Mitsubishi UFJ Asset Management Co. Ltd. Takes Position in Omega Healthcare Investors, Inc. $OHI

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) in the second quarter, Holdings Channel reports. The firm acquired 255,444 shares of the real estate investment trust’s stock, valued at approximately $12,180,000.

Several other large investors have also recently added to or reduced their stakes in the business. Resources Management Corp CT ADV boosted its position in Omega Healthcare Investors by 300.0% in the 4th quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 450 shares during the period. Smartleaf Asset Management LLC increased its position in shares of Omega Healthcare Investors by 40.9% during the second quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after acquiring an additional 268 shares during the period. Ascentis Independent Advisors purchased a new stake in shares of Omega Healthcare Investors during the first quarter worth $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Omega Healthcare Investors in the fourth quarter valued at $37,000. Finally, Rothschild Investment LLC raised its stake in shares of 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 valued at $42,000 after acquiring an additional 698 shares in the last quarter. 65.25% of the stock is owned by hedge funds and other institutional investors.

Omega Healthcare Investors Trading Down 0.2%

Shares of OHI stock opened at $46.81 on Friday. The firm has a fifty day moving average price of $48.16 and a 200 day moving average price of $47.00. The company has a market cap of $14.18 billion, a P/E ratio of 16.72, a PEG ratio of 1.90 and a beta of 0.57. Omega Healthcare Investors, Inc. has a 12 month low of $39.26 and a 12 month high of $52.39.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.51 by $0.68. The company had revenue of $328.25 million for the quarter, compared to analysts’ expectations of $266.97 million. Omega Healthcare Investors had a return on equity of 15.76% and a net margin of 66.96%.Omega Healthcare Investors’s quarterly revenue was up 16.2% on a year-over-year basis. During the same period last year, the firm earned $0.77 earnings per share. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. On average, equities analysts forecast that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current year.

Omega Healthcare Investors Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were given a dividend of $0.68 per share. This is a boost from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date of this dividend was Monday, August 3rd. This represents a $2.72 annualized dividend and a dividend yield of 5.8%. Omega Healthcare Investors’s dividend payout ratio is 97.14%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on OHI shares. 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. Royal Bank Of Canada increased their price target on Omega Healthcare Investors from $47.00 to $48.00 and gave the company a “sector perform” rating in a research report on Monday, May 4th. Cantor Fitzgerald lifted their price objective on Omega Healthcare Investors from $52.00 to $56.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Barclays initiated coverage on Omega Healthcare Investors in a research report on Tuesday, July 7th. They set an “underweight” rating and a $51.00 price objective for the company. Finally, Wells Fargo & Company upped their target price on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research note on Monday, June 1st. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $49.21.

Omega Healthcare Investors 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.