Omega Healthcare Investors, Inc. (OHI) Stock Price & Analysis
Omega Healthcare Investors, Inc. (OHI) closed at USD 46.3 on Thursday, October 22, 2026, up 4.16% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 44.45; the Oct 22, 2026 session ranged USD 44.86–46.41 on volume of 2,011,355 shares. Market capitalization is $14.78B, with a 52-week range of USD 39.26–52.39 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:12 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OHI.md
Key facts (OHI)
- Last four reported quarters (through Jun 30, 2026): revenue $1.28B, net income $858M (67.0% margin), free cash flow $816M (SEC filings).
- Valuation: P/E 17.2x (avg 26.6x at the last 3 fiscal year-ends).
- Earnings quality: non-operating income $316M vs operating income null over the last four quarters; P/E excluding non-operating income ≈27.0x (estimate: non-operating income taxed at the company's 1.8% effective rate).
- Analysts: Hold (mean 2.60 on a 1–5 scale) (20 analysts), mean target USD 51.37 (range 45–61).
- Total return with dividends: 1Y +20.7% vs S&P 500 +14.9%; 5Y +124.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.48, revenue estimate $272M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (OHI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.06B | $878M | $950M | $1.05B | $1.19B | $1.28B |
| Net income | $428M | $439M | $242M | $406M | $590M | $858M |
| EPS (diluted) | $1.75 | $1.80 | $1.00 | $1.55 | $1.94 | — |
| Free cash flow | $677M | $579M | $580M | $712M | $798M | $816M |
| Net margin | 40.3% | 50.0% | 25.5% | 38.6% | 49.6% | 67.0% |
| Revenue growth | +19.1% | -17.4% | +8.1% | +10.7% | +13.2% | — |
| Cash + short-term investments | $20.5M | $297M | $443M | $518M | $27.0M | — |
| Total debt | $5.25B | $5.29B | $5.07B | $4.84B | $4.26B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (OHI)
P/E 17.2x · P/E ex non-operating (est.) ≈27.0x · P/S 11.5x · P/FCF 18.1x · P/B 2.7x · FCF yield 5.52% · Earnings yield 5.81% · Dividend yield (paid, TTM) 5.38%
P/E at fiscal year-ends: Dec 2025 22.9x, Dec 2024 25.2x, Dec 2023 31.7x.
Analysts (OHI)
Consensus Hold (mean 2.60 on a 1–5 scale), 20 analysts; mean target USD 51.37 (low 45, high 61).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Citizens | Upgrade | Market Perform → Market Outperform | |
| 2026-10-19 | Wells Fargo | Target lowered | Equal-Weight | $48 → $46 |
| 2026-10-13 | UBS | Target lowered | Buy | $54 → $52 |
| 2026-10-13 | Barclays | Target lowered | Underweight | $50 → $48 |
| 2026-09-01 | Wells Fargo | Target lowered | Equal-Weight | $49 → $48 |
| 2026-08-31 | Barclays | Target lowered | Underweight | $51 → $50 |
| 2026-08-31 | Mizuho | Target raised | Neutral | $45 → $46 |
| 2026-08-04 | Citigroup | Target raised | Buy | $52 → $58 |
| 2026-07-31 | Cantor Fitzgerald | Target raised | Overweight | $52 → $56 |
| 2026-07-07 | Barclays | Initiated | Equal-Weight → Underweight | $51 |
Total return (dividends reinvested) (OHI)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +20.7% | +124.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +20.8% | +17.5% |
| Volatility (annualized) | 21.4% | 20.8% |
| Max drawdown | -14.3% (Jul 2026→Oct 2026) | -18.0% (Aug 2022→Mar 2023) |
OHI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.48 | $0.49 | -3.1% | $272.1M | 4 |
| Next quarter (ends Dec 2026) | $0.34 | $0.49 | -30.6% | $277.4M | 4 |
| Current fiscal year (ends Dec 2026) | $2.67 | $1.98 | +34.9% | $1.09B | 1 |
| Next fiscal year (ends Dec 2027) | $2.04 | $2.03 | +0.1% | $1.17B | 4 |
Key Statistics (as of October 23, 2026 at 10:12 UTC)
| Price | USD 46.3 |
|---|---|
| Change | ▲ 4.16% (up) |
| Previous Close | USD 44.45 |
| Open | USD 44.92 |
| Day Range | USD 44.86 – 46.41 |
| 52-Week Range | USD 39.26 – 52.39 |
