UBS Group AG Purchases 426,409 Shares of Omega Healthcare Investors, Inc. $OHI

Key Points

• UBS Group AG increased its stake in Omega Healthcare Investors by 30.4% in Q4, buying 426,409 shares to hold 1,828,655 shares (about $81.08 million or ~0.62% of the company).
• Omega Healthcare announced a quarterly dividend of $0.67 (ex-dividend May 4, payable May 15), equal to an annualized $2.68 and a ~5.7% yield, with a high payout ratio of 129.47%.
• In the latest quarter the REIT reported $0.47 EPS (missing consensus $0.49) but revenue of $322.96M beat estimates, set FY2026 guidance of 3.190–3.250 EPS, and carries a MarketBeat consensus rating of "Hold" with an average target of $48.00.

UBS Group AG boosted its position in Omega Healthcare Investors, Inc. (NYSE:OHI - Free Report) by 30.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,828,655 shares of the real estate investment trust's stock after purchasing an additional 426,409 shares during the period. UBS Group AG owned approximately 0.62% of Omega Healthcare Investors worth $81,083,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the business. Smartleaf Asset Management LLC lifted its stake in shares of Omega Healthcare Investors by 40.9% during the 2nd quarter. Smartleaf Asset Management LLC now owns 924 shares of the real estate investment trust's stock worth $34,000 after acquiring an additional 268 shares during the last quarter. True Wealth Design LLC grew its position in Omega Healthcare Investors by 273.5% in the 3rd quarter. True Wealth Design LLC now owns 1,113 shares of the real estate investment trust's stock valued at $47,000 after acquiring an additional 815 shares during the last quarter. V Square Quantitative Management LLC purchased a new stake in Omega Healthcare Investors in the fourth quarter worth $47,000. Thurston Springer Miller Herd & Titak Inc. increased its stake in Omega Healthcare Investors by 823.3% in 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 bought a new stake in shares of Omega Healthcare Investors during the third quarter worth $59,000. Hedge funds and other institutional investors own 65.25% of the company's stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Scotiabank boosted their target price on shares of Omega Healthcare Investors from $45.00 to $48.00 and gave the company a "sector perform" rating in a research note on Monday, March 2nd. Truist Financial raised their price target on shares of Omega Healthcare Investors from $46.00 to $48.00 and gave the stock a "hold" rating in a research note on Thursday, March 5th. Weiss Ratings raised shares of Omega Healthcare Investors from a "buy (b+)" rating to a "buy (a-)" rating in a research report on Tuesday, April 21st. Citigroup upped their target price on shares of Omega Healthcare Investors from $50.00 to $52.00 and gave the stock a "buy" rating in a research note on Friday. Finally, BMO Capital Markets lowered shares of Omega Healthcare Investors from an "outperform" rating to a "market perform" rating and set a $45.00 target price on the stock. in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $48.00.

Omega Healthcare Investors Price Performance

OHI opened at $47.01 on Monday. The company has a market capitalization of $14.00 billion, a price-to-earnings ratio of 22.71, a PEG ratio of 2.10 and a beta of 0.59. The company has a current ratio of 5.32, a quick ratio of 5.32 and a debt-to-equity ratio of 0.81. Omega Healthcare Investors, Inc. has a 12-month low of $35.08 and a 12-month high of $49.14. The business's fifty day simple moving average is $46.38 and its 200-day simple moving average is $44.87.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share 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 business had revenue of $322.96 million during the quarter, compared to analysts' expectations of $264.07 million. During the same period in the previous year, the company posted $0.75 EPS. Omega Healthcare Investors's revenue for the quarter 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, equities research analysts anticipate that Omega Healthcare Investors, Inc. will post 3.06 earnings per share for the current fiscal year.

Omega Healthcare Investors Announces Dividend

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