Market Cap
$14.0B
OHI
OMEGA HEALTHCARE INVESTORS INC
$45.94 ▲ +1.56%
Prev close $45.23Market cap$14.0B
ConsensusHold
12-mo target$51.89 (+13.0%)
▲ Neutral
Analyst conviction 5/10
28 New Institutional Positions22 Institutional Exits Real Estate
Snapshot
The big-picture read on OHI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (46%)
Inst. Holders
50 funds
Inst. Value
$8.7B
Inst. Activity
28 buys / 22 sells
SEC Reports
1
Price chart 30d -2.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Golem Lucas M. was granted 64 shares
CHIEF ACCOUNTING OFFICER @ $39.37 ($2.5K)
Oct 1, 2026 Insider
Golem Lucas M. disposed of 3 shares
CHIEF ACCOUNTING OFFICER @ $46.31 ($138.93)
Oct 1, 2026 short_volume
Short Volume: OHI — 68.6% short (0.4M / 0.6M)
Short: 406,885 | Exempt: 103 | TRF Vol: 593,202 | Short Ratio: 68.6% | Off-exchange volume (dark poo
Sep 30, 2026 Insider
Gupta Vikas acquired via exercise 14,862 shares
Chief Investment Officer
Jun 30, 2026 Inst.
Bank of New York — ADD
5,772,439 shares ($275.2M)
Jun 30, 2026 Inst.
Apr 21, 2026 SEC NORGES BANK — NEW
3,989,606 shares ($190.2M)
Omega Healthcare Investors, Inc. has filed a definitive proxy statement for its 2026 annual meeting, which includes the
DEFA14A — Impact 2/10
Analyst ratings buy % -16.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
46% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 31, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 31, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 7, 2026 | Barclays | INITIATE | Underweight | 54% |
| Jun 18, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jun 9, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 11 | 2 | 0 | 46% | |
| Aug 1, 2026 | 2 | 9 | 11 | 2 | 0 | 46% | |
| Jul 1, 2026 | 2 | 8 | 11 | 1 | 0 | 45% | |
| Jun 1, 2026 | 2 | 8 | 11 | 1 | 0 | 45% | |
| May 1, 2026 | 2 | 8 | 11 | 1 | 0 | 45% | |
| Apr 1, 2026 | 2 | 8 | 12 | 0 | 0 | 45% | |
| Mar 1, 2026 | 2 | 8 | 12 | 0 | 0 | 45% | |
| Feb 1, 2026 | 2 | 8 | 12 | 0 | 0 | 45% |
Price targets
Where 18 covering analysts think OHI trades over the next 12 months.
$51.89 +13.0% upside Buy
Current$45.94 Low$46.00 Median$51.50 High$61.00 18 analysts
$46.00$61.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 2.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: OHI — 68.6% short (0.4M / 0.6M)
Short: 406,885 | Exempt: 103 | TRF Vol: 593,202 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: OHI — 71.2% short (0.4M / 0.5M)
Short: 373,170 | Exempt: 110 | TRF Vol: 524,328 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: OHI — 65.5% short (0.4M / 0.6M)
Short: 378,856 | Exempt: 3,226 | TRF Vol: 578,712 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: OHI — 77.9% short (0.4M / 0.5M)
Short: 415,554 | Exempt: 295 | TRF Vol: 533,446 | Short Ratio: 77.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: OHI — 74.7% short (0.6M / 0.8M)
Short: 604,645 | Exempt: 0 | TRF Vol: 809,581 | Short Ratio: 74.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.49 | $0.47–$0.50 | -17.1% | +3.9% | 0↑ 1↓ | $0.3B | 4 |
| Next Q | $0.50 | $0.48–$0.52 | -6.3% | +1.3% | — | $0.3B | 4 |
| Current FY | $1.98 | $1.98–$1.98 | -2.7% | +0.0% | — | $1.1B | 1 |
| Next FY | $2.02 | $2.00–$2.07 | 2.2% | -1.1% | 1↑ 1↓ | $1.2B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.488 | — |
| 7d ago | $0.482 | +0.007 |
| 30d ago | $0.470 | +0.018 |
| 60d ago | $0.493 | -0.005 |
| 90d ago | $0.495 | -0.007 |
Institutional ownership
Which big funds own OHI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.7B total value (183,026,763 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 38,551,916 | $1.8B | 21.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,229,625 | $1.3B | 14.9% | — |
| STATE STREET CORP | 14,527,955 | $692.7M | 7.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,436,631 | $640.7M | 7.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,141,024 | $435.9M | 5.0% | — |
| Invesco Ltd. | 5,889,795 | $280.8M | 3.2% | — |
| Bank of New York Mellon Corp | 5,772,439 | $275.2M | 3.2% | ADD +34.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,818,440 | $229.7M | 2.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,418,159 | $210.7M | 2.4% | — |
| NORGES BANK | 3,989,606 | $190.2M | 2.2% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | ADD | 4,293,812 | 5,772,439 | +34.4% | $275.2M |
| NORGES BANK | NEW | — | 3,989,606 | — | $190.2M |
| Daiwa Securities Group Inc. | ADD | 2,548,984 | 3,303,471 | +29.6% | $157.5M |
| UBS Group AG | ADD | 1,470,636 | 2,253,738 | +53.2% | $107.5M |
| JPMORGAN CHASE & CO | TRIM | 3,812,962 | 1,851,042 | -51.5% | $89.7M |
| Allspring Global Investments Holdings, LLC | ADD | 1,017,192 | 1,494,297 | +46.9% | $72.0M |
| Russell Investments Group, Ltd. | ADD | 1,009,176 | 1,505,476 | +49.2% | $71.8M |
| SEI INVESTMENTS CO | ADD | 922,037 | 1,422,858 | +54.3% | $67.8M |
| Amundi | DOUBLED | 561,700 | 1,125,875 | +100.4% | $53.7M |
| D. E. Shaw & Co., Inc. | TRIM | 1,609,635 | 1,058,549 | -34.2% | $50.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Golem Lucas M. | CHIEF ACCOUNTING OFFICER | AWARD | 64 | $39.37 | $2.5K |
| Oct 1, 2026 | Golem Lucas M. | CHIEF ACCOUNTING OFFICER | D | 3 | $46.31 | $138.93 |
| Sep 30, 2026 | Gupta Vikas | Chief Investment Officer | EXERCISE | 14,862 | — | — |
| Sep 30, 2026 | Gupta Vikas | Chief Investment Officer | EXERCISE | 5,620 | — | — |
| Sep 30, 2026 | Gourmand Matthew Paul | President | EXERCISE | 5,620 | — | — |
| Sep 30, 2026 | Gourmand Matthew Paul | President | EXERCISE | 14,862 | — | — |
| Sep 30, 2026 | Gourmand Matthew Paul | President | EXERCISE | 14,862 | — | — |
| Sep 30, 2026 | Gupta Vikas | Chief Investment Officer | EXERCISE | 5,620 | — | — |
| Sep 30, 2026 | Ballew Neal | CHIEF FINANCIAL OFFICER | EXERCISE | 5,620 | — | — |
| Sep 30, 2026 | Ballew Neal | CHIEF FINANCIAL OFFICER | EXERCISE | 14,862 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OHI.
Shares short
14,439,037
Settlement Sep 15, 2026
Change vs prior
+10.8%
Semi-monthly cycle
Days to cover
6.8
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All OHI filing & press-release reports (1)
- DEFA14A reportApr 21, 2026