Omega Healthcare Investors, Inc.

Omega Healthcare Investors, Inc.

OHIยทNYSE

$43.54

-2.8%
Real EstateREIT - Healthcare Facilities

Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its portfolio of assets is operated by a diverse group of healthcare companies, predominantly in a triple-net lease structure. The assets span all regions within the US, as well as in the UK.

At a Glance

Live Snapshot
Market Cap$12.97B
EPS2.0200
P/E Ratio21.55
Earnings Date07/30/2026
ohi

Omega Healthcare Investors, Inc. Street Expectations Map

OHI ยท NYSE

Wall Street analysts project that OHI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 50.71, with estimates ranging from a low of 45.00 to a high of 54.00.

Lowest Target
45.00
3.35%
Consensus Target
50.71
16.47%
Highest Target
54.00
24.02%

The consensus 1-year price target stands at 50.71, with estimates ranging from a low of 45.00 to a high of 54.00.

Analyst Consensus Analysis

Upside Potential

+16.5%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

17.7% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Omega Healthcare Investors, Inc. Forward Estimates of Revenue

OHI ยท NYSE
Latest Revenue
1.20B
FY 2025
Avg Estimate
1.08B
FY 2026
Estimate Range
1.04B - 1.15B
Analyst Spread

Forward Growth Analysis

Projected Growth-9.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Omega Healthcare Investors, Inc. Forward Estimates of Net Income

OHI ยท NYSE
Latest Net Income
590.11M
FY 2025
Avg Estimate
616.72M
FY 2026
Estimate Range
605.12M - 628.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Omega Healthcare Investors, Inc. Forward Estimates of EPS

OHI ยท NYSE
Latest EPS
2.02
FY 2025
Avg Estimate
$1.99
FY 2026
Estimate Range
$1.95 - $2.02
Analyst Spread

Forward Growth Analysis

Projected Growth-1.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Omega Healthcare Investors, Inc. Forward Estimates of EBIT

OHI ยท NYSE
Latest EBIT
844.75M
FY 2025
Avg Estimate
693.71M
FY 2026
Estimate Range
668.93M - 736.28M
Analyst Spread

Forward Growth Analysis

Projected Growth-17.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Omega Healthcare Investors, Inc. Forward Estimates of EBITDA

OHI ยท NYSE
Latest EBITDA
1.17B
FY 2025
Avg Estimate
1.01B
FY 2026
Estimate Range
972.86M - 1.07B
Analyst Spread

Forward Growth Analysis

Projected Growth-13.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Omega Healthcare Investors, Inc. Forward Estimates of SG&A Expense

OHI ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
66.90M
FY 2026
Estimate Range
64.51M - 71.01M
Analyst Spread

Forward Growth Analysis

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Omega Healthcare Investors, Inc. Insider Positioning

OHI ยท NYSE

During the last 12 months, insiders have purchased $1.36M and sold $92K worth of OHI shares, resulting in $1.26M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

31.5K

1.36M

Sold

0

0.00

Net Activity

+1.4M

+$1.36M

9-12 Months

Bought

0

0.00

Sold

2.3K

92.36K

Net Activity

-92K

-$92K

Top Buyers

1
PCT

Pickett C Taylor

Director, Officer: Chief Executive Officer

20.0K sharesโ€ข1 transactions

$863K

2
GV

Gupta Vikas

Officer: Chief Investment Officer

11.5K sharesโ€ข1 transactions

$494K

Top Sellers

1
EL

Egbuonu-Davis Lisa

Director

2.3K sharesโ€ข1 transactions

$92K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.26M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

14.69:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.