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Omega Healthcare initiated with an Overweight at Wells Fargo

Wells Fargo analyst Connor Siversky initiated coverage of Omega Healthcare Investors with an Overweight rating and $30 price target. The firm calls Omega its "anti-consensus pick." The company’s portfolio restructurings will result in an improved payout ratio in the second half of 2023, says the analyst, who estimates a covered dividend for the balance of the year. Wells believes the market is pricing in a probability of a dividend cut "that is not necessary." That said, it would also view a dividend cut as a positive long-term catalyst for the stock.

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Published first on TheFly

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