<div id="readability-page-1"><div><ul> <li>Earlier this week, COHEN &amp; STEERS, INC. increased its stake in Omega Healthcare Investors by purchasing an additional 7,856,699 shares, bringing its total ownership to 17,466,234 shares.</li> <li>This substantial investment highlights institutional confidence in Omega's focus on long-term healthcare real estate, particularly amid sustained demand for skilled nursing and assisted living facilities in the U.S. and U.K.</li> <li>Let's explore how renewed institutional interest from COHEN &amp; STEERS, INC. may influence Omega Healthcare Investors' sector outlook and investment narrative.</li> </ul><p>We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</p><h2>Omega Healthcare Investors Investment Narrative Recap</h2><p>To be a shareholder in Omega Healthcare Investors, you need conviction in the lasting demand for skilled nursing and senior care facilities, underpinned by population aging and a climate of regulatory support. The recent move by COHEN &amp; STEERS, INC. does not markedly alter Omega's immediate outlook, tenant credit risk, particularly the ongoing Genesis bankruptcy, remains the most important near-term catalyst and risk for the business, shaping revenue stability and rental collections over the next several quarters.</p> <p>The company’s completed follow-on equity offering of US$709.92 million earlier this month is directly relevant to COHEN &amp; STEERS, INC.'s increased position. This announcement underscores Omega’s ongoing commitment to funding acquisitions and refinancing debt, bolstering its ability to manage near-term liquidity while supporting its long-term market expansion and portfolio diversification strategies, though it does not eliminate the uncertainties facing major tenants.</p> <p>But even with renewed institutional interest, investors should not overlook the ongoing uncertainty tied to the Genesis bankruptcy process...</p> <p>Read the full narrative on Omega Healthcare Investors (it's free!)</p><p>Omega Healthcare Investors is forecast to achieve $1.1 billion in revenue and $617.6 million in earnings by 2028. This outlook assumes a 0.1% annual decline in revenue and an earnings increase of $162.1 million from current earnings of $455.5 million.</p><p>Uncover how Omega Healthcare Investors' forecasts yield a $45.13 fair value, in line with its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e35ab815-8238-41c7-b455-d99b4472cab1/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e35ab815-8238-41c7-b455-d99b4472cab1/chart/community-fair-value"/><figcaption>OHI Community Fair Values as at Nov 2025</figcaption></figure> <p>Simply Wall St Community members have shared three distinct fair value estimates for Omega Healthcare Investors, ranging from US$45.13 to US$78.34 per share. While views are wide, many point to tenant-specific credit events as having outsize implications for future returns and income reliability, so consider how these differences could affect your own expectations.</p><p>Explore 3 other fair value estimates on Omega Healthcare Investors - why the stock might be worth as much as 74% more than the current price!</p><h2>Build Your Own Omega Healthcare Investors Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Omega Healthcare Investors research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Omega Healthcare Investors research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Omega Healthcare Investors' overall financial health at a glance.</li></ul><h2>Seeking Other Investments?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li><li>Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</li><li>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

COHN

<p>COHEN & STEERS, INC. increased its stake in Omega Healthcare Investors by purchasing an additional 7,856,699 shares, bringing its total ownership to 17,466,234 shares. This investment reflects confidence in Omega's focus on long-term healthcare real estate. Despite this, tenant credit risk, particularly the Genesis bankruptcy, remains a significant near-term concern. Omega's recent $709.92 million equity offering supports its acquisition and debt refinancing efforts. Omega is forecasted to achieve $1.1 billion in revenue and $617.6 million in earnings by 2028.</p>

Is Cohen & Steers’ Increased Stake Reshaping the Investment Narrative for Omega Healthcare Investors (OHI)?