LDR Capital Management LLC Acquires 18,000 Shares of Omega Healthcare Investors, Inc. $OHI

LDR Capital Management LLC acquired a new position in Omega Healthcare Investors, Inc. (NYSE:OHI) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 18,000 shares of the real estate investment trust’s stock, valued at approximately $834,000. Omega Healthcare Investors makes up approximately 1.0% of LDR Capital Management LLC’s investment portfolio, making the stock its 24th largest position.

Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. bought a new position in Omega Healthcare Investors during the second quarter valued at about $1,838,155,000. Bank of New York Mellon Corp acquired a new stake in shares of Omega Healthcare Investors in the second quarter worth about $275,230,000. Bank of America Corp DE bought a new stake in shares of Omega Healthcare Investors during the 2nd quarter worth about $137,876,000. Legal & General Group Plc bought a new stake in shares of Omega Healthcare Investors during the 2nd quarter worth about $88,363,000. Finally, Jupiter Topco LLC bought a new stake in shares of Omega Healthcare Investors during the 2nd quarter worth about $50,271,000. 65.25% of the stock is owned by institutional investors and hedge funds.

Omega Healthcare Investors Trading Down 0.3%

NYSE:OHI opened at $45.07 on Thursday. The firm has a market capitalization of $13.66 billion, a PE ratio of 13.96, a PEG 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 firm’s fifty day simple moving average is $46.36 and its 200 day simple moving average is $46.91.

Omega Healthcare Investors (NYSE:OHI) last released its earnings results on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.68. The firm 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 business’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.77 EPS. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. As a group, analysts anticipate that Omega Healthcare Investors, Inc. will post 3.12 EPS 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 is a boost from Omega Healthcare Investors’s previous quarterly dividend of $0.67. This represents a $2.72 dividend on an annualized basis and a dividend yield of 6.0%. Omega Healthcare Investors’s dividend payout ratio is presently 97.14%.

Wall Street Analysts Forecast Growth

OHI has been the topic of a number of analyst reports. Wells Fargo & Company lowered their price objective on Omega Healthcare Investors from $49.00 to $48.00 and set an “equal weight” rating on the stock in a report on Tuesday, September 1st. Citigroup boosted their target price on Omega Healthcare Investors from $52.00 to $58.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. UBS Group reduced their target price on Omega Healthcare Investors from $54.00 to $52.00 and set a “buy” rating for the company in a report on Tuesday. Scotiabank decreased their target price on Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating for the company in a research report on Thursday, June 18th. Finally, Mizuho increased their price target on Omega Healthcare Investors from $45.00 to $46.00 and gave the company a “neutral” rating in a report on Monday, August 31st. Six analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Omega Healthcare Investors has a consensus rating of “Hold” and an average target price of $49.93.

Omega Healthcare Investors Profile

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.