Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
OHI 
Omega Healthcare Investors Inc (OHI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
01/09/2026: OHI (3-star) is currently NOT-A-BUY. Pass it for now.
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 $47
1 Year Target Price $47
| 4 | Strong Buy |
| 3 | Buy |
| 9 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 40.14% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.45B USD | Price to earnings Ratio 24.59 | 1Y Target Price 47 |
Price to earnings Ratio 24.59 | 1Y Target Price 47 | ||
Volume (30-day avg) 16 | Beta 0.56 | 52 Weeks Range 33.29 - 46.36 | Updated Date 01/9/2026 |
52 Weeks Range 33.29 - 46.36 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 6.00% | Basic EPS (TTM) 1.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 46.84% | Operating Margin (TTM) 66.15% |
Management Effectiveness
Return on Assets (TTM) 4.45% | Return on Equity (TTM) 11.49% |
Valuation
Trailing PE 24.59 | Forward PE 10.13 | Enterprise Value 17461595720 | Price to Sales(TTM) 11.69 |
Enterprise Value 17461595720 | Price to Sales(TTM) 11.69 | ||
Enterprise Value to Revenue 15.18 | Enterprise Value to EBITDA 15.71 | Shares Outstanding 295529000 | Shares Floating 294252315 |
Shares Outstanding 295529000 | Shares Floating 294252315 | ||
Percent Insiders 0.2 | Percent Institutions 79.75 |
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 healthcare facilities. It has grown significantly through strategic acquisitions of skilled nursing facilities (SNFs) and assisted living facilities (ALFs). A key milestone was its transition to a publicly traded company. OHI has evolved into one of the largest providers of capital to the long-term care sector, focusing on a portfolio of revenue-generating healthcare properties.
Core Business Areas
- Healthcare Facility Real Estate Investments: Omega Healthcare Investors Inc. primarily acquires, finances, and owns a portfolio of SNFs and ALFs. These facilities are then leased back to operators under long-term net lease agreements. The company generates revenue through rental income from these leases.
Leadership and Structure
Omega Healthcare Investors Inc. is managed by its Board of Directors and executive team. Key leadership roles include the Chief Executive Officer, Chief Financial Officer, and Chief Operating Officer. The company operates as a REIT, meaning it is structured to avoid corporate income tax by distributing at least 90% of its taxable income to shareholders in the form of dividends.
Top Products and Market Share
Key Offerings
- Healthcare Facility Leases (Net Lease Model): Omega Healthcare Investors Inc. offers a unique 'net lease' model where it owns the physical real estate of healthcare facilities (SNFs and ALFs) and leases them to independent operators. This model generates stable, long-term rental income for OHI. Competitors in this space include other healthcare-focused REITs and private equity firms that invest in healthcare real estate. Specific market share data for this niche REIT segment is not readily available in granular detail, but OHI is a significant player.
Market Dynamics
Industry Overview
The long-term care and senior housing industry is experiencing significant growth driven by an aging population and increasing demand for healthcare services. However, it also faces challenges such as regulatory changes, labor shortages, and reimbursement pressures. The REIT sector focused on healthcare real estate benefits from the underlying demand for facilities but is also sensitive to operator financial health and operational challenges.
Positioning
Omega Healthcare Investors Inc. is a leading real estate investment trust focused on the long-term care sector. Its competitive advantages include its large, diversified portfolio of healthcare properties, long-standing relationships with operators, and its established expertise in the healthcare real estate market. The company's focus on net lease structures provides a relatively stable revenue stream.
Total Addressable Market (TAM)
The total addressable market for senior housing and healthcare facilities is substantial and growing due to demographic trends. While a precise TAM figure for OHI's specific investment strategy is difficult to quantify, the global senior living market alone is projected to be worth hundreds of billions of dollars in the coming years. OHI is positioned as a significant investor and capital provider within this market, focusing on acquiring and financing existing operational facilities.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of SNFs and ALFs across multiple states.
