Omega Healthcare Investors is executing a portfolio expansion strategy that has driven revenue growth of 18.8% YoY in Q2 2026, with FFO per share surging 104.8% to $1.41. However, this growth is flattered by a likely one-time gain, as evidenced by the FFO/NI r...
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Revenue accelerated 18.8% YoY to $335.6M in Q2 2026, but NOI margin swung to 46.4% from 98.9% in the prior quarter, reflecting non-cash adjustments and one-time gains that inflated FFO per share to $1.41.
OHI has demonstrated solid financial results, with first-quarter earnings exceeding estimates and a raised full-year 2026 Adjusted Funds From Operations (AFFO) guidance. The company's revenue and net income have shown significant year-over-year growth, outperforming many industry peers.
OHI is actively advancing its pivot towards the Senior Housing Operating Portfolio (SHOP) and RIDEA models. This strategic shift allows the company to benefit from operational results rather than relying solely on predictable rent collection, addressing current industry challenges.
The company is well-positioned to benefit from the 'Silver Tsunami,' a demographic trend of a growing elderly population. This increasing demand for senior housing and healthcare services provides a strong long-term growth outlook.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $1.19+133.8% vs $0.51 | $263M-1.6% vs $267M |
Q2 2026 Apr 28, 2026 | $0.47-3.0% vs $0.48 | $267M+1.1% vs $264M |
Q1 2026 Feb 4, 2026 | $0.55+11.1% vs $0.50 | $261M-1.2% vs $265M |
Q4 2025 Oct 30, 2025 | $0.63+36.4% vs $0.46 | $261M+3.8% vs $251M |
Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of DiamondRock Hospitality (DRH) and Omega Healthcare Investors (OHI). But which of these two companies is the best option for those looking for undervalued stocks?
HUNT VALLEY, Md.--(BUSINESS WIRE)---- $OHI #Healthcare--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended September 30, 2026, on Tuesday, November 3, 2026, after market close. In conjunction with its release, Omega will conduct a conference call on Wednesday, November 4, 2026, at 10 a.m. Eastern Time to review its 2026 third quarter results and current developments.Investors and other interested parties may access the conference cal.
Omega Healthcare Investors, Inc. (NYSE: OHI) announced today that it is scheduled to release its earnings results for the quarter ended September 30, 2026, on Tu
Omega Healthcare remains Buy rated, offering a near 6% yield and structural advantages in skilled nursing real estate. OHI's upcoming earnings are expected to be quietly strong, with AFFO/share modeled at $0.81 versus the Street's $0.80. Recent acquisitions and stable rental income support 4% y/y revenue growth, while interest expense and G&A remain contained.
Benchmark OHI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Omega Healthcare Investors, Inc. (OHI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $46.17 | $13.75B | 23.80 | 13.95% | 49.25% | 11.6% | 5.44% | |
| $19.69 | $4.97B | 30.77 | 10.15% | 7.61% | 2.34% | — | |
| $42.54 | $2.18B | 16.88 | 25.26% | 38.92% | 11.45% | — | |
| $37.17 | $8.78B | 23.68 | 108.79% | 65.4% | 8.51% | — | |
| $67.20 | $3.26B | 22.25 | 12.93% | 38.47% | 10.85% | — | |
| $86.64 | $42.12B | 160.44 | 18.47% | 4.13% | 1.99% | — |
Omega Healthcare Investors, Inc. (OHI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Omega Healthcare Investors, Inc. (OHI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 5, 2026·SEC
May 21, 2026·SEC
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Omega Healthcare Investors, Inc. (OHI) stock FAQ — growth, dividends, profitability & financials explained
Omega Healthcare Investors, Inc. (OHI) reported $1.29B in revenue for fiscal year 2025. This represents a 1667% increase from $73.1M in 1996.
Omega Healthcare Investors, Inc. (OHI) grew revenue by 14.0% over the past year. This is steady growth.
Yes, Omega Healthcare Investors, Inc. (OHI) is profitable, generating $858.3M in net income for fiscal year 2025 (49.3% net margin).
Yes, Omega Healthcare Investors, Inc. (OHI) pays a dividend with a yield of 5.44%. This makes it attractive for income-focused investors.
Omega Healthcare Investors, Inc. (OHI) has a return on equity (ROE) of 11.6%. This is reasonable for most industries.
Omega Healthcare Investors, Inc. (OHI) generated Funds From Operations (FFO) of $1.19B in the trailing twelve months. FFO is the primary profitability metric for REITs.
Omega Healthcare Investors, Inc. (OHI) offers a 5.44% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
