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Omega Healthcare Investors Inc (OHI) stock

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NYSE: OHI NYSE Health Care REITs Next results ~November 3, 2026

C+ Fundamentals grade

Omega Healthcare Investors Inc is a US-listed company in the health care REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$68

Valuation models combined (2)

Base case. Range ~$55–$74. Weighted average of 2 models (funds-from-operations model, dividend discount (growing dividend)), the funds-from-operations model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Omega Healthcare Investors Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 0 selling2 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds375 adding, 310 cuttingOf 54 active managers that changed their stake, 20 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Omega Healthcare Investors files

Where Omega Healthcare Investors stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.28bn, up 15.0% on a year earlier, faster than 14.0% a quarter earlier. That growth ranks 3 of 22 among the real estate investment trusts companies we cover. The diluted share count is up 7.9% on a year earlier, which dilutes existing holders. Our valuation models combined value is $59.97 a share, against a share price of $45.39.

Source: 10-Q filed July 30, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 3, 2026 (estimated)

Omega Healthcare Investors Inc's trailing-twelve-month revenue grew 15.0% year on year, with a free-cash-flow margin of 63.6%. Where it stands out: net margin of 67.0% ranks 1 of 17 health care reits companies we cover. Where it lags: stock pay as % of revenue of 4.1% ranks 14 of 16 health care reits companies we cover.

Current signal Net margin expanding: TTM net margin reached 67.0%, up 24.7pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 15.0% over the last 12 months, against a median of 15.0% for health care reits companies we cover.
  • High operating margin. 43.5% of revenue is left as operating profit.
  • Strong cash generation. 63.6% of revenue turned into free cash flow.

Things to watch

  • Margins narrowing. Operating margin is down 17.7 points on a year ago.
  • Share dilution. Diluted shares rose 7.9% in a year.
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 4.1% ranks 14 of 16 health care reits companies we cover (median 1.8%).
  • Earnings expected to fall. The consensus expects earnings per share to fall 24% next year.

Latest results: FY2026 Q2

Filed July 30, 2026
Earnings per share
$1.22 against an average estimate of $0.48: beat by 154.3%
Revenue
$328m, up 16.2% on a year earlier
Share reaction
-2.4% in the first session after the results on July 29, 2026, against +0.1% for the S&P 500
Guidance given
adjusted FFO per diluted share $3.22 to $3.26 (2026); quarterly G&A expense $14m to $15.5m (quarterly)
Next report
November 3, 2026; average EPS estimate $0.48

Omega Healthcare Investors' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.0%
  • 1 week-0.0%
  • 1 month+2.8%
  • This year+10.6%
  • 1 year+18.6%
  • 5 years+133.2%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.3B
Net margin
67.0%
EPS (TTM, diluted)
$2.74

Growth

Revenue growth
+15.0%
Change in growth rate
+1.1 pts
Share count change
+7.9%

Earnings

Last results
July 29, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Dividend
  2. Announcement
  3. Leadership
  4. Results
  5. Guidance
  6. Dividend

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Omega Healthcare Investors Inc valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Omega Healthcare Investors Inc as an equity reit, with every model that fits that kind of business. Cost of equity 7.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.55 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. ~$74 ~$62–$91 Primary model, counts double
Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. ~$1.4 ~$33–$68 Left out: out of range vs price (0.03x)
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$55 ~$46–$69 Included
Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$68 ~$55–$74 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Omega Healthcare Investors Inc with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

60 /100

Moderate moat

How hard Omega Healthcare Investors's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 4 / 20

    Net income has been a median 3.9% of total assets over 10 years.

  • Durability 15 / 20

    Net margin has been a median 33.5%; its worst year was 10.6%.

  • Cash conversion 20 / 20

    Free cash flow was positive in 9 of 9 years, at a median 63.6% of revenue.

  • Discipline 10 / 20

    The diluted share count rose 31.2% over five years; stock-based pay has been a median 2.3% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 3, 2026, after the close. Analysts expect revenue of $272m and EPS of $0.48 (range $0.46 to $0.50) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $2.67 +31% $1.1bn +10%
Next $2.04 −24% $1.2bn +7%

Next year's EPS estimate has moved +0.1% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +34.9% on 90 days ago. In the last 30 days, 0 analysts raised Omega Healthcare Investors Inc's forecast and 0 cut it.

