Commerce Bank Acquires Shares of 137,952 Omega Healthcare Investors, Inc. $OHI

Key Points

• Commerce Bank acquired 137,952 shares of Omega Healthcare Investors during the second quarter, worth approximately $6.58 million. Institutional investors collectively own 65.25% of OHI.
• Omega reported stronger-than-expected quarterly results, with $1.19 in earnings per share and $328.25 million in revenue, up 16.2% year over year. The company issued fiscal 2026 EPS guidance of $3.22–$3.26.
• Omega increased its quarterly dividend to $0.68 per share, or $2.72 annually, representing a 5.8% yield. Analysts maintain a consensus “Hold” rating with an average price target of $49.21.

Commerce Bank bought a new position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 137,952 shares of the real estate investment trust's stock, valued at approximately $6,578,000.

Other hedge funds also recently modified their holdings of the company. BNP Paribas Financial Markets lifted its holdings in shares of 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 worth $17,262,000 after acquiring an additional 186,399 shares during the period. BOKF NA lifted its stake in Omega Healthcare Investors by 51.8% during the fourth quarter. BOKF NA now owns 189,095 shares of the real estate investment trust's stock worth $8,384,000 after purchasing an additional 64,539 shares during the last quarter. Oxbow Advisors LLC bought a new stake in Omega Healthcare Investors during the first quarter worth $7,373,000. Geode Capital Management LLC boosted its holdings in shares of Omega Healthcare Investors by 9.4% in the 4th 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 in the last quarter. Finally, Legal & General Group Plc boosted its holdings in shares of Omega Healthcare Investors by 12.2% in 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 purchasing an additional 216,856 shares in the last quarter. Institutional investors own 65.25% of the company's stock.

Omega Healthcare Investors Price Performance

OHI stock opened at $46.66 on Monday. The company's 50-day moving average is $48.18 and its 200-day moving average is $47.02. The stock has a market capitalization of $14.14 billion, a PE ratio of 16.66, a price-to-earnings-growth ratio of 1.89 and a beta of 0.57. 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 posted its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share for the quarter, topping analysts' consensus estimates of $0.51 by $0.68. The business had revenue of $328.25 million for the quarter, compared to the consensus estimate of $266.97 million. Omega Healthcare Investors had a return on equity of 15.76% and a net margin of 66.96%.The firm's revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.77 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. On average, analysts anticipate that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

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

Wall Street Analysts Forecast Growth

OHI has been the subject of several research analyst reports. Weiss Ratings raised Omega Healthcare Investors from a "buy (b)" rating to a "buy (b+)" rating in a research note on Tuesday, June 30th. Citigroup boosted their price objective on shares of Omega Healthcare Investors from $52.00 to $58.00 and gave the stock a "buy" rating in a research note on Tuesday, August 4th. Barclays assumed coverage on shares of Omega Healthcare Investors in a research report on Tuesday, July 7th. They set an "underweight" rating and a $51.00 target price for the company. Scotiabank lowered their price objective 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. Finally, BMO Capital Markets reaffirmed 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. Six analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $49.21.

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.

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