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OHI

NEUTRAL
$46.97 Live
Omega Healthcare Investors, Inc. · NYSE
Target $49.5 (+5.4%)
$35.09 52W Range $49.14

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$14.65B
P/E
22.69
ROE
12.6%
Profit margin
51.1%
Debt/Equity
0.81
Dividend yield
5.71%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
OHI presents a contradictory profile characterized by strong top-line growth but severe underlying financial fragility, as evidenced by a weak Piotroski F-Score of 2/9. While the stock trades below its growth-based intrinsic value of $61.06, it is significantly above its defensive Graham Number of $28.58. The most pressing concern is the unsustainable dividend payout ratio of 129.47%, which suggests the current yield is not supported by earnings. Despite strong analyst 'Buy' recommendations and impressive YoY earnings growth, the bearish technical trend (10/100) and poor health score warrant a cautious approach.

Key Strengths

Strong YoY Revenue Growth of 16.70%
Impressive YoY Earnings Growth of 40.50%
Robust long-term price performance (3Y Change: +115.4%)
Healthy Current Ratio of 1.71 indicating short-term liquidity
Strong analyst consensus with 16 'Buy' recommendations

Key Risks

Critically low Piotroski F-Score (2/9) indicating poor operational health
Unsustainable Dividend Payout Ratio of 129.47%
Extremely high PEG Ratio (11.99) suggesting overvaluation relative to growth
Severely bearish Technical Trend score of 10/100
Significant gap between current price and defensive Graham Number ($28.58)
AI Fair Value Estimate
Based on comprehensive analysis
$42.5
-9.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
50
Moderate
Value
45
Future
75
Past
80
Health
20
Dividend
30
AI Verdict
Fragile Growth
Key drivers: High earnings growth, Poor financial health (F-Score), Dividend sustainability risk, Bearish technicals
Confidence
90%
Value
45/100

P/E 22.69, PEG 11.99, Graham $28.58

Positives
  • Trades below growth-based intrinsic value
Watchpoints
  • High PEG ratio
  • Trades at a premium to Graham Number
Future
75/100

Revenue Growth 16.7%, Earnings Growth 40.5%

Positives
  • Strong YoY revenue and earnings acceleration
Watchpoints
  • High valuation multiples may limit further upside
Past
80/100

5Y Change +81.3%, 3Y Change +115.4%

Positives
  • Consistent multi-year capital appreciation
Watchpoints
  • Recent quarterly EPS volatility
Health
20/100

Piotroski F-Score 2/9, Altman Z-Score N/A

Positives
  • Manageable Debt/Equity ratio (0.81)
Watchpoints
  • Piotroski F-Score of 2/9 is a major red flag for financial health
Dividend
30/100

Yield 5.71%, Payout 129.47%

Positives
  • Attractive yield of 5.71%
Watchpoints
  • Payout ratio > 100% indicates dividend is not covered by earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$46.97
Analyst Target
$49.5
Upside/Downside
+5.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OHI and closest competitors.

Updated 2026-04-30
OHI
Omega Healthcare Investors, Inc.
Primary
5Y
+81.3%
3Y
+115.4%
1Y
+28.5%
6M
+21.5%
1M
+7.2%
1W
+1.3%
REG
Regency Centers Corporation
Peer
5Y
+54.2%
3Y
+47.7%
1Y
+16.4%
6M
+14.6%
1M
+7.2%
1W
+0.4%
HST
Host Hotels & Resorts, Inc.
Peer
5Y
+42.8%
3Y
+44.2%
1Y
+58.1%
6M
+31.2%
1M
+6.1%
1W
+5.2%
MAA
Mid-America Apartment Communities, Inc.
Peer
5Y
-1.1%
3Y
-4.7%
1Y
-13.8%
6M
+5.2%
1M
+7.9%
1W
+4.1%
LAM
Lamar Advertising Company
Peer
5Y
+77.0%
3Y
+53.2%
1Y
+28.1%
6M
+16.8%
1M
+0.3%
1W
+4.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
22.69
Forward P/E
22.75
PEG Ratio
11.99
P/B Ratio
2.68
P/S Ratio
11.85
EV/Revenue
15.1
EV/EBITDA
16.78
Market Cap
$14.65B

Profitability

Profit margins and return metrics

Profit Margin 51.14%
Operating Margin 64.12%
Gross Margin 99.31%
ROE 12.63%
ROA 4.92%

Growth

Revenue and earnings growth rates

Revenue Growth +16.7%
Earnings Growth +40.5%
Q/Q Revenue Growth +16.68%
Q/Q Earnings Growth +38.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.81
Moderate
Current Ratio
1.71
Good
Quick Ratio
0.94
Poor
Cash/Share
$0.09

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$0.3B
Gross Margin
97.2%
Op. Margin
64.1%
Net Margin
46.8%
Total Assets
$10.2B
Liabilities
$4.8B
Equity
$5.2B
Debt/Equity
0.92x
Operating CF
$0.2B
Free Cash Flow
$0.2B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-30
$N/A
2026-04-28
$0.48
-3.8% surprise
2026-02-04
$0.53
+5.2% surprise
2025-10-30
$0.59
+30.7% surprise

