Omega is a REIT that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its portfolio of assets is operated by a diverse group of healthcare companies, predominantly in a triple-net lease structure. The assets span all regions within the U.S., as well as in the U.K.

Omega Healthcare Investors, Inc.

Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Omega Healthcare Investors, Inc. (Symbol: OHI) were yielding above the 7% mark based on its quarterly dividend (annualized to $2.68), with the stock changing hands as low as $37.18 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the iShares Russell 3000 ETF (IWV) back on 5/31/2000 — you would have paid $78.27 per share. Fast forward to 5/31/2012 and each share was worth $77.79 on that date, a loss of $0.48 or 0.6% decrease over twelve years. But now consider that you collected a whopping $10.77 per share in dividends over the same period, increasing your return to 13.15%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.0%; so by comparison collecting a yield above 7% would appear considerably attractive if that yield is sustainable. Omega Healthcare Investors, Inc. (Symbol: OHI) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Omega Healthcare Investors, Inc., looking at the history chart for OHI below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 7% annual yield.
Free Report: Top 8%+ Dividends (paid monthly)
Also see:
Stocks Analysts Like And Hedge Funds Are Buying
HPP Average Annual Return
Top Ten Hedge Funds Holding BMY
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Omega Healthcare Investors (OHI) Passes Through 7% Yield Mark

The First Trust Multi-Asset Diversified Income Index Fund ETF (MDIV) is seeing unusually high volume in afternoon trading Friday, with over 334,000 shares traded versus three month average volume of about 80,000. Shares of MDIV were down about 0.3% on the day.
Components of that ETF with the highest volume on Friday were AT&T (T), trading down about 2.4% with over 7.9 million shares changing hands so far this session, and Pfizer (PFE), down about 1.2% on volume of over 6.4 million shares. Omega Healthcare Investors (OHI) is the component faring the best Friday, higher by about 2.1% on the day, while Bristol-myers Squibb (BMY) is lagging other components of the First Trust Multi-Asset Diversified Income Index Fund ETF, trading lower by about 3.2%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Friday's ETF with Unusual Volume: MDIV

Terreno Realty Corporation TRNO recently provided an update on its operating, investment and capital market activity for the second quarter of 2025. Per the second-quarter 2025 update, TRNO locked in higher rents on new and renewed leases, and occupancy improved year over year. Nevertheless, accretive acquisitions and developments are likely to support its growth in the upcoming period.
Let’s gather insight on the line items on which the company has provided an update.
TRNO’s Operating Activity
In the second quarter of 2025, this industrial REIT witnessed a 22.6% increase in cash rents on new and renewed leases. The leases that commenced in the second quarter totaled around 0.8 million square feet and 9.2 acres of improved land. The tenant retention ratio was 71.1% for the operating portfolio and 100% for the improved land portfolio.
As of June 30, 2025, the occupancy for the operating portfolio was 97.7%, which marks an expansion of 110 basis points (bps) sequentially and 170 bps year over year. For the same-store portfolio of around 14.1 million square feet, TRNO had 98.5% quarter-end occupancy, up 110 bps sequentially and 240 bps year over year.
As of June 30, 2025, the occupancy for the improved land portfolio was 95.1% compared to 95.1% recorded at March 31, 2025, and 98.1% at June 30, 2024.
As of June 30, 2025, Terreno Realty’s portfolio included 297 buildings spanning around 18.9 million square feet and 47 improved land parcels encompassing 150.6 acres leased to 662 tenants.
TRNO’s Investment Activity
TRNO has been actively restructuring its portfolio by disposing of non-core assets and acquiring value-accretive investments. Such efforts will aid long-term revenue growth.
In the second quarter of 2025, Terreno Realty sold two properties, including six buildings spanning around 584,000 square feet, at an aggregate sale value of $114.5 million. In the same period, the company acquired six industrial properties, including six buildings spanning around 305,000 square feet, for an aggregate purchase value of $123.5 million.
As of June 30, 2025, TRNO had acquisitions worth around $10.3 million under contract and nearly $435 million under letters of intent. Moreover, the company has around $9.5 million of dispositions under contract and nearly $231.3 million of dispositions under access agreements, where due diligence has commenced.
TRNO’s Development and Redevelopment Activity
As of June 30, 2025, Terreno Realty had six properties under development or redevelopment. Post completion, these will comprise nine buildings spanning around 0.9 million square feet, which are 47% leased. The company also has around 22.4 acres of land dedicated to future developments at an estimated investment value of around $436.4 million.
TRNO’s Capital Market Activity
In the second quarter of 2025, Terreno Realty did not issue any shares of common stock under the company’s at-the-market equity offering program. In the same period, the company also did not repurchase any shares under its share repurchase authorization.
On the balance sheet front, as of June 30, 2025, the company had no borrowings outstanding under its $600 million revolving credit facility. It has no debt maturities in 2025, while $50 million of debt is maturing in 2026.
TRNO: In a Snapshot
In a rising e-commerce market, the industrial real estate asset category is playing a pivotal role, transforming the way consumers shop and receive their goods. Companies are making immense efforts to improve supply-chain efficiencies, propelling demand for logistics infrastructure and efficient distribution networks. Given Terreno’s solid capacity to offer modern logistics facilities, it is well-poised to bank on this trend.
With a solid operating platform, strategic expansion moves and a healthy balance sheet position, TRNO seems well-positioned to capitalize on long-term growth opportunities amid favorable industry fundamentals.
In the past three months, shares of this Zacks Rank #4 (Sell) company have gained 3.5% compared with the industry's growth of 8.2%.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks from the broader REIT sector include SBA Communications SBAC and Omega Healthcare Investors OHI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for SBAC’s 2025 FFO per share has moved 3 cents northward to $12.74 over the past two months.
The Zacks Consensus Estimate for OHI’s 2025 FFO per share has moved a cent northward to $3.03 over the past week.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Higher. Faster. Sooner. Buy These Stocks Now
A small number of stocks are primed for a breakout, and you have a chance to get in before they take off.
At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We’ve combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month.
You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days.
Download the report free now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Terreno Realty's Rent Rises in Q2, Occupancy Improves Y/Y

