Louisiana State Employees Retirement System Buys Shares of 85,700 Omega Healthcare Investors, Inc. $OHI

Louisiana State Employees Retirement System bought a new position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 85,700 shares of the real estate investment trust’s stock, valued at approximately $3,755,000.

Several other institutional investors and hedge funds also recently modified their holdings of OHI. Resources Management Corp CT ADV grew its position in shares of Omega Healthcare Investors by 300.0% in the fourth quarter. Resources Management Corp CT ADV now owns 600 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 450 shares during the last quarter. Smartleaf Asset Management LLC raised its position in shares of Omega Healthcare Investors by 40.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 268 shares during the last quarter. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Omega Healthcare Investors during the 4th quarter worth approximately $37,000. Rothschild Investment LLC lifted its stake in Omega Healthcare Investors by 283.7% in the 4th quarter. Rothschild Investment LLC now owns 944 shares of the real estate investment trust’s stock valued at $42,000 after buying an additional 698 shares in the last quarter. Finally, Larson Financial Group LLC lifted its stake in Omega Healthcare Investors by 345.2% in the 4th quarter. Larson Financial Group LLC now owns 984 shares of the real estate investment trust’s stock valued at $44,000 after buying an additional 763 shares in the last quarter. Hedge funds and other institutional investors own 65.25% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Weiss Ratings cut Omega Healthcare Investors from a “buy (b+)” rating to a “buy (b)” rating in a report on Tuesday, June 16th. Citigroup restated a “market perform” rating on shares of Omega Healthcare Investors in a research report on Monday, June 15th. Scotiabank decreased their price objective on Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating on the stock in a research note on Thursday, June 18th. Bank of America reaffirmed an “underperform” rating and set a $46.00 price objective (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Finally, BMO Capital Markets reiterated a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a research report on Monday, May 4th. Five analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $48.31.

Omega Healthcare Investors Stock Performance

Shares of OHI opened at $48.21 on Friday. Omega Healthcare Investors, Inc. has a 1 year low of $35.70 and a 1 year high of $49.33. The company’s 50 day simple moving average is $46.46 and its 200 day simple moving average is $45.75. The company has a market capitalization of $14.36 billion, a price-to-earnings ratio of 23.29, a PEG ratio of 2.05 and a beta of 0.58. The company has a debt-to-equity ratio of 0.81, a quick ratio of 5.32 and a current ratio of 5.32.

Omega Healthcare Investors (NYSE:OHI) last released its earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 EPS for the quarter, missing the consensus estimate of $0.49 by ($0.02). The firm had revenue of $322.95 million during the quarter, compared to analysts’ expectations of $264.07 million. Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The firm’s revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.75 earnings per share. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, sell-side analysts predict that Omega Healthcare Investors, Inc. will post 3.1 EPS for the current year.

Omega Healthcare Investors Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Monday, May 4th were given a $0.67 dividend. The ex-dividend date of this dividend was Monday, May 4th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 5.6%. Omega Healthcare Investors’s payout ratio is currently 129.47%.

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.