Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities.
6 star dividend payer with solid track record.
Share Price & News
How has Omega Healthcare Investors's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: OHI's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: OHI underperformed the US REITs industry which returned -19.8% over the past year.
Return vs Market: OHI underperformed the US Market which returned -12.7% over the past year.
Price Volatility Vs. Market
How volatile is Omega Healthcare Investors's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall StThose Who Purchased Omega Healthcare Investors (NYSE:OHI) Shares Five Years Ago Have A 45% Loss To Show For It
1 month ago | Simply Wall StHave Omega Healthcare Investors, Inc. (NYSE:OHI) Insiders Been Selling Their Stock?
1 month ago | Simply Wall StThis Insider Has Just Sold Shares In Omega Healthcare Investors, Inc. (NYSE:OHI)
Is Omega Healthcare Investors undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: OHI ($28.05) is trading below our estimate of fair value ($79.19)
Significantly Below Fair Value: OHI is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: OHI is good value based on its PE Ratio (17.5x) compared to the REITs industry average (24.1x).
PE vs Market: OHI is poor value based on its PE Ratio (17.5x) compared to the US market (13x).
Price to Earnings Growth Ratio
PEG Ratio: OHI is poor value based on its PEG Ratio (2.6x)
Price to Book Ratio
PB vs Industry: OHI is overvalued based on its PB Ratio (1.5x) compared to the US REITs industry average (1.3x).
How is Omega Healthcare Investors forecast to perform in the next 1 to 3 years based on estimates from 5 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: OHI's forecast earnings growth (6.7% per year) is above the savings rate (1.7%).
Earnings vs Market: OHI's earnings (6.7% per year) are forecast to grow slower than the US market (12.3% per year).
High Growth Earnings: OHI's earnings are forecast to grow, but not significantly.
Revenue vs Market: OHI's revenue is expected to decline over the next 3 years (-1.4% per year).
High Growth Revenue: OHI's revenue is forecast to decline over the next 3 years (-1.4% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if OHI's Return on Equity is forecast to be high in 3 years time
How has Omega Healthcare Investors performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: OHI has high quality earnings.
Growing Profit Margin: OHI's current net profit margins (36.7%) are higher than last year (31.9%).
Past Earnings Growth Analysis
Earnings Trend: OHI's earnings have grown by 3.1% per year over the past 5 years.
Accelerating Growth: OHI's earnings growth over the past year (21.1%) exceeds its 5-year average (3.1% per year).
Earnings vs Industry: OHI earnings growth over the past year (21.1%) exceeded the REITs industry 5%.
Return on Equity
High ROE: OHI's Return on Equity (8.1%) is considered low.
How is Omega Healthcare Investors's financial position? (This company is analysed differently as a bank or financial institution)
Financial Position Analysis
Debt to Equity History and Analysis
Inventory Level: OHI has a high level of physical assets or inventory.
Debt Coverage by Assets: OHI's debt is not covered by short term assets (assets are 0.1x debt).
Financial Institutions Analysis
Asset Level: OHI's level of assets compared to its equity is low.
Allowance for Bad Loans: Insufficient data to determine if OHI has a sufficient allowance for bad loans.
Low Risk Liabilities: OHI reports no customer deposits, loans are made up entirely of externally borrowed funds.
Loan Level: Insufficient data to determine if OHI has an acceptable proportion of non-loan assets held.
Low Risk Deposits: OHI has advanced significantly more loans than the customer deposits it holds.
Level of Bad Loans: Insufficient data to determine if OHI has an appropriate level of bad loans.
What is Omega Healthcare Investors's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: OHI's dividend (9.55%) is higher than the bottom 25% of dividend payers in the US market (1.98%).
High Dividend: OHI's dividend (9.55%) is in the top 25% of dividend payers in the US market (5.49%)
Stability and Growth of Payments
Stable Dividend: OHI's dividends per share have been stable in the past 10 years.
Growing Dividend: OHI's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (88.2%), OHI's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: OHI's dividends in 3 years are forecast to be thoroughly covered by earnings (0.3% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
C. Pickett (57yo)
Mr. C. Taylor Pickett, CPA, has been the Chief Executive Officer and President of Omega Healthcare Investors Inc., general partner of OHI Healthcare Properties Limited Partnership since June 12, 2001. He i ...
CEO Compensation Analysis
Compensation vs Market: C.'s total compensation ($USD6.58M) is about average for companies of similar size in the US market ($USD7.36M).
Compensation vs Earnings: C.'s compensation has been consistent with company performance over the past year.
|CEO & Director||18.75yrs||US$6.58m||0.080% $5.2m|
|CFO, Treasurer & Assistant Secretary||18.58yrs||US$3.05m||0.10% $6.6m|
|Secretary & COO||18.42yrs||US$3.40m||0.066% $4.3m|
|Chief Accounting Officer||13yrs||US$1.38m||0.0053% $349.3k|
|Chief Corporate Development Officer||4.92yrs||US$3.21m||0.081% $5.3m|
|Senior Vice President of Investor Relations||2.42yrs||no data||no data|
|Chief Legal Officer & General Counsel||0.50yr||no data||no data|
|Executive VP||no data||no data||no data|
|Senior Vice President of Operations||no data||no data||no data|
|Senior Director of Asset Management||no data||no data||no data|
Experienced Management: OHI's management team is seasoned and experienced (13 years average tenure).
|CEO & Director||18.75yrs||US$6.58m||0.080% $5.2m|
|Independent Director||19.67yrs||US$231.51k||0.040% $2.6m|
|Independent Director||24.42yrs||US$264.01k||0.021% $1.4m|
|Independent Director||1.42yrs||US$95.02k||0.0036% $235.7k|
|Independent Director||6.92yrs||US$228.01k||0.014% $900.9k|
|Independent Director||4.92yrs||US$206.01k||0.030% $1.9m|
|Chairman of the Board||2.75yrs||US$365.75k||0.016% $1.1m|
|Independent Director||1.75yrs||US$206.01k||0.0040% $261.1k|
Experienced Board: OHI's board of directors are considered experienced (5.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: OHI insiders have sold more shares than they have bought in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.6%.
Omega Healthcare Investors, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Omega Healthcare Investors, Inc.
- Ticker: OHI
- Exchange: NYSE
- Founded: 1992
- Industry: Health Care REITs
- Sector: Real Estate
- Implied Market Cap: US$6.528b
- Market Cap: US$6.362b
- Shares outstanding: 232.74m
- Website: https://www.omegahealthcare.com
Number of Employees
- Omega Healthcare Investors, Inc.
- 303 International Circle
- Suite 200
- Hunt Valley
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|OHI||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Aug 1992|
|WX4||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Aug 1992|
|0KBL||LSE (London Stock Exchange)||Yes||Common Stock||GB||USD||Aug 1992|
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its portfolio of assets is operated by a diverse group of healthcare companies, predominantly in a triple-net lease structure. The assets span all regions within the US, as well as in the UK.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/03/30 02:12|
|End of Day Share Price||2020/03/27 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.