Omega Healthcare Investors (OHI)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
$46.38-1.40%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
QuarterlyIQ Insights · OHI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-09-04.
The screen ranks OHI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated strong grew net income 57% of the time over the next year (vs 53% for the rest of the cohort, n=2778).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to allocate capital to accretive real estate acquisitions, real estate loans, and investments in unconsolidated entities to drive growth and shareholder value.
Stated as a priority in 4 of last 4 quarters. The Company completed $334 million in new investments in 2025-Q4, $251 million in 2026-Q1, and $126 million in 2026-Q2, including real estate acquisitions and loans with expected stabilized yields in the low double digits. The trajectory shows consistent and substantial capital deployment, delivering on management's stated accretive investment focus.
“Completed $126 million in new investments in Q2 2026, including $110 million in real estate acquisitions and $16 million in real estate loan fundings.”
“Completed $251 million in new investments in Q1 2026 consisting of $126 million in real estate acquisitions, $27 million in real estate loan fundings and $97 million of investments in unconsolidated…”
“Completed approximately $334 million in Q4 new investments consisting of $52 million in real estate acquisitions, $16 million in real estate loans and $266 million of investments in unconsolidated en…”
“Completed $334 million in new investments in Q4 2025 and issued $223 million in equity in Q4 2025.”
Sustain and grow the quarterly dividend to shareholders, reflecting confidence in cash flow and financial strength.
Stated as a priority in 4 of last 4 quarters. The quarterly dividend per share was maintained at $0.67 from 2025-Q3 through 2026-Q1 and increased by $0.01 to $0.68 in 2026-Q2. This reflects management's consistent commitment to dividend growth, delivering on the stated priority.
Raise full-year AFFO guidance to reflect strong operating performance and accretive investments.
Stated as a priority in 3 of last 4 quarters. Management raised 2026 AFFO guidance midpoint from $3.15-$3.25 range in 2025-Q4 to $3.22 in 2026-Q1 and further to $3.24 in 2026-Q2. This reflects management's response to strong operating results and accretive investments, delivering on the growth guidance priority.
Oversee transitions of operator portfolios to strengthen credit profiles and maintain rental income stability.
Stated as a priority in 2 of last 4 quarters. Management transitioned 20 facilities from Ciena to Saber and others in 2026-Q2, improving EBITDAR coverage from 0.87x to above 1.65x, strengthening portfolio credit quality. Genesis operator remained current on rent and interest payments through 2026-Q1. The trajectory shows active management of operator portfolio and credit quality.
“Transitioned 20 skilled nursing facilities from Ciena to Saber and others, improving EBITDAR coverage.”
Execute planned CEO and CFO transitions to ensure leadership continuity and sustained company success.
Newly stated in 2026-Q2. Management announced planned CEO and CFO retirements with successors promoted to ensure leadership continuity. This priority is recent and reflects a multi-year succession plan to maintain company stability.
Over the trailing year it converted 5.20x of net income into operating cash flow. Historically, Real Estate names rated robust grew net income 63% of the time over the next year (vs 45% for the rest of the cohort, n=2211).
Most sensitive to real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, the broad stock market (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=877).
Not investment advice. As of 2026-09-04.
“Increased quarterly common dividend to $0.68 per share effective August 3, 2026.”
“Declared a quarterly cash dividend of $0.67 per share, to be paid May 15, 2026.”
“Declared a quarterly cash dividend of $0.67 per share, to be paid February 17, 2026.”
“Quarterly dividend per share was $0.67.”
“Raised full year Adjusted FFO guidance midpoint to $3.24 per diluted share.”
“Increased low end of AFFO guidance, moving midpoint up by two cents to $3.22.”
“Expected 2026 Adjusted FFO to be between $3.15 and $3.25 per diluted share.”
“Genesis Healthcare filed for bankruptcy but continued to make all required contractual rent and interest payments through April 2026.”