Omega Healthcare Investors Inc. - Gewinnausschüttungen seit 1992 (Seite 23)
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ISIN: US6819361006 · WKN: 890454
33,94
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+0,95 %
+0,32 EUR
Letzter Kurs 17.04.25 Lang & Schwarz
Lang & Schwarz
Neuigkeiten
| Titel |
|---|
29.01.25 · Business Wire (engl.)  |
10.01.25 · Business Wire (engl.) |
06.01.25 · Business Wire (engl.) |
04.11.24 · Markt Bote |
30.10.24 · Business Wire (engl.) |
Werte aus der Branche Immobilien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,9600 | +48,74 | |
| 1,0000 | +31,58 | |
| 4,90 | +22,50 | |
| 4,3500 | +21,17 | |
| 4,0300 | +15,47 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6500 | -27,78 | |
| 0,7300 | -17,98 | |
| 1,6100 | -20,69 | |
| 1,9175 | -20,60 | |
| 1,5200 | -18,28 |
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Omega Healthcare Investors: This REIT Could Soar In 2022
Jan. 04, 2022 6:56 AM ETOmega Healthcare Investors, Inc. (OHI)51 Comments27 Likes
Summary
OHI’s stock generates a stable dividend for investors.
Operator problems could subside in 2022.
The dividend is supported by a low dividend pay-out ratio.
With 2021 now in the rearview mirror, it is time to consider stocks that have the potential to deliver strong returns in 2022. Omega Healthcare Investors, Inc. (OHI), a healthcare REIT that has seen its stock price plummet since the summer of 2021, is one company that I am bullish on. The operator issues of the REIT could be resolved in 2022, and the stock price could return to $40 this year.
Omega Healthcare Investors: Occupancy Rates Could Improve
Previously, I recommended Omega Healthcare Investors to dividend investors looking to buy a leading skilled nursing REIT at a significant discount to intrinsic value.
Omega Healthcare Investors is one of the largest SNF-focused U.S. healthcare REITs, with nearly 1,000 skilled nursing, transitional care, and senior housing properties in its portfolio. The REIT expects long-term growth in its SNF business as baby boomers retire over the next two decades, which could significantly improve occupancy rates in Omega Healthcare Investors' properties.
Omega Healthcare Investors is a typical landlord that rents out its properties to a group of senior healthcare operators. These facilities are managed by these operators, who are paid by Medicare, Medicaid, or private pay contracts. Skilled nursing and transitional care facilities account for approximately 77% of Omega Healthcare Investors' revenue base, with Senior Housing and other income sources accounting for the remaining 23%. Revenue allocations vary very little, and SNF will continue to be the REIT's primary focus of business operations in the future.
The issue for Omega Healthcare Investors in 2021 was that some operators faced serious liquidity challenges as a result of rising COVID-19 infections. The pandemic was especially hard on the nursing sector and Omega Healthcare Investors' operators because it resulted in falling occupancy rates, exacerbating the operators' cash crunch. Operators responsible for approximately 8.7% of 3Q21 contractual rent and mortgage interest had failed to meet their financial obligations as of 3Q21. Operators must post collateral to secure their leases, and Omega Healthcare Investors spent $16 million on such collateral in the third quarter.
Operator solvency is a significant risk for healthcare REITs, and this is unlikely to change in 2022. Only ten operators are responsible for approximately 62% of Omega Healthcare Investors' rent and interest payments, with Ciena accounting for 10.1% of total revenue payments.
Omega Healthcare Investors' operator issues and falling occupancy rates have contributed to this year's sharp drop in OHI's stock price.
However, Omega Healthcare Investors are likely to have a much better year in 2022. Occupancy rates have begun to rise again, and this trend could continue in 2022 as the pandemic fades. The Omicron variant, which appears to be spreading quickly, is a concern for Omega Healthcare Investors as well as the entire senior healthcare industry. However, if Omicron proves to be far less dangerous than the Delta variant, and the variant proves to be far more harmless, healthcare REITs and their operator bases could see a significant improvement in occupancy.
In 3Q21, the average facility in Omega Healthcare Investors' portfolio had an occupancy rate of 74%, with occupancy rates ranging from 59.7% (Texas) to 80.7% (California). As the number of Covid-19 infections declines, occupancy rates may rise once more. Higher facility occupancy boosts operators' revenues and cash flow, implying that default risks are limited.
Despite the fact that some of Omega Healthcare Investors' operators caused issues for the REIT, the majority of operators are above water in terms of their financial obligations, which means the REIT's coverage should not deteriorate in 2022. On the contrary, if the pandemic worsened (which I believe is unlikely), Omega Healthcare Investors' financial health could deteriorate.
