Omega Healthcare Investors (NYSE:OHI) Updates FY 2026 Earnings Guidance

Omega Healthcare Investors (NYSE:OHI) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.150-3.250 for the period, compared to the consensus estimate of 2.460. The company issued revenue guidance of -.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Royal Bank Of Canada upped their price objective on Omega Healthcare Investors from $41.00 to $44.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 6th. Jefferies Financial Group reiterated a “hold” rating and set a $45.00 price objective on shares of Omega Healthcare Investors in a research note on Monday, December 15th. BMO Capital Markets lowered 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. Scotiabank lifted their price objective on Omega Healthcare Investors from $42.00 to $45.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Finally, Citigroup reiterated a “buy” rating and set a $50.00 price target (up from $45.00) on shares of Omega Healthcare Investors in a research report on Wednesday, November 12th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $46.82.

Omega Healthcare Investors Price Performance

Shares of NYSE:OHI traded up $0.01 during midday trading on Wednesday, hitting $42.94. The company’s stock had a trading volume of 2,787,669 shares, compared to its average volume of 1,940,608. Omega Healthcare Investors has a 12-month low of $35.04 and a 12-month high of $46.36. The company has a market cap of $12.69 billion, a P/E ratio of 14.07, a price-to-earnings-growth ratio of 1.38 and a beta of 0.57. The company has a debt-to-equity ratio of 0.95, a quick ratio of 7.11 and a current ratio of 7.11. The business’s 50 day simple moving average is $44.43 and its 200 day simple moving average is $42.58.

Omega Healthcare Investors (NYSE:OHI) last issued its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $0.80 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.01. Omega Healthcare Investors had a return on equity of 10.72% and a net margin of 46.83%.During the same period last year, the business earned $0.74 earnings per share. The firm’s revenue for the quarter was up 13.3% on a year-over-year basis. Omega Healthcare Investors has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts forecast that Omega Healthcare Investors will post 2.86 EPS for the current year.

Omega Healthcare Investors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th will be paid a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 6.2%. The ex-dividend date is Monday, February 9th. Omega Healthcare Investors’s dividend payout ratio is currently 149.72%.

Insider Buying and Selling at Omega Healthcare Investors

In related news, CIO Vikas Gupta purchased 11,500 shares of the company’s stock in a transaction that occurred on Thursday, November 6th. The shares were purchased at an average price of $42.97 per share, for a total transaction of $494,155.00. Following the transaction, the executive directly owned 13,773 shares of the company’s stock, valued at approximately $591,825.81. The trade was a 505.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Sivia Capital Partners LLC acquired a new position in shares of Omega Healthcare Investors in the 2nd quarter valued at approximately $257,000. Danske Bank A S acquired a new stake in Omega Healthcare Investors in the third quarter valued at $84,000. Smartleaf Asset Management LLC grew its holdings in 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 in the last quarter. Boothbay Fund Management LLC acquired a new stake in shares of Omega Healthcare Investors in the 3rd quarter valued at about $341,000. Finally, NorthRock Partners LLC grew its stake in Omega Healthcare Investors by 5.6% in the third quarter. NorthRock Partners LLC now owns 6,170 shares of the real estate investment trust’s stock worth $260,000 after purchasing an additional 326 shares in the last quarter. Institutional investors and hedge funds own 65.25% of the company’s stock.

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.