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Cohen & Steers, Inc., through its investment management subsidiaries, reports beneficial ownership of 23,382,961 shares of Omega Healthcare Investors, Inc. common stock, representing 7.85% of the class. The firms report sole voting power over 18,559,089 shares and sole dispositive power over 23,382,961 shares, with no shared voting or dispositive power.
The shares are held for the benefit of account holders of Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, who have rights to dividends and sale proceeds associated with these securities.
Omega Healthcare Investors Inc. director Lisa Egbuonu-Davis reported a bona fide gift of 5,131 shares of Common Stock on 2026-08-07. The transaction was recorded at a price of $0.00 per share, and her directly held position after the gift is 17,301 shares.
Omega Healthcare Investors, Inc. Chief Accounting Officer Lucas M. Golem reports his initial beneficial ownership, including 1,685 shares of common stock held directly, which include shares purchased through the employee stock purchase plan and shares acquired via automatic dividend reinvestment.
He also reports 18,853 Profits Interest Units in OHI Healthcare Properties Limited Partnership, each representing a contingent right to receive one OP Unit upon vesting and tax-related conditions, and 31,738 OP Units, each redeemable for cash equal to the fair market value of one share of common stock or, at the issuer’s election, one share of common stock, with no expiration date.
Omega Healthcare Investors, Inc. reported second-quarter 2026 revenues of $328.2 million, up from $282.5 million a year earlier. Net income rose to $379.7 million from $140.5 million, and net income available to common stockholders increased to $362.8 million (diluted EPS $1.19 vs. $0.46), largely boosted by a $246.5 million gain on asset sales.
For the first six months of 2026, revenues were $651.2 million and net income available to common stockholders was $513.9 million. Omega sold 30 facilities for $597.1 million in consideration, including a major CommuniCare portfolio transaction, while acquiring 23 facilities for $236.3 million and investing in construction and capital improvements. Operating cash flow was $433.2 million, and total assets were $10.0 billion with total equity of $5.6 billion.
The company introduced a new Operating segment using the RIDEA structure alongside its existing Triple-Net segment, continued to manage credit exposures to Maplewood and Genesis, and maintained common dividends of $0.67 per share in February and May 2026, with a $0.68 dividend declared for August 2026. Leadership changes include a planned CEO transition on October 1, 2026 and a CFO transition on August 1, 2026, contributing to higher stock-based compensation expense.
Omega Healthcare Investors reported higher second quarter 2026 earnings and cash flow metrics while increasing full-year Adjusted FFO guidance and its dividend. Total revenues were $328,246 (in thousands), up from $282,506 (in thousands) a year earlier. Net income available to common stockholders was $362,823 (in thousands), or $1.19 diluted EPS, including a $246,519 (in thousands) gain on assets sold.
Nareit FFO was $223,963 (in thousands), or $0.71 per diluted share; Adjusted FFO was $261,357 (in thousands), and FAD was $247,579 (in thousands). Management noted FAD per share was up 6.3% year over year. The company completed $126,497 (in thousands) of new investments, sold 26 facilities for $562.6 million, and received $172.4 million of loan repayments. Debt totaled $4.1 billion at a 4.2% weighted average interest rate, with $2.0 billion of undrawn revolver capacity. The board raised the quarterly dividend to $0.68 per share and lifted 2026 Adjusted FFO guidance to $3.22–$3.26 per diluted share.
Omega Healthcare Investors' chief financial officer Robert O. Stephenson reported compensation-related equity activity involving partnership and profits interest units. On June 30, 2026, he exercised or converted derivative awards covering a total of 79,298 units, including OP Units that are exchangeable into common stock and Profits Interest Units that convert into OP Units. The transactions were recorded at an exercise price of $0.00 per unit, reflecting incentive awards rather than open-market purchases. Following these conversions, he directly holds 758,743 shares of common stock and continues to hold OP Units and Profits Interest Units, which are tied to performance measures such as Absolute and Relative Total Shareholder Return for the 2023–2025 period.
Omega Healthcare Investors CEO C. Taylor Pickett reported equity incentive vesting and derivative exercises involving partnership units linked to the company’s common stock. On June 30, 2026, he exercised a total of 190,806 Profits Interest Units and OP Units at an exercise price of $0.00 per unit, converting them into higher-tier OP Units and common stock-based interests.
Following these transactions, direct holdings included 1,320,406 OP Units in one line and 1,294,229 OP Units in another, plus 405,345 Profits Interest Units, all tied economically to Omega’s common stock under the partnership agreement. Separately, 112,500 OP Units are held in an irrevocable trust for his spouse and son, over which he has no voting power; this trust position did not change and continues to be reported for beneficial ownership.
Omega Healthcare Investors chief legal officer Gail D. Makode reported compensation-related equity activity. On June 30, 2026, she exercised derivative awards covering a total of 40,964 units, including Profits Interest Units and OP Units, at an exercise price of $0.00 per unit.
Footnotes explain that each Profits Interest Unit can vest into one OP Unit of the operating partnership, and each OP Unit is redeemable for cash equal to the fair market value of one share of Omega common stock, or, at the company’s election, one share of common stock. The vested portions reflect 25% tranches tied to absolute and relative total shareholder return performance for the 2023–2025 period, with vesting spread across calendar quarters in 2026 and subject to continued employment. The filing shows no open‑market sales or gifts.
OMEGA HEALTHCARE INVESTORS INC Chief Investment Officer Vikas Gupta reported derivative exercises tied to long-term incentive awards. On these transactions, he exercised or converted a total of 40,964 units linked to the company’s equity, including OP Units and Profits Interest Units (PIUs).
The PIUs are performance-based awards in OHI Healthcare Properties Limited Partnership that vest into OP Units based on Absolute and Relative Total Shareholder Return for the 2023-2025 period, subject to continued employment. Each OP Unit can later be redeemed for cash equal to the fair market value of one share of Omega common stock, or, at Omega’s election, for one share of common stock. No open-market buys or sales were reported in this filing.
OMEGA HEALTHCARE INVESTORS INC President Matthew Paul Gourmand exercised performance-based equity awards into partnership interests on June 30, 2026. He converted a total of 40,964 Profits Interest Units and OP Units through derivative exercises linked to the company’s 2023–2025 Absolute and Relative Total Shareholder Return performance, with no share sales reported in this filing.