Healthcare REITs like Welltower are benefiting from aging demographics, rising senior housing demand and improving occupancy as new supply stays constrained.
Omega Healthcare Investors, Inc. (OHI) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's 24.5% FFO growth rate and improved dividend coverage ratio of 0.84 suggest a sustainable recovery, provided that operator credit risks remain contained.
Omega Healthcare Investors, Inc. (OHI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Omega Healthcare Investors, Inc. (OHI) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.82vs $0.48+69.2% | $267Mvs $264M+1.1% |
| Q1 2026 | Feb 4, 2026 | $0.55vs $0.50+11.1% | $261Mvs $265M-1.2% |
| Q4 2025 | Oct 30, 2025 | $0.79vs $0.77+2.6% | $312Mvs $287M+8.5% |
| Q3 2025 | Jul 31, 2025 | $0.77vs $0.75+2.7% | $283Mvs $248M+14.0% |
Recent stock market news and headlines for Omega Healthcare Investors, Inc. (OHI)
Healthcare REITs like Welltower are benefiting from aging demographics, rising senior housing demand and improving occupancy as new supply stays constrained.
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 June 30, 2026, on Wednesday, July 29, 2026, after market close. In conjunction with its release, Omega will conduct a conference call on Thursday, July 30, 2026, at 10 a.m. Eastern Time to review its 2026 second quarter results and current developments. Investors and other interested parties may access the conference call in th.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?
Omega Healthcare Investors is downgraded from bullish to neutral as valuation now reflects its recovery and growth prospects. OHI's dividend is well covered, with payout ratios at 82% of AFFO and 86% of FAD, and management hints at a possible raise in 2027. Active portfolio management, capital recycling, and a strategic pivot toward RIDEA and senior housing are driving operational improvements and future growth potential.

Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX) or SpaceX IPO rush is starting to fade somewhat.

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 |
|---|---|---|---|---|---|---|---|
| $49.62 | $14.78B | 25.58 | 13.95% | 49.25% | 11.6% | 5.06% | |
| $20.06 | $5.06B | 31.34 | 10.15% | 19.21% | 5.6% | — | |
| $39.23 | $2.01B | 15.57 | 25.26% | 39.08% | 10.9% | — | |
| $41.80 | $9.87B | 26.62 | 108.79% | 71.55% | 8.63% | — | |
| $77.31 | $3.75B | 25.60 | 12.93% | 36.76% | 9.78% | — | |
| $94.07 | $44.73B | 174.20 | 18.47% | 4.25% | 2.08% | — |
Omega Healthcare Investors, Inc. (OHI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Omega Healthcare Investors, Inc. (OHI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Feb 4, 2026·SEC
Jan 7, 2026·SEC
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Omega Healthcare Investors, Inc. (OHI) stock FAQ — growth, dividends, profitability & financials explained
Omega Healthcare Investors, Inc. (OHI) reported $1.24B in revenue for fiscal year 2025. This represents a 1594% 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 $632.1M in net income for fiscal year 2025 (49.3% net margin).
Yes, Omega Healthcare Investors, Inc. (OHI) pays a dividend with a yield of 5.06%. 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 $961.6M in the trailing twelve months. FFO is the primary profitability metric for REITs.
Omega Healthcare Investors, Inc. (OHI) offers a 5.06% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.