Consensus EPS forecast Omega Healthcare Investors Inc, last 90 days
$1.80 $2.00 $2.20 $2.40 $2.60 $2.80 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.98 Current fiscal year, 60 days ago: $1.98 Current fiscal year, 30 days ago: $1.98 Current fiscal year, 7 days ago: $1.98 Current fiscal year, Now: $2.67 $2.67 Next fiscal year, 90 days ago: $2.03 Next fiscal year, 60 days ago: $2.04 Next fiscal year, 30 days ago: $2.02 Next fiscal year, 7 days ago: $2.02 Next fiscal year, Now: $2.04 $2.04

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.98$2.03
60 days ago $1.98$2.04
30 days ago $1.98$2.02
7 days ago $1.98$2.02
Now $2.67$2.04

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.48 $1.22 +154.3%
Mar 2026 $0.49 $0.48 −3.8%
Dec 2025 $0.50 $0.53 +5.2%
Sept 2025 $0.45 $0.59 +30.7%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, July 29, 2026
  • Adjusted FFO per diluted share 2026 $3.22 to $3.26 Non-GAAP Raised
    “The Company's expected 2026 Adjusted FFO range is between $3.22 to $3.26 per diluted share compared to the previous range of $3.19 and $3.25 per diluted share.” source
  • quarterly G&A expense quarterly $14m to $15.5m
    “quarterly G&A expense of approximately $14 million to $15.5 million;” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

20 analysts, Oct 2026
Buy945%
Hold945%
Sell210%

Monthly trend

  1. Oct 2026369220
  2. Sep 20262610220
  3. Aug 20262610220
  4. Jul 20262610220

Counts of recommendations published by analysts covering Omega Healthcare Investors Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
5.0%
of tradable shares
Days to cover
7.5
at average volume
Short interest, 1 month
+4%
to October 15, 2026
Held by institutions
83%
of shares
Held by insiders
0.2%
of shares
Employees
69
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +18.6%

$39.63 on October 31, 2025 to $47.00

ThenNowEffect
Revenue (last 12 months) $1.1bn $1.3bn +15.0%
Net margin 42.2% 67.0% +58.6%
P/E multiple 24.4x 17.2x −29.8%
Share count 290m 313m −7.3%

Biggest factor: net margin.

Last 3 years +80.4%

$26.05 on November 3, 2023 to $47.00

ThenNowEffect
Revenue (last 12 months) $853m $1.3bn +50.4%
Net margin 28.6% 67.0% +134.3%
P/E multiple 26.1x 17.2x −34.2%
Share count 244m 313m −22.1%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
OHI−12%+4%+20%+34%+26%+11%
Industry peers (median)+6%−21%+2%+12%+17%+13%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OHI33%50%67%67%50%73%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OHI−26%−19%−12%−10%−9%−14%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 67% from February 24, 2020 to March 18, 2020. Getting back needed a 202% gain, reached on September 14, 2023, 1275 days after the low.

Price behaviour

52-week range
$40.22 – $51.03
From 52-week high
−7.9%
vs 50-day average
+1.8%
vs 200-day average
+2.4%
Volatility (1 year)
21%
Beta vs S&P 500
-0.29

