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There are 2 articles on this stock available only to PRO subscribers.
- On Friday, I was excited to hear the news that Omega Healthcare was accelerating its footprint by combining (merging) with Aviv REIT.
- The combined companies will have the largest concentration of SNF properties, and will be the only "pure-play" SNF REIT.
- Given the proposed strategic merger plans with Omega and Aviv, I will now be able to overweight Omega, and that's terrific!
Another Boring Dividend Increase For Omega Healthcare Investors
- "The safest dividend is the one’s that’s just been raised.” Josh Peters.
- The very predictable dividend increases tell me that management is committed to maintain and increase the dividend.
- The moral to this story is to wait patiently and invest in value stocks much like you would for crops.
- Thanks to Mr. Market, the sun is shining down on Omega Healthcare Investors offering me a stress-free life of value investing.
- Due to a very weak financial profile with a majority of Omega’s operators, the company was forced to cut its dividend and preserve equity to meet its near-term debt obligations.
- I believe that this article lays out some important attributes that make Omega Healthcare Investors a Blue-Chip REIT.
- Some may argue that Omega needs another ten years of dividend increases before it can be labeled a “blue chip”.
- As I sum up my definition of “blue chip” it simply means that I “sleep well at night”.
Omega Healthcare: Another REIT That Should Be Part Of Any Dividend Investors' Portfolio
- As our population ages, the increase in facilities that cater to seniors' needs will only grow.
- By owning shares of perhaps the best company in the sector, any dividend investor can participate in that growth.
- Dividend investors are searching for the highest yield with as low a risk factor as possible.
Omega Healthcare Investors Continues To Impress - I Am Adding To My Pile
- Trends in demographics, specifically an aging population, will continue to drive the healthcare industry, but some providers perform better than others.
- Omega Healthcare Investors is becoming one of my favorite healthcare REITs due to reliable performance.
- A good current yield, consistent growth in dividend payouts, and improving cash available for distribution show that OHI is one of the stars in healthcare.
- Sometimes it pays to trade up from a holding that has performed well to one with better prospects.
- I am adding to my holdings in OHI on a regular basis in addition to my regular dividend reinvestments.
Omega Healthcare Investors: Sensitivity To Rising Interest Rates Compared To Other Healthcare REITs
- There has been a lot of discussion about the possibility of rising rates in the near future.
- What's the effect of rising rates on healthcare REITs?
- It looks like Omega is less sensitive to interest rate changes because they only have to refinance 11% of their current debt load before 2019.
- Other healthcare REITs have to refinance between 40% to 50% of their debt load before 2019.
Omega Healthcare Investors: Staying Bullish As The Company Raises Its Dividend
- On Tuesday, July 15, OHI announced it would be increasing its quarterly dividend by 2.0%.
- OHI's upcoming earnings could exceed street estimates if the company can demonstrate an increases in both its net income and operating revenues.
- Recent trend behavior could continue well into the second-half of the year, especially if OHI can meet and/or exceed analysts' earnings expectations for the upcoming quarter.
I Found A Nice Margin Of Safety In Omega Healthcare Investors
- Following the principles of value investing, I look for stocks that are cheap, as I know that's the most reliable way to grow my nest egg.
- My research and instinctive greed told me that there was added security in knowing that Omega had attractive long-term characteristics.
- The dependability of the dividend is the primary reason that I own this stock, and I'm satisfied the shares will appreciate and provide me with a long-term winner.
This 5.75% Healthcare REIT Clearly Deserves The Attention Of Serious Income Investors
- Omega Healthcare Investors is a great income vehicle offering investors a 5.75% dividend yield and implicit promise of increasing dividends.
- Omega Healthcare Investors combines exposure to megatrends senior healthcare and U.S. real estate.
- Omega Healthcare Investors just presented investors with another dividend hike -- the seventh in a row.
- Omega Healthcare Investors is a cornerstone income investment for investors who desire steady income, low portfolio turnover, a high yield and solid capital appreciation potential.
It Seems Like Groundhog Day: Omega Bumps The Dividend Again
- In early January Mr. Market gave me the opportunity. I pounced on Omega shares at $29.80, just a few nickels below my target price.
- Last week Omega announced that it was increasing its common dividend by $.01 per share over the previous quarter.
- That’s beginning to sound like “groundhog day” for Omega since this makes the seventh consecutive quarterly dividend increase - raising the dividend from $0.49 per share to $0.50.
- So although some might consider 7 quarterly dividend increases boring, I find it quite satisfying.
This Undervalued High-Dividend Stock Is Beating The Market And Has 6 Straight Dividend Hikes
- OHI has outperformed the S&P 500 so far in 2014, but still looks undervalued vs. its peers.
- OHI has an attractive, well-supported dividend yield.
- It's highly ranked for total returns to shareholders within its industry.
Omega Healthcare Investors: The Fastest Growing Medical REIT Trading At A 28% Discount
- Omega Healthcare Investors has a proven track record of strong growth.
- The mega trend of an aging society means likely strong growth for decades to come.
- Management is among the best in its industry with ROA, ROE, Gross Margins and Net Margins double to triple the industry averages.
- It has a yield of 6% with a long-term track record of double digit dividend growth which is likely to continue over the next 5 years.
- Over the next 5 years, the combination of higher than industry average yield and dividend growth is likely to generate a total return of 18-19% CAGR, outperforming its peers.
We Expect Continued Growth In HCP's And Omega's Dividends
Wed, Nov. 5, 8:29 AM
- The properties include 23 SNFs, four assisted living facilities, one independent living facility, and one office building. They are located in five states and being sold by Diamond Senior Living, a subsidiary of GE Capital. All are currently triple-net leased to a new Aviv operator, Laurel Health Care.