Real Estate Sector Comparison

Comparing OHI against 214 companies in the Real Estate sector (10 bullish, 43 neutral, 161 bearish)
P/E Ratio
22.69
This Stock
vs
39.97
Sector Avg
-43.2% (Discount)
Return on Equity (ROE)
12.63%
This Stock
vs
-27.06%
Sector Avg
-146.7% (Below Avg)
Profit Margin
51.14%
This Stock
vs
10.56%
Sector Avg
+384.4% (Superior)
Debt to Equity
0.81
This Stock
vs
2.42
Sector Avg
-66.4% (Less Debt)
Revenue Growth
16.7%
This Stock
vs
13183.06%
Sector Avg
-99.9% (Slower)
Current Ratio
1.71
This Stock
vs
8.25
Sector Avg
-79.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BALLEW NEAL A.
Officer
Stock Award
2026-04-01
168 shares · $6,258
MAKODE GAIL D
Officer
Option Exercise
2026-03-31
14,863 shares · $651,297
BALLEW NEAL A.
Officer
Option Exercise
2026-03-31
14,863 shares · $651,297
GOURMAND MATTHEW PAUL
President
Option Exercise
2026-03-31
14,863 shares · $651,297
GUPTA VIKAS
Chief Investment Officer
Option Exercise
2026-03-31
14,863 shares · $651,297
PICKETT C TAYLOR
Chief Executive Officer
Option Exercise
2026-03-31
69,226 shares · $3,033,483
STEPHENSON ROBERT O
Chief Financial Officer
Option Exercise
2026-03-31
28,770 shares · $1,260,701
BALLEW NEAL A.
Officer
Stock Award
2025-12-31
173 shares · $6,209
PICKETT C TAYLOR
Chief Executive Officer
Option Exercise
2025-12-31
60,459 shares · $2,680,752
STEPHENSON ROBERT O
Chief Financial Officer
Gift
2025-12-31
31,426 shares
STEPHENSON ROBERT O
Chief Financial Officer
Gift
2025-12-30
3,850 shares
GUPTA VIKAS
Chief Investment Officer
Buy
2025-11-06
11,500 shares · $494,118
PICKETT C TAYLOR
Chief Executive Officer
Buy
2025-11-05
20,000 shares · $862,856
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-Q
10-Q
2026-04-29

OHI operates within the heavily regulated healthcare sectors of the U.S., U.K., and Canada, facing significant risks from complex laws regarding quality of care, licensure, and government reimbursement. The company is subject to frequent legislative and regulatory changes that may impact its operations and the compliance of its healthcare facility operators.

8-K
8-K
2026-04-28

Omega Healthcare Investors, Inc. (OHI) filed an 8-K likely to announce its first-quarter financial results for 2026.

DEF 14A
DEF 14A
2026-04-21

Omega Healthcare Investors, Inc. (OHI) filed a definitive proxy statement on April 21, 2026, providing shareholders with necessary information and voting materials for its annual meeting.

10-K
10-K
2026-02-09

OHI filed its 10-K on February 9, 2026, which includes comprehensive disclosures regarding its business operations, risk factors, and market risk. While specific financial metrics were not provided in the excerpts, the filing contains detailed management analysis of the company's financial condition and results of operations.

8-K
8-K
2026-02-04

Omega Healthcare Investors, Inc. (OHI) filed an 8-K on February 4, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K
FORM 8-K
2026-01-07

Omega Healthcare Investors, Inc. (OHI) likely announced a quarterly dividend declaration or provided a year-end financial update.

8-K
FORM 8-K
2025-11-03

Omega Healthcare Investors, Inc. (OHI) filed an 8-K on November 3, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-10-31

OHI operates within the heavily regulated healthcare industries of the U.S. and U.K., facing risks from frequent and unpredictable changes in legislation and administrative interpretations. Regulatory non-compliance or adverse legal shifts could significantly impact the financial condition and operations of the company's operators. No specific financial performance highlights were provided in the available excerpts.

8-K
8-K
2025-10-30

Omega Healthcare Investors, Inc. (OHI) filed an 8-K on October 30, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-15

Omega Healthcare Investors, Inc. (OHI) likely reported its third-quarter financial results.

8-K
8-K
2025-10-01
8-K
8-K
2025-09-15
10-Q
10-Q
2025-08-01
8-K
8-K
2025-07-31
8-K
FORM 8-K
2025-07-10
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
16 analysts
B of A Securities
2026-04-14
down
Neutral Underperform
Wells Fargo
2026-03-26
Maintains
Equal-Weight Equal-Weight
Truist Securities
2026-03-05
Maintains
Hold Hold
Scotiabank
2026-03-02
Maintains
Sector Perform Sector Perform
RBC Capital
2026-02-10
Maintains
Sector Perform Sector Perform
Cantor Fitzgerald
2026-02-10
Maintains
Overweight Overweight
Wells Fargo
2026-01-29
down
Overweight Equal-Weight
BMO Capital
2026-01-09
down
Outperform Market Perform
UBS
2026-01-08
Maintains
Buy Buy
Truist Securities
2025-12-02
Maintains
Hold Hold

Past News Coverage

Recent headlines mentioning OHI from our newsroom.

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