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Upturn AI SWOT - About
OHI 
Omega Healthcare Investors Inc (OHI)
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Upturn Advisory Summary
06/27/2025: OHI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
16 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $40.36
1 Year Target Price $40.36
| 4 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 22.22% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.91B USD | Price to earnings Ratio 22.76 | 1Y Target Price 40.36 |
Price to earnings Ratio 22.76 | 1Y Target Price 40.36 | ||
Volume (30-day avg) 16 | Beta 0.69 | 52 Weeks Range 31.17 - 42.14 | Updated Date 06/30/2025 |
52 Weeks Range 31.17 - 42.14 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 7.33% | Basic EPS (TTM) 1.61 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 41.29% | Operating Margin (TTM) 56.52% |
Management Effectiveness
Return on Assets (TTM) 4.55% | Return on Equity (TTM) 10.67% |
Valuation
Trailing PE 22.76 | Forward PE 10.13 | Enterprise Value 14684632750 | Price to Sales(TTM) 10.05 |
Enterprise Value 14684632750 | Price to Sales(TTM) 10.05 | ||
Enterprise Value to Revenue 13.54 | Enterprise Value to EBITDA 14.84 | Shares Outstanding 289395008 | Shares Floating 288393693 |
Shares Outstanding 289395008 | Shares Floating 288393693 | ||
Percent Insiders 0.21 | Percent Institutions 78.89 |
Analyst Ratings
Rating 4 | Target Price 40.36 | Buy 3 | Strong Buy 4 |
Buy 3 | Strong Buy 4 | ||
Hold 9 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Omega Healthcare Investors Inc
Company Overview
History and Background
Omega Healthcare Investors, Inc. (OHI) was founded in 1992 and is a real estate investment trust (REIT) that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities.
Core Business Areas
- Skilled Nursing Facilities (SNFs): SNFs provide rehabilitative, sub-acute and long-term care services to patients. OHI owns and leases these properties to operators who run the daily operations. This constitutes the majority of their portfolio.
- Assisted Living Facilities (ALFs): ALFs offer housing and supportive services for individuals needing assistance with activities of daily living. OHI owns and leases these properties to operators.
- Mortgage Investments: OHI provides mortgage loans to healthcare operators. These loans are secured by real estate and other assets.
Leadership and Structure
Taylor Pickett serves as the Chief Executive Officer. The company operates with a typical REIT structure, featuring a board of directors and an executive management team overseeing investments and operations.
Top Products and Market Share
Key Offerings
- Real Estate Leases (SNFs and ALFs): OHI's primary offering is leasing its healthcare properties to operators. Revenue is generated through lease payments. Market share data is difficult to pinpoint exactly but OHI is a major player in healthcare REIT space. Competitors include Welltower, Ventas, and National Health Investors. Revenue is determined by lease agreements with operators.
- Mortgage Financing: OHI also provides mortgage financing to healthcare operators, generating income through interest payments. Competitors include private lenders and other REITs.Revenue is determined by agreements and risk assesment of the borrower.
Market Dynamics
Industry Overview
The healthcare REIT industry is driven by aging demographics, increasing demand for long-term care services, and government regulations. The industry faces challenges such as reimbursement pressures, rising operating costs, and occupancy rates.
Positioning
OHI is a major player in the skilled nursing and assisted living REIT segment. Its competitive advantages include its established relationships with operators, diversified portfolio, and access to capital. It faces increasing pressure from regulation and operation pressures.
Total Addressable Market (TAM)
The TAM for healthcare REITs is estimated to be in the hundreds of billions of dollars, growing with the aging population. OHI, with a market capitalization of around $8 billion, has a significant but not dominant position within this TAM. This TAM is projected to grow.
Upturn SWOT Analysis
Strengths
- Large and diversified portfolio
- Experienced management team
- Strong relationships with operators
- High dividend yield
- Access to capital markets
Weaknesses
- Concentration in the skilled nursing sector
- Tenant concentration risk
- Exposure to government reimbursement policies
- Potential for operator financial distress
- Sensitivity to interest rate fluctuations
Opportunities
- Acquisition opportunities
- Expansion into new healthcare property types
- Growth in the senior population
- Increasing demand for long-term care services
- Potential for increased government funding
Threats
- Changes in government reimbursement policies
- Rising interest rates
- Increased competition
- Economic downturn
- Operator financial distress
Competitors and Market Share
Key Competitors
- WELL
- VTR
- NHI
Competitive Landscape
OHI competes with other healthcare REITs for acquisitions and tenants. Its competitive advantages include established relationships and portfolio diversity. Disadvantages are concentration in skilled nursing.
Major Acquisitions
AVIV Healthcare Properties
- Year: 2015
- Acquisition Price (USD millions): 3000
- Strategic Rationale: Diversified portfolio and expanded OHI's footprint in the skilled nursing sector.
Growth Trajectory and Initiatives
Historical Growth: OHI has grown through acquisitions and organic lease growth.
Future Projections: Future growth projections should be based on analyst estimates. Factors to consider include acquisition activity, lease renewals, and government policy changes.
Recent Initiatives: Recent initiatives should be based on news and press releases. Look for new acquisitions, property developments, and capital management strategies.
Summary
Omega Healthcare Investors is a prominent REIT specializing in skilled nursing and assisted living facilities. The company benefits from strong relationships with operators and a high dividend yield. However, it faces risks associated with tenant concentration and government reimbursement policies. OHI needs to diversify its portfolio and be prepared for changing regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Earnings call transcripts
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a financial professional. Market share data is estimated and may not be precise.
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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