Four Corners Property Trust FCPT recently announced the acquisition of LongHorn Steakhouse property for $2.5 million. This acquisition highlights the company’s expansionary and diversification efforts, which will aid future revenue growth.
The property is located in a highly trafficked corridor in Michigan. Priced at a 6.5% cap rate on rent as of the closing date, exclusive of transaction costs, the property is corporate-operated under a long-term triple-net lease.
FCPT: In a Snapshot
This real estate investment trust (REIT), mainly engaged in the ownership and acquisition of high-quality, net-leased restaurant and retail properties, has a track record of acquisitions.
On June 24, 2025, FCPT announced the acquisition of the four Cheddar's Scratch Kitchen properties for $14.7 million.
The above purchases fall in line with FCPT’s strategy of structuring a portfolio that will withstand varied economic cycles. However, the company’s expansion may face potential headwinds in an elevated interest-rate environment, which could keep its borrowing costs high.
In the past six months, shares of this Zacks Rank #3 (Hold) company have gained 1.9% compared with the industry's increase of 8.8%.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks from the broader REIT sector are SBA Communications SBAC and Omega Healthcare Investors OHI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for SBAC’s 2025 FFO per share has moved 3 cents northward to $12.74 over the past two months.
The Zacks Consensus Estimate for OHI’s 2025 FFO per share has moved a cent northward to $3.03 over the past week.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Higher. Faster. Sooner. Buy These Stocks Now
A small number of stocks are primed for a breakout, and you have a chance to get in before they take off.
At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We’ve combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month.
You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days.
Download the report free now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Four Corners Acquires LongHorn Steakhouse Property for $2.5M

