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Upturn AI SWOT - About
OHI 
Omega Healthcare Investors Inc (OHI)
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Upturn Advisory Summary
08/14/2025: OHI (3-star) is a STRONG-BUY. BUY since 22 days. Profits (9.37%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $41
1 Year Target Price $41
| 4 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.65% | Avg. Invested days 48 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.38B USD | Price to earnings Ratio 25.21 | 1Y Target Price 41 |
Price to earnings Ratio 25.21 | 1Y Target Price 41 | ||
Volume (30-day avg) 16 | Beta 0.66 | 52 Weeks Range 33.83 - 41.44 | Updated Date 08/15/2025 |
52 Weeks Range 33.83 - 41.44 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 6.63% | Basic EPS (TTM) 1.62 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-07-30 | When After Market | Estimate 0.4406 | Actual 0.5 |
Profitability
Profit Margin 42.23% | Operating Margin (TTM) 63.6% |
Management Effectiveness
Return on Assets (TTM) 4.47% | Return on Equity (TTM) 10.65% |
Valuation
Trailing PE 25.21 | Forward PE 10.13 | Enterprise Value 16184249000 | Price to Sales(TTM) 11.11 |
Enterprise Value 16184249000 | Price to Sales(TTM) 11.11 | ||
Enterprise Value to Revenue 14.52 | Enterprise Value to EBITDA 15.82 | Shares Outstanding 295000000 | Shares Floating 293999950 |
Shares Outstanding 295000000 | Shares Floating 293999950 | ||
Percent Insiders 0.21 | Percent Institutions 75.18 |
Upturn AI SWOT
Omega Healthcare Investors Inc
Company Overview
History and Background
Omega Healthcare Investors, Inc. was founded in 1992. It is a REIT that invests in healthcare facilities, primarily skilled nursing and assisted living facilities. Over time, it has grown through acquisitions and strategic partnerships to become a major player in the healthcare REIT sector.
Core Business Areas
- Real Estate Investments: Omega invests in income-producing healthcare facilities, mainly skilled nursing facilities (SNFs) and assisted living facilities (ALFs), leased to healthcare operating companies.
- Mortgage Investments: Omega also provides mortgage financing to healthcare operators, offering another avenue for revenue generation.
Leadership and Structure
Taylor Pickett serves as the CEO. The company has a board of directors and operates with a typical REIT organizational structure, focusing on property management, finance, and investor relations.
Top Products and Market Share
Key Offerings
- SNF Leases: Omega leases SNFs to operators. SNFs are vital for post-acute care and long-term care needs. Major competitors include Welltower and Ventas. Market share data is dynamic and depends on specific geographic regions and operator relationships.
- ALF Leases: Omega leases ALFs to operators. ALFs provide housing and supportive services to seniors. Similar competitors as SNF leases. Revenue from this segment is significant but varies based on occupancy rates and lease terms.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by the aging population, increasing demand for long-term care, and the need for specialized healthcare facilities. The industry is competitive, with several large REITs vying for investment opportunities.
Positioning
Omega is a major player in the skilled nursing and assisted living facility space. Its competitive advantage lies in its established relationships with operators and its focused investment strategy.
Total Addressable Market (TAM)
The TAM for healthcare REITs is substantial, estimated to be hundreds of billions of dollars. Omega is positioned to capture a significant share of this market by focusing on skilled nursing and assisted living facilities, catering to the growing demand for senior care.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of healthcare properties
- Strong relationships with healthcare operators
- Experienced management team
- Consistent dividend payout history
- Focus on a growing sector (aging population)
Weaknesses
- Concentration in skilled nursing facilities makes it vulnerable to changes in reimbursement policies
- Tenant financial health can impact rent payments
- Highly dependent on government funding (Medicaid/Medicare)
- Sensitivity to interest rate fluctuations
- Geographic concentration in certain regions
Opportunities
- Acquisitions of additional healthcare properties
- Expansion into new healthcare sub-sectors (e.g., medical office buildings)
- Partnerships with healthcare systems
- Capitalizing on the growing demand for senior care services
- Refinancing debt at lower interest rates when opportunities arise
Threats
- Changes in government reimbursement policies
- Increased competition from other REITs
- Economic downturns affecting tenant financial health
- Rising interest rates increasing borrowing costs
- Regulatory changes impacting healthcare facilities
Competitors and Market Share
Key Competitors
- WELL
- VTR
- NHI
Competitive Landscape
Omega faces competition from other large healthcare REITs. Its advantages include a focused investment strategy and established relationships, while its disadvantages may include concentration in skilled nursing facilities.
Major Acquisitions
AVIV REIT
- Year: 2015
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Expanded Omega's portfolio of skilled nursing facilities and strengthened its presence in key markets.
Growth Trajectory and Initiatives
Historical Growth: Omega's growth has been driven by acquisitions of healthcare properties and strategic partnerships with operators.
Future Projections: Analyst estimates depend on market condition but generally project moderate growth driven by the aging population and increasing demand for senior care services.
Recent Initiatives: Recent initiatives often include acquisitions of new properties, refinancing debt, and strategic partnerships with healthcare operators.
Summary
Omega Healthcare Investors is a stable REIT specializing in skilled nursing and assisted living facilities. Its consistent dividend payout and focus on the growing senior care market are strengths. However, its reliance on government funding and the financial health of its tenants pose risks, requiring careful monitoring. Their performance is also subject to risks associated with rising interest rates, tenant operator issues, and regulatory changes. Continued diversification and strategic acquisitions will be crucial for sustained growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Analyst Reports
- MarketWatch
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Omega Healthcare Investors Inc
Exchange NYSE | Headquaters Hunt Valley, MD, United States | ||
IPO Launch date 1992-08-07 | CEO & Director Mr. C. Taylor Pickett CPA | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 60 | Website https://www.omegahealthcare.com |
Full time employees 60 | Website https://www.omegahealthcare.com | ||
Omega Healthcare Investors, Inc. is a Real Estate Investment Trust ("REIT") providing financing and capital to the long-term healthcare industry with a focus on skilled nursing and assisted living facilities located in the United States and the United Kingdom. As of March 31, 2025, Omega has a portfolio of investments that includes 978 operating facilities located in 42 states, the District of Columbia and the UK (245 facilities) and operated by 85 different operators. As a source of capital to the healthcare industry, Omega continually evaluates the opportunities, trends and challenges affecting the industry. Our goal is to identify long-term investments in quality healthcare properties with outstanding operators that provide the most favorable risk/reward ratio to our investors.
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