Welcome to our dedicated page for Omega Healthcare SEC filings (Ticker: OHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Omega Healthcare Investors, Inc. files regulatory documents that record its healthcare REIT results, governance and capital-structure activity. Form 8-K reports include quarterly and annual financial results, AFFO and FAD metrics, investment activity and Regulation FD exhibits tied to earnings releases.
The filing record also documents proxy matters, executive compensation disclosures, employment-agreement amendments, at-the-market common stock programs, senior unsecured credit facilities, note redemptions and the company’s NYSE-listed common stock. These disclosures frame Omega’s public reporting around long-term healthcare real estate, operator relationships, leverage and shareholder governance.
PICKETT C TAYLOR reported open-market sale transactions in this Form 4 filing.
Omega Healthcare Investors CEO C. Taylor Pickett reported a redemption of 112,500 OP Units for cash. According to the filing, each OP Unit of OHI Healthcare Properties Limited Partnership was redeemed at $47.94, equal to the 10-day average closing price of the company’s common stock before the redemption notice.
Each OP Unit is redeemable, at the holder’s election, for cash equal to the fair market value of one share of common stock or, at the company’s election, one share of common stock and has no expiration date. After these transactions, Pickett also has OP Units representing an underlying 1,225,003 shares of common stock held directly.
Omega Healthcare Investors is implementing a planned leadership transition, with longtime CEO Taylor Pickett retiring effective October 1, 2026 and stepping down from the Board. President Matthew Gourmand will become CEO and is expected to join the Board on that date. CFO Bob Stephenson will retire effective August 1, 2026, with Chief Accounting Officer Neal Ballew promoted to CFO and Lucas Golem becoming Chief Accounting Officer on the same date.
Pickett and Stephenson each signed transition and consulting agreements. Pickett will receive his 2026 annual incentive un‑prorated, equity vesting through December 31, 2029, company-paid health premiums for up to 18 months, transfer of a supplemental life policy, and a consulting role through at least October 1, 2027 at $20,000 per month. Stephenson will receive benefits consistent with a termination without cause under his employment agreement, plus un‑prorated 2026 incentive, equity vesting through December 31, 2029, transfer of a supplemental life policy and a consulting role through at least August 1, 2027 at $12,000 per month. The company highlights that under Pickett’s 25-year tenure, total shareholder return exceeded 10,000%, the portfolio grew from 258 to 1,124 assets, and market capitalization rose from about $60 million to over $15 billion.
Omega Healthcare Investors Inc ownership filing shows Vanguard Capital Management reports beneficial ownership of 15,689,615 shares of Common Stock, representing 5.30% of the class as reported. The filing lists sole voting power: 2,455,494 and sole dispositive power: 15,689,615; signature dated 04/30/2026.
Omega Healthcare Investors Inc reported that Vanguard Portfolio Management beneficially owned 27,160,324 shares of Common Stock, representing 9.18% of the class. The filing states Vanguard has sole dispositive power over 27,160,324 shares and sole voting power for 37,207 shares.
The Schedule 13G was signed on 04/29/2026 and discloses holdings exercised on behalf of Vanguard funds and managed accounts.
Omega Healthcare Investors reported stronger first‑quarter 2026 results, with higher revenue and earnings while actively recycling assets and managing operator exposure. Total revenues rose to $322.9M from $276.8M a year earlier, driven mainly by rental income growth and new senior housing operating revenue.
Net income available to common stockholders increased to $151.0M, or $0.47 per diluted share, up from $109.0M and $0.33 per share. Operating cash flow improved to $215.5M. Omega invested $126.4M in new real estate, including 13 SNFs in Georgia, and sold four SNFs for $34.5M in proceeds.
The company expanded its held‑for‑sale pool to 19 facilities and post‑quarter sold 12 CommuniCare‑leased facilities in Maryland for $326.3M, reallocating capital while reducing single‑operator concentration. Omega ended the quarter with total assets of $10.23B, net real estate loans of $1.39B, and unsecured borrowings of about $4.44B, including $425M drawn on its revolver.
Omega Healthcare Investors, Inc. reported strong first-quarter 2026 results, with total revenues of $322.9 million versus $276.8 million a year earlier. Net income available to common stockholders rose to $151.0 million, or $0.47 per diluted share, compared with $0.33 per share in 2025.
Nareit FFO reached $249.5 million and Adjusted FFO rose to $259.7 million, while FAD was $246.8 million. Management highlighted that FAD per share increased 9.5% year over year and raised 2026 Adjusted FFO guidance to a range of $3.19–$3.25 per diluted share, moving the midpoint up to $3.22.
Omega completed approximately $250.8 million of new real estate, loan, and unconsolidated investments in Q1 and an additional $75.0 million early in Q2, alongside $34.5 million of asset sales and a planned $479.9 million skilled nursing portfolio disposition. The company ended the quarter with $4.5 billion of debt, $26.1 million of cash, and $1.6 billion of undrawn revolver capacity, and declared a quarterly dividend of $0.67 per share.
Omega Healthcare Investors, Inc. is holding its 2026 annual stockholders meeting virtually on June 5, 2026 at 10:00 a.m. EDT, with April 8, 2026 as the record date. Stockholders are asked to elect eight incumbent directors, ratify Ernst & Young LLP as independent auditor for 2026, and approve an advisory vote on executive compensation.
The proxy highlights a largely independent board with a separated Chair/CEO structure, majority voting for directors, proxy access and strong committee oversight, including cybersecurity and AI risk. It reports robust support for prior say‑on‑pay votes, a pay program heavily weighted to performance-based equity tied to three‑year absolute and relative total shareholder return, and stock ownership and clawback policies aligning executives with long-term shareholder interests.
Omega Healthcare Investors’ chief legal officer, Gail D. Makode, exercised partnership-based equity awards tied to the company’s performance. On March 31, 2026, she converted a total of 40,966 Profits Interest Units into OP Units in the operating partnership and related OP Units into interests linked to common stock value.
After these transactions, she directly holds 101,201 Profits Interest Units and 224,508 OP Units. Each OP Unit can be redeemed for cash equal to the fair market value of one Omega Healthcare common share, or, at the company’s election, one share of common stock. The vesting of these awards was based on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period and required continued employment.
OMEGA HEALTHCARE INVESTORS INC Chief Investment Officer Vikas Gupta reported compensation-related equity vesting and derivative exercises. On March 31, 2026, he exercised awards covering 40,966 units at an exercise price of $0.00 per unit.
These transactions reflect Profits Interest Units that vested into OP Units, and OP Units that became redeemable for cash or one share of common stock, based on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period. Following the exercises, Gupta directly holds 118,201 Profits Interest Units and 225,988 OP Units, indicating a substantial continuing equity stake. The activity appears tied to previously granted performance-based awards rather than open-market buying or selling.