UBS has initiated coverage on Omega Healthcare Investors Inc (OHI) with a Buy rating, marking its first assessment of the company's investment potential. This move underscores UBS's confidence in Omega's business model, which focuses on providing financing and capital to the long-term healthcare industry, particularly skilled nursing and assisted living facilities.
Currently, Omega Healthcare boasts a market cap of $12.6 billion and a P/E ratio of 26.76, with an impressive dividend yield of 628.7%. The company operates through a single segment that invests in healthcare-related real estate properties across the United States and the United Kingdom. Its extensive portfolio includes over 1,026 healthcare facilities managed by 87 third-party operators.
Analysts have been closely monitoring Omega's performance, with the company recently reporting a Q3 2025 EPS of $0.59, surpassing estimates by 30.4%. Upcoming earnings are anticipated on July 28, 2026, with an EPS estimate of $0.48 and revenue expectations of $328.6 million.
Analyst ratings, such as this one from UBS, provide valuable insights but should not be the sole basis for investment decisions. They reflect assumptions that may evolve as new information becomes available. Investors should consider a variety of factors, including company fundamentals and market trends, when evaluating their options.
As of November 1, 2025, the consensus rating for Omega Healthcare is a Buy, based on input from 21 analysts. This includes 2 Strong Buy, 9 Buy, and 10 Hold ratings, illustrating a generally favorable outlook for the company.