Inferra AI / Company / OHI
Omega Healthcare Investors Inc.
OHI · Real Estate
Last earnings Jul 29, 2026
Key results
RECENT HIGHLIGHTS net incomequarter
$380 million
SECOND QUARTER 2026 AND RECENT HIGHLIGHTS Net income for the quarter of $380 million, or $1.19 per diluted share, compared to $140 million, or $0.46 per diluted share, for Q2 2025.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Net operating incomequarter
$331 million
Net Operating Income ( NOI ) for the quarter of $331 million, compared to NOI of $281 million for Q2 2025.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Income from unconsolidated entities reported on the Consolidated Statements of Operations is comprised of Non-operating net loss from unconsolidated entities above and Net operating income from unconsolidated entities above of $18.9 million and $37.8 million for the three and six months ended June 30, 2026, respectively, and $2.5 million and $4.9 million for the three and six months ended June 30, 2025, respectively.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Operating expensesquarter
$30, thousand
operating expenses and triple-net related real estate tax and ground lease expenses. For the three and six months ended June 30, 2026,
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
AI analysis
Q2 2026 · reported Jul 29, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| RECENT HIGHLIGHTS net income | $380 million | — | — |
| Net operating income | $331 million | — | — |
| Operating expenses | $30, thousand | — | — |
Guidance · company-stated
Direction: Raised
“As a result, we were again able to increase our AFFO guidance, moving the midpoint up by two cents to $3.”
“2026 GUIDANCE INCREASED The Company s expected 2026 Adjusted FFO range is between $3.”
Classified from the release's primary full-year outlook statement.
Capital allocation
htm EX-99.1 Exhibit 99.1 303 International Circle P : 410.427.1700 Suite 200 Hunt Valley, MD 21030 PRESS RELEASE FOR IMMEDIATE RELEASE OMEGA REPORTS SECOND QUARTER 2026 RESULTS AND RECENT DEVELOPMENTS Completed $126 Million in New Investments in Q2 2026 Increased Quarterly Dividend by $0.01 to $0.68 in August Raises Full Year Adjusted FFO Guidance HUNT VALLEY, MARYLAND July 29, 2026 Omega Healthcare Investors, Inc.
Event summary
(NYSE: OHI) (the Company or Omega ) announced today its results for the quarter ended June 30, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “As a result, we were again able to increase our AFFO guidance, moving the midpoint up by two cents to $3.”
Company outlook: “2026 GUIDANCE INCREASED The Company s expected 2026 Adjusted FFO range is between $3.”
Company outlook — Raised (“Raises”)
“68 in August Raises Full Year Adjusted FFO Guidance HUNT VALLEY, MARYLAND July 29, 2026 Omega Healthcare Investors, Inc.”
Company outlook — Raised (“increase”)
“As a result, we were again able to increase our AFFO guidance, moving the midpoint up by two cents to $3.”
Company outlook — Raised (“increase”)
“Although we do not provide specific acquisitions guidance, based on our pipeline today, we would expect a significant increase in the amount of capital we are able to allocate through the remainder of this year and into early 2027.”
Company outlook — Raised (“INCREASED”)
“2026 GUIDANCE INCREASED The Company s expected 2026 Adjusted FFO range is between $3.”
Classified from the release's primary full-year outlook statement.
Capital allocation
htm EX-99.1 Exhibit 99.1 303 International Circle P : 410.427.1700 Suite 200 Hunt Valley, MD 21030 PRESS RELEASE FOR IMMEDIATE RELEASE OMEGA REPORTS SECOND QUARTER 2026 RESULTS AND RECENT DEVELOPMENTS Completed $126 Million in New Investments in Q2 2026 Increased Quarterly Dividend by $0.01 to $0.68 in August Raises Full Year Adjusted FFO Guidance HUNT VALLEY, MARYLAND July 29, 2026 Omega Healthcare Investors, Inc.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Increased quarterly common dividend to $0.68 per share effective August 3, 2026.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
DIVIDENDS On July 23, 2026, the Board of Directors declared a quarterly cash dividend of $0.68 per share, increasing the quarterly dividend on its common stock by $0.01 per share over the previous quarter.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
The dividend is payable August 14, 2026, to common stockholders of record as of the close of business on August 3, 2026.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
All of the acquisitions completed were funded through a combination of operating cash and third-party debt, with no additional contributions from the Company.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Saber PropCo JV also has $582.0 million of mortgage debt with a weighted average interest rate of 5.6% per annum, which is non-recourse to the Company.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Strategy & priorities
During the second quarter of 2026, Omega received a $16.3 million paydown on the super-priority secured debtor-in-possession ( DIP ) financing, resulting in an outstanding balance of $8.7 million under such financing as of June 30, 2026.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
This included the previously announced strategic disposition of 18 facilities located throughout Maryland and West Virginia, that were leased to CommuniCare Health Services, Inc.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
FOR FURTHER INFORMATION, CONTACT Andrew Dorsey, VP, Corporate Strategy & Investor Relations or David Griffin, Sr.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Director, Corporate Strategy & Investor Relations at (410) 427-1705 Forward-Looking Statements and Cautionary Language This press release includes forward-looking statements within the meaning of the federal securities laws.
SEC original ↗Omega Healthcare Investors Inc. — Earnings release (8-K exhibit)EX-99Jul 29, 2026
Our core business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities ( SNFs ), assisted living facilities ( ALFs ), including care homes in the U.
SEC original ↗Omega Healthcare Investors Inc. — 10-Q Quarterly report10-QJul 30, 2026
Risks & headwinds
Legal Proceedings 59 Item 1A.
SEC original ↗Omega Healthcare Investors Inc. — 10-Q Quarterly report10-QJul 30, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documentsEarnings releases
8 documentsPresentations
0 documentsNo presentations for Omega Healthcare Investors Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Omega Healthcare Investors Inc. are held in this edition of the library.
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