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Omega Healthcare Investors’ Chief Investment Officer reported several equity award transactions dated 12/31/2025. These involved Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership converting into OP Units, and OP Units converting into common stock at an exercise price of $0.
The filing shows 11,627, 12,042 and 15,408 PIUs vesting into OP Units based on performance and time-based criteria, and corresponding OP Units converting into the same numbers of shares of common stock. The PIUs and OP Units are subject to continued employment and, in some cases, performance based on absolute and relative total shareholder return for the 2022–2024 period, with potential accelerated vesting under certain circumstances.
Omega Healthcare Investors Inc. reported equity award activity for its Chief Legal Officer. On 12/31/2025, various Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership vested and converted into limited partnership units (OP Units), and certain OP Units were exchanged into common stock equivalents, all at a stated price of $0 per unit.
One transaction shows 11,627 PIUs converting into OP Units with 55,798 derivative securities then beneficially owned, with similar activity for blocks of 12,042 and 15,408 PIUs. OP Units can be redeemed for cash equal to the fair market value of one share of Omega Healthcare common stock, or, at the issuer’s election, one share of common stock. The PIUs are tied to performance over the 2022–2024 period and three-year time-based vesting, subject to continued employment and potential accelerated vesting in certain situations.
Omega Healthcare Investors’ chief financial officer reports equity award activity and a small stock disposition. On December 30, 2025, the CFO reported a disposition of 3,850 shares of common stock coded as a transaction type "G" at a stated price of $0, leaving 178,426 shares of common stock beneficially owned directly.
The filing also details the vesting and conversion of Profits Interest Units in OHI Healthcare Properties Limited Partnership into OP Units, and related movements between OP Units and common stock, all at a stated exercise or conversion price of $0. These interests are tied to performance-based and time-based vesting conditions, including measures such as Absolute and Relative Total Shareholder Return for the 2022–2024 period and ongoing employment requirements.
Omega Healthcare Investors insider reporting shows activity by its Chief Executive Officer and director involving operating partnership units and performance-based awards. On December 30, 2025, the reporting person redeemed 200,000 OP Units in OHI Healthcare Properties Limited Partnership, which are exchangeable for cash equal to the average closing price of Omega’s common stock over a 10-day period, noted here as $45.25 per share equivalent. The filing also details multiple awards of Profits Interest Units that can vest into OP Units and, in some cases, be settled in common stock, with several transactions reported at an exercise price of $0.
The report states that a portion of the OP Unit redemption, tied to 20,000 underlying shares, was matchable under Section 16(b) against a prior purchase on November 5, 2025, and the insider paid $22,144.00 to the company as the full profit on that short-swing transaction.
Cohen & Steers filed a Schedule 13G reporting a passive stake in Omega Healthcare Investors, Inc. (OHI). The filing discloses beneficial ownership of 17,466,234 shares of common stock, representing 5.92% of the class as of the event date 09/30/2025. Cohen & Steers reports sole voting power over 13,494,467 shares and sole dispositive power over 17,466,234 shares.
Subsidiary-level holdings include Cohen & Steers Capital Management, Inc. with 17,268,702 shares (5.85%), Cohen & Steers UK Ltd. with 179,357 shares (0.06%), and Cohen & Steers Ireland Ltd. with 18,175 shares (0.01%). The filer certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of Omega Healthcare Investors, Inc. (OHI) common stock. It reports 14,625,474 shares beneficially owned, representing 5% of the class, with shared voting power over 12,034,325 shares and shared dispositive power over 14,625,474 shares; sole voting and dispositive power are each 0.
The filing is dated as of September 30, 2025, and includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Listed affiliated investment adviser entities include multiple State Street Global Advisors units.
Omega Healthcare Investors (OHI) reported an insider purchase by its Chief Investment Officer. On 11/06/2025, the officer purchased 11,500 shares of common stock at a weighted average price of $42.9668, disclosed as multiple trades within a range of $42.929 to $42.97. Following the transaction, the officer beneficially owns 13,773 shares, held directly.
Omega Healthcare Investors (OHI) reported an insider purchase by its Chief Executive Officer and director. On 11/05/2025, the reporting person bought 20,000 shares of common stock (transaction code P) at a weighted average price of $43.1428, with individual trade prices ranging from $43.05 to $43.25.
Following the transaction, beneficial ownership consists of 20,000 shares held indirectly through a family trust and 4,100 shares held directly.
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 (OHI) reported stronger Q3 results. Total revenue rose to $311.6 million from $276.0 million a year ago, and diluted EPS increased to $0.59 from $0.42. Net income was $185.0 million versus $114.9 million. For the first nine months, revenue reached $870.9 million compared with $772.1 million last year, and net income was $437.5 million.
Omega was active on both acquisitions and dispositions. Year‑to‑date, it acquired 66 facilities for $637.9 million across the U.S., U.K. and Jersey, generally at initial cash yields around 10%. It sold 45 facilities for $264.1 million, recognizing $61.2 million of net gains. The company recorded $16.6 million of impairments year‑to‑date. In February, the $201.8 million Inspir Embassy Row ALF was placed into service, contributing $3.3 million of Q3 rent. Operating cash flow for the first nine months was $647.9 million, ending Q3 with $737.2 million in cash. Common shares outstanding were 295.5 million, and dividends declared were $0.67 per share in Q3 (year‑to‑date $2.01).