Omega Healthcare Investors: Q3 Earnings Snapshot

Omega Healthcare Investors (OHI) completed a Florida transition, adding 32 skilled nursing facilities to its PACS master lease at $58M annual rent, up $26.1M. The company paid a $90M termination fee and expects a $0.065 per share annualized FAD boost. OHI also converted 30 U.K. care homes to RIDEA structures, spending $48M. Q3 investments totaled $181M, with $946M post-quarter, including an $846M mortgage loan. OHI reported $1.5B in YTD investments and a strong pipeline.

Omega Healthcare Investors (OHI) completed $181M in Q3 investments, including $78M in senior housing under RIDEA. CEO sees growth in senior housing and U.K. care homes. Q3 occupancy rose to 88.8%, RevPOR to $6,658, and FFO to $0.82 per share. Stock up 3.5% to $49.17.

Omega Healthcare Investors (OHI) reported Q3 FFO of $0.82 per share, beating estimates by $0.01. Revenue was $340.55M, exceeding expectations by 4.23%. The company has surpassed FFO and revenue estimates for four consecutive quarters. OHI shares are up 6% YTD, underperforming the S&P 500's 10.2% gain. The stock has a Zacks Rank #3 (Hold).

Omega Healthcare Investors reported Q3 earnings with adjusted FFO of $0.82 per share, up from $0.79 a year ago. Revenue increased to $340.55M, but rental income fell. The company raised its 2026 adjusted FFO guidance to $3.28-$3.30. Shares rose 1.01% in post-market trading.

Omega Healthcare Investors reported Q3 adjusted FFO of $0.82 per share, beating estimates. Revenue also rose, and the company raised its 2026 guidance. The results reflect strong operational performance, according to the company.

Omega Healthcare reported Q3 2026 earnings of $0.27 per share and $0.82 AFFO per share, with revenue up to $340.6M from $311.6M YoY. The company raised its full-year AFFO guidance to $3.28–$3.30 per share. Omega completed new investments and saw improvements in operator metrics, including 82.7% occupancy.