Omega Healthcare Investors, Inc. reports recurring developments as a healthcare real estate investment trust focused on long-term care properties. Its portfolio is concentrated in skilled nursing and assisted living facilities, including senior housing and care homes, operated by third-party healthcare companies primarily under triple-net lease structures across the United States, the United Kingdom and Canada.
Company updates commonly cover AFFO, FFO and Funds Available for Distribution, quarterly dividends, acquisitions, real estate loan fundings, investments in unconsolidated entities and balance-sheet activity. News also addresses portfolio management, operator coverage and rent or interest collections, including disclosures tied to major operators and senior housing RIDEA investments.
Omega Healthcare Investors (NYSE: OHI) transitioned 32 Florida skilled nursing facilities to PACS Group subsidiaries, effective October 1, 2026.
The facilities previously had an operator managed by affiliates of Airamid Health Services. The portfolio will be added to Omega’s existing master lease with PACS. Rent is scheduled to increase by $26.1 million in year one and an additional $2.5 million in year two, followed by contractual annual increases of 2%. Omega incurred a one-time expense of approximately $90 million in connection with the transition.
Omega Healthcare Investors (OHI) will release earnings for the quarter ended September 30, 2026, on Tuesday, November 3, 2026, after market close. The company will host a conference call on Wednesday, November 4, 2026, at 10 a.m. Eastern Time to review its third quarter 2026 results and current developments.
Participants can join via the Omega website, a webcast at the provided Q4 link, or by phone using toll-free dial-in (833) 461-5787, international dial-in +1 (585) 542-9983, and Meeting ID 954 733 075, with a request to dial in 15 minutes early. A webcast replay will be available on the company’s website for about two weeks, along with the earnings release in the Investors/Financial Information section. Omega is a healthcare-focused REIT with assets across the U.S., U.K., and Canada.
PACS Group (NYSE: PACS) announced definitive agreements for its subsidiaries to acquire the operations of 32 skilled nursing facilities in Florida, totaling 4,049 licensed beds. The facilities will be leased from subsidiaries of existing REIT landlord Omega Healthcare Investors (NYSE: OHI), creating a strategic statewide post-acute network. The Florida transaction is expected to close in the fourth quarter, subject to customary conditions.
PACS also reported closing on 11 additional Eduro Healthcare facilities, bringing completed Eduro acquisitions to 31 of 34 facilities with 3,633 beds. Following these closings, PACS now has 355 affiliated buildings and has expanded into New Mexico, North Dakota, and South Dakota, alongside existing operations in Texas, South Carolina, Tennessee, and Kentucky.
Omega Healthcare Investors (NYSE: OHI) reported Q2 2026 net income of $380 million ($1.19/share) versus $140 million ($0.46/share) in Q2 2025. Adjusted FFO was $261 million ($0.83/share), FAD was $248 million ($0.78/share), and NOI reached $331 million, all up year over year.
Omega completed $126 million of Q2 investments (mainly $110 million of real estate acquisitions and $16 million of real estate loans) and another $93 million in July 2026. It sold 26 facilities for $562.6 million, recognizing a $246.5 million gain, including 18 CommuniCare facilities for $472.8 million net cash proceeds.
The company expanded its relationship with Saber, with Saber PropCo JV executing $124.3 million of net real estate investments and adding 27 facilities to the Saber platform. Omega issued 1.3 million shares for $62 million, increased its quarterly dividend to $0.68 per share effective August 3, 2026, and raised full-year AFFO guidance midpoint to $3.24. Omega also began reporting under two segments: Triple-Net Investments and Operating Portfolio.
Omega Healthcare Investors (NYSE:OHI) announced that its Board declared a quarterly cash dividend of $0.68 per share, an increase of $0.01 over the previous quarter. The dividend is payable on August 14, 2026 to shareholders of record as of August 3, 2026.
According to Omega, the increase is supported by recent growth in FAD per share and reflects management’s expectation of further operating growth and a return toward a consistent dividend growth policy.
Omega Healthcare Investors (NYSE:OHI) will release second quarter 2026 earnings for the period ended June 30, 2026, after market close on July 29, 2026. A conference call to review results and current developments is scheduled for July 30, 2026, at 10 a.m. ET.
Investors can join via company website, webcast, or telephone. Omega is a healthcare-focused real estate investment trust with a skilled nursing and assisted living portfolio across the US, UK, and Canada.
Omega Healthcare Investors (NYSE: OHI) announced a planned leadership transition. CEO Taylor Pickett will retire and leave the Board on October 1, 2026, with President Matthew Gourmand becoming CEO and joining the Board. CFO Bob Stephenson will retire on August 1, 2026, with Neal Ballew, current Chief Accounting Officer, promoted to CFO.
Under Pickett’s 25-year tenure, Omega reports total shareholder return over 10,000%, portfolio growth from 258 to 1,124 senior care assets, and market capitalization expanding from about $60 million to over $15 billion. Stephenson is credited with achieving investment-grade credit, a well-laddered debt maturity schedule, and leverage near all-time lows. Both retiring leaders will remain as consultants.
Omega Healthcare Investors (NYSE: OHI) reported Q1 2026 results: net income $159M ($0.47/share), AFFO $260M ($0.82/share) and FAD $247M ($0.78/share). Completed $251M of investments in Q1 and raised 2026 AFFO midpoint by $0.02 to $3.22 per share. Announced expected sale of 18 CommuniCare facilities for ~$480M and reported $4.5B outstanding debt with $1.6B undrawn revolver capacity.
Omega Healthcare Investors (NYSE: OHI) declared a quarterly cash dividend of $0.67 per share. The dividend is payable May 15, 2026 to shareholders of record at the close of business on May 4, 2026.
Omega is a REIT focused on long-term healthcare properties, predominantly triple-net leased skilled nursing and assisted living facilities across the US, UK, and Canada.
Omega Healthcare Investors (NYSE:OHI) will release first-quarter 2026 results for the period ended March 31, 2026, on Tuesday, April 28, 2026 after market close. A conference call is scheduled for Wednesday, April 29, 2026 at 10:00 a.m. ET to review results and developments.
Investors can join via the company website or webcast, or by phone using the provided toll-free and international numbers and conference ID 1388157. Webcast replays will be available on Omega’s website for about two weeks; the earnings release will be posted in the Financial Information section of the Investors page.