Fox Run Management L.L.C. Takes Position in Omega Healthcare Investors, Inc. $OHI

Fox Run Management L.L.C. bought a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 31,500 shares of the real estate investment trust’s stock, valued at approximately $1,397,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Smartleaf Asset Management LLC increased its stake in shares of Omega Healthcare Investors by 40.9% in the 2nd 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. Rothschild Investment LLC increased its position in Omega Healthcare Investors by 283.7% in the fourth quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock worth $42,000 after purchasing an additional 698 shares during the period. Larson Financial Group LLC increased its position in Omega Healthcare Investors by 345.2% in the fourth quarter. Larson Financial Group LLC now owns 984 shares of the real estate investment trust’s stock worth $44,000 after purchasing an additional 763 shares during the period. V Square Quantitative Management LLC acquired a new stake in Omega Healthcare Investors in the fourth quarter worth about $47,000. Finally, Clearstead Advisors LLC increased its position in Omega Healthcare Investors by 123.7% in the fourth quarter. Clearstead Advisors LLC now owns 1,199 shares of the real estate investment trust’s stock worth $53,000 after purchasing an additional 663 shares during the period. 65.25% of the stock is currently owned by institutional investors and hedge funds.

Omega Healthcare Investors Price Performance

Shares of OHI opened at $43.89 on Tuesday. The company has a current ratio of 5.32, a quick ratio of 5.32 and a debt-to-equity ratio of 0.81. Omega Healthcare Investors, Inc. has a 1 year low of $35.70 and a 1 year high of $49.33. The stock has a market cap of $13.07 billion, a P/E ratio of 21.20, a price-to-earnings-growth ratio of 1.91 and a beta of 0.58. The stock’s 50-day moving average price is $46.26 and its two-hundred day moving average price is $45.72.

Omega Healthcare Investors (NYSE:OHI) last issued its 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 for the quarter, compared to the consensus estimate of $264.07 million. During the same quarter last year, the business posted $0.75 EPS. 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, equities analysts predict that Omega Healthcare Investors, Inc. will post 3.07 earnings per share for the current year.

Omega Healthcare Investors Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 6.1%. The ex-dividend date was Monday, May 4th. Omega Healthcare Investors’s payout ratio is 129.47%.

Analyst Ratings Changes

OHI has been the subject of a number of research reports. Wells Fargo & Company lifted their price objective on Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research report on Monday, June 1st. Royal Bank Of Canada lifted their price objective on 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. Bank of America reiterated an “underperform” rating and issued a $46.00 price objective (down from $52.00) on shares of Omega Healthcare Investors in a research report on Tuesday, April 14th. Citigroup lifted their price objective on Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Weiss Ratings lowered Omega Healthcare Investors from a “buy (a-)” rating to a “buy (b+)” rating in a research report on Tuesday, June 2nd. Six analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $49.17.

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.