Bokf Na Buys 64,539 Shares of Omega Healthcare Investors, Inc. $OHI

Key Points

• Bokf Na increased its stake in Omega Healthcare (NYSE:OHI) by 51.8%, buying 64,539 shares to hold 189,095 shares worth $8.384 million at quarter-end.
• Omega reported quarterly EPS of $0.47 (missing estimates by $0.02) while revenue rose 16.7% to $322.96 million; management set FY2026 guidance of 3.190–3.250 EPS and analysts average 3.06.
• Omega declared a quarterly dividend of $0.67 (annualized $2.68) for a yield of 5.8%, with an ex-dividend date of May 4 and payment on May 15, and a payout ratio of 129.47%.

Bokf Na lifted its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 51.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 189,095 shares of the real estate investment trust's stock after purchasing an additional 64,539 shares during the period. Bokf Na owned 0.06% of Omega Healthcare Investors worth $8,384,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Royal Bank of Canada increased its holdings in shares of Omega Healthcare Investors by 29.4% during the 1st quarter. Royal Bank of Canada now owns 144,339 shares of the real estate investment trust's stock worth $5,496,000 after acquiring an additional 32,798 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Omega Healthcare Investors by 3.1% during the 1st quarter. Focus Partners Wealth now owns 19,862 shares of the real estate investment trust's stock worth $756,000 after acquiring an additional 597 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Omega Healthcare Investors during the 2nd quarter worth approximately $257,000. Guggenheim Capital LLC increased its holdings in shares of Omega Healthcare Investors by 1.0% during the 2nd quarter. Guggenheim Capital LLC now owns 29,398 shares of the real estate investment trust's stock worth $1,077,000 after acquiring an additional 280 shares during the last quarter. Finally, First Trust Advisors LP increased its holdings in shares of Omega Healthcare Investors by 32.8% during the 2nd quarter. First Trust Advisors LP now owns 193,099 shares of the real estate investment trust's stock worth $7,077,000 after acquiring an additional 47,649 shares during the last quarter. Institutional investors own 65.25% of the company's stock.

Omega Healthcare Investors Stock Performance

Shares of NYSE OHI opened at $46.08 on Thursday. The company has a debt-to-equity ratio of 0.81, a current ratio of 5.32 and a quick ratio of 5.32. The stock's fifty day moving average price is $46.35 and its two-hundred day moving average price is $44.95. Omega Healthcare Investors, Inc. has a one year low of $35.08 and a one year high of $49.14. The firm has a market cap of $13.72 billion, a price-to-earnings ratio of 22.26, a P/E/G ratio of 2.06 and a beta of 0.59.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 EPS for the quarter, missing analysts' consensus estimates 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 firm had revenue of $322.96 million during the quarter, compared to analyst estimates of $264.07 million. During the same period in the prior year, the company earned $0.75 earnings per share. The business'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. On average, equities analysts forecast that Omega Healthcare Investors, Inc. will post 3.06 EPS for the current year.

Omega Healthcare Investors Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 4th will be issued a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date of this dividend is Monday, May 4th. Omega Healthcare Investors's dividend payout ratio is currently 129.47%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on OHI shares. Weiss Ratings raised Omega Healthcare Investors from a "buy (b+)" rating to a "buy (a-)" rating in a report on Tuesday, April 21st. Citigroup boosted their target price on Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a "buy" rating in a report on Friday, May 1st. UBS Group reissued a "buy" rating and set a $52.00 target price on shares of Omega Healthcare Investors in a report on Friday, February 6th. Scotiabank boosted their target price on Omega Healthcare Investors from $45.00 to $48.00 and gave the stock a "sector perform" rating in a report on Monday, March 2nd. Finally, BMO Capital Markets reissued a "market perform" rating and set a $52.00 target price on shares of Omega Healthcare Investors in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Omega Healthcare Investors currently has a consensus rating of "Hold" and an average price target of $48.67.

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.

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