Earnings Releases·Nov 3, 2026, 4:16 PM ET

Omega Healthcare Investors, Inc. — Third Quarter 2026 Earnings Summary

Reported net income of $87 million ($0.27/share) for Q3 2026, down from $184.9 million ($0.60/share) in Q3 2025; however, Adjusted FFO rose to $262 million ($0.82/share) from $243 million ($0.79/share), and Funds Available for Distribution increased to $250 million ($0.78/share) from $231 million ($0.75/share).
Raised full-year 2026 Adjusted FFO guidance to $3.28–$3.30 per diluted share, up from the previous $3.22–$3.26 range, assuming continued rental payments from NewGen and Maplewood and excluding $15–$25 million in expected Q4 asset sales.
Completed $182 million in investments during the quarter, including acquisitions in the U.S. and U.K., and finalized the Genesis Healthcare bankruptcy sale with lease assumption by NewGen; issued 4.7 million shares for $234 million in gross proceeds.
Maintained quarterly dividend guidance at $0.68 per share and reported a weighted average interest rate of 4.2% on $4.1 billion in outstanding indebtedness, with $195.9 million in cash and $2.0 billion in undrawn credit facility capacity.