US · Real Estate · REIT - Healthcare Facilities
EPS came in at 0.83 against a street estimate of 0.77 — a beat of 7.8%.
Analysts rate Omega Healthcare Investors Inc a buy (8 buy, 10 hold, 2 sell out of 20) with an average price target of $51.44.
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 | 12.89% |
| Vanguard Portfolio Management, LLC | 9.10% |
| Cohen & Steers Inc | 7.67% |
| State Street Corp | 4.86% |
| Vanguard Capital Management, LLC | 4.49% |
| Geode Capital Management, LLC | 3.06% |
| Amvescap Plc. | 1.97% |
| Bank of New York Mellon Corp | 1.93% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 OMEGA HEALTHCARE INVESTORS, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income: $158.6M (Q1 2026) vs $112.1M (Q1 2025) — up 41.5% • Net incom | 2026-04-29 |
| Results announced · Q2 2026 OMEGA HEALTHCARE INVESTORS, INC. - Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income: $159 million ($0.47 per diluted share) vs. $112 million ($ | 2026-04-28 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Omega Healthcare Investors Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.