18,000 Shares in Omega Healthcare Investors, Inc. $OHI Acquired by LDR Capital Management LLC

LDR Capital Management LLC acquired a new stake in Omega Healthcare Investors, Inc. (NYSE:OHI) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 18,000 shares of the real estate investment trust’s stock, valued at approximately $834,000. Omega Healthcare Investors accounts for 1.0% of LDR Capital Management LLC’s portfolio, making the stock its 24th biggest holding.

Several other hedge funds and other institutional investors have also modified their holdings of OHI. Fortitude Family Office LLC grew 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 worth $32,000 after acquiring an additional 234 shares during the last quarter. Ascentis Independent Advisors bought a new position in Omega Healthcare Investors during the first quarter worth $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in Omega Healthcare Investors during the 4th quarter valued at $37,000. MassMutual Private Wealth & Trust FSB raised its stake 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 valued at $43,000 after purchasing an additional 315 shares during the last quarter. Finally, Elevation Wealth Partners LLC raised its stake 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 valued at $44,000 after purchasing an additional 800 shares during the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Analysts Set New Price Targets

OHI has been the subject of a number of research reports. Mizuho increased their price target on shares of Omega Healthcare Investors from $45.00 to $46.00 and gave the company a “neutral” rating in a report on Monday, August 31st. Raymond James Financial restated an “outperform” rating and issued a $53.00 price target on shares of Omega Healthcare Investors in a research report on Tuesday, October 6th. Citigroup boosted their price objective on shares of Omega Healthcare Investors from $52.00 to $58.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Barclays cut their price objective on shares of Omega Healthcare Investors from $50.00 to $48.00 and set an “underweight” rating for the company in a research report on Tuesday. Finally, Scotiabank reduced their target price on shares of Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a research note on Thursday, June 18th. Six equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $49.93.

Omega Healthcare Investors Trading Down 0.3%

OHI opened at $45.07 on Thursday. The stock has a market cap of $13.66 billion, a PE ratio of 13.96, a P/E/G ratio of 1.83 and a beta of 0.53. Omega Healthcare Investors, Inc. has a 1 year low of $39.26 and a 1 year high of $52.39. The stock’s 50 day simple moving average is $46.36 and its 200-day simple moving average is $46.91.

Omega Healthcare Investors (NYSE:OHI) last issued its earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 EPS for the quarter, topping the consensus estimate of $0.51 by $0.68. The firm had revenue of $328.25 million during the quarter, compared to analysts’ expectations of $266.97 million. Omega Healthcare Investors had a return on equity of 15.76% and a net margin of 66.96%. Omega Healthcare Investors’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same period last year, the business earned $0.77 earnings per share. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Equities 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 firm also recently disclosed a quarterly dividend, which was paid on Friday, August 14th. Stockholders 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 dividend on an annualized basis and a dividend yield of 6.0%. This is a positive change from Omega Healthcare Investors’s previous quarterly dividend of $0.67. Omega Healthcare Investors’s dividend payout ratio is currently 97.14%.

About Omega Healthcare Investors

Omega Healthcare Investors, Inc is a real estate investment trust (REIT) focused on healthcare facilities, with an emphasis on skilled nursing and assisted living properties. The company owns or invests in healthcare real estate and leases its properties to operators that provide care and related services to residents.

Omega generally uses long-term, predominantly triple-net lease arrangements, under which tenants are responsible for many property-level expenses, including maintenance, insurance and taxes.