The strength of the recovery trend in occupancy rates, as well as the extent to which operator solvency is improving, will determine how OHI performs in 2022. If occupancy rates rise to 80%, the chances of another operator failing to meet its financial obligations are greatly reduced. The rate at which the Omicron variant spreads and the degree to which it is dangerous will determine the performance of Omega Healthcare Investors' stock. If the pandemic worsens and there is an increase in Covid-19 infections and hospitalizations, OHI risks underperforming in 2022.
The Dividend Is Stable, The Multiple Is Low
Omega Healthcare Investors distributes 80-85% of its adjusted funds from operations. This pay-out (ratio) is likely to be maintained by the REIT in FY 2022, so investors should see little change. My baseline forecast is for adjusted funds from operations of $3.30 - $3.50 per share in 2021 and $3.40 - $3.60 in 2022. This results in an OHI P/AFFO ratio of 8.7 (2021) and 8.5 (2022). My price target for OHI in 2022 is $40 (P/AFFO-ratio of 11.4), implying a 35% price return on top of the 9% yield.
My Conclusion
With 2022 just around the corner, this year could be a good one for healthcare operators and their landlords. Improved occupancy rates at Omega Healthcare Investors would indicate improved operator solvency and stronger cash flow in 2022, which would aid in improving coverage ratios and supporting the dividend.
Omega Healthcare Investors: This REIT Could Soar In 2022
Jan. 04, 2022 6:56 AM ETOmega Healthcare Investors, Inc. (OHI)51 Comments27 Likes
Summary
OHI’s stock generates a stable dividend for investors.
Operator problems could subside in 2022.
The dividend is supported by a low dividend pay-out ratio.
With 2021 now in the rearview mirror, it is time to consider stocks that have the potential to deliver strong returns in 2022. Omega Healthcare Investors, Inc. (OHI), a healthcare REIT that has seen its stock price plummet since the summer of 2021, is one company that I am bullish on. The operator issues of the REIT could be resolved in 2022, and the stock price could return to $40 this year.
Omega Healthcare Investors: Occupancy Rates Could Improve
Previously, I recommended Omega Healthcare Investors to dividend investors looking to buy a leading skilled nursing REIT at a significant discount to intrinsic value.
Omega Healthcare Investors is one of the largest SNF-focused U.S. healthcare REITs, with nearly 1,000 skilled nursing, transitional care, and senior housing properties in its portfolio. The REIT expects long-term growth in its SNF business as baby boomers retire over the next two decades, which could significantly improve occupancy rates in Omega Healthcare Investors' properties.
Omega Healthcare Investors is a typical landlord that rents out its properties to a group of senior healthcare operators. These facilities are managed by these operators, who are paid by Medicare, Medicaid, or private pay contracts. Skilled nursing and transitional care facilities account for approximately 77% of Omega Healthcare Investors' revenue base, with Senior Housing and other income sources accounting for the remaining 23%. Revenue allocations vary very little, and SNF will continue to be the REIT's primary focus of business operations in the future.
The issue for Omega Healthcare Investors in 2021 was that some operators faced serious liquidity challenges as a result of rising COVID-19 infections. The pandemic was especially hard on the nursing sector and Omega Healthcare Investors' operators because it resulted in falling occupancy rates, exacerbating the operators' cash crunch. Operators responsible for approximately 8.7% of 3Q21 contractual rent and mortgage interest had failed to meet their financial obligations as of 3Q21. Operators must post collateral to secure their leases, and Omega Healthcare Investors spent $16 million on such collateral in the third quarter.
Operator solvency is a significant risk for healthcare REITs, and this is unlikely to change in 2022. Only ten operators are responsible for approximately 62% of Omega Healthcare Investors' rent and interest payments, with Ciena accounting for 10.1% of total revenue payments.
Omega Healthcare Investors' operator issues and falling occupancy rates have contributed to this year's sharp drop in OHI's stock price.
However, Omega Healthcare Investors are likely to have a much better year in 2022. Occupancy rates have begun to rise again, and this trend could continue in 2022 as the pandemic fades. The Omicron variant, which appears to be spreading quickly, is a concern for Omega Healthcare Investors as well as the entire senior healthcare industry. However, if Omicron proves to be far less dangerous than the Delta variant, and the variant proves to be far more harmless, healthcare REITs and their operator bases could see a significant improvement in occupancy.
In 3Q21, the average facility in Omega Healthcare Investors' portfolio had an occupancy rate of 74%, with occupancy rates ranging from 59.7% (Texas) to 80.7% (California). As the number of Covid-19 infections declines, occupancy rates may rise once more. Higher facility occupancy boosts operators' revenues and cash flow, implying that default risks are limited.
