olivLaw · US equity research
Omega Healthcare Investors, Inc. OHI
Real Estate Investment Trusts · SIC 6798 · Vertical: Real Estate Investment Trusts (SIC 6798)
Omega Healthcare Investors is a REIT that finances and owns long-term care real estate in the United States, the United Kingdom and Canada, leasing it to healthcare operators. The company reported a portfolio of 1,027 facilities run by 89 third-party operators and showed higher investment activity and a dividend increase in 2026.
At the close of 30 Oct 2026, Omega Healthcare Investors, Inc. (OHI) stock was 46.98 USD (+0.30% on the day), with market capitalisation 14.2 bn USD, P/E 16.9 on diluted EPS of 2.78 USD over the last 12 months, dividend yield 5.70%, beta 0.03, 52-week range 41.98–51.72 USD. Latest reported quarter (Q2 2026): revenue of 328.2 m USD (+16.2% YoY), net income of 362.8 m USD (+165.6% YoY), diluted EPS 1.19 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 56.8
- strong (55–70)
- Bollinger (20, 2)
- 43.65 – 47.26
- in the upper half of the band · %B 0.92 · band width 7.9%
- SMA 50 / 200
- 46.15 / 46.61
- mixed trend
- MACD (12, 26, 9)
- 0.14 / -0.10
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +1.4% | −0.9% | +2.4 pp | — |
| 3 months | −7.2% | +1.2% | −8.4 pp | — |
| 6 months | 0.0% | +4.8% | −4.8 pp | — |
| Year to date | +6.0% | +10.7% | −4.8 pp | — |
| 1 year | +17.8% | +11.1% | +6.7 pp | +3.1% |
| 3 years | +41.9% | +80.7% | −38.8 pp | +22.0% |
| 5 years | +60.0% | +64.6% | −4.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 276.0 m | 279.3 m | 276.8 m | 282.5 m | 311.6 m | 319.2 m | 323.0 m | 328.2 m |
| Operating income | — | — | — | 281.2 m | — | — | — | 330.9 m |
| Depreciation & amortisation | 77.2 m | 78.6 m | 79.9 m | 80.5 m | 82.1 m | 82.7 m | 84.1 m | 81.8 m |
| Interest expense | 54.7 m | 55.2 m | 52.3 m | 52.9 m | 58.1 m | 51.7 m | 49.8 m | 48.1 m |
| Pre-tax income | 111.4 m | 126.6 m | 114.6 m | 147.2 m | 191.3 m | 171.1 m | 159.9 m | 379.8 m |
| Income tax | 3.3 m | 3.0 m | 3.6 m | 4.5 m | 4.5 m | 2.1 m | 5.1 m | 4.6 m |
| Net income | 111.8 m | 113.3 m | 109.0 m | 136.6 m | 179.7 m | 164.8 m | 151.0 m | 362.8 m |
| Diluted EPS | 0.42 | 0.39 ≈ | 0.33 | 0.46 | 0.59 | 0.53 ≈ | 0.47 | 1.19 |
| Operating cash flow | 184.9 m ≈ | 229.0 m | 182.0 m | 239.3 m ≈ | 226.7 m ≈ | 230.6 m | 215.5 m | 217.7 m ≈ |
| Dividends paid | 173.3 m ≈ | 181.4 m | 189.2 m | 194.6 m ≈ | 198.2 m ≈ | 198.4 m | 198.4 m | 200.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 21 percentile of its own 39-quarter history (min 14.9, median 24.7, max 69.3; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 881.7 m | 928.8 m | 892.4 m | 1.1 bn | 878.2 m | 949.7 m | 1.1 bn | 1.2 bn |
| Revenue YoY | −2.9% | +5.3% | −3.9% | +19.1% | −17.4% | +8.1% | +10.7% | +13.2% |
| Net income | 293.9 m | 351.9 m | 163.5 m | 428.3 m | 438.8 m | 242.2 m | 406.3 m | 590.2 m |
| Net income YoY | +180.1% | +19.8% | −53.5% | +161.9% | +2.5% | −44.8% | +67.8% | +45.2% |
| Diluted EPS | 1.40 | 1.58 | 0.70 | 1.75 | 1.80 | 1.00 | 1.55 | 1.94 |
