Healthcare Investors, Inc. (OHI) reported strong Q2 revenue of $328.2 million, significantly exceeding FactSet's estimate of $267.0 million. The company's adjusted FFO also rose in Q2, leading them to raise their full-year adjusted FFO guidance for 2026 to a range of $3.22-$3.26 per share, against an estimated $3.24. This positive financial performance indicates robust growth for the specialized REIT.
Omega Raises Quarterly Dividend to $0.68; Q2 Investments Totaled $126M
Omega Healthcare Investors, Inc. reported strong second-quarter 2026 results, with net income rising to $380 million and Adjusted FFO increasing to $0.83 per diluted share. The company completed $126 million in new investments during the quarter and an additional $93 million in July, while also raising its full-year Adjusted FFO guidance to $3.22-$3.26 per diluted share. Furthermore, Omega announced an increase in its quarterly common dividend by $0.01 to $0.68 per share.
Omega Healthcare Investors Q2 earnings top consensus on accretive investment activity (OHI:NYSE)
Omega Healthcare Investors (OHI) reported Q2 earnings and revenue that exceeded Wall Street estimates, driven by accretive investment activity and active portfolio management. The healthcare REIT increased its 2026 adjusted FFO per share guidance to $3.22-$3.26 and completed $126 million in new investments during the quarter, with further capital allocation expected.
Quantinno Capital Management LP Purchases 694,426 Shares of Omega Healthcare Investors, Inc. $OHI
Quantinno Capital Management LP significantly increased its stake in Omega Healthcare Investors (NYSE:OHI) by 48.5% in the first quarter, purchasing an additional 694,426 shares. This brings their total holdings to 2,125,931 shares, valued at $93.16 million. Other institutional investors also adjusted their positions, and the company recently announced an increased quarterly dividend of $0.68 per share.
585,680 Shares in Omega Healthcare Investors, Inc. $OHI Bought by Eversept Partners LP
Eversept Partners LP recently acquired 585,680 shares of Omega Healthcare Investors (NYSE:OHI) valued at approximately $25.7 million, making it their 19th largest portfolio position. Institutional investors collectively own 65.25% of the REIT. Despite the company missing its EPS consensus, it reported a 16.7% year-over-year revenue increase and raised its quarterly dividend to $0.68 per share, resulting in a 5.3% yield.
Sei Investments Co. Raises Stake in Omega Healthcare Investors, Inc. $OHI
Sei Investments Co. increased its stake in Omega Healthcare Investors, Inc. (NYSE:OHI) by 10.8% in Q1 2026, bringing its total holdings to 922,037 shares valued at $40.4 million. Despite reporting revenue growth of 16.7% year-over-year, Omega Healthcare Investors missed EPS estimates, reporting $0.47 against a consensus of $0.49. The company also announced a quarterly dividend increase to $0.68 per share, representing a 5.3% annualized yield, while analysts maintain a "Hold" rating with an average price target of $48.50.
Public Employees Retirement System of Ohio Trims Stake in Omega Healthcare Investors, Inc. $OHI
The Public Employees Retirement System of Ohio has reduced its stake in Omega Healthcare Investors (OHI) by 13.4% in the first quarter, selling 67,335 shares and retaining 435,353 shares valued at approximately $19.1 million. Despite this trimming, other institutional investors increased their holdings in OHI. Omega Healthcare Investors reported mixed Q1 results, with EPS missing estimates but revenue exceeding expectations and raising its quarterly dividend to $0.68 per share, while analysts maintain a "Hold" consensus rating with an average target price of $48.50.
Caxton Associates LLP Invests $1.70 Million in Omega Healthcare Investors, Inc. $OHI
Caxton Associates LLP has initiated a new position in Omega Healthcare Investors (OHI) by purchasing 38,738 shares valued at approximately $1.70 million during the first quarter. This investment is part of a broader trend of increased institutional interest in OHI, with institutional investors now holding 65.25% of the company. Omega Healthcare Investors also recently raised its quarterly dividend to $0.68 per share, resulting in a 5.3% yield, though its payout ratio is high at 129.47%.
How Omega’s Dividend Hike and Return to Growth Policy Will Impact Omega Healthcare Investors (OHI) Investors
Omega Healthcare Investors (OHI) has increased its quarterly dividend to US$0.68 per share, signaling a return to a consistent dividend growth policy. This decision is based on growth in funds available for distribution and expectations of continued operational progress. The article discusses how this will impact investors, highlighting the company's investment narrative, its reliance on skilled nursing and assisted living operators, and upcoming revenue and earnings forecasts.
How Omega’s Dividend Hike and Return to Growth Policy Will Impact Omega Healthcare Investors (OHI) Investors
Omega Healthcare Investors (OHI) recently increased its quarterly dividend to US$0.68 per share, signaling a return to a consistent dividend growth policy. This move reflects management's confidence in the company's cash flow, although the investment narrative remains tied to stable tenant performance in skilled nursing and assisted living. Investors should consider various perspectives on the company's fair value and the ongoing risks related to tenant creditworthiness.
Omega Healthcare Investors Increases Quarterly Dividend of $0.68 per Share Payable August 14, to Shareholders of record August 3
Omega Healthcare Investors has announced an increase in its quarterly dividend to $0.68 per share. This dividend will be payable on August 14, 2026, to shareholders of record as of August 3, 2026. The company, a real estate investment trust focused on healthcare properties, continues to show regular dividend distributions.
