Omega Healthcare Investors (OHI)
Provides real-estate capital to skilled-nursing and assisted-living operators through leases and loans.
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Provides real-estate capital to skilled-nursing and assisted-living operators through triple-net leases, real-estate loans, operator financing, joint ventures, and selective RIDEA investments. The portfolio spans hundreds of facilities in the United States, the United Kingdom, and Jersey, while revenue depends on operator credit and Medicare and Medicaid reimbursement.
Provides real-estate capital to long-term-care operators through long-term triple-net leases, real-estate loans, operator financing, joint ventures, and selective RIDEA investments. The single reportable segment centers on skilled-nursing and assisted-living facilities.
The portfolio spans hundreds of facilities across the United States, the United Kingdom, and Jersey. Customized financing, long leases, operator selection, property-cost transfer, and balance-sheet management define the capital-provider model.
Revenue depends on third-party operators meeting rent and interest obligations. Many operators rely on Medicare and Medicaid reimbursement, while occupancy, labor availability, public-health conditions, and operator credit affect payment capacity. Maintaining REIT status and managing debt, equity, and joint-venture commitments also shape execution; RIDEA adds direct operating exposure beyond the traditional landlord-and-lender model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | Mizuho Securities | Target | Target: $35 | Target: $46 |
| Aug 31, 2026 | Barclays | Reiterate | Rating: —Target: $51 | Target: $50 |
| Jul 31, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $52 | Target: $56 |
| Jul 7, 2026 | Barclays | Initiate | Rating: —Target: $29 | Target: $51 |
| Jun 18, 2026 | UBS | Target | Target: $54 | Target: $47 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $39.0M · Total debt $4.02B · Total assets $10.04B · Shareholders' equity $5.39B
- Revenue
- $335.6M
- Operating income
- $188.6M
- Net income
- $362.8M
HistoryDividendAnnual yield
| Institutions | 84.40% | 252.44M shares | |
|---|---|---|---|
| 779 holders · as of Jun 30, 2026 | |||
| Insiders | 0.14% | 431.8K shares | |
| 10 holders · as of Aug 11, 2026 | |||
| Other | 15.46% | 46.24M shares | |
| remainder | |||
299.11M company shares as of Sep 14, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.89% | 38.55M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 9.10% | 27.23M | as of Jun 30, 2026 |
Cohen & Steers, Inc.Institution | 7.67% | 22.94M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.86% | 14.53M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.49% | 13.44M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 30, 2025 | C. Taylor Pickett | director, officer: CHIEF EXECUTIVE OFFICER | −200,000 | |
| Nov 5, 2025 | C. Taylor Pickett | director, officer: CHIEF EXECUTIVE OFFICER | +20,000 | $43.14 |
| Nov 6, 2025 | Vikas Gupta | officer: Chief Investment Officer | +11,500 | $42.97 |
- Sabra Health Care REIT
Closest public peer across skilled nursing and senior housing
- CareTrust REIT
Skilled-nursing net-lease peer expanding in the U.S. and U.K.
- Welltower
Large-cap senior-housing rival using RIDEA and triple-net structures
- LTC Properties
Senior-housing and skilled-nursing peer using SHOP and net leases
- National Health Investors
Senior-housing and medical-property peer using leases, loans, and SHOP
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Omega Healthcare Investors | $46.50 | −0.70% | $14.01B | 16.7 | 24.0 | 10.8 | +11.5% |
| Sabra Health Care REIT | $19.83 | −0.19% | $5.01B | 75.7 | 27.3 | 5.8 | +24.7% |
| CareTrust REIT | $37.44 | −0.64% | $8.90B | 23.4 | 23.1 | 16.4 | +37.4% |
| Welltower | $231.04 | −0.74% | $167.72B | 123.2 | 83.4 | 13.3 | +39.1% |
| LTC Properties | $42.53 | −0.83% | $2.19B | 15.4 | 21.6 | 6.3 | −46.2% |
| National Health Investors | $67.67 | −0.29% | $3.29B | 19.6 | 19.9 | 7.6 | +1.6% |
| Median | 23.4 | 23.1 | 7.6 | +24.7% |