Omega Healthcare Investors, Inc. $OHI Holdings Increased by Sound Income Strategies LLC

Key Points

• Sound Income Strategies LLC increased its Omega Healthcare Investors stake by 1,616% in the third quarter, acquiring 220,389 additional shares for a total holding of 234,027 shares valued at approximately $10.3 million.
• Omega Healthcare Investors reported quarterly revenue of $328.25 million and EPS of $1.19, exceeding analyst estimates, while revenue rose 16.2% year over year. The company issued fiscal 2026 EPS guidance of $3.22–$3.26.
• The REIT raised its quarterly dividend from $0.67 to $0.68 per share, equivalent to a $2.72 annualized payout and a 6.1% yield. Analysts maintain a consensus “Hold” rating with an average price target of $49.71.

Sound Income Strategies LLC increased its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 1,616.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 234,027 shares of the real estate investment trust's stock after acquiring an additional 220,389 shares during the period. Sound Income Strategies LLC owned about 0.08% of Omega Healthcare Investors worth $10,330,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of OHI. BlackRock Inc. purchased a new stake in Omega Healthcare Investors in the 2nd quarter worth approximately $1,838,155,000. Bank of New York Mellon Corp purchased a new position in shares of Omega Healthcare Investors during the 2nd quarter valued at approximately $275,230,000. Dimensional Fund Advisors LP increased its holdings in shares of Omega Healthcare Investors by 2.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 4,423,120 shares of the real estate investment trust's stock valued at $193,824,000 after purchasing an additional 108,736 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Omega Healthcare Investors by 3.6% in the 1st quarter. Bank of America Corp DE now owns 3,794,730 shares of the real estate investment trust's stock valued at $166,285,000 after purchasing an additional 131,000 shares during the period. Finally, Centersquare Investment Management LLC boosted its holdings in Omega Healthcare Investors by 1.4% during the fourth quarter. Centersquare Investment Management LLC now owns 3,347,215 shares of the real estate investment trust's stock worth $148,416,000 after buying an additional 47,020 shares in the last quarter. 65.25% of the stock is currently owned by hedge funds and other institutional investors.

Omega Healthcare Investors Trading Up 0.6%

OHI traded up $0.25 during midday trading on Friday, hitting $44.39. 1,379,554 shares of the company traded hands, compared to its average volume of 2,088,991. The business has a 50 day simple moving average of $46.71 and a two-hundred day simple moving average of $46.90. Omega Healthcare Investors, Inc. has a 52-week low of $39.26 and a 52-week high of $52.39. The company has a market capitalization of $13.45 billion, a price-to-earnings ratio of 15.86, a PEG ratio of 1.77 and a beta of 0.53.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last released its earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 EPS for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $266.97 million. During the same quarter in the previous year, the company earned $0.77 earnings per share. The company's quarterly 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 anticipate that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current year.

Omega Healthcare Investors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were issued a dividend of $0.68 per share. 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. This represents a $2.72 dividend on an annualized basis and a dividend yield of 6.1%. Omega Healthcare Investors's payout ratio is currently 97.14%.

Analysts Set New Price Targets

A number of research firms have weighed in on OHI. Weiss Ratings reaffirmed a "buy (b+)" rating on shares of Omega Healthcare Investors in a report on Friday, September 25th. Raymond James Financial reissued an "outperform" rating and set a $53.00 target price on shares of Omega Healthcare Investors in a research note on Tuesday. Mizuho raised their target price on Omega Healthcare Investors from $45.00 to $46.00 and gave the company a "neutral" rating in a research report on Monday, August 31st. Cantor Fitzgerald lifted their price target on Omega Healthcare Investors from $52.00 to $56.00 and gave the company an "overweight" rating in a research note on Friday, July 31st. Finally, Barclays lowered their price target on Omega Healthcare Investors from $51.00 to $50.00 and set an "underweight" rating on the stock in a research report on Monday, August 31st. Six analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $49.71.

Omega Healthcare Investors Profile

Omega Healthcare Investors, Inc is a real estate investment trust (REIT) focused on healthcare facilities, with an emphasis on skilled nursing and assisted living properties. The company owns or invests in healthcare real estate and leases its properties to operators that provide care and related services to residents.

Omega generally uses long-term, predominantly triple-net lease arrangements, under which tenants are responsible for many property-level expenses, including maintenance, insurance and taxes.

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