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Upturn AI Summary - About
Omega Healthcare Investors Inc(OHI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OHI
10/09/2026: OHI (1-star) is currently NOT-A-BUY. Pass it for now.
Omega Healthcare Investors is a prominent REIT specializing in the financing of skilled nursing and senior housing facilities through long-term, triple-net lease agreements. Its main strength lies in its specialized portfolio and focus on providing steady, income-focused returns to shareholders. The primary investment story centers on capturing long-term demand from an aging population. However, the company faces material risks, including high exposure to the financial health of third-party healthcare operators and sensitivity to shifts in government healthcare policy. This stock may best suit dividend-oriented investors who can tolerate sector-specific volatility and should carefully monitor tenant occupancy rates and interest rate trends affecting REIT valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company prioritizes stable dividends over rapid capital appreciation. |
| Momentum investor | Weak fit | The stock tends to trade based on income-seeking trends rather than aggressive price momentum. |
| Value investor | Strong fit while signal remains positive | The company often trades at valuations reflective of its REIT structure and industry-specific risks. |
| Dividend investor | Strong fit | Omega is historically designed for investors seeking reliable, high-yield income streams. |
| Low-risk investor | Mixed fit | While the dividend is stable, industry risks and operator reliance create medium volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Changes in interest rate expectations can lead to fluctuations in REIT pricing. |
| Valuation risk | Medium | Valuation is sensitive to the spread between cap rates and borrowing costs. |
| Competition risk (Healthcare REITs) | Medium / high | Competition for high-quality assets can suppress investment yields. |
| Business quality | Medium | The business relies heavily on the financial health of third-party healthcare operators. |
| Dividend income | Medium | Dividend sustainability depends on consistent AFFO growth. |
| Execution risk | Medium | The ability to successfully transition or re-lease assets from defaulting operators is crucial. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 11.32% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.09B USD | Price to earnings Ratio 15.65 | 1Y Target Price 51.78 |
Price to earnings Ratio 15.65 | 1Y Target Price 51.78 | ||
Volume (30-day avg) 2.1M shares | Beta 0.53 | 52 Weeks Range 37.02 - 51.69 | Updated Date 10/09/2026 |
52 Weeks Range 37.02 - 51.69 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 6.15% | Basic EPS (TTM) 2.82 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Income | Lease payments from skilled nursing and assisted living facility operators. | The company makes most of its money from rent paid by the healthcare providers that operate in their buildings. |
| Mortgage Interest | Interest income from loans provided to facility operators. | Omega acts as a lender to healthcare operators, earning interest on the money they borrow. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 15.65 | Forward PE 10.13 | Enterprise Value 17.98B | Price to Sales(TTM) 11.17 |
Enterprise Value 17.98B | Price to Sales(TTM) 11.17 | ||
Enterprise Value to Revenue 14.22 | Enterprise Value to EBITDA 12.65 | Shares Outstanding 303.01M | Shares Floating 302.04M |
Shares Outstanding 303.01M | Shares Floating 302.04M | ||
Percent Insiders 0.2 | Percent Institutions 83.19 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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