Medical Properties Trust (NYSE: MPW) has a lofty 7.2% yield. That compares to the S&P 500 index's skinny little 1.2% yield, and the average real estate investment trust's (REIT's) yield of around 4.1%. On the surface, it appears to be an obvious choice. But don't jump at the chance to buy Medical Properties Trust just yet.
You can get similarly large yields from healthcare REIT peers Omega Healthcare (NYSE: OHI) and LTC Properties (NYSE: LTC), and both offer a more compelling dividend story than Medical Properties. Here's what you need to know.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Medical Properties Trust let investors down
Take a look at the chart below for Medical Properties Trust. The orange line is the quarterly dividend, and the purple line is the stock price. Notice the massive drop in both that has occurred since 2022. That was when some of the REIT's large tenants started to experience financial troubles. It was the start of a tense and complicated period when a small number of Medical Properties Trust's tenants failed, and it had no choice but to cut its dividend.
Data by YCharts.
For long-term dividend investors, the lofty 7.2% yield on offer from Medical Properties Trust comes with some lofty risks. It's possible that the bad news is all out, and the REIT can start to turn its business around. However, that's far from a certainty. Unless you're willing to bet that the future will look much brighter from here, most dividend investors will probably want to tread with caution. In fact, even if a turnaround is underway, it's likely to be a years-long process.
Omega Healthcare and LTC Properties muddle through without a cut
There's a contrast to be made here with healthcare REITs Omega Healthcare and LTC Properties. Both of these REITs focus on senior housing, including nursing homes and assisted living facilities. During the coronavirus pandemic's height, both of these property types were hard hit. The reason was pretty simple: COVID-19 is particularly deadly for unvaccinated older adults and spreads easily in group settings. Occupancy fell for both REITs, and there was a drought of new customers.
Data by YCharts.
Both Omega and LTC also had to deal with tenant problems, as some of their lessees had trouble paying rent. That would seem like a perfect storm that would lead to a dividend cut. Yet neither Omega nor LTC cut their dividends. To be fair, neither of these REITs has increased their dividends in years. But a static dividend is much better than a dividend cut. Right now, Omega's yield is 7.4%, while more diversified LTC Properties has a 6.5% yield.
The future is starting to look brighter for each of these healthcare REITs. Omega's adjusted funds from operations (FFO) rose year over year in the first quarter of 2025, and it increased its full-year guidance. LTC Properties, meanwhile, expects 2025's adjusted FFO per share to be flat to slightly higher. However, it's diversifying its business approach to include senior housing operating properties (SHOP). (SHOP assets are owned and operated by the REIT, though it actually hires a third party to handle day-to-day management of the asset.) As it grows, this business should increasingly benefit from the growth in demand for senior housing as the U.S. population ages.
Choose your dividend risks wisely
The key takeaway here, however, is that, when faced with adversity, Omega and LTC Properties held firm in their commitment to shareholders. They adjusted as needed to keep paying. Medical Properties Trust, on the other hand, couldn't manage that feat. The past doesn't predict the future, of course, but the past is all we have to go on as investors. And since all three of these healthcare REITs have faced material adversity just recently, their strengths and weaknesses have been laid bare.
While the worst might be over for Medical Properties Trust, most dividend investors should probably err on the side of caution with either Omega, which has a higher yield, or LTC Properties, which has a lower yield but a far more diversified business model.
Should you invest $1,000 in Medical Properties Trust right now?
Before you buy stock in Medical Properties Trust, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Medical Properties Trust wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $891,722!*
Now, it’s worth noting Stock Advisor’s total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of June 9, 2025
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Should You Forget Medical Properties Trust and Buy These Unstoppable Dividend Stocks Instead?

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares U.S. Real Estate ETF (Symbol: IYR), we found that the implied analyst target price for the ETF based upon its underlying holdings is $106.78 per unit.
With IYR trading at a recent price near $94.86 per unit, that means that analysts see 12.56% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of IYR's underlying holdings with notable upside to their analyst target prices are Sabra Health Care REIT Inc (Symbol: SBRA), Omega Healthcare Investors, Inc. (Symbol: OHI), and Starwood Property Trust Inc. (Symbol: STWD). Although SBRA has traded at a recent price of $17.28/share, the average analyst target is 13.57% higher at $19.62/share. Similarly, OHI has 12.95% upside from the recent share price of $36.18 if the average analyst target price of $40.87/share is reached, and analysts on average are expecting STWD to reach a target price of $21.57/share, which is 12.64% above the recent price of $19.15. Below is a twelve month price history chart comparing the stock performance of SBRA, OHI, and STWD:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
iShares U.S. Real Estate ETF
IYR
$94.86
$106.78
12.56%
Sabra Health Care REIT Inc
SBRA
$17.28
$19.62
13.57%
Omega Healthcare Investors, Inc.
OHI
$36.18
$40.87
12.95%
Starwood Property Trust Inc.
STWD
$19.15
$21.57
12.64%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
10 ETFs With Most Upside To Analyst Targets »
Also see:
Institutional Holders of PQ
ESAB Average Annual Return
PAI Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How The Pieces Add Up: IYR Targets $107

