NewEdge Advisors LLC Buys 26,945 Shares of Omega Healthcare Investors, Inc. $OHI

Key Points

• NewEdge Advisors increased its Omega Healthcare Investors stake by 81% in the first quarter, purchasing 26,945 additional shares for a total holding of 60,190 shares valued at approximately $2.64 million. Institutional investors collectively own 65.25% of OHI.
• Omega Healthcare Investors reported quarterly EPS of $1.19, well above 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 to $3.26.
• The REIT raised its quarterly dividend to $0.68 per share, equal to a $2.72 annualized payout and a 5.9% yield. Analysts maintain a consensus “Hold” rating with an average price target of $49.21.

NewEdge Advisors LLC increased its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 81.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,190 shares of the real estate investment trust's stock after purchasing an additional 26,945 shares during the quarter. NewEdge Advisors LLC's holdings in Omega Healthcare Investors were worth $2,638,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in shares of Omega Healthcare Investors by 29.4% during the first quarter. Royal Bank of Canada now owns 144,339 shares of the real estate investment trust's stock valued at $5,496,000 after buying an additional 32,798 shares during the last quarter. Focus Partners Wealth raised its stake 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 in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Omega Healthcare Investors during the 2nd quarter worth approximately $257,000. Guggenheim Capital LLC lifted its position in Omega Healthcare Investors by 1.0% during the second quarter. Guggenheim Capital LLC now owns 29,398 shares of the real estate investment trust's stock valued at $1,077,000 after acquiring an additional 280 shares during the last quarter. Finally, First Trust Advisors LP lifted its position in Omega Healthcare Investors by 32.8% during the second quarter. First Trust Advisors LP now owns 193,099 shares of the real estate investment trust's stock valued at $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 Trading Up 0.4%

Shares of Omega Healthcare Investors stock opened at $46.06 on Friday. The firm's 50 day simple moving average is $48.00 and its two-hundred day simple moving average is $46.89. The firm has a market capitalization of $13.96 billion, a price-to-earnings ratio of 16.45, a PEG ratio of 1.94 and a beta of 0.57. Omega Healthcare Investors, Inc. has a 12-month low of $39.26 and a 12-month high of $52.39.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last posted 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 net margin of 66.96% and a return on equity of 15.76%. The business had revenue of $328.25 million during the quarter, compared to the consensus estimate of $266.97 million. During the same period in the previous year, the firm posted $0.77 earnings per share. The business's revenue for the quarter was up 16.2% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. On average, sell-side analysts predict that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be paid a dividend of $0.68 per share. This represents a $2.72 annualized dividend and a yield of 5.9%. The ex-dividend date is Monday, August 3rd. This is a boost from Omega Healthcare Investors's previous quarterly dividend of $0.67. Omega Healthcare Investors's dividend payout ratio (DPR) is presently 97.14%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on OHI shares. Wells Fargo & Company raised their target price on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the company an "equal weight" rating in a research note on Monday, June 1st. Citigroup increased their price objective on Omega Healthcare Investors from $52.00 to $58.00 and gave the company a "buy" rating in a report on Tuesday, August 4th. BMO Capital Markets reissued a "market perform" rating and issued a $52.00 price objective on shares of Omega Healthcare Investors in a research report on Monday, May 4th. Cantor Fitzgerald boosted their target price on Omega Healthcare Investors from $52.00 to $56.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. Finally, Barclays started coverage on Omega Healthcare Investors in a research report on Tuesday, July 7th. They set an "underweight" rating and a $51.00 target price on the stock. Six research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target 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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