BNP Paribas Financial Markets Grows Stake in Omega Healthcare Investors, Inc. $OHI

BNP Paribas Financial Markets grew its position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) by 91.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 389,305 shares of the real estate investment trust’s stock after purchasing an additional 186,399 shares during the period. BNP Paribas Financial Markets’ holdings in Omega Healthcare Investors were worth $17,262,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the company. CPC Advisors LLC purchased a new position in Omega Healthcare Investors in the fourth quarter worth $3,050,000. JPMorgan Chase & Co. grew its position in Omega Healthcare Investors by 77.9% in the third quarter. JPMorgan Chase & Co. now owns 3,417,240 shares of the real estate investment trust’s stock worth $144,278,000 after acquiring an additional 1,496,059 shares in the last quarter. Bright Futures Wealth Management LLC. purchased a new position in Omega Healthcare Investors in the third quarter worth $458,000. Pensionfund PDN purchased a new position in Omega Healthcare Investors in the fourth quarter worth $2,053,000. Finally, Oppenheimer Asset Management Inc. lifted its stake in Omega Healthcare Investors by 765.0% in the third quarter. Oppenheimer Asset Management Inc. now owns 86,651 shares of the real estate investment trust’s stock worth $3,658,000 after purchasing an additional 76,634 shares during the last quarter. 65.25% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have weighed in on the stock. Royal Bank Of Canada boosted their price target on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a “sector perform” rating in a research note on Monday, May 4th. Citigroup boosted their price target on shares of Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. BMO Capital Markets reissued a “market perform” rating and issued a $52.00 price target 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 price target (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Finally, Truist Financial upped their price objective on shares of Omega Healthcare Investors from $46.00 to $48.00 and gave the company a “hold” rating in a research note on Thursday, March 5th. Six analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Omega Healthcare Investors currently has an average rating of “Hold” and a consensus price target of $49.17.

Omega Healthcare Investors Price Performance

OHI stock opened at $44.53 on Friday. 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 cap of $13.26 billion, a P/E ratio of 21.51, a PEG ratio of 1.91 and a beta of 0.58. The firm has a 50-day moving average of $46.28 and a 200 day moving average of $45.72. 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 (NYSE:OHI) last released its quarterly earnings results 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). Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The company had revenue of $322.96 million during the quarter, compared to the consensus estimate of $264.07 million. During the same period in the previous year, the company earned $0.75 earnings per share. Omega Healthcare Investors’s quarterly revenue was up 16.7% on a year-over-year basis. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, sell-side analysts forecast that Omega Healthcare Investors, Inc. will post 3.07 EPS for the current year.

Omega Healthcare Investors Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors 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 6.0%. The ex-dividend date of this dividend was Monday, May 4th. Omega Healthcare Investors’s dividend 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.