Omega Healthcare Investors

Omega Healthcare Investors, Inc. engages in the provision of financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities. Its goal is to provide strong returns for investors, while serving as the preferred capital partner to operators so they can concentrate on providing a high level of care for their resident-patients. Its portfolio consists of long-term leases and mortgage agreements. The company was founded on March 31, 1992, and is headquartered in Hunt Valley, MD.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Omega Healthcare Investors reports solid Q4 performance amidst industry challenges

Omega Healthcare Investors delivered solid financial performance in Q4 2022, with adjusted FFO and FAD meeting expectations.
The company faces challenges related to industry dynamics post-pandemic and operator restructurings.
However, active acquisition opportunities, rate increases in key states, and interest income deals present growth prospects.
Maintaining a strong balance sheet and navigating potential policy changes post-public health emergency are key focus areas.

Omega Healthcare Investors reports solid Q1 performance and eyes growth opportunities

Omega Healthcare Investors' Q1 performance showed resilience with strong financials and a focus on new investments. While challenges like declining operator coverage and dividend concerns persist, opportunities in improving FAD and behavioral health investments are on the horizon. The company remains cautiously optimistic about industry recovery and growth potential.

Omega Healthcare Investors surpasses Q2 expectations, eyes growth opportunities

Omega Healthcare Investors delivered strong financial results, exceeding dividend expectations
Operational improvements and strategic investments position Omega for continued growth
Challenges in managing underperforming operators and staffing shortages require attention
Opportunities in debt offerings, new investments, and operational enhancements ahead

Omega Healthcare Investors excels in Q3 despite industry challenges

Omega Healthcare Investors delivered robust Q3 results, surpassing dividend expectations and demonstrating resilience amidst industry challenges.
The company's strong financial performance, strategic investments, and operational stability position it well for long-term growth and value creation.
While facing headwinds from reduced rent and sector-wide occupancy trends, Omega remains focused on optimizing asset performance and navigating evolving market conditions.
Management's proactive approach, transparent communication, and commitment to shareholder value underscore Omega's ability to weather challenges and capitalize on opportunities.

Omega Healthcare Investors posts strong Q4 results amidst growth opportunities

Omega Healthcare Investors delivered strong financial results, showcasing operational improvements and strategic investments.
While facing challenges like dividend coverage uncertainty and operational transitions, the company remains well-positioned for growth.
Opportunities in acquisitions, Medicaid reimbursement, and debt investments present avenues for further expansion and profitability.
Overall, Omega's performance reflects resilience and a strategic focus on enhancing shareholder value.

Omega Healthcare Investors (OHI) reports robust Q1 earnings and addresses staffing challenges

Omega Healthcare Investors (OHI) navigated Q1 with strong financial results and operational focus. Challenges in staffing and operator transitions require strategic attention. Opportunities in industry responses and growth initiatives offer potential for future success.

Omega Healthcare Investors (OHI) reports robust Q2 performance and growth outlook

Omega Healthcare Investors (OHI) delivered a solid performance in Q2 2024, showcasing financial strength and operational resilience. While facing regulatory challenges and scrutiny, the company's proactive financial management and strategic investments position it well for future growth and stability.

Omega Healthcare Investors posts solid Q3 results amidst industry challenges

Omega Healthcare Investors (OHI) delivered a strong performance in Q3 2024, showcasing financial stability, active investments, and a resilient balance sheet amidst industry challenges.
The company's strategic strengths lie in its diversified portfolio, robust pipeline, and proactive approach to regulatory and operational challenges, positioning it for long-term growth.
While facing challenges related to reimbursement impacts and regulatory uncertainties, Omega Healthcare Investors can leverage opportunities in transactions, acquisitions, and portfolio optimization to drive future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Omega Healthcare Investors, Inc. engages in the provision of financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities, assisted living facilities, independent living facilities, rehabilitation and acute care facilities, and medical office buildings. The company was founded on March 31, 1992 and is headquartered in Hunt Valley, MD.

