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Omega Healthcare Investors raised full-year adjusted FFO guidance to $3.28 to $3.30 per share from $3.22 to $3.26, citing $946 million of fourth-quarter investments and increased rent from 32 Florida facilities.
Omega Healthcare Investors acquired 17 facilities for $167.3 million in the three months ended September 30, 2026 and sold 31 facilities for $597.0 million during the nine months, while 22 cash-basis operators represented 21.6% of nine-month revenues.
Omega Healthcare Investors, Inc. reported third-quarter AFFO of $262 million and raised 2026 AFFO guidance to $3.28 to $3.30 per diluted share from $3.22 to $3.26, after $945.5 million of new investments from October 1, 2026 through the release date.
Omega Healthcare Investors, Inc. transitioned 32 Florida facilities from Airamid to PACS Group subsidiaries effective October 1, 2026, increasing rent by $26.1 million in year one and $2.5 million in year two, with a one-time expense of approximately $90 million.
Omega Healthcare Investors Inc. appointed Matthew P. Gourmand President and Chief Executive Officer effective October 1, 2026, succeeding C. Taylor Pickett upon his retirement; the Board also appointed Gourmand as a director.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;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.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| contractual rent per annum generated by Saber PropCo facilities leased to Saber | $83.1M | second quarter of 2026 filing | — |
| facilities owned by Saber PropCo subject to triple-net leases with Saber | 71 | second quarter of 2026 filing | — |
| facilities under master lease with Saber | 69 | second quarter of 2026 filing | — |
| Nareit FFO non-GAAP | 223.96M | Three Months Ended June 30, 2026 filing | — |
| NOI non-GAAP | 330.91M | Three Months Ended June 30, 2026 filing | — |
| Non-Segment/Corporate NOI non-GAAP | 1.02M | Three Months Ended June 30, 2026 filing | — |
| Number of Facilities | 1,013 | the three months ended June 30, 2026 filing | — |
| Operating NOI non-GAAP | 5.38M | Three Months Ended June 30, 2026 filing | — |
| Triple-Net NOI non-GAAP | 324.52M | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OHI
this stock
Omega Healthcare Investors Inc
|
$14.32B | +6.1% | +13.2% | 18.9 | 4.8% |
|
WELL
Welltower Inc.
|
$179.34B | +31.7% | +35.6% | 106.3 | 2.4% |
|
VTR
Ventas, Inc.
|
$47.02B | +14.9% | +18.5% | 167.8 | 2.8% |
|
DOC
Healthpeak Properties, Inc.
|
$13.78B | +24.3% | +4.5% | 37.0 | 3.3% |
|
AHR
American Healthcare REIT, Inc.
|
$13.41B | +22.8% | +9.1% | 115.6 | 14.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Omega Healthcare Investors acquired 17 facilities for $167.3 million in the three months ended September 30, 2026 and sold 31 facilities for $597.0 million during the nine months, while 22 cash-basis operators represented 21.6% of nine-month revenues.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OHI | -2.4% | +3.1% | -2.7% | +0.2% | +6.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -5.0% | +4.3% | -3.2% | +0.3% | -4.5% |
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.