| Diluted EPS YoY | +174.5% | +12.9% | −55.7% | +150.0% | +2.9% | −44.4% | +55.0% | +25.2% |
| net % | 33.3% | 37.9% | 18.3% | 40.3% | 50.0% | 25.5% | 38.6% | 49.6% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 27.0 m USD
- Financial debt
- 4.3 bn USD
- Net debt
- 4.2 bn USD
- Equity
- 5.4 bn USD
- Total assets
- 10.0 bn USD
- Debt / equity
- 0.78x
- Current ratio
- unavailable
- ROE
- 11.6%
- ROA
- 5.9%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 892.4 m | 1.1 bn | 878.2 m | 949.7 m | 1.1 bn | 1.2 bn | SEC (XBRL)· 09 Feb 2026verified |
| Depreciation & amortisation | 329.9 m | 342.0 m | 332.4 m | 319.7 m | 304.6 m | 325.2 m | SEC (XBRL)· 09 Feb 2026verified |
| Interest expense | 223.4 m | 234.6 m | 233.2 m | 235.5 m | 221.7 m | 215.0 m | SEC (XBRL)· 09 Feb 2026verified |
| Pre-tax income | 162.3 m | 416.1 m | 436.1 m | 255.1 m | 428.7 m | 624.2 m | SEC (XBRL)· 09 Feb 2026verified |
| Income tax | 4.9 m | 3.8 m | 4.6 m | 6.3 m | 10.9 m | 14.7 m | SEC (XBRL)· 09 Feb 2026verified |
| Net income | 163.5 m | 428.3 m | 438.8 m | 242.2 m | 406.3 m | 590.2 m | SEC (XBRL)· 09 Feb 2026verified |
| Diluted EPS | 0.70 | 1.75 | 1.80 | 1.00 | 1.55 | 1.94 | SEC (XBRL)· 09 Feb 2026verified |
| Weighted average diluted shares | 235.1 m | 244.3 m | 244.3 m | 250.5 m | 270.5 m | 305.0 m | SEC (XBRL)· 09 Feb 2026verified |
| Dividend per share | 2.68 | 2.68 | 2.68 | 2.68 | 2.68 | 2.68 | SEC (XBRL)· 09 Feb 2026verified |
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 163.5 m | 20.5 m | 297.1 m | 442.8 m | 518.3 m | 27.0 m | SEC (XBRL)· 09 Feb 2026verified |
| Goodwill | 651.7 m | 651.4 m | 643.2 m | 643.9 m | 643.7 m | 644.6 m | SEC (XBRL)· 09 Feb 2026verified |
| Intangibles (excl. goodwill) | 1.9 m | 1.6 m | 1.4 m | 682.0 k | 28.1 m | 27.2 m | SEC (XBRL)· 09 Feb 2026verified |
| Total assets | 9.5 bn | 9.6 bn | 9.4 bn | 9.1 bn | 9.9 bn | 10.0 bn | SEC (XBRL)· 09 Feb 2026verified |
| Long-term debt | 5.2 bn | 5.3 bn | 5.3 bn | 5.1 bn | 4.8 bn | 4.3 bn | SEC (XBRL)· 09 Feb 2026verified |
| Total liabilities | 5.5 bn | 5.5 bn | 5.6 bn | 5.4 bn | 5.2 bn | 4.6 bn | SEC (XBRL)· 09 Feb 2026verified |
| Equity | 4.0 bn | 4.1 bn | 3.8 bn | 3.8 bn | 4.7 bn | 5.4 bn | SEC (XBRL)· 09 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 708.3 m | 722.1 m | 625.7 m | 617.7 m | 749.4 m | 878.6 m | SEC (XBRL)· 09 Feb 2026verified |
| Investing cash flow | -89.1 m | -524.2 m | 442.9 m | -770.0 k | -671.2 m | -539.8 m | SEC (XBRL)· 09 Feb 2026verified |
| Financing cash flow | -485.5 m | -341.1 m | -789.4 m | -473.3 m | 26.3 m | -838.3 m | SEC (XBRL)· 09 Feb 2026verified |
| Dividends paid | 612.3 m | 637.6 m | 632.9 m | 643.9 m | 685.4 m | 780.4 m | SEC (XBRL)· 09 Feb 2026verified |
| Share repurchases | — | — | 142.3 m | — | — | — | SEC (XBRL)· 14 Feb 2023verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Market and valuation
9 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 64 / 100
A scoring methodology on indicators and valuation, not investment advice.
