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Investing.com - Citizens analyst Aaron Hecht reiterated a Market Perform rating on Omega Healthcare Investors (NYSE:OHI), a healthcare REIT with a market capitalization of $11.9 billion and an impressive 23-year track record of consistent dividend payments, following the company’s second-quarter 2025 results.
Omega Healthcare reported core FFO of $0.77 per share for Q2 2025, exceeding both Citizens’ estimate of $0.74 and the consensus estimate of $0.75 per share. The company’s outperformance was primarily attributed to "other investment income." According to InvestingPro data, the company maintains strong profitability with a remarkable 99.6% gross profit margin and 14% revenue growth over the last twelve months.
The healthcare REIT closed on $527 million in acquisitions during the quarter. Based on these results, management raised its full-year 2025 Core FFO guidance to a range of $3.04-$3.07 from the previous range of $2.95-$3.01, representing a $0.075 increase at the midpoint.
Portfolio performance has strengthened with rent coverage now exceeding 1.5x, while Maplewood is delivering higher rent payments. Management also expects to continue receiving full payments from Genesis during its bankruptcy proceedings.
Citizens views Omega Healthcare as fairly valued at 13x Core FFO, slightly above its ten-year average of 11x, while noting that PACS Group (NYSE:PACS), the company’s fifth-largest tenant, remains a risk factor as it faces an investigation into billing practices and has not filed current financial statements, though payments continue to be received. InvestingPro analysis indicates the stock is currently trading near its Fair Value, with a "Great" overall financial health score. Discover more insights and 12+ additional ProTips about OHI with an InvestingPro subscription, including detailed valuation metrics and comprehensive financial analysis.
In other recent news, Omega Healthcare Investors Inc. reported its second-quarter 2025 earnings, which surpassed market expectations. The company’s earnings per share (EPS) were $0.46, exceeding the forecast of $0.44. Revenue for the quarter reached $283 million, significantly above the anticipated $240.6 million. These results highlight Omega Healthcare’s strong financial performance during this period. There are no reports of mergers or acquisitions involving the company. Additionally, there have been no recent analyst upgrades or downgrades noted for Omega Healthcare. The company’s recent developments focus primarily on its financial achievements.
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