Omega's management has shown in the last few years that they know how to sell and buy better-skilled nursing care facilities than they have, increasing the quality of their assets. Omega Healthcare Investors has a dividend of $0.67/Qtr. and is fully covered by the AFFO and presently has a yield of 7.1%, which is great for a REIT.

Buy Omega Healthcare Investors: A REIT For Income And Vaccines Are Saving Residents

Omega Healthcare Investors, Inc. (OHI) CEO Taylor Pickett on Q4 2020 Results - Earnings Call Transcript

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) today announced its results for the quarter and the year ended December 31, 2020. The Company reported net income for the quarter of $63.1 million or $0.27 per common share. The Company also reported NAREIT Funds From Operations (“NAREIT FFO”) for the quarter of $173.3 million or $0.73 per common share, Adjusted Funds From Operations (“AFFO” or “Adjusted FFO”) of $192.5 million or $0.81 pe

Omega Reports Fourth Quarter 2020 Results and Recent Developments

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a common stock dividend of $0.67 per share. The common stock dividend is payable Tuesday, February 16, 2021 to common stockholders of record as of the close of business on Monday, February 8, 2021. Fourth Quarter Earnings Release and Conference Call Omega also announced today that it is scheduled to release its earnings results for the quarter ended Decem

Omega Announces Quarterly Common Stock Dividend and Schedules Fourth Quarter Earnings Release Date and Conference Call

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (“Omega”) today announced that it is one of 380 companies across 11 sectors included in the 2021 Bloomberg Gender-Equality Index (“GEI”). “Omega is extremely proud to be recognized as a leader in gender equality by the Bloomberg GEI for the second consecutive year,” said Taylor Pickett, Omega's Chief Executive Officer. “This recognition reflects our ongoing commitment to recruit and develop a diverse workforce and d

Omega Included in 2021 Bloomberg Gender-Equality Index

Omega is the largest owner of skilled nursing facilities in the US. The CARES act will ensure that SNF operators will remain in business.

Omega Healthcare Investors Is A Shot In The Arm Your Dividend Portfolio Needs

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced the reinstatement of the Company's Dividend Reinvestment and Optional Cash Purchase Plan (the “Plan”), effective immediately. The Company previously announced the temporary suspension of dividend reinvestment and optional cash purchases under the Plan on March 23, 2020. Please note that the per share purchase discount for dividend reinvestments will remain at 1% and shares under the optional cash comp

Omega Announces Reinstatement of Dividend Reinvestment and Optional Cash Purchase Plan

Ventas

Welltower

Health care REITs are expected to recover in 2021, driven by improving earnings growth, according to BofA Securities. The Healthcare REITs Analyst: Joshua Dennerlein upgraded the health care segment within REITs to Equal Weight.

Why BofA Is Upgrading Health Care REITs

Starwood Property

AT&T

Dividend investing can generate healthy returns over time while helping pad an account when downturns occur. By compounding the dividends, you are providing yourself with a quarterly raise even if the company doesn't increase its dividend.

Dividend Investing Isn't Dead Even If Growth Is Explosive

COVID related disruptions have created fear around OHI's tenants. There are enough mechanisms in place that most should survive leaving cashflows very strong.

Omega Healthcare:  Resilient And Undervalued

REITs are known for paying high dividends. They carry different weight for different investors.

How Important Should Dividends Be to REIT Investors?

Duke Realty

STORE Capital

Prologis

STAG Industrial

Three of our top real estate writers think these REITs are worth a closer look.

