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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
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
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
Dec. 11, 2013, 3:08 PM
- The equity REITs are particularly weak today as the 10-year Treasury yield heads higher by 4 basis points to 2.85%. Senior Housing (SNH -2.3%), Omega Healthcare (OHI -2.6%), American Realty Capital (ARCP -1.7%), Stag Industrial (STAG -2%), Equity Residential (EQR -1.4%).
- Retail and shopping center/mall REITs also have the weak retail traffic numbers to mull over: Realty Income (O -1.4%), National Retail (NNN -2.8%), Simon Property (SPG -1.4%), General Growth (GGP -2.6%), Kimco (KIM -2.6%), Brixmor (BRX -0.8%).
Oct. 2, 2013, 9:25 AM
Oct. 1, 2013, 4:26 PM
- Omega Healthcare (OHI) announces a secondary offering of $75M of common stock (choosing to put a dollar amount, rather than number of shares on the press release; the stock's trading around $30 - the math says it'll be about 2.5M shares). The underwriters get a greenshoe option to buy up to another $11.25M of the newly issued common.
- The stock's off 2.15% AH.
- Press release.
Aug. 1, 2013, 10:11 AM
- Normalized FFO of $0.62/share makes the earnings beat a less-gaudy $0.02.
- FY2013 FFO guidance upped to $2.48-$2.51 per share and Funds Available for Distribution (FAD) to $2.23-$2.26.
- Earnings call is just underway. (PR)
- Investors take the seemingly solid report as an excuse to lighten up after a nice run for the stock YTD. OHI -3.1%.
- Earlier: Earnings report.
Jul. 31, 2013, 10:39 AM
- HCP (HCP -2.2%) slips for a 2nd day despite upping guidance in its earnings report as dour earnings call (transcript) comments from CEO Jay Flaherty are digested
- The "pause" button for deals was hit by Bernanke's post-FOMC June comments and the subsequent fixed-income turbulence, says Flaherty, and it remains to be seen how quickly things start moving again.
- Funding costs have gone up, but sellers' expectations of what their properties are worth haven't changed - not a good combination for getting business done.
- Others of note: Senior Housing Properties (SNH -2.2%), Medical Properties Trust (MPW -1.8%), Omega Healthcare (OHI -1.5%).
Jun. 12, 2013, 3:30 PMRenewed selling also hits equity REITs, with the Vanguard REIT ETF (VNQ -1.3%) just holding onto gains YTD; the iShares Real Estate ETF (IYR -1.4%). Among individual stocks, Realty Income (O -1.6%) is off 22% in 3 weeks; Senior Housing (SNH -2.3%), Digital Realty (DLR -4%) American Capital Realty (ARCP -2.1%), Omega Healthcare (OHI -1.7%). Among the best performers is HCP, Inc. (HCP -0.9%). | 9 Comments
Jun. 7, 2013, 2:45 PMSimilar to a pattern seen a few times over the past few weeks, underneath a solid rally in the averages are big declines in a number of income favorites. The culprit again is falling Treasury prices, the long bond off more than a full point and yielding 3.32%. Some popular equity REITs: Equity Residential (EQR -1.3%), AvalonBay (AVB -1.4%), HCP (HCP -1.6%), Realty Income (O -2.6%), Senior Housing (SNH -2.9%), Omega Healthcare (OHI -1.3%), Government Properties (GOV -2%). Also: Continued rout in mREITs. | 4 Comments
May. 23, 2013, 5:33 PM
Mar. 25, 2013, 12:48 PMAviv REIT (AVIV) is up 15% from its Thursday IPO, with SA Pro author Dane Bowler suggesting the stock as a play for healthcare REIT fans looking for better values after the big move higher in OHI. Don't be put off by a current price-FFO ratio of 14.39, he says, as this excludes $251M dollars from the IPO which have yet to be invested as well as much benefit from the company's 2012 acquisitions. | Comment!
Oct. 23, 2012, 1:39 PMAssisted living facility manager Omega Healthcare Investors (OHI -1.7%) is down after being cut to Hold on valuation earlier today at Jefferies. The firm cites limited upside catalysts for the REIT, especially with the heightened uncertainty surrounding the reimbursement environment for skilled nursing facilities with respect to the upcoming Presidential Election. | 1 Comment
Aug. 1, 2011, 11:01 AM
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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