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.

The high-yielding dividend from OHI appears to be safe as management addressed concerns around a dividend cut on the conference call. As rates rise and debt becomes more expensive, OHI doesn't have the same issues as others as more than 98% of their debt is fixed.

Omega Healthcare Investors: The Yield Exceeds 9.5%, Q1 Dividend Has Been Paid, Debt Looks Ok

This week, I'm taking another look at a beaten-down that's underperformed the market for some time - though where I am in the green. Omega Healthcare is one of those high-yielders I bought extremely cheap. The reason I'm up here is purchase valuation.

What I Think Will Cause Omega Healthcare To Rise

OHI is popular among income investors due to its sky-high dividend yield, two decade track record of never cutting its dividend, and investment grade credit rating. However, it has been facing growing challenges in recent years which have threatened the safety of its dividend.

Assessing Omega Healthcare's Dividend Safety

AlerisLife

Alexandria Real Estate Equities

JPMorgan BetaBuilders MSCI US REIT ETF

Community Healthcare Trust

CareTrust REIT

Diversified Healthcare Trust

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Global Medical REIT

Healthcare Realty Trust Inc

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Medical Properties Trust

National Health Investors

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

For Healthcare REITs - the physical epicenter of the pandemic - the road to recovery has remained inconsistent across its distinct sub-sectors, with "private-pay" segments now showing notable improvement while "public-pay" segments relapse. Public-pay segments - Hospital and Skilled-Nursing - have seen a re-intensification of tenant operator issues amid pressure from soaring labor costs and waning government fiscal support, triggering some missed rents and lease renegotiations.

Healthcare REITs: Life After The Pandemic

Bank of America

BASF SE

British American Tobacco

Citigroup

Chevron

Healthpeak Properties Inc

Federal Realty Investment Trust

HSBC Holdings

Imperial Brands PLC

JPMorgan Chase & Co

Kimco Realty

Altria

Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen

National Retail Properties

Realty Income Corp

Occidental Petroleum

Philip Morris

Regency Centers

Reinsurance Group of America

In this article, I will present 10 companies that could help you generate an additional income. All the picks that I present in this article provide you with an attractive Dividend Yield.

10 High-Yield Dividend Stocks To Help You Generate Income

Enbridge

JPMorgan Equity Premium Income ETF

New York Community Bancorp

Owl Rock Capital Corp

PIMCO Dynamic Income Opportunities Fund

Virtus InfraCap U.S. Preferred Stock ETF

Verizon

The Dividend Harvesting Portfolio is now generating $807.27 in annual dividends, yielding 7.68%. The Dividend Harvesting portfolio has a 74.76% record of finishing the week in the black since its inception, 77/103 weeks.

Dividend Harvesting Portfolio Week 103: $10,300 Allocated, $807.27 In Projected Dividends

Omega Healthcare Investors covered its dividend again with adjusted funds from operations in 2022. Fundamentals in the sector are improving.

Omega Healthcare Investors: Strong Buy For This 9% Yield

The high-yielding dividend from OHI appears to be safe as management addressed concerns around a dividend cut on the conference call. While 2022 wasn't an optimal year, OHI generated an additional $0.09 in FAD compared to the annual dividend paid.

Omega Healthcare Investors: Enough Is Enough, The 9.33% Dividend Yield Is Still Safe

The stock price of Omega Healthcare Investors (NYSE: OHI) fell by 2.08% in the most recent trading session. This is why.

OHI Stock: 2.08% Decrease Explained

Omega Healthcare Investors, Inc. (NYSE:OHI ) Q4 2022 Earnings Conference Call February 3, 2023 10:00 AM ET Company Participants Michele Reber - Senior Director, Asset Management Taylor Pickett - Chief Executive Officer Dan Booth - Chief Operating Officer Bob Stephenson - Chief Financial Officer Megan Krull - Senior Vice President, Operations Conference Call Participants Jonathan Hughes - Raymond James Michael Griffin - Citi Steven Valiquette - Barclays Joshua Dennerlein - Bank of America Georgi Dinkov - Mizuho Tayo Okusanya - Credit Suisse David Rodgers - Baird John Pawlowski - Green Street Advisors Nick Yulico - Scotiabank Operator Good morning. And welcome to the Omega Healthcare Investors Fourth Quarter 2022 Earnings Conference Call.

