Omega Healthcare Investors (NYSE:OHI) Issues Quarterly Earnings Results, Misses Expectations By $0.07 EPS

Key Points

• Omega Healthcare reported Q results of $0.47 EPS, missing the consensus of $0.54, but revenue beat at $322.96 million (vs. $266.12M expected) and the firm updated FY2026 guidance to 3.190–3.250 EPS.
• The company announced a quarterly dividend of $0.67 (annualized $2.68) for a 5.6% yield, while the payout ratio is a high 138.86%, which may raise sustainability concerns.
• Shares traded up to $47.46 on above-average volume, and analysts hold a consensus "Hold" rating with a $47.83 average price target.

Omega Healthcare Investors (NYSE:OHI - Get Free Report) announced its quarterly earnings data on Tuesday. The real estate investment trust reported $0.47 earnings per share for the quarter, missing the consensus estimate of $0.54 by ($0.07), FiscalAI reports. Omega Healthcare Investors had a return on equity of 11.35% and a net margin of 49.59%.The firm had revenue of $322.96 million during the quarter, compared to analysts' expectations of $266.12 million. Omega Healthcare Investors updated its FY 2026 guidance to 3.190-3.250 EPS.

Omega Healthcare Investors Price Performance

OHI stock traded up $0.79 during mid-day trading on Tuesday, reaching $47.46. 3,027,088 shares of the company traded hands, compared to its average volume of 2,044,340. The company has a debt-to-equity ratio of 0.78, a current ratio of 5.04 and a quick ratio of 5.04. The company has a market capitalization of $14.13 billion, a P/E ratio of 24.59, a P/E/G ratio of 2.07 and a beta of 0.59. Omega Healthcare Investors has a 52-week low of $35.08 and a 52-week high of $49.14. The company has a fifty day moving average price of $46.38 and a 200-day moving average price of $44.71.

Omega Healthcare Investors Dividend Announcement

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. This represents a $2.68 dividend on an annualized basis and a yield of 5.6%. The ex-dividend date of this dividend is Monday, May 4th. Omega Healthcare Investors's payout ratio is presently 138.86%.

Institutional Trading of Omega Healthcare Investors

A number of large investors have recently modified their holdings of the business. Compound Planning Inc. boosted its position in shares of Omega Healthcare Investors by 6.8% during the 4th quarter. Compound Planning Inc. now owns 19,207 shares of the real estate investment trust's stock valued at $852,000 after acquiring an additional 1,220 shares during the last quarter. Invesco Ltd. boosted its position in shares of Omega Healthcare Investors by 8.6% during the 4th quarter. Invesco Ltd. now owns 5,368,945 shares of the real estate investment trust's stock valued at $238,059,000 after acquiring an additional 424,024 shares during the last quarter. Corient Private Wealth LLC boosted its position in shares of Omega Healthcare Investors by 247.2% during the 4th quarter. Corient Private Wealth LLC now owns 208,473 shares of the real estate investment trust's stock valued at $9,244,000 after acquiring an additional 148,434 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of Omega Healthcare Investors by 23.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 154,446 shares of the real estate investment trust's stock valued at $6,848,000 after acquiring an additional 29,045 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in shares of Omega Healthcare Investors during the 4th quarter valued at about $332,000. Institutional investors own 65.25% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. The Goldman Sachs Group assumed coverage on Omega Healthcare Investors in a report on Friday, January 9th. They issued a "buy" rating and a $54.00 price objective for the company. Scotiabank lifted their target price on Omega Healthcare Investors from $45.00 to $48.00 and gave the company a "sector perform" rating in a report on Monday, March 2nd. Truist Financial lifted their target price on Omega Healthcare Investors from $46.00 to $48.00 and gave the company a "hold" rating in a report on Thursday, March 5th. Cantor Fitzgerald lifted their target price on Omega Healthcare Investors from $50.00 to $52.00 and gave the company an "overweight" rating in a report on Tuesday, February 10th. Finally, Royal Bank Of Canada lifted their target price on Omega Healthcare Investors from $44.00 to $47.00 and gave the company a "sector perform" rating in a report on Tuesday, February 10th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Omega Healthcare Investors presently has an average rating of "Hold" and a consensus price target of $47.83.

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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