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OHI · NYSE · STOCK

Omega Healthcare Investors (OHI) Stock Analysis

Real Estate Updated September 20, 2026
$46.67
52W $39.26 – $52.39
64/100
$13.96B
16.1
0.57
AI Committee Verdict
Buy
64/100
Conviction: Moderate · 67% agreement · 6 analysts
+5.3%
-6.8%
0.78:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is OHI Bullish or Bearish?

Bullish. Innellis AI committee rates Omega Healthcare Investors (OHI) Buy with a composite score of 64/100 , based on 6 analysts with 67% agreement. Last updated September 20, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.92 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is eps growing 68.9% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • ROE of 16.5% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 8.4% pays you to wait — Value
  • EPS growing 68.9% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Current ratio of 0.91 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 20, 2026
Overall Committee Score
64/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 2%
of 80 Real Estate peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 16.5% shows genuine earnings power backing the valuation
Growth Analyst bullish
79 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 68.9% YoY
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Current ratio of 0.91 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 8 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2518.64)
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Investment Thesis Evolution

Committee score moved marginally from 63.9 to 63.9.

Comparing 2026-09-19 to 2026-09-20 (1 day apart).

Technical Analysis

RSI (14)
44.0
Neutral
MACD Histogram
0.098
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$43.50
Resistance
$49.13
Bollinger %B
0.43
Inside Bands
Price vs Moving Averages
EMA 9
$46.98 Below
EMA 21
$47.02 Below
EMA 50
$47.32 Below
EMA 200
$46.04 Above

Fundamental Analysis

Valuation
93
Growth
90
Profitability
79
Financial Health
48
Cash Flow
70
Valuation
P/E Ratio 16.1×
P/B Ratio 2.59×
PEG Ratio 0.21
Dividend Yield 5.77%
52W High $52.39
52W Low $39.26
Quality & Growth
ROE 1138.9%
ROA 587.2%
Gross Margin 7196.1%
Operating Margin 6238.9%
Revenue Growth YoY
Debt / Equity 0.75
AI Fundamental Assessment
P/E ratio of 16.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 11.4%; Return on assets of 5.9%; Net margin of 66.4%; Gross margin of 72.0%; Current ratio of 0.91 (tight short-term liquidity); Debt-to-equity of 0.75; Free cash flow per share is positive (3.02); Most recent quarter beat estimates by 148.1%; 5 consecutive earnings beats; EPS growth accelerating (-9.1% -> +138.0% QoQ); Average YoY EPS growth of 158.7%; Analyst estimates flat over recent quarters
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