OMEGA HEALTHCARE INVESTORS, INC.
At today's price, OMEGA HEALTHCARE INVESTORS, INC. (OHI) is priced for -3.0% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Omega Healthcare is a triple-net REIT that owns 1,111 facilities leased to skilled-nursing and senior-housing operators, about 62% skilled nursing and 38% senior housing and UK care, so its rent stream rises and falls with the financial health of those operators. • The biggest risk is operator credit: the company itself stays ⟦"cautious"⟧ on the near term, and the filing warns of operators in bankruptcy able ⟦"to reject unexpired lease obligations"⟧ and impede rent collection. • What to watch
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721 institutional managers reported holding OHI in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 44%. 74 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 13.8M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
OHI's share count grew 25.7% over the past five years even with $142.27M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $2.68 a share annually. Cash returned over the past three years: $1.99B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at OHI over the trailing three years: 2025: 2 buys totaling $1.36M. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
OHI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-05-04 | +13.1% | -1.0% |
| 2022-08-03 | +1.8% | -5.7% |
| 2022-11-04 | -1.3% | -11.5% |
| 2023-02-15 | -2.3% | -4.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OHI's latest 8-K filings: 2026-06-05 (items 5.07, 8.01); 2026-05-21 (items 5.02, 7.01, 9.01); 2026-04-28 (items 2.02, 9.01); 2026-02-04 (items 2.02, 9.01); 2026-01-07 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.