US · Real Estate · REIT - Healthcare Facilities
EPS came in at 0.82 against a street estimate of 0.78 — a beat of 5.1%.
Analysts rate Omega Healthcare Investors Inc a buy (9 buy, 9 hold, 2 sell out of 20) with an average price target of $51.37.
CONFIDENT OHI delivered Q2 AFFO $0.83/share with 1.65x EBITDAR coverage. Raised FY26 FFO guidance to $3.22–$3.26. Disposed $563M assets; expects material deployment in H2 2026–2027 via RIDEA and new structures. Q2 2026 Texas strength attributed to favorable long-term demographics despite current occupancy levels. U.K. positioned defensively against policy headwinds via quality, fee-aligned assets. Analysts probed RIDEA fee structures, SHOP scale ambitions, and portfolio management depth. Management consistently emphasized alignment-of-interest deals over size targets, disciplined underwriting, and reliance on best-in-class operators (Saber) rather than diversification for its own sake. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.72% |
| Vanguard Portfolio Management, LLC | 8.99% |
| Cohen & Steers Inc | 7.57% |
| State Street Corp | 4.79% |
| Vanguard Capital Management, LLC | 4.43% |
| Geode Capital Management, LLC | 3.02% |
| Amvescap Plc. | 1.94% |
| Bank of New York Mellon Corp | 1.91% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, total revenue was $991,755 thousand, up from $870,882 thousand in the comparable 202 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $87 million, or $0.27 per diluted share. • Adjusted Funds From Operations (AFFO) was $262 milli | 2026-11-03 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Omega Healthcare Investors, Inc. filed a Form 8-K dated October 5, 2026. • The filing announced a transaction involving a portfol | 2026-10-05 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Effective October 1, 2026, Matthew P. Gourmand became Omega Healthcare Investors’ President and Chief Executive Officer. • C. Tay | 2026-10-01 |
| Quarterly report · Q2 2026 OMEGA HEALTHCARE INVESTORS, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $10,014,761 thousand (June 30, 2026) vs. $10,049,059 thousa | 2026-07-30 |
| Results announced · Q3 2026 OMEGA HEALTHCARE INVESTORS Q2 2026 SUMMARY HEADLINE NUMBERS • Net income Q2 2026: $380 million ($1.19 per diluted share) vs. $140 million ($0.46) in | 2026-07-29 |
| Shareholder vote results · Q2 2026 OMEGA HEALTHCARE INVESTORS, INC. (OHI) — 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 5, 2026 with 255,926,290 shares present or represen | 2026-06-05 |
| Board / officer change · Q2 2026 OMEGA HEALTHCARE INVESTORS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Transition Date: October 1, 2026 • CFO Transition Date: August 1, 2026 • | 2026-05-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.68 / share ex-date Nov 5, 2026 · pay Nov 16, 2026 | 2026-11-05 |
| Dividend | $0.68 / share ex-date Aug 3, 2026 · pay Aug 14, 2026 | 2026-08-03 |
| Dividend | $0.67 / share ex-date May 4, 2026 · pay May 15, 2026 | 2026-05-04 |
| Dividend | $0.67 / share ex-date Feb 9, 2026 · pay Feb 17, 2026 | 2026-02-09 |
| Dividend | $0.67 / share ex-date Nov 3, 2025 · pay Nov 17, 2025 | 2025-11-03 |
| Announcement | Date |
|---|---|
| Full-year 2026 guidance raised Omega Healthcare Investors reported strong third-quarter 2026 results. Net income was $87 million, or $0.27 per diluted share. Adjusted funds from operations (AFFO), a key REIT earnings meas | 2026-11-03 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.