Omega Healthcare Investors, Inc. (OHI) Q4 2022 Earnings Call Transcript

The headline numbers for Omega Healthcare Investors (OHI) give insight into how the company performed in the quarter ended December 2022, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Omega Healthcare Investors (OHI) Reports Q4 Earnings: What Key Metrics Have to Say

Omega Healthcare Investors (OHI) delivered FFO and revenue surprises of 0% and 6.11%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Omega Healthcare Investors (OHI) Q4 FFO Match Estimates

HUNT VALLEY, Md.--( BUSINESS WIRE )--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) announced today its results for the quarter and year ended December 31, 2022.

Omega Reports Fourth Quarter and Full Year 2022 Results

Omega Healthcare Investors, Inc. has a near-10% dividend yield and a BBB- credit rating. But Omega Healthcare Investors is facing growing problems that could put the dividend and credit rating of the company at risk.

Omega Healthcare Has Problems: Is It Time To Sell?

Rent defaults by some of Omega Healthcare's (OHI) operators facing occupancy and elevated staffing cost pressure, and the firm's restructuring moves might have adversely impacted its Q4 earnings.

Omega Healthcare (OHI) to Post Q4 Earnings: What's in Store?

Omega Healthcare Investors has been pressured as of late, resulting in a dividend yield that remains above 9%. Management expects dividend and leverage ratios to improve after it works through portfolio restructurings.

Finding Alpha In Omega Healthcare Investors

I'm like any ordinary investor - I want my cake and eat it too. In other words, I want high yield and superior total returns.

The Battle Of 2 High-Yielding REITs: Omega Healthcare Vs. Medical Properties Trust

Office Properties Income Trust

Some real estate investment trusts recently cut their dividend. I think there will be a few more REIT dividend cuts in the coming year.

Sell Alert: 2 REITs That Likely Will Cut Their Dividends

Blackrock Inc

CME Group

Cummins

Honeywell

Intercontinental Exchange

Iron Mountain

Illinois Tool Works

Coca-Cola

Leggett & Platt

Medtronic

S&P Global

AT&T

Thermo Fisher Scientific

Tractor Supply

Twilio

Unilever

Visa

Yum China Hlds

Analyzing my real-life portfolio's dividend growth for 2022. Dividend growth pulled back some compared to 2021; however, it was still a strong year of dividend growth.

Dividend Growth Checkup - 2022

Omega Healthcare released an updated presentation that indicated that several operators hadn't paid their rent obligations. OHI warned that its EBITDA and Funds Available for Distribution would be negatively impacted.

Omega Healthcare: The Recent Q1 Warning Shouldn't Deter Long-Term Investors

HUNT VALLEY, Md.--( BUSINESS WIRE )--Omega Healthcare Investors, Inc. (NYSE: OHI) announced today that it has revised the COVID-19 Operator Update slides of its investor presentation in conjunction with the Capital One Securities 2nd Annual REIT Conference.

Omega Issues Business Update in Conjunction With Capital One Securities 2nd Annual REIT Conference

Starwood Property

The Dividend Harvesting Portfolio is now generating $735.25 in annual dividends, yielding 7.98%. The Dividend Harvesting portfolio has a 73.99% record of finishing the week in the black since its inception, 71/96 weeks.

Dividend Harvesting Portfolio Week 96 Update: $9,600 Allocated, $735.25 Projected Annual Dividends

Omega Healthcare is going into 2023 with a dividend yield that is approaching 10%. I have been a shareholder for just over 5 years and while OHI has declined -7.31% from my average price, my overall investment has appreciated 40.81% due to dividends.

Omega Healthcare Looks Extremely Attractive As The Dividend Yield Approaches 10%

OHI has seen share price headwinds in recent weeks, giving income investors an opportunity to layer in. Occupancy and tenant rent coverage could improve in 2023 with increased Medicaid reimbursement rates in many states.

Omega Healthcare: Buy The Drop On This 10% Yield

American Tower

AvalonBay Communities

This is the first time in over a decade that my top picks lost money. I'm always happy to show you the proof of my stock-market wins. But I have to be just as honest about the losses.

My Top REIT Picks For 2023

News for Omega Healthcare Investors Stock (OHI)