Omega Healthcare Investors

OHI · NYSE

$45.55+$0.66 (+1.47%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $44.89

OHI analyst rating

HoldConsensus of 14 analysts over the last 12 months. 36% rate it a buy.

Strong buy0
Buy5
Hold7
Underperform2
Sell0

12-month price target · 19 analysts

Average $52.93 (+16.2% upside)

Low: $46.46
Now: $45.55
High: $64.05

Upgrades and downgrades

The latest rating actions, newest first

OHI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 19, 2026	Maintains	Equal-Weight	$48.00 → $46.00	48%
UBS	Oct 13, 2026	Maintains	Buy	$54.00 → $52.00	45%
Barclays	Oct 13, 2026	Maintains	Underweight	$50.00 → $48.00	38%
Wells Fargo	Sep 1, 2026	Maintains	Equal-Weight	$49.00 → $48.00	51%
Barclays	Aug 31, 2026	Maintains	Underweight	$51.00 → $50.00	38%
Mizuho	Aug 31, 2026	Maintains	Neutral	$45.00 → $46.00	44%
Citigroup	Aug 4, 2026	Maintains	Buy	$52.00 → $58.00	44%
Cantor Fitzgerald	Jul 31, 2026	Maintains	Overweight	$52.00 → $56.00	55%
Barclays	Jul 7, 2026	Initiates	Equal-Weight → Underweight	$51.00	38%
Scotiabank	Jun 18, 2026	Maintains	Sector Perform	$50.00 → $47.00	47%

The case for and against

Updated Aug 26, 2026

Bull case

Omega Healthcare Invts is well-positioned for growth in the healthcare real estate sector, with a diverse portfolio that includes both skilled nursing facilities and seniors housing assets. Recent tenant concerns have abated, and management is actively deploying capital to drive accretive acquisitions. The stock is currently trading at a premium to NAV and historical FFO multiples, and our analysis forecasts an optimistic outlook with a potential price target of $56 over the next 12 months.

Bear case

Omega Healthcare Invts is facing several headwinds including the general economic and regulatory trends in the SNF reimbursement environment, potential labor shortages, and volatile access to capital. Additionally, the sale of the CommuniCare portfolio may initially dilute earnings, and the company's reliance on third-party operators can be risky in terms of occupancy and profitability. Furthermore, the regulatory environment for healthcare facilities is unpredictable, and Omega faces tenant-specific risks such as potential legal issues with the PACS Group. We are lowering our 2027 FFO estimate and do not expect significant growth in the near term, leading us to maintain a Neutral rating on the stock.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.