Omega Healthcare Investors Q3 AFFO, Revenue Rise; Lifts 2026 Guidance

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 (OHI) reported Q3 funds from operations of $262.1M, or 82 cents per share, beating analysts' estimates of 81 cents. Net income was $83.1M, or 27 cents per share, with revenue at $340.6M. The company expects full-year funds from operations between $3.28 and $3.30 per share.

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 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.