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
9 up, 3 down
typical move ±3.7%
After a week
7 up, 5 down
typical move ±5.5%
After a month
7 up, 5 down
typical move ±7.4%
Results releasedNext dayS&P 500 next day5 days21 days
July 29, 2026 −2.4% +0.1% −4.4% −9.1%
April 28, 2026 +0.1% −0.5% +0.3% +2.3%
February 4, 2026 +6.1% −1.7% +10.6% +12.8%
October 30, 2025 +6.3% −0.8% +9.6% +17.8%
July 31, 2025 +2.9% −2.0% +5.1% +11.5%
May 1, 2025 −5.2% +2.2% −7.3% −3.3%
February 5, 2025 +1.2% +0.8% −3.3% −0.1%
October 30, 2024 +1.4% −2.3% −3.9% −1.4%
August 1, 2024 +5.1% −3.3% +4.1% +10.6%
May 2, 2024 +2.1% +2.2% +0.2% +5.3%
February 7, 2024 +6.9% +0.9% +10.5% +9.9%
November 2, 2023 −5.2% +2.8% −7.0% −5.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Omega Healthcare Investors Inc in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Omega Healthcare Investors Inc
$800M $1B $1.2B $1.4B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $855.3M Revenue (TTM), FY23 Q4: $949.7M Revenue (TTM), FY24 Q1: $974.8M Revenue (TTM), FY24 Q2: $977.4M Revenue (TTM), FY24 Q3: $1B Revenue (TTM), FY24 Q4: $1.1B Revenue (TTM), FY25 Q1: $1.1B Revenue (TTM), FY25 Q2: $1.1B Revenue (TTM), FY25 Q3: $1.2B Revenue (TTM), FY25 Q4: $1.2B Revenue (TTM), FY26 Q1: $1.2B Revenue (TTM), FY26 Q2: $1.3B $1.3B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $855.3M
FY23 Q4 $949.7M
FY24 Q1 $974.8M
FY24 Q2 $977.4M
FY24 Q3 $1B
FY24 Q4 $1.1B
FY25 Q1 $1.1B
FY25 Q2 $1.1B
FY25 Q3 $1.2B
FY25 Q4 $1.2B
FY26 Q1 $1.2B
FY26 Q2 $1.3B
Revenue growth, TTM YoY Omega Healthcare Investors Inc
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -13.0% Revenue growth, TTM YoY, FY23 Q4: 8.1% Revenue growth, TTM YoY, FY24 Q1: 15.1% Revenue growth, TTM YoY, FY24 Q2: 14.6% Revenue growth, TTM YoY, FY24 Q3: 18.3% Revenue growth, TTM YoY, FY24 Q4: 10.7% Revenue growth, TTM YoY, FY25 Q1: 11.3% Revenue growth, TTM YoY, FY25 Q2: 14.0% Revenue growth, TTM YoY, FY25 Q3: 13.7% Revenue growth, TTM YoY, FY25 Q4: 13.2% Revenue growth, TTM YoY, FY26 Q1: 14.0% Revenue growth, TTM YoY, FY26 Q2: 15.0% 15.0%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -13.0%
FY23 Q4 8.1%
FY24 Q1 15.1%
FY24 Q2 14.6%
FY24 Q3 18.3%
FY24 Q4 10.7%
FY25 Q1 11.3%
FY25 Q2 14.0%
FY25 Q3 13.7%
FY25 Q4 13.2%
FY26 Q1 14.0%
FY26 Q2 15.0%
Operating margin (TTM) Omega Healthcare Investors Inc
30% 40% 50% 60% 70% FY17 Q4 FY18 Q3 FY19 Q2 FY20 Q3 Operating margin (TTM), FY17 Q4: 34.7% Operating margin (TTM), FY18 Q1: 35.0% Operating margin (TTM), FY18 Q2: 34.7% Operating margin (TTM), FY18 Q3: 57.1% Operating margin (TTM), FY18 Q4: 56.4% Operating margin (TTM), FY19 Q1: 54.4% Operating margin (TTM), FY19 Q2: 53.4% Operating margin (TTM), FY19 Q3: 61.2% Operating margin (TTM), FY19 Q4: 59.4% Operating margin (TTM), FY20 Q1: 60.3% Operating margin (TTM), FY20 Q2: 61.4% Operating margin (TTM), FY20 Q3: 43.5% 43.5%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Operating margin (TTM)
FY17 Q4 34.7%
FY18 Q1 35.0%
FY18 Q2 34.7%
FY18 Q3 57.1%
FY18 Q4 56.4%
FY19 Q1 54.4%
FY19 Q2 53.4%
FY19 Q3 61.2%
FY19 Q4 59.4%
FY20 Q1 60.3%
FY20 Q2 61.4%
FY20 Q3 43.5%
FCF margin (TTM) Omega Healthcare Investors Inc
60% 65% 70% 75% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 67.1% FCF margin (TTM), FY23 Q4: 61.0% FCF margin (TTM), FY24 Q1: 63.4% FCF margin (TTM), FY24 Q2: 64.7% FCF margin (TTM), FY24 Q3: 64.1% FCF margin (TTM), FY24 Q4: 67.7% FCF margin (TTM), FY25 Q1: 67.2% FCF margin (TTM), FY25 Q2: 69.8% FCF margin (TTM), FY25 Q3: 70.2% FCF margin (TTM), FY25 Q4: 67.0% FCF margin (TTM), FY26 Q1: 68.2% FCF margin (TTM), FY26 Q2: 63.6% 63.6%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 67.1%
FY23 Q4 61.0%
FY24 Q1 63.4%
FY24 Q2 64.7%
FY24 Q3 64.1%
FY24 Q4 67.7%
FY25 Q1 67.2%
FY25 Q2 69.8%
FY25 Q3 70.2%
FY25 Q4 67.0%
FY26 Q1 68.2%
FY26 Q2 63.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 901 908 882 929 892 1,063 878 950 1,051 1,190 1,282
EBITDA 827 603 779 853 — — — — — — —
Operating income 560 315 498 552 — — — — — — —
Net income 366 100 282 341 159 417 427 242 406 590 858
Diluted EPS $1.90 $0.51 $1.40 $1.58 $0.70 $1.75 $1.80 $1.00 $1.55 $1.94 $2.74
Growth (year on year)
Revenue — +0.8% −2.9% +5.3% −3.9% +19.1% −17.4% +8.1% +10.7% +13.2% +15.0%
EBITDA — −27.1% +29.2% +9.6% — — — — — — —
Operating income — −43.7% +57.9% +10.9% — — — — — — —
Net income — −72.6% +180.4% +21.1% −53.3% +161.6% +2.4% −43.3% +67.8% +45.2% +82.4%
Diluted EPS — −73.2% +174.5% +12.9% −55.7% +150.0% +2.9% −44.4% +55.0% +25.2% +69.0%
Margins
EBITDA margin 91.8% 66.4% 88.3% 91.9% — — — — — — —
Operating margin 62.2% 34.7% 56.4% 59.4% — — — — — — —
Net margin 40.7% 11.1% 31.9% 36.7% 17.9% 39.2% 48.6% 25.5% 38.6% 49.6% 67.0%
Free-cash-flow margin 64.9% 59.5% 53.3% 53.9% 75.9% 63.7% 65.9% 61.0% 67.7% 67.0% 63.6%
Cash flow
Cash from operations 625 578 499 554 708 722 626 618 749 879 891
Capital spending 40 38 30 53 31 45 47 38 38 81 75
Free cash flow 584 540 470 501 677 677 579 580 712 798 816
Stock-based pay 14 15 16 15 19 21 27 35 37 44 53
Free cash flow after stock pay 571 525 454 485 658 656 551 545 675 753 763
Balance sheet
Cash 94 86 10 24 164 21 297 443 518 27 39
Total debt 4,367 4,572 4,541 5,136 5,169 5,254 5,287 5,067 4,839 4,256 4,256
Net debt (negative = net cash) 4,273 4,486 4,530 5,112 5,006 5,233 4,990 4,625 4,321 4,229 4,217
Diluted shares 202m 207m 210m 222m 235m 244m 244m 250m 270m 305m 313m
Returned to shareholders
Dividends 453 503 529 564 612 638 633 644 685 780 795
Buybacks — — — — — — 142 — — — —
Total returned 453 503 529 564 612 638 775 644 685 780 795

