Omega Healthcare Investors, Inc

Omega Healthcare Investors, Inc(OHI)股票分析

$45.640

+0.110 (+0.24%)收盘时

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最高
46.010
开盘
45.620
成交量加权均价
45.62
成交量
1.23M
市值
8.33B
最低
45.200
成交额
56.25M
企业价值/息税折旧摊销前利润(TTM)
17.80

Omega Healthcare Investors, Inc. is a real estate investment trust (REIT). The Company operates through two segments, triple-net investments and operating portfolio. Its investments in healthcare-related real estate properties, are located in the United States, the United Kingdom and Canada, include skilled nursing facilities (SNFs), assisted living facilities (ALFs) (including care homes in the United Kingdom), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities and continuing care retirement communities. Its core portfolio consists of its long-term triple-net leases and real estate loans with healthcare operating companies and affiliates. In addition, the Company makes loans to operators and/or their principals. Its portfolio of real estate investments includes over 1,022 healthcare facilities, located in 41 states, Washington, D.C., the United Kingdom and Jersey, and are operated or managed by 93 third-party operators or managers.

AI 分析 of Omega Healthcare Investors, Inc (OHI)

买入

Omega Healthcare Investors Inc (OHI) appears to be a good buy right now due to its strong financial performance, with a reported net income of $360 million in Q2 2026, translating to an EPS of $1.19, which is significantly above the consensus estimate of $0.80. Additionally, the forward P/E ratio stands at 10.13, indicating that the stock is relatively undervalued compared to its earnings potential. However, the main risk is the recent downgrade in price targets by analysts, with Raymond James reducing its target from $55 to $53, which could indicate some market caution.

分析师评级(11)

上行空间 +1.75%
持有
1 买入
8 持有
2 卖出
当前: 45.64
最低
42.00
平均
46.44
最高
50.00

Raymond James

2026-10-06

目标价

$53

跑赢大盘

Wells Fargo

2026-09-01

目标价

$48

Equal Weight

Mizuho

2026-08-31

目标价

$46

中性

Barclays

2026-08-31

目标价

$50

减持

Citi

2026-08-04

目标价

$58

买入

估值指标

Omega Healthcare Investors, Inc(OHI)当前预期市盈率为 10.13,5 年平均预期市盈率为 20.32。

预期市盈率

严重低估
5 年均值 P/E
20.32
当前P/E
10.13
高估
25.24
低估
15.41

预期 EV/EBITDA

严重高估
5 年均值 EV/EBITDA
14.16
当前EV/EBITDA
17.80
高估
15.66
低估
12.66

预期市销率

高估
5 年均值 P/S
9.89
当前P/S
12.60
高估
11.56
低估
8.23

Alphio AI 对 OHI 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%OHI

$47.26

情景价格

基

基准

基准 · 50%OHI

$42.36

情景价格

悲

悲观

悲观 · 25%OHI

$37.65

情景价格

持有 OHI 的大户

K

Knights of Columbus Asset Advisors LLC

+ 持有OHI

+1.42%

3个月收益率

P

Paralel Advisors LLC

+ 持有OHI

-1.41%

3个月收益率

C

Cohen & Steers Capital Management, Inc.

+ 持有OHI

-4.97%

3个月收益率

C

CenterSquare Investment Management LLC

+ 持有OHI

-8.94%

3个月收益率

T

The Carlyle Group Inc.

+ 持有OHIREPX

-12.61%

3个月收益率

A

Apollo Global Management, Inc.

+ 持有OHI

-17.89%

3个月收益率

事件时间线

2026-10-05 (ET)

05:30:00

Omega Healthcare Transfers 32 Nursing Facilities in Florida, Rent Increases by $26.1M

2026-09-01 (ET)

16:30:00

Pacs Group Acquires 32 Skilled Nursing Facilities in Florida

2026-07-30 (ET)

06:30:00

Board Declares Quarterly Cash Dividend of $0.68 per Share

2026-07-29 (ET)

16:30:00

Omega Reports Q2 Revenue of $328.25M

16:30:00

Company Raises 2026 Adjusted FFO Outlook to $3.22-$3.26

资讯

OHI 常见问题 —— 由 Alphio AI 解答

Omega Healthcare Investors, Inc. is a real estate investment trust (REIT). The Company operates through two segments, triple-net investments and operating portfolio. Its investments in healthcare-related real estate properties, are located in the United States, the United Kingdom and Canada, include skilled nursing facilities (SNFs), assisted living facilities (ALFs) (including care homes in the United Kingdom), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities and continuing care retirement communities. Its core portfolio consists of its long-term triple-net leases and real estate loans with healthcare operating companies and affiliates. In addition, the Company makes loans to operators and/or their principals. Its portfolio of real estate investments includes over 1,022 healthcare facilities, located in 41 states, Washington, D.C., the United Kingdom and Jersey, and are operated or managed by 93 third-party operators or managers. It operates in the Real Estate sector (REAL ESTATE INVESTMENT TRUSTS industry).

Omega Healthcare Investors Inc (OHI) appears to be a good buy right now due to its strong financial performance, with a reported net income of $360 million in Q2 2026, translating to an EPS of $1.19, which is significantly above the consensus estimate of $0.80. Additionally, the forward P/E ratio stands at 10.13, indicating that the stock is relatively undervalued compared to its earnings potential. However, the main risk is the recent downgrade in price targets by analysts, with Raymond James reducing its target from $55 to $53, which could indicate some market caution.

11 analysts cover OHI: 1 rate it Buy, 8 Hold and 2 Sell. The average price target is 46.44.

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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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