Omega Healthcare Investors reports Q3 2026 earnings beat and raises 2026 adjusted FFO guidance

Omega Healthcare Investors (OHI) posted third‑quarter 2026 earnings with adjusted funds from operations (FFO) of $0.82 per share, up from $0.79 a year earlier, and revenue of $340.55 million. The company lifted its 2026 adjusted FFO guidance to $3.28‑$3.30 per share. Management also highlighted active portfolio management, including the transition of 32 facilities that generated a $26.1 million rent increase and a $90 million lease‑termination fee, and disclosed over $1 billion of acquisitions in the second half of the year.

The raised FFO guidance signals higher expected cash flow, which the company says should enhance shareholder value. The portfolio transactions and $1 billion acquisition program aim to improve earnings coverage and occupancy, potentially supporting future cash‑flow growth.

  • 1Adjusted FFO was $0.82 per share, up from $0.79 a year ago.
  • 2Revenue increased to $340.55 million.
  • 3The company raised its 2026 adjusted FFO guidance to $3.28‑$3.30 per share.
  • 4Funds from operations were $262.1 million, or 82 cents per share.
  • 5Net income was $83.1 million, or 27 cents per share.
  • 632 facilities were transitioned, with a $90 million termination fee and a $26.1 million first‑year rent increase.

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