Strategic Global Advisors LLC Makes New $1.18 Million Investment in Omega Healthcare Investors, Inc. $OHI

Key Points

• Strategic Global Advisors LLC acquired 24,839 shares of Omega Healthcare Investors in the second quarter, valued at approximately $1.18 million. Institutional investors now own 65.25% of OHI’s outstanding stock.
• Omega reported quarterly revenue of $328.25 million and EPS of $1.19, beating analyst estimates, while revenue increased 16.2% year over year. The company issued fiscal 2026 EPS guidance of $3.22–$3.26.
• Omega raised its quarterly dividend to $0.68 per share, equivalent to a 5.8% annualized yield. Analysts have a consensus “Hold” rating and an average price target of $49.21, compared with the stock’s recent price of $47.02.

Strategic Global Advisors LLC acquired a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 24,839 shares of the real estate investment trust's stock, valued at approximately $1,184,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of OHI. Royal Bank of Canada lifted its holdings in shares of Omega Healthcare Investors by 29.4% in the 1st quarter. Royal Bank of Canada now owns 144,339 shares of the real estate investment trust's stock worth $5,496,000 after purchasing an additional 32,798 shares in the last quarter. Focus Partners Wealth increased its stake in 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 valued at $756,000 after purchasing an additional 597 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Omega Healthcare Investors during the 2nd quarter valued at $257,000. Guggenheim Capital LLC raised its holdings 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 worth $1,077,000 after buying an additional 280 shares during the last quarter. Finally, First Trust Advisors LP raised its holdings 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 worth $7,077,000 after buying an additional 47,649 shares during the last quarter. Institutional investors own 65.25% of the company's stock.

Omega Healthcare Investors Trading Up 0.1%

Shares of NYSE:OHI opened at $47.02 on Thursday. The stock's fifty day simple moving average is $48.28 and its two-hundred day simple moving average is $47.09. 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 $14.25 billion, a PE ratio of 16.79, a price-to-earnings-growth ratio of 1.90 and a beta of 0.57.

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 earnings per share (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 firm had revenue of $328.25 million for the quarter, compared to the consensus estimate of $266.97 million. During the same period in the previous year, the firm earned $0.77 EPS. 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 forecast that Omega Healthcare Investors, Inc. will post 3.12 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Monday, August 3rd were issued a dividend of $0.68 per share. This represents a $2.72 annualized dividend and a yield of 5.8%. This is a boost from Omega Healthcare Investors's previous quarterly dividend of $0.67. The ex-dividend date was Monday, August 3rd. Omega Healthcare Investors's dividend payout ratio is presently 97.14%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on OHI shares. Cantor Fitzgerald raised their price objective 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. Citigroup boosted their target price on shares of Omega Healthcare Investors from $52.00 to $58.00 and gave the stock a "buy" rating in a research report on Tuesday, August 4th. Royal Bank Of Canada upped their target price on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the stock a "sector perform" rating in a report on Monday, May 4th. Wells Fargo & Company raised their price target on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the company an "equal weight" rating in a research report on Monday, June 1st. Finally, BMO Capital Markets reiterated a "market perform" rating and set a $52.00 price target on shares of Omega Healthcare Investors in a research note on Monday, May 4th. Six investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Omega Healthcare Investors currently has an average rating of "Hold" and a consensus target price of $49.21.

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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