Omega Healthcare Investors, Inc. $OHI Stock Acquired by International Assets Investment Management LLC

Key Points

• International Assets Investment Management increased its Omega Healthcare Investors stake by 191.3% in the third quarter, adding 22,076 shares to hold 33,617 shares valued at about $1.56 million.
• Omega reported quarterly EPS of $0.82, beating the $0.47 analyst estimate, and revenue of $340.55 million, above forecasts but down 3% year over year.
• The REIT announced a quarterly dividend of $0.68 per share, equivalent to $2.72 annually and a 5.7% yield. Analysts’ consensus rating was Hold, with a $49.93 average price target.

International Assets Investment Management LLC raised its position in Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 191.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,617 shares of the real estate investment trust's stock after purchasing an additional 22,076 shares during the quarter. International Assets Investment Management LLC's holdings in Omega Healthcare Investors were worth $1,557,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the company. Fortitude Family Office LLC increased its stake in shares of Omega Healthcare Investors by 50.3% in the third quarter. Fortitude Family Office LLC now owns 699 shares of the real estate investment trust's stock valued at $32,000 after buying an additional 234 shares during the period. Ascentis Independent Advisors bought a new position in Omega Healthcare Investors in the 1st quarter valued at approximately $35,000. Latitude Advisors LLC acquired a new stake in Omega Healthcare Investors during the 3rd quarter worth approximately $35,000. MassMutual Private Wealth & Trust FSB boosted its position in Omega Healthcare Investors by 53.3% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 906 shares of the real estate investment trust's stock worth $43,000 after buying an additional 315 shares during the period. Finally, Elevation Wealth Partners LLC boosted its position in Omega Healthcare Investors by 645.2% during the 2nd quarter. Elevation Wealth Partners LLC now owns 924 shares of the real estate investment trust's stock worth $44,000 after buying an additional 800 shares during the period. 65.25% of the stock is owned by institutional investors and hedge funds.

Omega Healthcare Investors Stock Performance

Omega Healthcare Investors stock opened at $47.60 on Wednesday. The firm has a market cap of $14.42 billion, a price-to-earnings ratio of 17.00, a PEG ratio of 1.90 and a beta of 0.56. Omega Healthcare Investors, Inc. has a 52-week low of $41.53 and a 52-week high of $52.39. The firm has a 50 day moving average price of $46.18 and a two-hundred day moving average price of $46.63.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last posted its quarterly earnings data on Tuesday, November 3rd. The real estate investment trust reported $0.82 EPS for the quarter, beating analysts' consensus estimates of $0.47 by $0.35. The company had revenue of $340.55 million for the quarter, compared to analyst estimates of $269.16 million. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The company's quarterly revenue was down 3.0% on a year-over-year basis. During the same period in the prior year, the firm posted $0.79 EPS. As a group, equities research analysts predict that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current fiscal year.

Omega Healthcare Investors Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Thursday, November 5th will be given a $0.68 dividend. The ex-dividend date of this dividend is Thursday, November 5th. This represents a $2.72 annualized dividend and a dividend yield of 5.7%. Omega Healthcare Investors's dividend payout ratio (DPR) is 97.14%.

Trending Headlines about Omega Healthcare Investors

Here are the key news stories impacting Omega Healthcare Investors this week:

• Positive Sentiment: Third-quarter funds from operations were $0.82 per share, ahead of the Zacks consensus estimate of $0.81 and up from $0.79 a year earlier. Revenue also exceeded estimates, though it was down 3% year over year according to the reported results. Read More.
• Positive Sentiment: OHI raised its 2026 adjusted FFO guidance to $3.28–$3.30 per share, above the cited FactSet estimate of $3.26, signaling management expects stronger full-year performance. Read More.
• Positive Sentiment: Reports also highlighted increased funds available for distribution and reduced leverage, supporting the REIT’s financial flexibility and ability to fund shareholder distributions. Read More.
• Negative Sentiment: Quarterly revenue was reported down 3% year over year, a sign that growth remains uneven despite the estimate beat. Read More.

Wall Street Analysts Forecast Growth

OHI has been the topic of a number of research reports. Mizuho boosted their target price on shares of Omega Healthcare Investors from $45.00 to $46.00 and gave the stock a "neutral" rating in a report on Monday, August 31st. Wall Street Zen raised shares of Omega Healthcare Investors from a "hold" rating to a "buy" rating in a research note on Saturday, October 17th. Cantor Fitzgerald raised their price target on shares of Omega Healthcare Investors from $52.00 to $56.00 and gave the company an "overweight" rating in a research note on Friday, July 31st. Raymond James Financial reiterated an "outperform" rating and set a $53.00 price target on shares of Omega Healthcare Investors in a report on Tuesday, October 6th. Finally, Weiss Ratings reissued a "buy (b+)" rating on shares of Omega Healthcare Investors in a research note on Friday, September 25th. Seven equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $49.93.

Omega Healthcare Investors Company Profile

Omega Healthcare Investors, Inc is a real estate investment trust focused on the healthcare sector. The company invests in and owns healthcare facilities, with a primary emphasis on skilled nursing and assisted living properties.

Omega generally leases its properties to healthcare operators under long-term agreements, supporting services for seniors and individuals who require post-acute, rehabilitative, or long-term care. Its portfolio has also included other healthcare-related properties, such as continuing care retirement communities and specialty facilities.

Founded in 1992 and headquartered in Hunt Valley, Maryland, Omega serves healthcare operators across the United States and the United Kingdom.

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