Despite the fact that some of Omega Healthcare Investors' operators caused issues for the REIT, the majority of operators are above water in terms of their financial obligations, which means the REIT's coverage should not deteriorate in 2022. On the contrary, if the pandemic worsened (which I believe is unlikely), Omega Healthcare Investors' financial health could deteriorate.
The strength of the recovery trend in occupancy rates, as well as the extent to which operator solvency is improving, will determine how OHI performs in 2022. If occupancy rates rise to 80%, the chances of another operator failing to meet its financial obligations are greatly reduced. The rate at which the Omicron variant spreads and the degree to which it is dangerous will determine the performance of Omega Healthcare Investors' stock. If the pandemic worsens and there is an increase in Covid-19 infections and hospitalizations, OHI risks underperforming in 2022.
The Dividend Is Stable, The Multiple Is Low
Omega Healthcare Investors distributes 80-85% of its adjusted funds from operations. This pay-out (ratio) is likely to be maintained by the REIT in FY 2022, so investors should see little change. My baseline forecast is for adjusted funds from operations of $3.30 - $3.50 per share in 2021 and $3.40 - $3.60 in 2022. This results in an OHI P/AFFO ratio of 8.7 (2021) and 8.5 (2022). My price target for OHI in 2022 is $40 (P/AFFO-ratio of 11.4), implying a 35% price return on top of the 9% yield.
My Conclusion
With 2022 just around the corner, this year could be a good one for healthcare operators and their landlords. Improved occupancy rates at Omega Healthcare Investors would indicate improved operator solvency and stronger cash flow in 2022, which would aid in improving coverage ratios and supporting the dividend.
Dann sollte man aber noch warten bis die Kürzung kommt, da dann der Kurs ja deutlich nachgeben sollte,oder?
Antwort auf Beitrag Nr.: 70.468.052 von Danio84 am 11.01.22 13:04:02Temporäres Thema und damit Kaufchance
Wie seht ihr ein möglichen Kursrückgang wg den aktuellen Corona Problemen, dass es Mietausfälle gibt und die Dividende deutlich gekürzt wird?
Antwort auf Beitrag Nr.: 70.434.070 von Dividendenabstauber am 07.01.22 15:43:24
Ist zwar ein bisschen albern, aber ich habe noch mal nachgeschaut: Es waren bei mir genau 24,88 €. 😊
Zitat von Dividendenabstauber: Ich habs noch einen Tic billiger bekommen. 24,95.
Gleich fresr zugelangt. 9,6% Divrendite erwarte ich.
Ist zwar ein bisschen albern, aber ich habe noch mal nachgeschaut: Es waren bei mir genau 24,88 €. 😊
Antwort auf Beitrag Nr.: 70.432.414 von uli28 am 07.01.22 14:12:07Ich habs noch einen Tic billiger bekommen. 24,95.
Gleich fresr zugelangt. 9,6% Divrendite erwarte ich.
Gleich fresr zugelangt. 9,6% Divrendite erwarte ich.
Antwort auf Beitrag Nr.: 70.431.436 von nordischboy am 07.01.22 13:03:59
Nachdem meine TLG Immobilien im Dezember vom Markt genommen wurden, habe ich mir dafür Omega Healthcare zum Preis von 25.- €/St. zugelegt. War bisher kein schlechter Deal - von der Rendite ganz zu schweigen...
Zitat von nordischboy: Nachdem die Aktie seit dem Sommer den Rückwärtsgang eingelegt hatte und bis auf 27.50 USD zurück setzte hat der Rebound eingesetzt. Habe für mein Dividenden Portfolio noch ein paar Stück eingesammelt. Halte einen Preis von 35 USD als fair und bei einer Dividende von 8% ist die Aktie auch für 2022 mehr als attraktiv für mich.
Nachdem meine TLG Immobilien im Dezember vom Markt genommen wurden, habe ich mir dafür Omega Healthcare zum Preis von 25.- €/St. zugelegt. War bisher kein schlechter Deal - von der Rendite ganz zu schweigen...
Nachdem die Aktie seit dem Sommer den Rückwärtsgang eingelegt hatte und bis auf 27.50 USD zurück setzte hat der Rebound eingesetzt. Habe für mein Dividenden Portfolio noch ein paar Stück eingesammelt. Halte einen Preis von 35 USD als fair und bei einer Dividende von 8% ist die Aktie auch für 2022 mehr als attraktiv für mich.
Antwort auf Beitrag Nr.: 69.042.791 von nordischboy am 13.08.21 12:07:42Passt ja, heute gerade wieder Dividende gutgeschrieben bekommen 😎
Auch die Kollegen von echtgeld.tv haben Omega in Ihren Top 50
Siehe: ab Minute 14:15
Siehe: ab Minute 14:15
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Omega Healthcare Investors Inc. - Gewinnausschüttungen seit 1992