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Omega Healthcare Investors (OHI)
:OHI
Earnings Data
Report Date
Feb 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.48Last Year’s EPS
0.41Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Omega Healthcare Investors Inc. reported strong financial results with significant revenue growth and strategic investments, including new partnerships and expansion of their portfolio. However, challenges such as the Genesis bankruptcy and potential funding cuts in Medicare and Medicaid present future risks.Company Guidance
Strong Financial Performance
Third quarter adjusted funds from operations (AFFO) of $0.79 per share and funds available for distribution (FAD) of $0.75 per share reflect strong revenue and EBITDA growth. The dividend payout ratio has improved, dropping to 85% for AFFO and 89% for FAD.
Increased Guidance and Revenue Growth
Raised and narrowed 2025 AFFO guidance to $3.08 to $3.10 per share, with an 8% year-over-year AFFO growth compared to 2024. Third quarter revenue was $312 million, up from $276 million in the same quarter of the previous year.
Strategic Investments and Partnerships
Omega announced over $978 million in new investments for 2025, including a $222 million acquisition of a 49% equity interest in a healthcare facilities portfolio and a 9.9% equity investment in Sabre's operating company.
Operational Improvements
Occupancy and coverage metrics improved, with EBITDAR coverage at its highest level in 12 years, and a drop in the below 1x rent coverage bucket to 4.3% of total rent.
Portfolio Expansion and Management
Omega's core portfolio consists of 1,024 facilities, with operator EBITDAR coverage increasing to 1.55x. A strong pipeline for future investments and strategic opportunities is anticipated.
OHI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OHI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $39.23 | $41.36 | +5.43% |
Jul 31, 2025 | $37.64 | $38.65 | +2.68% |
May 01, 2025 | $36.63 | $35.17 | -3.99% |
Feb 05, 2025 | $35.76 | $35.52 | -0.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Omega Healthcare Investors (OHI) report earnings?
Omega Healthcare Investors (OHI) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
What is Omega Healthcare Investors (OHI) earnings time?
Omega Healthcare Investors (OHI) earnings time is at Feb 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OHI EPS forecast?
OHI EPS forecast for the fiscal quarter 2025 (Q4) is 0.48.