3 REITs Our Experts Are Watching Now

Omega Healthcare Investors, Inc. (OHI) CEO Taylor Pickett on Q3 2020 Results - Earnings Call Transcript

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) (the “Company” or “Omega”) today announced its results for the quarter ended September 30, 2020. The Company reported a net loss for the quarter of ($93.8) million or ($0.40) per common share. The Company also reported NAREIT Funds From Operations (“NAREIT FFO”) for the quarter of $15.1 million or $0.06 per common share, Adjusted Funds From Operations (“AFFO” or “Adjusted FFO”) of $191.8 million or $0.82 per common s

Omega Reports Third Quarter 2020 Results

Ventas has had challenges, and the pandemic was the straw that broke the camel's back, forcing it to cut the dividend. I see Omega as a far better option, with mission-critical properties and a triple-net lease structure, resulting in higher operating margins for the REIT.

Why I Traded Ventas For 8.7%-Yielding Omega Healthcare

Exxon Mobil

Xerox

While indexes have recovered nicely, several companies continue to struggle. This could create great buying opportunities or terrible investment mistakes.

There Will Be A Lot Of Dead Money After This

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a common stock dividend of $0.67 per share. The common stock dividend is payable Monday, November 16, 2020 to common stockholders of record as of the close of business on Monday, November 2, 2020. * * * * * * Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living faciliti

Omega Announces Quarterly Common Stock Dividend

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended September 30, 2020, on Thursday, October 29, 2020 after market close. In conjunction with its release, Omega will be conducting a conference call on Friday, October 30, 2020 at 10 a.m. Eastern Time to review its 2020 third quarter results and current developments. To listen to the conference call via webcast, log on to www.omeg

Omega Schedules Third Quarter Earnings Release Date and Conference Call

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (“Omega”) today announced that it priced an underwritten public offering of $700 million aggregate principal amount of 3.375% Senior Notes due 2031 (the “2031 Notes”). The settlement of this offering is expected to occur on October 9, 2020, subject to customary closing conditions. Omega intends to use the net proceeds from the offering to repay outstanding borrowings under its credit facilities, with the remainder,

Omega Announces Pricing of $700 Million Senior Notes Offering

Omega Healthcare Inc. has maintained its dividend and proved us incorrect.

Omega Healthcare's Tenants Will Need CARES Act 2.0

Omega Healthcare Investors was gaining significant momentum in terms of both its stock price and operational performance. It collected 99% of rent in Q2.

Omega Healthcare Investors: Comprehensive Analysis Of This 8.5% Yielding REIT

Omega's management has shown for the last few years that they know how to sell and buy better-skilled nursing care facilities than they have and grow the company.

Buy Omega Healthcare Investors: A REIT For Income And Future Growth And The Price Is A Bargain

CareTrust REIT

Direxion Daily Healthcare Bull 3x Shares

Diversified Healthcare Trust

Healthpeak Properties Inc

Fidelity MSCI Health Care ETF

HCA Healthcare

Healthcare Trust of America

iShares Global Healthcare ETF

iShares U.S. Healthcare ETF

iShares U.S. Real Estate ETF

LTC Properties

Medical Properties Trust

National Health Investors

Janus Detr Strt Shs Long-Term Care

Healthpeak Properties

Invesco Active US Real Estate

Invesco S&P 500 Equal Weight Health Care ETF

Sabra Health Care

New Senior Investment Group

ProShares UltraShort Real Estate

ProShares Ultra Real Estate

Vanguard Health Care ETF

Vanguard Real Estate ETF

Senior housing operators have experienced significant losses this year due to COVID-19 as well as the corresponding recession.

Senior Housing In A Pandemic: Challenges And Opportunities

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) (the “Company” or “Omega”) today announced that it is revising its method of accounting for lease-related revenues of operators that have informed the Company of doubt regarding their ability to continue as a going concern. Starting with the quarter ending September 30, 2020, the Company will now record revenue for such operators on a cash-basis accounting method rather than a straight-line accounting method. The Com

Omega Revises Revenue Recognition Accounting Treatment for Operators with Going Concern Disclosures

Digital Realty Trust

Equinix

Real estate stocks have had a tough time dealing with the Covid-19 pandemic, but these three are still generating healthy returns.

News for Omega Healthcare Investors Stock (OHI)