InsidersTradesSigma
Follow the Omega Healthcare Investors INC stock price and the full insider trade history of the company, a listed equity based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Healthcare & Pharma sector, Omega Healthcare Investors INC has logged 107 reports. Market capitalisation: €14.9bn. The latest transaction was disclosed on 11 August 2026 (Don). Among the most active insiders: Ballew Neal. The full history is openly available.
107
Insider Decl.
n/a
Thresholds
€1m
15 ops.
Buy Volume
€6m
10 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Omega Healthcare Investors INC Buy (bullish), based on 18 analysts. Average price target: US$52.00.
35Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 6,916 of 29,064 companies
64.6
score / 100
Value53
Quality76
FCF yld6.0%
Earn yld3.9%
EV/EBITDA16.3x
ROE17%
Gross mgn99%
Net mgn48%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 11 August 2026
Declarations107 total
5,131 shares0Common StockSEC:0001873318-26-000004:0
168 sharesCommon StockSEC:0001824484-26-000011:0
11 sharesCommon StockSEC:0001824484-26-000011:1
3,778 shares@ US$43.670.0010% mcap17.3% of flowCommon StockSEC:0001873318-26-000002:0
168 shares@ US$37.254.6% of flowCommon StockSEC:0001824484-26-000009:0
8 shares@ US$43.820.3% of flowCommon StockSEC:0001824484-26-000009:1
31,426 shares0Common StockSEC:0001157251-26-000005:0
3,850 shares0Common StockSEC:0001157251-26-000002:0
173 shares@ US$35.894.0% of flowCommon StockSEC:0001824484-26-000003:0
11,500 shares@ US$42.966898.6% of flowCommon StockSEC:0002051514-25-000007:0
Canonical exit: 4 Feb 2026 (T+90)
20,000 shares@ US$43.142898.4% of flowCommon StockSEC:0001143567-25-000007:0
Canonical exit: 3 Feb 2026 (T+90)
201 shares@ US$31.164.2% of flowCommon StockSEC:0001824484-25-000007:0
800 shares0Common StockSEC:0001415889-25-023214:0
200 shares@ US$40.160.8% of flowCommon StockSEC:0001415889-25-021422:0
200 shares@ US$31.164.3% of flowCommon StockSEC:0001415889-25-018672:0
4,388 shares@ US$37.6019.0% of flowCommon StockSEC:0001415889-25-016461:0
7,114 shares@ US$37.6020.9% of flowCommon StockSEC:0001415889-25-016458:0
4,388 shares@ US$37.6016.8% of flowCommon StockSEC:0001415889-25-016457:0
195 shares@ US$32.184.3% of flowCommon StockSEC:0001415889-25-009751:0
192 shares@ US$32.18100.0% of flowCommon StockSEC:0001062993-25-000673:0
174 shares@ US$32.18100.0% of flowCommon StockSEC:0001062993-25-000670:0
193 shares@ US$32.184.4% of flowCommon StockSEC:0001415889-25-000413:0
215 shares@ US$29.124.2% of flowCommon StockSEC:0001415889-24-024449:0
56,725 shares@ US$40.2524.9% of flowCommon StockSEC:0001415889-24-024259:0
215 shares@ US$40.705.8% of flowCommon StockSEC:0001415889-24-024258:0
25 of 107 declarations
关于 Omega Healthcare Investors INC
Omega Healthcare Investors, Inc.（股票代码：OHI）是一家在美国上市的医疗保健房地产投资信托基金（REIT），在纽约证券交易所交易。公司总部位于马里兰州亨特谷，自1992年以来一直投资于老年护理领域，并建立了专注于长期医疗保健房地产及相关融资解决方案的专业平台。其核心投资组合集中于专业护理机构（SNFs）和辅助生活机构（ALFs），并额外涉足其他护理资产、抵押贷款、向运营商提供的贷款以及选定的合资企业。（[omegahealthcare.com](https://www.omegahealthcare.com/about-us?utm_source=openai)） Omega的商业模式是作为长期护理行业的资本提供者，而非直接运营商。公司收购医疗保健物业，构建长期租赁，向运营商或其负责人提供有担保和无担保贷款，并已开始对由第三方管理的某些老年住房资产使用RIDEA结构。这在医疗保健房地产领域创造了差异化的形象：Omega通过物业和融资层面实现盈利，而将日常临床运营留给第三方运营商。（[sec.gov](https://www.sec.gov/Archives/edgar/data/888491/000088849126000008/ohi-20251231x10k.htm?utm_source=openai)） 从竞争角度来看，Omega在一个由人口老龄化、对急性后和长期护理需求增加以及医疗保健房地产的专业性质等结构性需求驱动因素支持的市场中占据利基地位。管理层将公司描述为第三方医疗保健运营商的首选资本合作伙伴，这反映了其在资本获取通常至关重要的行业中提供灵活融资的能力。同时，该模式也伴随着显著的运营商风险、报销风险、劳动力成本压力和监管敏感性，尤其是在美国专业护理领域。（[omegahealthcare.com](https://www.omegahealthcare.com/about-us?utm_source=openai)） 截至2025年底，Omega报告称其投资组合包括遍布美国42个州、华盛顿特区、英国和泽西岛的1,000多家医疗保健机构，由广泛的第三方运营或管理。公司还持有房地产贷款和支持长期护理生态系统的实体股权。这种地域分布提供了多元化，尽管投资组合仍高度集中于SNFs和ALFs，它们仍然是该平台的主要驱动力。（[sec.gov](https://www.sec.gov/Archives/edgar/data/888491/000088849126000008/ohi-20251231x10k.htm?utm_source=openai)） 近期发展具有建设性。在2026年第一季度，Omega宣布以92.6 million美元对Saber Healthcare Holdings进行9.9%的股权投资。整个2025年，公司报告了增值资本部署、投资组合活动以及对调整后FFO指引的上调，突显了强劲的执行力。对于法国、比利时和瑞士的投资者而言，OHI最好被视为一家在纽约证券交易所上市的美国医疗保健REIT，具有收益导向的特征，并直接暴露于长期护理房地产周期。（[omegahealthcare.com](https://www.omegahealthcare.com/investors/news-events/press-releases/detail/343/omega-reports-first-quarter-2026-results-and-recent?utm_source=openai)）