- Long-term net lease agreements providing stable revenue.
- Experienced management team with deep industry knowledge.
- Strong relationships with a broad base of healthcare operators.
- Significant scale and market presence.
Weaknesses
- Dependence on the financial health of its operators.
- Exposure to regulatory changes impacting the healthcare industry.
- Concentration risk within specific operator relationships.
- Sensitivity to interest rate fluctuations impacting borrowing costs.
Opportunities
- Increasing demand for senior living and long-term care services due to an aging population.
- Potential for strategic acquisitions of new facilities or portfolios.
- Expansion into different types of healthcare real estate.
- Opportunities to partner with operators on facility upgrades and expansions.
- Growth in outpatient and transitional care services.
Threats
- Deterioration of operator financial performance leading to lease defaults.
- Increased competition for acquisition targets.
- Adverse changes in government reimbursement policies (e.g., Medicare, Medicaid).
- Rising operating costs for healthcare providers (e.g., labor, supplies).
- Economic downturns impacting consumer spending on healthcare services.
Competitors and Market Share
Key Competitors
- Welltower Inc. (WELL)
- Ventas, Inc. (VTR)
- HCP, Inc. (HCP)
- Sabra Health Care REIT, Inc. (SBRA)
Competitive Landscape
Omega Healthcare Investors Inc. operates in a competitive landscape with other large healthcare REITs. Its advantages lie in its scale and specialized focus on skilled nursing and assisted living. However, competitors may have different strategic focuses, such as a greater emphasis on senior housing or medical office buildings. The ability to secure attractive acquisition terms and maintain strong operator relationships is crucial for competitive success.
Major Acquisitions
Various SNF and ALF operators and properties
- Year: 2022
- Acquisition Price (USD millions): Variable (Significant investments made annually)
- Strategic Rationale: Acquisitions are central to OHI's growth strategy, aimed at expanding its real estate portfolio, diversifying its operator base, and increasing rental income. This allows OHI to capitalize on the growing demand for senior care and long-term healthcare services.
Growth Trajectory and Initiatives
Historical Growth: Omega Healthcare Investors Inc. has demonstrated historical growth primarily through the acquisition of healthcare properties and the expansion of its lease portfolio. This has led to an increase in rental income and, consequently, FFO and dividend payouts over time. The company has strategically grown its footprint across various geographic regions.
Future Projections: Future growth projections for OHI typically depend on its ability to identify attractive acquisition opportunities, maintain strong relationships with operators, and navigate the evolving healthcare landscape. Analyst estimates often consider factors such as anticipated acquisition volumes, rental rate escalations, and the general economic outlook for the senior care sector.
Recent Initiatives: Recent initiatives by Omega Healthcare Investors Inc. often involve strategic divestitures of underperforming assets or operators, re-leasing of facilities to stronger partners, and selective acquisitions to expand its portfolio or diversify its operator base. The company may also focus on improving its capital structure or enhancing its operational efficiency.
Summary
Omega Healthcare Investors Inc. is a well-established healthcare REIT with a strong portfolio of skilled nursing and assisted living facilities. Its net lease model provides stable revenue, and its long history of dividend payments makes it attractive to income investors. However, the company is heavily reliant on the financial health of its operators and is exposed to regulatory risks within the healthcare industry. Continued success will depend on its ability to manage operator relationships effectively and adapt to market changes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Omega Healthcare Investors Inc. Investor Relations website
- Financial news and data providers (e.g., SEC filings, financial data aggregators)
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is estimated and may not be precisely reflective of all market segments.
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 in the United States and the United Kingdom with a focus on skilled nursing and assisted living facilities, including care homes in the United Kingdom. As of September 30, 2025, Omega has a portfolio of investments that includes 1,024 operating facilities located in 42 states, the District of Columbia and the United Kingdom/Jersey (290 facilities) and operated by 88 different operators. Additionally, Omega has investments in several unconsolidated entities that own 19 facilities. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.