OHI · Omega Healthcare Investors Inc
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Omega raised and tightened its full-year 2026 adjusted FFO guidance to $3.22–$3.26 (midpoint $3.24, up two cents), increased the quarterly dividend by $0.01 to $0.68, and reported Q2 results highlighted by accretive UK and SHOP investments, a strengthened portfolio credit profile, and a $563M Q2 asset-sale headwind that is also expected to weigh on Q3 earnings.
- + Raised and tightened full-year 2026 adjusted FFO guidance to $3.22–$3.26, with midpoint up two cents to $3.24.
- + Increased the quarterly common dividend by $0.01 to $0.68 per share effective August 3, 2026.
- + Year-over-year AFFO of $0.83 and FAD of $0.78 reflect strong growth, with FAD up 6.3% versus prior-year quarter.
- + Operator EBITDA coverage improved to 1.65x (after management fees) for TTM March 31, 2026, from 1.58x at year-end 2025.
- + Strategic portfolio transitions improved credit by replacing a Ciena lease at 0.87x EBITDAR coverage with Sabre/HHC leases above the 1.65x portfolio mean.
- + Completed accretive capital deployment including $126M of Q2 investments and $93M of Q3 investments, with expected stabilized yields in the low double digits (and low to mid-teens for RIDEA).
- − Updated guidance reflects approximately $9M of quarterly revenue associated with late-Q2 asset sales and loan repayments, and excludes any additional investments not yet closed.
- − Genesis remains in Chapter 11 bankruptcy; the super-priority DIP loan had an outstanding balance of $8.7M and $139.8M of principal remains outstanding under two secured term loans, with resolution not expected until year-end.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Healthcare Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OHI
this stock
Omega Healthcare Investors Inc
|
$14.02B | +4.4% | +13.2% | 16.5 | 4.8% |
|
WELL
Welltower Inc.
|
$163.33B | +24.0% | +35.6% | 115.1 | 2.5% |
|
VTR
Ventas, Inc.
|
$44.42B | +9.9% | +18.5% | 160.4 | 3.9% |
|
DOC
Healthpeak Properties, Inc.
|
$14.12B | +24.2% | +4.5% | 58.5 | 3.7% |
|
AHR
American Healthcare REIT, Inc.
|
$11.29B | +8.9% | +9.1% | 75.1 | 11.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OHI | +0.3% | -1.0% | +1.3% | +1.3% | +4.4% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.0% | -1.1% | -10.9% | +1.9% | -7.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.