| Volume | 2,011,355 shares |
| Market Cap | $14.78B |
| Exchange | NYQ |
Technical Analysis (OHI)
Nexqual's technical model rates OHI "BUY" based on 4 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 10:12 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 55.29 (neutral) |
| vs SMA50 | Above (USD 46.16) |
| MACD | -0.29 (negative) |
Analyst Ratings (OHI)
Wall Street analysts rate OHI "Hold" based on 20 analysts, with a mean price target of USD 51.37 (range USD 45–61), per Nexqual as of October 23, 2026 at 10:12 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 20 |
| Mean Target | USD 51.37 |
| High Target | USD 61 |
| Low Target | USD 45 |
| Buy / Hold / Sell | 9 / 9 / 2 |
Earnings (OHI)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.48 |
| Revenue Estimate | $272.07M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.22 vs est 0.48 ▲ beat |
| 2026-03-31 | USD 0.48 vs est 0.49 ▼ miss |
| 2025-12-31 | USD 0.53 vs est 0.5 ▲ beat |
| 2025-09-30 | USD 0.59 vs est 0.45 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Financials & Fundamentals (OHI)
| Total Revenue | $1.26B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +11.20% |
| Gross Margin | +97.92% |
| Operating Margin | +61.49% |
| Profit Margin | +68.05% |
| ROE | +16.53% |
| Debt / Equity | 0.71 |
| Current Ratio | 0.44 |
| Total Cash | $39.04M |
| Total Debt | $4.03B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $815.96M (63.6% of revenue) |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Financial Health Score (OHI)
Nexqual rates Omega Healthcare Investors, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:12 UTC.
| Growth | Solid — Revenue +13% YoY (annual) |
|---|---|
| Profitability | Strong — Operating margin 61% |
| Balance Sheet | Mixed — $27M cash and investments vs $4.26B debt (Dec 2025, SEC) |
| Cash Flow | Strong — FCF $816M (last 4 quarters to Jun 2026, SEC), 64% margin |
| Efficiency | Solid — ROE 17%, ROA 4.9% |
Ownership (OHI)
| Insider Ownership | +0.20% |
|---|---|
| Institutional Ownership | +83.30% |
| Shares Outstanding | 303.01M |
| Float | 302.04M |
| Short % of Float | +5.23% |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Leadership (OHI)
Omega Healthcare Investors, Inc. is led by Neal Alexander Ballew, Chief Financial Officer, per Nexqual as of October 23, 2026 at 10:12 UTC.
| Chief Financial Officer | Neal Alexander Ballew |
|---|---|
| Senior Vice President of Data, Intelligence & Government Relations | Megan M. Krull |
| Senior Director of Asset Management | Michele Reber |
Major Backers & Investors (OHI)
Notable institutional backers of Omega Healthcare Investors, Inc. include Cohen & Steers Inc., Invesco, Charles Schwab Investment Management, Inc., according to Nexqual as of October 23, 2026 at 10:12 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Cohen & Steers Inc. | 7.57% |
| Invesco | 1.94% |
| Charles Schwab Investment Management, Inc. | 1.59% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 13.42% |
| BlackRock | 12.72% |
| State Street | 4.79% |
| Geode Capital | 3.02% |
| BNY Mellon | 1.91% |
| Dimensional Fund Advisors | 1.46% |
Source: Nexqual, October 23, 2026 at 10:12 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DOC | Healthpeak Properties, Inc. | USD 19.34 | ▲ 4.65% |
| AHR | American Healthcare REIT, Inc. | USD 53.4 | ▲ 1.02% |
| CTRE | CareTrust REIT, Inc. | USD 36.62 | ▲ 2.72% |
| HR | Healthcare Realty Trust Incorpo | USD 17.93 | ▲ 4% |
| SBRA | Sabra Health Care REIT, Inc. | USD 19.6 | ▲ 3.7% |
| VTR | Ventas, Inc. | USD 86.99 | ▲ 1.89% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:12 UTC. This page is informational and not investment advice.
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