Added to YB: 2026-06-26
Pitch date: 2026-04-23
OHI [bullish]
Omega Healthcare Investors, Inc.
+2.61%
current return
Author Info
No bio for this author
Company Info
Omega Healthcare Investors, Inc. is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities.
Market Cap
$14.2B
Pitch Price
$44.99
Price Target
84.20 (+81%)
Dividend
5.81%
EV/EBITDA
16.01
P/E
16.70
EV/Sales
14.62
Sector
Health Care REITs
Category
growth
Omega Healthcare Investors, Inc. - $OHI
OHI: Triple-net healthcare REIT (60% SNF, 40% senior housing) pivoting into RIDEA structure to capture senior housing upside vs fixed rent. 'Silver tsunami' inflecting (first boomers turn 80 in 2026), supply subdued, occ ~90% w/ 400bp annual gains expected. Underleveraged BS supports $500MM+/yr RIDEA deals (vs $100-200MM guided undersell; VTR did $2.5B in 2025). Insider buying post-Q3. 87% upside over 3yrs at 20x FFO/5% cap.
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