Horizon Investments LLC Reduces Stock Position in Omega Healthcare Investors, Inc. $OHI

Key Points

• Horizon Investments LLC reduced its stake in Omega Healthcare Investors by 19.3% in Q4, selling 29,658 shares and ending the period with 123,846 shares worth about $5.49 million per its SEC filing.
• Omega announced a quarterly dividend of $0.67 per share (annualized $2.68) with an ex-dividend date of May 4 and a yield of ~5.7%, though its dividend payout ratio is a high ~129.5%.
• MarketBeat shows a consensus rating of Hold with a $48 target amid mixed analyst views (Goldman Sachs "Buy" $54; BofA "Underperform" $46); the company reported Q1 EPS of $0.47 (miss) but revenue of $322.96M (beat) and gave FY2026 EPS guidance of 3.19–3.25.

Horizon Investments LLC reduced its position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 19.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,846 shares of the real estate investment trust's stock after selling 29,658 shares during the period. Horizon Investments LLC's holdings in Omega Healthcare Investors were worth $5,491,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Smartleaf Asset Management LLC boosted its holdings in shares of Omega Healthcare Investors by 40.9% during the second quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust's stock worth $34,000 after purchasing an additional 268 shares during the period. True Wealth Design LLC boosted its holdings in shares of Omega Healthcare Investors by 273.5% during the third quarter. True Wealth Design LLC now owns 1,113 shares of the real estate investment trust's stock worth $47,000 after purchasing an additional 815 shares during the period. V Square Quantitative Management LLC purchased a new stake in shares of Omega Healthcare Investors during the fourth quarter worth about $47,000. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Omega Healthcare Investors by 823.3% during the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,228 shares of the real estate investment trust's stock worth $54,000 after purchasing an additional 1,095 shares during the period. Finally, Addison Advisors LLC purchased a new stake in shares of Omega Healthcare Investors during the third quarter worth about $59,000. 65.25% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on OHI. Bank of America reiterated an "underperform" rating and set a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a report on Tuesday, April 14th. BMO Capital Markets lowered shares of Omega Healthcare Investors from an "outperform" rating to a "market perform" rating and set a $45.00 price objective for the company. in a report on Friday, January 9th. The Goldman Sachs Group began coverage on shares of Omega Healthcare Investors in a report on Friday, January 9th. They issued a "buy" rating and a $54.00 price objective for the company. Weiss Ratings upgraded shares of Omega Healthcare Investors from a "buy (b+)" rating to a "buy (a-)" rating in a report on Tuesday, April 21st. Finally, Wells Fargo & Company raised their price objective on shares of Omega Healthcare Investors from $45.00 to $47.00 and gave the stock an "equal weight" rating in a report on Thursday, March 26th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, Omega Healthcare Investors currently has a consensus rating of "Hold" and a consensus target price of $48.00.

Omega Healthcare Investors Stock Performance

Shares of OHI opened at $47.01 on Monday. The company has a debt-to-equity ratio of 0.81, a current ratio of 5.32 and a quick ratio of 5.32. Omega Healthcare Investors, Inc. has a one year low of $35.08 and a one year high of $49.14. The company has a 50-day simple moving average of $46.38 and a two-hundred day simple moving average of $44.87. The firm has a market capitalization of $14.00 billion, a PE ratio of 22.71, a price-to-earnings-growth ratio of 2.10 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 the consensus estimate of $0.49 by ($0.02). Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The company had revenue of $322.96 million during the quarter, compared to analysts' expectations of $264.07 million. During the same quarter last year, the business earned $0.75 earnings per share. The business's quarterly revenue was up 16.7% on a year-over-year basis. Omega Healthcare Investors has set its FY 2026 guidance at 3.190-3.250 EPS. On average, analysts anticipate that Omega Healthcare Investors, Inc. will post 3.06 EPS for the current fiscal year.

Omega Healthcare Investors Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 4th will be paid a dividend of $0.67 per share. The ex-dividend date of this dividend is Monday, May 4th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 5.7%. Omega Healthcare Investors's dividend payout ratio (DPR) is currently 129.47%.

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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