- About 40% of the deal will be funded with cash on hand and a tap on the AVIV line of credit. The rest is purchase money. Closing is expected next month.
- The deal comes just days after Aviv agreed to see itself to Omega Healthcare (NYSE:OHI).
- Source: Press Release
Fri, Oct. 31, 7:56 AM
- Aviv REIT (NYSE:AVIV) is higher by 14.6% premarket to $34.50 per share after agreeing to be sold to Omega Healthcare Investors (NYSE:OHI) in an all-stock deal for $3B, or $34.97 per share based on last night's closing prices.
- Under the terms, Aviv owners will receive 0.90 Omega shares for each share of Aviv they hold.
- The deal is expected to be accretive to Omega's adjusted FFO and FAD. Early 2015 adjusted FAD guidance of $2.81-$2.87 compares to 2014's $2.58-$2.61.
- Current Omega CEO Taylor Pickett will continue in that role when the companies are combined. Aviv Chairman and CEO Craig Bernfield will become a member of Omega's expanded board.
- Conference call at 8:30 ET
Fri, Oct. 31, 6:18 AM
- The transaction values AVIV at $3B, a premium of 16.2% based on yesterday's close.
- Combined firm will own 874 properties across 41 states.
- Source: press release
- Related: Omega Healthcare Investors Q3 2014 Earnings Call Transcript
- Related: Another Boring Dividend Increase For Omega Healthcare Investors
Mon, Oct. 27, 6:06 PM
- Q3 adjusted FFO per share of $0.73 vs. $0.63 in 3Q13. Recent dividend of $0.52.
- Revenue of $130.6M up 26.5% y/y
- New Investment of $26M, Capital renovation expenses of $6.9M
- Total Properties as of 30th Sep was 562
- The company affirmed FY14 FAD guidance of $2.58-$2.61
- The company affirmed FY14 Adj. FFO guidance of $2.82-$2.85
- Conference call tomorrow at 10 ET
- OHI -0.4%
- Previous: Omega Healthcare Investors beats by $0.02, beats on revenue
Mon, Oct. 27, 5:35 PM| 2 Comments
Sun, Oct. 26, 5:35 PM
Fri, Oct. 17, 8:32 AM| 6 Comments
Fri, Sep. 5, 7:37 AM| 1 Comment
Thu, Sep. 4, 9:01 AM
Thu, Jul. 24, 7:56 AM
- Adjusted FFO per share of $87.4M or $0.69 per share vs. $72.9M and $0.62 a year ago (share count grew by 10M). Dividend is $0.50 per share.
- FY14 AFFO per share guidance adjusted to $2.82-$2.85, and adjusted FAD to $2.58-$2.61.
- Conference call at 10 ET
- OHI flat premarket
- Previously: Omega Healthcare Investors beats by $0.02, beats on revenue
Wed, Jul. 23, 5:27 PM| 7 Comments
Tue, Jul. 22, 5:35 PM
- AF, AHL, AIZ, ALGT, ALSN, ANGI, ANGO, AVB, AWH, BDN, CA, CAKE, CCI, CHE, CLB, CLGX, CLW, CMRE, CRUS, CSGP, CTXS, EFX, EGHT, ETFC, ETH, FB, FFIV, FLS, FR, FTNT, GGG, GILD, HBI, HWAY, IBKC, ILMN, INFN, KALU, LHO, MAC, MKSI, MSA, NSR, NVEC, NXPI, OHI, OII, ORLY, PLCM, QCOM, QTM, RE, RJF, SFG, SGMO, SKX, SLG, SLM, SUSQ, T, TAL, TCBI, TER, TEX, TILE, TMK, TQNT, TRIP, TSCO, TYL, UMPQ, USTR, VAR, WFT
Tue, Jul. 15, 4:33 PM| 10 Comments
Thu, Jul. 10, 10:17 AM
- Working today as both stock and bond yields fall in response to banking troubles in Portugal are both equity and mortgage REIT names.
- Leading in the mortgage REIT sector are Annaly (NLY +0.8%) and American Capital Agency (AGNC +0.8%), and a sampling of equity REIT names: Realty Income (O +0.6%), Omega Healthcare (OHI +1%), Ventas (VTR +1.2%), Medical Properties (MPW +1%), Avalon Bay (AVB +0.5%), Simon Property (SPG +0.8%), Boston Properties (BXP +0.8%)
- ETFs: IYR, VNQ, DRN, URE, SRS, ICF, RWR, SCHH, DRV, KBWY, REK, FRI, FTY, PSR, FNIO, WREI, REM, MORL, MORT
Wed, Jul. 2, 7:22 AM
- Citing a preference for more economically-sensitive REIT sectors, Goldman downgrades the Healthcare REIT sector to Neutral from Attractive. Alongside the sector cut, the team downgrades Omega Healthcare Investors (OHI) to Neutral. It's off 1% premarket.
- Among the other names in the sector: HCN, HCP, MPW, HTA, SNH, VTR, LTC, AVIV.
Tue, Apr. 29, 5:03 PM
- Adjusted FFO per share of $0.71 up from $0.63 a year ago.
- FY14 FAD guidance is adjusted upward to $2.48-$2.51 per share from $2.44-$2.47. Adjusted FFO is lifted to $2.74-$2.77 from $2.69-$2.72.
- CC tomorrow at 10 ET
- Source: Press Release
- Previously: Omega Healthcare Investors beats by $0.03, beats on revenue
- OHI flat AH
OHI vs. ETF Alternatives
Omega Healthcare Investors, Inc., is a self-administered real estate investment trust, investing in income-producing healthcare facilities, mainly long-term care facilities located in the United States.
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