Csenge Advisory Group Makes New Investment in Omega Healthcare Investors, Inc. $OHI

Key Points

• Csenge Advisory Group acquired 44,296 shares of Omega Healthcare Investors worth approximately $2.1 million during the second quarter. Institutional investors collectively own 65.25% of OHI.
• Omega reported quarterly earnings of $1.19 per share and revenue of $328.25 million, exceeding analyst estimates; revenue increased 16.2% year over year. The company issued fiscal 2026 EPS guidance of $3.22–$3.26.
• OHI raised its quarterly dividend to $0.68 per share, equivalent to a 5.8% annualized yield. Analysts remain mixed, with an overall “Hold” rating and an average price target of $49.21.

Csenge Advisory Group bought a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 44,296 shares of the real estate investment trust's stock, valued at approximately $2,112,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. BNP Paribas Financial Markets increased its stake in shares of Omega Healthcare Investors by 91.9% in 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 during the period. CPC Advisors LLC acquired a new position in shares of Omega Healthcare Investors during the fourth quarter worth approximately $3,050,000. BOKF NA boosted its position in shares of 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 buying an additional 64,539 shares during the period. Oxbow Advisors LLC bought a new position in Omega Healthcare Investors in the 1st quarter worth approximately $7,373,000. Finally, Geode Capital Management LLC grew its holdings in 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 worth $377,648,000 after buying an additional 734,774 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company's stock.

Omega Healthcare Investors Stock Performance

Shares of OHI stock opened at $46.94 on Thursday. Omega Healthcare Investors, Inc. has a 1 year low of $39.26 and a 1 year high of $52.39. The stock has a market cap of $14.22 billion, a PE ratio of 16.76, a price-to-earnings-growth ratio of 1.88 and a beta of 0.57. The business's fifty day moving average is $48.13 and its 200-day moving average is $46.98.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share for the quarter, beating 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 business had revenue of $328.25 million during the quarter, compared to analyst estimates of $266.97 million. During the same quarter in the prior year, the firm posted $0.77 earnings per share. The company's 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. Equities research analysts predict 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 declared a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were issued a $0.68 dividend. This represents a $2.72 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date of this dividend was Monday, August 3rd. This is a positive change from Omega Healthcare Investors's previous quarterly dividend of $0.67. Omega Healthcare Investors's dividend payout ratio is currently 97.14%.

Analyst Upgrades and Downgrades

Several research firms recently commented on OHI. Cantor Fitzgerald raised their target price on Omega Healthcare Investors from $52.00 to $56.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Truist Financial decreased their price target on Omega Healthcare Investors from $48.00 to $46.00 and set a "hold" rating for the company in a research note on Tuesday, June 9th. Citigroup raised their price target on Omega Healthcare Investors from $52.00 to $58.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. Barclays started coverage on shares of Omega Healthcare Investors in a research note on Tuesday, July 7th. They set an "underweight" rating and a $51.00 price objective on the stock. Finally, Raymond James Financial started coverage on shares of Omega Healthcare Investors in a report on Tuesday, June 16th. They issued an "outperform" rating and a $50.00 price objective for the company. Six equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Omega Healthcare Investors presently has an average rating of "Hold" and an average 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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