Every 8-K that Omega Healthcare (OHI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OHI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OHI filings page.
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, Inc. held its 2026 Annual Meeting of Stockholders, where 255,926,290 shares were represented, about 85.93% of shares outstanding as of the record date. Stockholders elected all eight director nominees, ratified Ernst & Young LLP as independent auditor for the year ending December 31, 2026, and approved Omega’s executive compensation on an advisory basis.
The company also updated information on large stockholders. As of April 8, 2026, filings show Vanguard Portfolio Management beneficially owning 27,160,324 shares (9.1% of the class), Vanguard Capital Management 15,689,615 shares (5.3%), and BlackRock, Inc. 31,867,200 shares (10.7%).
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. 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. filed a Form 8-K to furnish a press release announcing its financial results for the quarter and year ended December 31, 2025. The company issued the press release on February 4, 2026, and attached it as Exhibit 99.1 for investors to review.
Omega Healthcare Investors, Inc. has amended the employment agreements of its named executive officers, extending their terms by one year to December 31, 2028 and updating annual salaries after a Compensation Committee review. The changes are most significant for President Matthew Gourmand and Chief Legal Officer and General Counsel Gail Makode.
Mr. Gourmand’s annual bonus opportunity was increased at all performance levels, with the high level rising to 200% of annual base salary, target to 125% and threshold to 75%. His severance in a termination without cause or with good reason was raised from two times to three times the sum of annual base salary and three-year average annual bonus, payable over three years, and his post-employment non-compete and non-solicit covenants were extended from two years to three years.
For Ms. Makode, severance in a termination without cause or with good reason was increased from one and a half times to two times the sum of annual base salary and three-year average annual bonus, payable over two years, and her post-employment non-compete and non-solicit covenants were lengthened from 18 months to two years.
Omega Healthcare Investors, Inc. established a new at‑the‑market equity offering program, permitting sales of common stock—directly and via forward sales—for an aggregate gross sales price of $2,000,000,000, and terminated its prior ATM dated September 6, 2024. Sales may occur from time to time on the NYSE, through negotiated transactions, or otherwise, with no obligation to sell and with the ability to suspend offers.
The arrangement includes forward sale agreements under which a forward purchaser may borrow and sell shares through a forward seller. Omega expects to physically settle forwards and receive proceeds by delivering shares, but it may elect cash or net share settlement, which would result in no proceeds and potential cash or share obligations. Sales agents may receive up to 2.0% of the gross sales price; forward sellers earn commissions up to 2.0% via reduced initial forward prices. The securities are offered under an automatic shelf on Form S‑3 with a prospectus supplement dated November 3, 2025.
Omega Healthcare Investors, Inc. (OHI) furnished a press release announcing its financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 to a Form 8-K and is incorporated by reference.
The information was provided under Item 2.02 and, along with Exhibit 99.1, is furnished and not deemed “filed” under Section 18 of the Exchange Act. Additional exhibits include Exhibit 104 (Cover Page Interactive Data File).
Omega Healthcare Investors (OHI) redeemed its 5.250% Senior Notes due 2026 in full. On October 15, 2025, the company retired all $600 million aggregate principal amount of the notes. It deposited $607,875,000 with the trustee to cover the redemption price, which equaled 100% of principal plus accrued and unpaid interest to, but not including, the redemption date.
With the redemption completed, the related obligations of Omega and its subsidiary guarantors were terminated, and the governing indenture was discharged. Certain customary provisions for trustee compensation, indemnification, and application of trust funds continue to apply.
Omega Healthcare Investors, Inc. entered into a new senior unsecured $2.3 billion credit facility that replaces its prior multicurrency revolving facility. The new facility comprises a $2.0 billion multicurrency revolving credit facility and a $300.0 million delayed draw term loan (DDTL) facility. The Revolving Credit Facility matures on September 28, 2029, with Omega able to extend twice for six-month periods; the DDTL matures on September 29, 2028, with two possible twelve-month extensions. The DDTL may be drawn for up to 180 days after closing and does not amortize. The Revolving facility permits borrowings in U.S. Dollars or Alternative Currencies with a $600.0 billion sublimit for Alternative Currencies. Omega and certain subsidiaries are borrowers/guarantors and Bank of America, N.A. serves as administrative agent. OHI LP is currently the sole guarantor of the Credit Facility.
Omega Healthcare Investors, Inc. announced that it will redeem all of its outstanding 5.250% Senior Notes due 2026 on October 15, 2025. The notes will be redeemed at 100% of their principal amount, plus accrued and unpaid interest up to but not including the redemption date, in line with the governing indenture.
The company stated that an irrevocable notice of redemption was mailed to record holders of the notes on September 15, 2025 by U.S. Bank Trust Company, National Association, the trustee under the indenture. Omega also issued a press release about the redemption, which is attached as an exhibit.
Omega Healthcare Investors, Inc. (NYSE: OHI) has filed an 8-K disclosing the completion of a $600 million underwritten public offering of 5.200% Senior Notes due July 1, 2030. The Notes were priced at 99.118% of par, generating gross proceeds of approximately $594.7 million before expenses. They are unsecured, rank pari passu with the company’s other senior debt, and are guaranteed by OHI Healthcare Properties Limited Partnership along with any future subsidiaries that guarantee at least $100 million of Omega’s unsecured borrowings.
Interest accrues semi-annually beginning January 1, 2026. Omega may redeem the Notes at a make-whole premium before June 1, 2030 (the “Par Call Date”) or at par thereafter. Covenants restrict additional indebtedness, asset sales, and require maintenance of an unencumbered asset pool; customary events of default include cross-acceleration and insolvency. Net proceeds are earmarked for general corporate purposes, potentially including repayment of existing debt and future healthcare real-estate investments.
This issuance extends Omega’s debt maturity profile to 2030, adds liquidity for potential acquisitions, and modestly increases fixed-rate leverage at a coupon reflective of current REIT bond markets.