Columbus Macro LLC Buys 16,157 Shares of Omega Healthcare Investors, Inc. $OHI

Columbus Macro LLC increased its stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI) by 6.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 263,660 shares of the real estate investment trust’s stock after purchasing an additional 16,157 shares during the period. Omega Healthcare Investors makes up approximately 1.2% of Columbus Macro LLC’s investment portfolio, making the stock its 17th largest holding. Columbus Macro LLC owned about 0.09% of Omega Healthcare Investors worth $12,210,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Ascentis Independent Advisors acquired a new position in Omega Healthcare Investors in the first quarter valued at about $35,000. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in Omega Healthcare Investors during the fourth quarter worth about $37,000. MassMutual Private Wealth & Trust FSB grew its position in shares of 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 worth $43,000 after buying an additional 315 shares during the period. Elevation Wealth Partners LLC grew its position in shares of 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 worth $44,000 after buying an additional 800 shares during the period. Finally, Tompkins Financial Corp acquired a new position in shares of Omega Healthcare Investors during the 3rd quarter worth about $46,000. Institutional investors own 65.25% of the company’s stock.

Wall Street Analyst Weigh In

OHI has been the topic of a number of analyst reports. Scotiabank cut their price target on shares of Omega Healthcare Investors from $50.00 to $47.00 and set a “sector perform” rating on the stock in a research report on Thursday, June 18th. Barclays reduced their price objective on shares of Omega Healthcare Investors from $50.00 to $48.00 and set an “underweight” rating on the stock in a research note on Tuesday. Raymond James Financial reissued an “outperform” rating and set a $53.00 price objective on shares of Omega Healthcare Investors in a research note on Tuesday, October 6th. Weiss Ratings restated a “buy (b+)” rating on shares of Omega Healthcare Investors in a report on Friday, September 25th. Finally, Wells Fargo & Company lowered their target price on shares of Omega Healthcare Investors from $49.00 to $48.00 and set an “equal weight” rating for the company in a research note on Tuesday, September 1st. Six equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $49.93.

Omega Healthcare Investors Price Performance

Shares of Omega Healthcare Investors stock traded down $0.15 on Wednesday, hitting $45.07. The company had a trading volume of 1,351,562 shares, compared to its average volume of 2,076,831. The firm has a market capitalization of $13.66 billion, a P/E ratio of 16.10, a P/E/G ratio of 1.82 and a beta of 0.53. Omega Healthcare Investors, Inc. has a twelve month low of $39.26 and a twelve month high of $52.39. The stock has a 50-day moving average of $46.44 and a 200-day moving average of $46.91.

Omega Healthcare Investors (NYSE:OHI) last issued its quarterly earnings data on Wednesday, July 29th. The real estate investment trust reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.68. Omega Healthcare Investors had a net margin of 66.96% and a return on equity of 15.76%. The company had revenue of $328.25 million during the quarter, compared to the consensus estimate of $266.97 million. During the same quarter in the prior year, the firm earned $0.77 earnings per share. The firm’s revenue was up 16.2% compared to the same quarter last year. Omega Healthcare Investors has set its FY 2026 guidance at 3.220-3.260 EPS. Equities analysts predict that Omega Healthcare Investors, Inc. will post 3.12 EPS for the current year.

Omega Healthcare Investors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Monday, August 3rd were issued a dividend of $0.68 per share. This is a boost from Omega Healthcare Investors’s previous quarterly dividend of $0.67. The ex-dividend date was Monday, August 3rd. This represents a $2.72 dividend on an annualized basis and a yield of 6.0%. Omega Healthcare Investors’s dividend payout ratio is currently 97.14%.

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.