Omega Healthcare Investors, Inc. (OHI)

Omega Healthcare Investors, Inc.'s stock price has shown a positive trajectory over the past six months, reaching an all-time high of $45.65 USD in November 2025, delivering a 28.65% price return. This performance was supported by strong financial results, including increased revenue and net income in Q2 2025. In Q3 2025, core funds from operations (FFO) exceeded expectations, and the company increased its full-year 2025 EPS guidance. Analyst sentiment has been positive, and insider confidence is evident through stock purchases by the CEO and CIO.

Demand for Omega Healthcare Investors, Inc.'s services exhibits some seasonality. Skilled nursing facilities often experience increased demand during winter months due to respiratory illnesses, while staffing needs may decrease in the summer. Senior housing occupancy tends to rise during the summer, with a surge in lead volumes after holidays like Thanksgiving. The first quarter typically shows an uptick in skilled nursing occupancy due to seasonal factors such as the flu.

Omega Healthcare Investors, Inc. (OHI) is a real estate investment trust (REIT) focused on the long-term healthcare industry. It acquires and finances income-producing healthcare facilities, mainly skilled nursing facilities (SNFs) and assisted living facilities (ALFs), leasing them to operators under long-term triple-net lease agreements. As of September 30, 2025, Omega manages 1,024 operating facilities, generating income primarily from leasing, mortgage loans, and other healthcare sector investments.

Omega Healthcare Investors, Inc. has a diversified geographic footprint across the United States and the United Kingdom, including facilities in 42 U.S. states, the District of Columbia, and the United Kingdom/Jersey. These properties are operated by 88 different third-party operators.

Omega Healthcare Investors, Inc.'s brand reputation over the past year appears to be positive, driven by strong financial performance and favorable market sentiment. The company's stock hitting an all-time high and delivering significant returns reflects investor confidence. Positive analyst ratings and insider buying by key executives further signal internal confidence in the company's prospects.

Omega Healthcare Investors, Inc. is largely owned by institutional investors, holding between 75.56% and 78.2% of the outstanding shares. Major holders include The Vanguard Group, Inc. and BlackRock, Inc. Individual investors hold approximately 15.45% to 36.02% of the shares. Insider ownership is around 0.17% to 7.66%, with recent buying activity by the CEO and CIO.