Omega Healthcare Investors
Provides real-estate capital to skilled-nursing and assisted-living operators through leases and loans.
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Profile
Provides real-estate capital to skilled-nursing and assisted-living operators through triple-net leases, real-estate loans, operator financing, joint ventures, and selective RIDEA investments. The portfolio spans hundreds of facilities in the United States, the United Kingdom, and Jersey, while revenue depends on operator credit and Medicare and Medicaid reimbursement.
Provides real-estate capital to long-term-care operators through long-term triple-net leases, real-estate loans, operator financing, joint ventures, and selective RIDEA investments. The single reportable segment centers on skilled-nursing and assisted-living facilities.
The portfolio spans hundreds of facilities across the United States, the United Kingdom, and Jersey. Customized financing, long leases, operator selection, property-cost transfer, and balance-sheet management define the capital-provider model.
Revenue depends on third-party operators meeting rent and interest obligations. Many operators rely on Medicare and Medicaid reimbursement, while occupancy, labor availability, public-health conditions, and operator credit affect payment capacity. Maintaining REIT status and managing debt, equity, and joint-venture commitments also shape execution; RIDEA adds direct operating exposure beyond the traditional landlord-and-lender model.
Company facts
Key statistics
Year to date +3.3% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $52 | $56 | |
| Jul 7, 2026 | Barclays | Initiate | Underweight | $29 | $51 | |
| Jun 18, 2026 | UBS | Target | $54 | $47 | ||
| Jun 16, 2026 | Raymond James | Target | $50 | |||
| May 21, 2026 | Scotiabank | Reiterate | Sector Perform | $35 | $50 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.51 | $1.19 | +133.8% | $267.0M | $262.7M | −1.6% | −1.89% |
| Apr 28, 2026Q1 FY26 | $0.49 | $0.82 | +67.3% | $264.1M | $266.9M | +1.1% | −1.46% |
| Feb 4, 2026Q4 FY25 | $0.50 | $0.55 | +11.1% | $264.5M | $261.4M | −1.2% | +6.08% |
| Oct 30, 2025Q3 FY25 | $0.77 | $0.79 | +2.6% | $287.2M | $311.6M | +8.5% | +5.42% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $276.8M | $282.5M | $311.6M | $321.8M | $323.0M | $335.6M | |
| Gross profit | $273.5M | $279.3M | $308.1M | $151.9M | $313.9M | $155.8M | |
| Operating income | $156.5M | $179.7M | $206.1M | $204.3M | $207.1M | $188.6M | |
| Net income | $109.0M | $136.6M | $179.7M | $164.7M | $151.0M | $362.8M | |
| Diluted EPS | $0.33 | $0.46 | $0.59 | $0.55 | $0.47 | $1.19 | |
| Gross margin | 98.8% | 98.8% | 98.9% | 47.2% | 97.2% | 46.4% | |
| Operating margin | 56.5% | 63.6% | 66.1% | 63.5% | 64.1% | 56.2% |
Fiscal years (4-quarter sums)FY21 $1.06B · FY22 $878.2M · FY23 $949.7M · FY24 $1.05B · FY25 $1.19B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $39.0M · Total debt $4.02B · Total assets $10.04B · Shareholders' equity $5.39B
Dividends
Raised for 22 straight years — most recently to $0.68 from $0.67 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 3, 2026 | Aug 3 | Aug 14 | $0.68 | raised from $0.67 |
| May 4, 2026 | May 4 | May 15 | $0.67 | |
| Feb 9, 2026 | Feb 9 | Feb 17 | $0.67 | |
| Nov 3, 2025 | Nov 3 | Nov 17 | $0.67 | |
| Aug 4, 2025 | Aug 4 | Aug 15 | $0.67 | |
| May 5, 2025 | May 5 | May 15 | $0.67 | |
| Feb 10, 2025 | Feb 10 | Feb 18 | $0.67 | |
| Nov 4, 2024 | Nov 4 | Nov 15 | $0.67 |
Ownership
Shares outstanding 299.11M · Float —
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 38.55M | 12.89% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 27.23M | 9.10% | 13F | Aug 13, 2026 |
| Cohen & Steers, Inc. | 23.38M | 7.85% | 13G | Aug 14, 2026 |
| State Street Corp | 14.53M | 4.86% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 13.44M | 4.49% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 30, 2025 | C. Taylor Pickett | director, officer: CHIEF EXECUTIVE OFFICER | −200,000 | |
| Nov 5, 2025 | C. Taylor Pickett | director, officer: CHIEF EXECUTIVE OFFICER | +20,000 | $43.14 |
| Nov 6, 2025 | Vikas Gupta | officer: Chief Investment Officer | +11,500 | $42.97 |
Peers
- Sabra Health Care REIT
Closest public peer across skilled nursing and senior housing
- CareTrust REIT
Skilled-nursing net-lease peer expanding in the U.S. and U.K.
- Welltower
Large-cap senior-housing rival using RIDEA and triple-net structures
- LTC Properties
Senior-housing and skilled-nursing peer using SHOP and net leases
- National Health Investors
Senior-housing and medical-property peer using leases, loans, and SHOP
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Omega Healthcare Investors | $46.34 | +0.75% | $13.76B | 16.4 | 23.9 | 10.6 | −7.0% |
| Sabra Health Care REIT | $20.45 | −0.80% | $5.20B | 78.5 | 28.1 | 6.0 | +24.7% |
| CareTrust REIT | $39.03 | 0.00% | $9.22B | 24.2 | 25.2 | 17.0 | +5.1% |
| Welltower | $238.07 | +0.02% | $171.48B | 126.0 | 87.0 | 13.6 | +40.9% |
| LTC Properties | $40.89 | +0.64% | $2.08B | 14.6 | 19.7 | 6.0 | −56.2% |
| National Health Investors | $72.03 | 0.00% | $3.49B | 20.8 | 18.6 | 8.1 | −21.9% |
| Median | 24.2 | 25.2 | 8.1 | +5.1% |