222,362 Shares in Omega Healthcare Investors, Inc. $OHI Bought by The Manufacturers Life Insurance Company

Key Points

• The Manufacturers Life Insurance Company acquired 222,362 shares of Omega Healthcare Investors, valued at approximately $10.6 million, giving it a 0.07% stake. Institutional investors collectively own 65.25% of the REIT.
• Omega reported quarterly EPS of $1.19, exceeding the $0.51 consensus estimate, while revenue rose 16.2% year over year to $328.25 million. The company issued fiscal 2026 EPS guidance of $3.22–$3.26.
• Omega increased its quarterly dividend to $0.68 per share, equivalent to $2.72 annually and a 5.9% yield. Analysts maintain a consensus “Hold” rating with an average price target of $49.21.

The Manufacturers Life Insurance Company acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 222,362 shares of the real estate investment trust's stock, valued at approximately $10,602,000. The Manufacturers Life Insurance Company owned 0.07% of Omega Healthcare Investors at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. BNP Paribas Financial Markets increased its stake in shares of Omega Healthcare Investors by 91.9% during the fourth 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 in the last quarter. Oxbow Advisors LLC purchased a new position in shares of Omega Healthcare Investors in the first quarter worth $7,373,000. BOKF NA lifted its stake in Omega Healthcare Investors by 51.8% during the 4th quarter. BOKF NA now owns 189,095 shares of the real estate investment trust's stock valued at $8,384,000 after acquiring an additional 64,539 shares during the period. Geode Capital Management LLC lifted its position in Omega Healthcare Investors by 9.4% during 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 purchasing an additional 734,774 shares during the period. Finally, Legal & General Group Plc lifted its holdings in shares of Omega Healthcare Investors by 12.2% during the 4th quarter. Legal & General Group Plc now owns 1,996,204 shares of the real estate investment trust's stock valued at $88,512,000 after buying an additional 216,856 shares during the period. Institutional investors own 65.25% of the company's stock.

Omega Healthcare Investors Price Performance

Omega Healthcare Investors stock opened at $45.96 on Friday. The stock has a market cap of $13.93 billion, a price-to-earnings ratio of 16.41, a price-to-earnings-growth ratio of 1.86 and a beta of 0.57. The firm has a 50-day moving average of $48.35 and a two-hundred day moving average of $47.09. Omega Healthcare Investors, Inc. has a 1 year low of $39.26 and a 1 year high of $52.39.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The real estate investment trust reported $1.19 EPS for the quarter, topping the consensus estimate of $0.51 by $0.68. Omega Healthcare Investors had a return on equity of 15.76% and a net margin of 66.96%.The company had revenue of $328.25 million for the quarter, compared to the consensus estimate of $266.97 million. During the same period last year, the business posted $0.77 EPS. Omega Healthcare Investors's quarterly revenue was up 16.2% on a year-over-year basis. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Research analysts expect that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current year.

Omega Healthcare Investors Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders of record on Monday, August 3rd were paid a dividend of $0.68 per share. This is a boost from Omega Healthcare Investors's previous quarterly dividend of $0.67. This represents a $2.72 dividend on an annualized basis and a dividend yield of 5.9%. The ex-dividend date was Monday, August 3rd. Omega Healthcare Investors's payout ratio is 97.14%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on OHI shares. Royal Bank Of Canada raised their price objective on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a "sector perform" rating in a report on Monday, May 4th. Scotiabank cut their target price on Omega Healthcare Investors from $50.00 to $47.00 and set a "sector perform" rating for the company in a research report on Thursday, June 18th. Citigroup lifted their price target on shares of Omega Healthcare Investors from $52.00 to $58.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. Wells Fargo & Company upped their price objective on Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an "equal weight" rating in a report on Monday, June 1st. Finally, Cantor Fitzgerald upped their target price on shares of Omega Healthcare Investors from $52.00 to $56.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Six investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Omega Healthcare Investors currently has a consensus rating of "Hold" and a consensus target price of $49.21.

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.

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