Csenge Advisory Group Makes New $2.11 Million Investment in Omega Healthcare Investors, Inc. $OHI

Csenge Advisory Group purchased a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 44,296 shares of the real estate investment trust’s stock, valued at approximately $2,112,000.

A number of other institutional investors and hedge funds also recently modified their holdings of OHI. BNP Paribas Financial Markets raised its position in shares of Omega Healthcare Investors by 91.9% during the fourth quarter. BNP Paribas Financial Markets now owns 389,305 shares of the real estate investment trust’s stock worth $17,262,000 after purchasing an additional 186,399 shares during the period. CPC Advisors LLC acquired a new position in shares of Omega Healthcare Investors in the 4th quarter valued at $3,050,000. BOKF NA boosted its position in shares of Omega Healthcare Investors by 51.8% in the 4th quarter. BOKF NA now owns 189,095 shares of the real estate investment trust’s stock valued at $8,384,000 after purchasing an additional 64,539 shares during the period. Oxbow Advisors LLC acquired a new position in shares of Omega Healthcare Investors in the 1st quarter valued at $7,373,000. Finally, Geode Capital Management LLC increased its stake in Omega Healthcare Investors by 9.4% in the 4th quarter. Geode Capital Management LLC now owns 8,515,924 shares of the real estate investment trust’s stock worth $377,648,000 after purchasing an additional 734,774 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on OHI. BMO Capital Markets restated a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a report on Monday, May 4th. Truist Financial decreased their target price on shares of Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating for the company in a report on Tuesday, June 9th. Citigroup lifted 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 boosted their price target on shares of Omega Healthcare Investors from $47.00 to $48.00 and gave the company a “sector perform” rating in a report on Monday, May 4th. Finally, Barclays initiated coverage on shares of Omega Healthcare Investors in a research report on Tuesday, July 7th. They issued an “underweight” rating and a $51.00 price target for the company. Six equities research 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. Based on data from MarketBeat, Omega Healthcare Investors has an average rating of “Hold” and a consensus price target of $49.21.

Omega Healthcare Investors Trading Up 1.1%

Shares of NYSE OHI opened at $46.94 on Thursday. Omega Healthcare Investors, Inc. has a one year low of $39.26 and a one year high of $52.39. The business has a 50-day moving average price of $48.13 and a two-hundred day moving average price of $46.98. The firm has a market capitalization of $14.22 billion, a PE ratio of 16.76, a PEG ratio of 1.88 and a beta of 0.57.

Omega Healthcare Investors (NYSE:OHI) last posted its quarterly earnings results 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. The business had revenue of $328.25 million during the quarter, compared to analyst estimates of $266.97 million. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The firm’s revenue was up 16.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.77 earnings per share. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Research analysts anticipate that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current year.

Omega Healthcare Investors Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were paid a $0.68 dividend. The ex-dividend date was Monday, August 3rd. 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. Omega Healthcare Investors’s dividend payout ratio (DPR) is currently 97.14%.

About Omega Healthcare Investors

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.