Little House Capital LLC Acquires Shares of 18,193 Omega Healthcare Investors, Inc. $OHI

Little House Capital LLC acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,193 shares of the real estate investment trust’s stock, valued at approximately $797,000.

Several other hedge funds also recently made changes to their positions in the company. State Street Corp boosted its position in Omega Healthcare Investors by 4.8% during the 2nd quarter. State Street Corp now owns 14,591,873 shares of the real estate investment trust’s stock valued at $534,792,000 after buying an additional 671,473 shares during the period. Geode Capital Management LLC increased its position in shares of Omega Healthcare Investors by 9.4% in the fourth quarter. Geode Capital Management LLC now owns 8,515,924 shares of the real estate investment trust’s stock valued at $377,648,000 after acquiring an additional 734,774 shares during the period. Invesco Ltd. raised its stake in shares of Omega Healthcare Investors by 8.6% during the fourth quarter. Invesco Ltd. now owns 5,368,945 shares of the real estate investment trust’s stock valued at $238,059,000 after acquiring an additional 424,024 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Omega Healthcare Investors by 4.1% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 4,463,838 shares of the real estate investment trust’s stock worth $197,927,000 after purchasing an additional 174,062 shares during the period. Finally, Bank of New York Mellon Corp boosted its holdings in shares of Omega Healthcare Investors by 18.5% during the fourth quarter. Bank of New York Mellon Corp now owns 4,457,975 shares of the real estate investment trust’s stock worth $197,667,000 after purchasing an additional 696,759 shares during the period. 65.25% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

OHI has been the topic of several recent analyst reports. Barclays started coverage on Omega Healthcare Investors in a research note on Tuesday, July 7th. They issued an “underweight” rating and a $51.00 target price on the stock. UBS Group set a $47.00 price objective on Omega Healthcare Investors in a report on Thursday, June 18th. Citigroup reiterated a “market perform” rating on shares of Omega Healthcare Investors in a research report on Monday, June 15th. Wells Fargo & Company boosted 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. Finally, Scotiabank decreased their target price on Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a report on Thursday, June 18th. Five research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Omega Healthcare Investors has an average rating of “Hold” and a consensus price target of $48.50.

Omega Healthcare Investors Trading Up 0.6%

NYSE:OHI opened at $50.16 on Friday. The company has a 50-day moving average price of $47.17 and a 200-day moving average price of $46.22. The stock has a market cap of $14.94 billion, a price-to-earnings ratio of 24.23, a P/E/G ratio of 2.14 and a beta of 0.58. 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 12 month low of $37.70 and a 12 month high of $50.75.

Omega Healthcare Investors (NYSE:OHI) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share (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 $322.95 million for the quarter, compared to analysts’ expectations of $264.07 million. During the same quarter in the prior year, the firm earned $0.75 EPS. Omega Healthcare Investors’s quarterly revenue 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 analysts predict that Omega Healthcare Investors, Inc. will post 3.09 EPS for the current year.

Omega Healthcare Investors Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were given a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 5.3%. The ex-dividend date of this dividend was Monday, May 4th. Omega Healthcare Investors’s payout ratio is presently 129.47%.

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.