Goldman Sachs Initiates Buy on Ventas and Omega Healthcare with Significant Upside Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Source: CNBC
- Market Opportunity: Goldman Sachs initiates coverage on Ventas and Omega Healthcare with buy ratings and price targets of $94 and $54, implying 25% and 21% upside, reflecting strong confidence in the aging population theme.
- Aging Population Growth: An estimated 524,000 people will turn 80 annually from 2024 to 2026, a significant increase from 151,000 per year from 2014 to 2023, driving demand for senior housing and skilled nursing facilities, creating the best market environment.
- Ventas Operational Outlook: Ventas's same-store senior housing operating properties are expected to reach 96% occupancy by the end of 2028, with the “Ventas OI” data platform optimizing occupancy and pricing, enhancing long-term value creation capabilities.
- Omega Tenant Base Strengthening: Omega Healthcare's tenant profitability has reached the best levels in over a decade, reducing the likelihood of credit defaults, and is expected to see increased acquisition activity in the coming years, further driving earnings growth.
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Analyst Views on OHI
Wall Street analysts forecast OHI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OHI is 46.44 USD with a low forecast of 42.00 USD and a high forecast of 50.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
4 Buy
5 Hold
0 Sell
Moderate Buy
Current: 43.160
Low
42.00
Averages
46.44
High
50.00
Current: 43.160
Low
42.00
Averages
46.44
High
50.00
About OHI
Omega Healthcare Investors, Inc. is a real estate investment trust (REIT). The Company operates through a single segment, which invests in healthcare-related real estate properties located in the United States and the United Kingdom. Its core business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities (SNFs), assisted living facilities (ALFs), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities (specialty facilities) and medical office buildings (MOBs). Its core portfolio consists of its long-term leases and real estate loans with healthcare operating companies and affiliates. In addition, the Company makes loans to operators and/or their principals. The Company's portfolio of real estate investments includes over 1,026 healthcare facilities, located in 42 states and the United Kingdom that are operated by 87 third-party operators.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Goldman Sachs Initiates Buy on Ventas and Omega Healthcare with Significant Upside Potential
- Market Opportunity: Goldman Sachs initiates coverage on Ventas and Omega Healthcare with buy ratings and price targets of $94 and $54, implying 25% and 21% upside, reflecting strong confidence in the aging population theme.
- Aging Population Growth: An estimated 524,000 people will turn 80 annually from 2024 to 2026, a significant increase from 151,000 per year from 2014 to 2023, driving demand for senior housing and skilled nursing facilities, creating the best market environment.
- Ventas Operational Outlook: Ventas's same-store senior housing operating properties are expected to reach 96% occupancy by the end of 2028, with the “Ventas OI” data platform optimizing occupancy and pricing, enhancing long-term value creation capabilities.
- Omega Tenant Base Strengthening: Omega Healthcare's tenant profitability has reached the best levels in over a decade, reducing the likelihood of credit defaults, and is expected to see increased acquisition activity in the coming years, further driving earnings growth.
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Omega Healthcare Schedules Q4 2025 Earnings Release for February 4, 2026
- Earnings Release Schedule: Omega Healthcare Investors, Inc. is set to release its earnings results for the quarter ending December 31, 2025, on February 4, 2026, after market close, aiming to provide investors with insights into its financial performance and business developments.
- Conference Call Details: The company will hold a conference call on February 5, 2026, at 10 a.m. Eastern Time to review its fourth-quarter results, enhancing communication and transparency with investors.
- Investor Access to Information: Investors can access webcast replays of the call on Omega's website, available for approximately two weeks post-call, ensuring widespread dissemination of information.
- Company Background: Omega is a real estate investment trust focused on the long-term healthcare sector, primarily investing in skilled nursing and assisted living facilities, with assets spanning the U.S. and the U.K., showcasing its diversified investment strategy in the healthcare domain.
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