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$795M
Diluted share count
+7.9%
year over year
Total shareholder yield
5.7%
dividends 5.7% + buybacks 0.0% of market value
Dividend payout ratio
93%
of net income paid out

Competitors: side by side with peers

Closest by revenue in health care reits
Last 12 months unless stated OHI HR DHC MPT SBRA AHR Median
Revenue, last 12 months $1.3bn $1.1bn $1.5bn $1.0bn $919m $2.5bn $919m
Revenue growth, last 12 months 15.0% −5.8% −3.8% 10.6% 23.4% 16.4% 15.0%
Revenue growth, 3-year average 14.6% −5.7% 2.2% −10.5% 12.3% 15.4% 12.0%
Revenue growth, latest quarter 16.2% −3.7% −5.4% 7.9% 31.3% 24.3% 11.1%
Gross margin — — — 90.3% — 21.2% 60.1%
Operating margin 43.5% 20.6% 24.9% 68.9% — 19.2% 35.3%
Operating margin, 3-year average 53.9% 21.5% 27.4% 63.9% — 17.8% 35.7%
Net margin 67.0% −4.0% −10.3% −3.0% 7.8% 4.8% 7.8%
Cash from operations / revenue 69.5% 39.7% 3.7% 22.3% 43.6% 14.5% 41.7%
Free-cash-flow margin 63.6% −5.5% −4.4% −5.2% 19.0% 4.7% 15.1%
Free-cash-flow margin, 3-year average 66.1% −11.2% −7.6% −6.5% 20.4% 1.6% 19.1%
Stock pay / revenue 4.1% 1.6% 0.1% 1.2% 1.8% 0.8% 1.6%
Change in share count 7.9% −1.4% 0.3% −0.2% 5.9% 20.6% 6.1%

Median of all 17 companies we cover in health care reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

17 health care reits companies
Measure Company Peer median Rank
Revenue growth Growth 15.0% 15.0% 9 of 17
Change in growth rate Growth +1.1pp +1.1pp 9 of 17
Net margin Profitability 67.0% 7.8% 1 of 17
Stock pay as % of revenue Cash generation 4.1% 1.8% 14 of 16
Long-term debt as % of assets Balance sheet 42.4% 47.4% 4 of 14
Change in share count Balance sheet 7.9% 6.1% 11 of 17

