Omega Healthcare Investors, Inc. $OHI Shares Sold by Lazard Asset Management LLC

Lazard Asset Management LLC cut its position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) by 25.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 269,991 shares of the real estate investment trust’s stock after selling 90,494 shares during the quarter. Lazard Asset Management LLC’s holdings in Omega Healthcare Investors were worth $11,831,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Bogart Wealth LLC grew its position in shares of Omega Healthcare Investors by 2.3% in the fourth quarter. Bogart Wealth LLC now owns 10,461 shares of the real estate investment trust’s stock valued at $464,000 after purchasing an additional 237 shares during the period. GeoWealth Management LLC raised its holdings in shares of Omega Healthcare Investors by 1.3% during the third quarter. GeoWealth Management LLC now owns 18,850 shares of the real estate investment trust’s stock valued at $796,000 after acquiring an additional 239 shares during the last quarter. Community Bank of Raymore lifted its position in shares of Omega Healthcare Investors by 1.0% in the first quarter. Community Bank of Raymore now owns 26,540 shares of the real estate investment trust’s stock valued at $1,163,000 after acquiring an additional 260 shares in the last quarter. EntryPoint Capital LLC boosted its stake in shares of Omega Healthcare Investors by 2.7% in the fourth quarter. EntryPoint Capital LLC now owns 9,912 shares of the real estate investment trust’s stock worth $439,000 after acquiring an additional 260 shares during the last quarter. Finally, Checchi Capital Advisers LLC increased its position in shares of Omega Healthcare Investors by 3.3% during the fourth quarter. Checchi Capital Advisers LLC now owns 8,184 shares of the real estate investment trust’s stock worth $363,000 after purchasing an additional 262 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

Omega Healthcare Investors Stock Down 0.6%

Shares of NYSE:OHI opened at $51.32 on Thursday. The firm’s 50 day moving average price is $47.65 and its 200 day moving average price is $46.59. The stock has a market cap of $15.28 billion, a price-to-earnings ratio of 24.79, a price-to-earnings-growth ratio of 2.20 and a beta of 0.58. Omega Healthcare Investors, Inc. has a fifty-two week low of $38.59 and a fifty-two week high of $52.07. The company has a quick ratio of 5.32, a current ratio of 5.32 and a debt-to-equity ratio of 0.81.

Omega Healthcare Investors (NYSE:OHI) last released its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $0.47 earnings per share for the quarter, missing analysts’ consensus estimates of $0.49 by ($0.02). The company had revenue of $322.95 million for the quarter, compared to analyst estimates of $264.07 million. Omega Healthcare Investors had a return on equity of 11.86% and a net margin of 51.14%.The firm’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.75 EPS. As a group, equities research analysts predict that Omega Healthcare Investors, Inc. will post 3.09 earnings per share for the current fiscal year.

Omega Healthcare Investors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Monday, August 3rd will be paid a $0.68 dividend. This is an increase from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date is Monday, August 3rd. This represents a $2.72 annualized dividend and a dividend yield of 5.3%. Omega Healthcare Investors’s dividend payout ratio (DPR) is 129.47%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on OHI shares. Wells Fargo & Company raised their target price on shares of Omega Healthcare Investors from $47.00 to $49.00 and gave the stock an “equal weight” rating in a research note on Monday, June 1st. UBS Group set a $47.00 price target on Omega Healthcare Investors in a report on Thursday, June 18th. BMO Capital Markets reissued a “market perform” rating and set a $52.00 price objective on shares of Omega Healthcare Investors in a research note on Monday, May 4th. Truist Financial dropped their target price on Omega Healthcare Investors from $48.00 to $46.00 and set a “hold” rating for the company in a report on Tuesday, June 9th. Finally, Bank of America reaffirmed an “underperform” rating and issued a $46.00 target price (down from $52.00) on shares of Omega Healthcare Investors in a research note on Tuesday, April 14th. Five investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Omega Healthcare Investors has an average rating of “Hold” and a consensus price target of $48.50.

Key Headlines Impacting Omega Healthcare Investors

Here are the key news stories impacting Omega Healthcare Investors this week:

• Positive Sentiment: FFO and revenue exceeded expectations. Second-quarter funds from operations (FFO) came in at $0.83 per share, up from $0.77 a year earlier and above the $0.80 consensus estimate. Revenue rose 16.2% year over year to $328.25 million, surpassing analysts’ $266.97 million forecast. Omega Healthcare Investors Q2 FFO and Revenues Beat Estimates
• Positive Sentiment: Full-year guidance was raised or reaffirmed above consensus. OHI provided fiscal 2026 EPS guidance of $3.22 to $3.26, compared with the analyst consensus of approximately $3.10. This suggests management expects continued operating momentum and supports the earnings outlook. Omega Reports Second Quarter 2026 Results and Recent Developments
• Positive Sentiment: Accretive investment activity contributed to the results. Reports attributed the earnings beat partly to investments expected to generate attractive returns, potentially supporting future revenue and FFO growth. Omega Healthcare Investors Q2 earnings top consensus on accretive investment activity
• Neutral Sentiment: OHI shares have been trading close to their 52-week high, with momentum supported by results but valuation and profit-taking potentially limiting near-term upside. The stock’s relatively low beta may also reduce sensitivity to broader market swings.

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.