Does a topsy-turvy stock market and reports of underutilized U.S. shipping ports make you nervous about buying, or even holding stocks? At times like these, it's a lot easier to ignore the news flow when you have a portfolio full of dividend payers that deposit increasingly larger payments into your brokerage account.
Investors seeking reliable sources of passive income will be glad to know that Brookfield Infrastructure (NYSE: BIPC), Omega Healthcare Investors (NYSE: OHI), and Realty Income (NYSE: O) offer dividend yields above 4% at recent prices. Here's why adding them to a portfolio now and holding them for the next couple of decades is a great move for many income-seeking investors.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »
1. Brookfield Infrastructure
Brookfield Infrastructure is a leading infrastructure investor that owns utilities, pipelines, data centers, and heaps of transportation assets spread around the globe. It's a dividend investor's dream come true because the assets in its portfolio generate predictable cash flows thanks to long-term contracts and government-regulated pricing.
Infrastructure isn't a high-growth business, but Brookfield Infrastructure has been able to raise its payout by 32.7% since 2020. At recent prices, the stock offers a juicy 4.5% yield, and I won't be surprised if its dividend growth rate accelerates in the decades ahead.
With heaps of depreciating assets, funds from operations (FFO) is the preferred metric for measuring Brookfield Infrastructure's ability to raise its dividend-paying commitment. Management recently reported first-quarter FFO that rose 12% year over year due to a combination of rate increases and acquisitions it made last year.
The company made growth capital expenditures that totaled $730 million in the first quarter. Despite the huge outlay, it still has $4.9 billion in liquidity. This is more than enough to continue running its time-tested strategy, which makes steady gains over the next couple of decades seem likely.
2. Omega Healthcare Investors
Omega Healthcare Investors is a real estate investment trust (REIT) that focuses mostly on skilled nursing and transitional healthcare facilities. With the other 30% of its portfolio made up of senior housing facilities, this stock is a relatively safe way to bet on an extremely reliable trend. From 2020 through 2023, the population aged 65 and older increased in all but one of America's 387 metro areas, according to the U.S. Census Bureau.
Omega's portfolio contains 978 operating facilities. About three-quarters are spread across 42 states, and the rest are in the U.K. Instead of operating its own assets, the REIT takes a hands-off approach and gets facility operators to sign net leases that transfer all the variable costs of building ownership to its tenants.
With rent raises written into long-term leases, Omega's cash flows are generally predictable. A focus on older adults, though, made the COVID-19 pandemic extra challenging. Despite the turmoil, the REIT has held its dividend payout steady since 2019.
At recent prices, Omega Healthcare Investors offers a 7.2% yield that could rise significantly over the next few years. In 2025, management expects adjusted FFO to land in a range between $2.95 and $3.01 per share. That's more than it needs to meet a dividend obligation currently set at $2.68 per share annually.
3. Realty Income
If a long track record of steady dividend raises excites you, Realty Income belongs in your portfolio. This net lease REIT has been raising its monthly dividend payout since starting out with a single Taco Bell restaurant over 50 years ago. At recent prices, it offers a big 5.7% yield.
Realty Income was founded to build a reliable real estate portfolio and maintain access to low-cost capital. It achieved reliability with industry-leading diversification in the most resilient corners of the economy. Convenience stores, service-oriented retail, and nondiscretionary retail make up the vast majority of its 15,621-building portfolio.
7-Eleven, followed by Dollar General and Walgreens, are Realty Income's three largest tenants, but they're only responsible for about 10% of annualized rent. With a diverse roster of well-heeled tenants, this is one of a handful of REITs with an A3 credit rating from Moody's.
This April, Realty Income leveraged its outstanding credit rating to borrow $600 million at just 5.3% over the next 10 years. With plenty of low-cost capital and a market for commercial property that's still largely untapped by net lease REITs, this is a great stock to buy now and hold for the next couple of decades.
Should you invest $1,000 in Brookfield Infrastructure right now?
Before you buy stock in Brookfield Infrastructure, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Infrastructure wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $623,685!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $701,781!*
Now, it’s worth noting Stock Advisor’s total average return is 906% — a market-crushing outperformance compared to 164% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
See the 10 stocks »
*Stock Advisor returns as of April 28, 2025
Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Moody's and Realty Income. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 High-Yield Dividend Stocks to Buy Now and Hold for the Next 20 Years