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$11.8B
Institutions reporting
756
Shares held vs prior quarter
▲ 5.6%
Positions opened / closed
78 / 64

Top buyers and sellers, Q2 2026: 375 institutions bought and 310 sold ; the biggest buyer was Cohen & Steers, Inc (+11.0M shares) and the biggest seller Centersquare Investment Management LLC (−2.4M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $1.8B 38.6M 15.6% ▲ 3.6%
Vanguard Portfolio Management LLC $1.3B 27.2M 11.0% ▲ 0.4%
Cohen & Steers, Inc. $1.1B 22.9M 9.3% ▲ 91.5%
State Street Corp $693M 14.5M 5.9% ▼ 0.3%
Vanguard Capital Management LLC $641M 13.4M 5.4% ▲ 1.5%
Geode Capital Management, LLC $436M 9.1M 3.7% ▲ 2.4%
Invesco Ltd. $281M 5.9M 2.4% ▼ 0.6%
Bank Of New York Mellon Corp $275M 5.8M 2.3% ▲ 34.4%
Charles Schwab Investment Management Inc $230M 4.8M 1.9% ▲ 4.4%
Dimensional Fund Advisors LP $211M 4.4M 1.8% ▼ 0.1%
Norges Bank $190M 4.0M 1.6% —
Daiwa Securities Group Inc. $158M 3.3M 1.3% ▲ 29.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Omega Healthcare Investors Inc's complete shareholder register. Values are as reported by the filers ; 4 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $1.4M 2 trades by 2 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $1.4M net buying
Insider Date Trade Shares Price Value
Gupta Vikas Chief Investment Officer November 6, 2025 Buy 11,500 $42.97 $494,155
Pickett C Taylor CHIEF EXECUTIVE OFFICER November 5, 2025 Buy 20,000 $43.14 $862,800

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 6 trades and filings

No trades in Omega Healthcare Investors Inc disclosed in the last 12 months; 6 earlier trades on record.

  • Daniel S. Goldman(D-NY 10):Sale (full), $1,001 - $15,000, traded March 7, 2023, filed April 17, 2023
  • Van Taylor(R-TX 3):Sale (full), $1,001 - $15,000, traded March 25, 2019, filed April 15, 2019
  • Van Taylor(R-TX 3):Sale (full), $1,001 - $15,000, traded February 13, 2019, filed March 14, 2019

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around October 29, 2026 estimated from the company's past filing pattern, not announced

  • July 29, 2026
  • April 28, 2026
  • February 4, 2026
  • October 30, 2025
  • July 31, 2025
  • May 1, 2025

Recent SEC filings

Data status

When each part of this page on Omega Healthcare Investors Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Omega Healthcare Investors Inc in brief

What does Omega Healthcare Investors Inc do?
Omega Healthcare Investors Inc is a US-listed company in the health care REITs industry. Its financial year ends in December.
What is Omega Healthcare Investors Inc's stock ticker?
Omega Healthcare Investors Inc trades under the ticker OHI on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Omega Healthcare Investors Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Omega Healthcare Investors Inc reported revenue of $1.3B, 15.0% higher than a year earlier, according to its SEC filings.
What is Omega Healthcare Investors Inc's free cash flow?
Omega Healthcare Investors Inc's free-cash-flow margin is 63.6% of revenue over the trailing twelve months.
Who are Omega Healthcare Investors Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Cohen & Steers, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Omega Healthcare Investors Inc's market cap?
On November 2, 2026, Omega Healthcare Investors Inc's market capitalisation was about $14.7B, with a price-to-earnings ratio of 17.2 and net debt of $4.2B. Market figures come from third-party market data and may be delayed.
Does Omega Healthcare Investors Inc pay a dividend?
Yes: Omega Healthcare Investors Inc paid $795M in dividends over the trailing twelve months, a dividend yield of 5.66% and a payout ratio of 92.6%.
Who are Omega Healthcare Investors Inc's competitors?
In our Health Care REITs peer group, the companies closest to Omega Healthcare Investors Inc are Healthcare Realty Trust Inc, Diversified Healthcare Trust, Medical Properties Trust Inc, Sabra Health Care Reit, Inc. and American Healthcare Reit, Inc. The side-by-side comparison below sets their revenue, margins and growth against Omega Healthcare Investors Inc's.
Are insiders buying or selling Omega Healthcare Investors Inc stock?
Over the last 12 months, Omega Healthcare Investors Inc's directors and officers reported 2 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Omega Healthcare Investors Inc's next earnings date?
Around November 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Omega Healthcare Investors Inc announces its own schedule.