Edgestream Partners L.P. Lowers Holdings in Omega Healthcare Investors, Inc. $OHI

Edgestream Partners L.P. trimmed its stake in Omega Healthcare Investors, Inc. (NYSE:OHI) by 20.6% during the 1st quarter, HoldingsChannel reports. The fund owned 80,848 shares of the real estate investment trust’s stock after selling 21,004 shares during the quarter. Edgestream Partners L.P.’s holdings in Omega Healthcare Investors were worth $3,543,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. BNP Paribas Financial Markets grew its position in Omega Healthcare Investors by 91.9% during the 4th quarter. BNP Paribas Financial Markets now owns 389,305 shares of the real estate investment trust’s stock valued at $17,262,000 after purchasing an additional 186,399 shares during the last quarter. CPC Advisors LLC purchased a new position in Omega Healthcare Investors in the fourth quarter worth about $3,050,000. Oxbow Advisors LLC purchased a new position in Omega Healthcare Investors in the first quarter worth about $7,373,000. BOKF NA raised its holdings in Omega Healthcare Investors by 51.8% in the fourth quarter. BOKF NA now owns 189,095 shares of the real estate investment trust’s stock worth $8,384,000 after buying an additional 64,539 shares during the last quarter. Finally, Legal & General Group Plc lifted its stake in shares of Omega Healthcare Investors by 12.2% in the fourth quarter. Legal & General Group Plc now owns 1,996,204 shares of the real estate investment trust’s stock worth $88,512,000 after buying an additional 216,856 shares in the last quarter. 65.25% of the stock is owned by hedge funds and other institutional investors.

Omega Healthcare Investors Price Performance

Shares of NYSE:OHI opened at $50.80 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 5.32 and a current ratio of 6.03. The firm has a market cap of $15.13 billion, a price-to-earnings ratio of 18.14, a price-to-earnings-growth ratio of 2.16 and a beta of 0.58. The business has a 50-day simple moving average of $47.75 and a two-hundred day simple moving average of $46.67. Omega Healthcare Investors, Inc. has a fifty-two week low of $38.71 and a fifty-two week high of $52.39.

Omega Healthcare Investors (NYSE:OHI) last announced its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.68. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The firm had revenue of $328.25 million for the quarter, compared to the consensus estimate of $266.97 million. During the same quarter last year, the firm posted $0.77 EPS. The business’s quarterly revenue was up 16.2% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. On average, analysts expect that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current year.

Omega Healthcare Investors Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, August 3rd will be given a dividend of $0.68 per share. This represents a $2.72 dividend on an annualized basis and a yield of 5.4%. This is a positive change from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date is Monday, August 3rd. Omega Healthcare Investors’s payout ratio is currently 95.71%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on OHI shares. Weiss Ratings upgraded shares of Omega Healthcare Investors from a “buy (b)” rating to a “buy (b+)” rating in a report on Tuesday, June 30th. Citigroup restated a “market perform” rating on shares of Omega Healthcare Investors in a report on Monday, June 15th. UBS Group set a $47.00 price objective on Omega Healthcare Investors in a research report on Thursday, June 18th. BMO Capital Markets reiterated a “market perform” rating and set a $52.00 target price on shares of Omega Healthcare Investors in a research note on Monday, May 4th. Finally, Bank of America reissued an “underperform” rating and issued a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a report on Tuesday, April 14th. Five investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Omega Healthcare Investors has an average rating of “Hold” and a consensus price target of $48.79.

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.