Looking at the universe of stocks we cover at Dividend Channel, on 5/5/25, Omega Healthcare Investors, Inc. (Symbol: OHI), Ameriprise Financial Inc (Symbol: AMP), and Lazard (Symbol: LAZ) will all trade ex-dividend for their respective upcoming dividends. Omega Healthcare Investors, Inc. will pay its quarterly dividend of $0.67 on 5/15/25, Ameriprise Financial Inc will pay its quarterly dividend of $1.60 on 5/19/25, and Lazard will pay its quarterly dividend of $0.50 on 5/16/25. As a percentage of OHI's recent stock price of $39.05, this dividend works out to approximately 1.72%, so look for shares of Omega Healthcare Investors, Inc. to trade 1.72% lower — all else being equal — when OHI shares open for trading on 5/5/25. Similarly, investors should look for AMP to open 0.34% lower in price and for LAZ to open 1.29% lower, all else being equal.
Below are dividend history charts for OHI, AMP, and LAZ, showing historical dividends prior to the most recent ones declared.
Omega Healthcare Investors, Inc. (Symbol: OHI):
Ameriprise Financial Inc (Symbol: AMP):
Lazard (Symbol: LAZ):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 6.86% for Omega Healthcare Investors, Inc., 1.36% for Ameriprise Financial Inc, and 5.14% for Lazard.
In Thursday trading, Omega Healthcare Investors, Inc. shares are currently up about 2.1%, Ameriprise Financial Inc shares are off about 0.1%, and Lazard shares are off about 0.2% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Also see:
Cheap Industrials Shares
BWN Historical Stock Prices
JPM Price Target
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Omega Healthcare Investors, Ameriprise Financial and Lazard

Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.84 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to FFO of $0.78 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of 2.44%. A quarter ago, it was expected that this seniors housing real estate investment trust would post FFO of $0.80 per share when it actually produced FFO of $0.81, delivering a surprise of 1.25%.
Over the last four quarters, the company has surpassed consensus FFO estimates three times.
Ventas, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $1.36 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.08%. This compares to year-ago revenues of $1.2 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Ventas shares have added about 17.4% since the beginning of the year versus the S&P 500's decline of -5.5%.
What's Next for Ventas?
While Ventas has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ventas: favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus FFO estimate is $0.85 on $1.33 billion in revenues for the coming quarter and $3.44 on $5.38 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the bottom 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Omega Healthcare Investors (OHI), is yet to report results for the quarter ended March 2025. The results are expected to be released on May 1.
This health care real estate investment trust is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +10.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Omega Healthcare Investors' revenues are expected to be $291.43 million, up 19.8% from the year-ago quarter.
Should You Invest in Ventas, Inc. (VTR)?
Before you invest in Ventas, Inc. (VTR), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Ventas, Inc. (VTR) : Free Stock Analysis Report
Omega Healthcare Investors, Inc. (OHI) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ventas (VTR) Beats Q1 FFO and Revenue Estimates

In trading on Wednesday, shares of Omega Healthcare Investors, Inc. (Symbol: OHI) crossed above their 200 day moving average of $38.48, changing hands as high as $38.70 per share. Omega Healthcare Investors, Inc. shares are currently trading up about 0.6% on the day. The chart below shows the one year performance of OHI shares, versus its 200 day moving average:
Looking at the chart above, OHI's low point in its 52 week range is $30.2604 per share, with $44.415 as the 52 week high point — that compares with a last trade of $38.55.
Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average »
Also see:
Institutional Holders of GRUB
CHDN Options Chain
GPK Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Omega Healthcare Investors, Inc.

Sign up and get access to the forecasts, "shares 360" and dividend history