(margin_of_safety <= -0.25 & agreement in ['high', 'medium'])
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: 14.2 bn USD
Key indicators
Coverage and freshness
Score by group
- Growth100
- Quality94
- Returns64
- Valuation47
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 13.76 – 47.36 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- Net asset value (NAV)unavailable · input data missing
- Dividend discount (DDM)35.22 – 47.36 (Mid 40.40)
- Peers: P/B13.76 – 45.44 (Mid 34.05)31 companies used · median multiple 1.9x · quartiles 0.8x – 2.6xABR, ACR, ACRE, BFS, DLR, DRH, ESS, EXR, GLPI, HHH, HST, ILPT, IOR, KIM, KRC, LXP, MAA, MKZR, NHP, O, PLD, PSA, REFI, SQFT, SUI, TPTS, UDR, VICI, VMRK, VTR, WELL
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 64/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROE · Quality | 16.5% | 94 (vs peers) | 10% |
| EBITDA margin · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 10.7% | 100 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| P/B · Valuation | 2.6x | 29 (vs peers) | 31% |
| P/E (TTM) · Valuation | 16.9x | 86 (vs peers) | 14% |
| Dividend yield · Returns | 5.7% | 72 (vs peers) | 24% |
| Payout ratio (EPS) · Returns | 96.5% | 34 (on a fixed band) | 7% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partialunavailable · 0/2 factors with a value
- Growth100/100 · 1/1 factors with a value
- Quality· partial94/100 · 1/2 factors with a value
- Returns64/100 · 2/2 factors with a value
- Valuation47/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
OMEGA HEALTHCARE INVESTORS, INC. (OHI). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 1.2 bn USD in 2025; YoY growth 13.2%; net margin 67.0%; ROE 16.5%.
The estimated value range is 24.49–46.40 USD per share (median of 2 methods, agreement: high); assumptions are illustrative. Against the central value of 37.22 USD, the price of 46.98 USD leaves a potential of -20.8% (value / price − 1) and a margin of safety of -26.2% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 64/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance, quality. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROE: 16.5%
- Revenue CAGR 3Y: 10.7%
- P/E (TTM): 16.9x
- Dividend yield: 5.7%
What contradicts it
- P/B: 2.6x
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): EBITDA margin, Net debt / EBITDA, Interest coverage.
Versus the vertical median
Real Estate Investment Trusts (SIC 6798) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| WELLWelltower Inc. | 172.1 bn | 100.4 | 4.0% | 12.7% | +35.6% | +30% / +181% |
| PLDPrologis, Inc. | 119.3 bn | 32.2 | 7.1% | 42.5% | +7.2% | +3% / +27% |
| EQIXEquinix Inc | 100.3 bn | 60.9 | 11.5% | 16.4% | +5.4% | +20% / +39% |
| AMTAmerican Tower Corporation | 87.1 bn | 26.4 | 90.6% | 30.7% | +5.1% | +5% / +5% |
| DLRDigital Realty Trust, Inc. | 63.5 bn | 47.2 | 6.2% | 21.7% | +10.0% | +6% / +45% |
| PSAPublic Storage | 60.7 bn | 33.0 | 16.0% | 37.8% | +2.7% | +17% / +36% |
| ORealty Income Corporation | 53.9 bn | 41.5 | 3.3% | 21.5% | +9.1% | −2% / +20% |
| VTRVentas, Inc. | 44.8 bn | 159.5 | 1.9% | 4.0% | +18.5% | +15% / +100% |
| CCICrown Castle Inc. | 37.7 bn | 45.1 | — | 20.7% | −4.4% | −2% / −5% |
| IRMIron Mountain Inc | 34.7 bn | 82.5 | — | 5.7% | +12.2% | +13% / +97% |
| EXRExtra Space Storage Inc. | 31.6 bn | 30.8 | 7.9% | 29.9% | +3.7% | +13% / +46% |
| VICIVICI Properties Inc. | 26.9 bn | 11.2 | 8.3% | 56.5% | +4.1% | −18% / −12% |
| VMRKVivmark Residential | 23.2 bn | 27.1 | 8.1% | — | +4.8% | +4% / +12% |
| SBACSba Communications Corporation | 19.9 bn | 20.2 | — | 34.5% | +5.1% | −2% / −10% |
| HSTHost Hotels & Resorts, Inc. | 17.3 bn | 16.9 | 15.8% | 16.5% | +7.6% | +58% / +63% |
| ESSEssex Property Trust, Inc. | 17.0 bn | 40.6 | 8.0% | 22.7% | +6.4% | +5% / +23% |
| KIMKimco Realty Corporation | 16.4 bn | 27.1 | 5.8% | 27.8% | +5.1% | +19% / +37% |
| OHIOmega Healthcare Investors, Inc. | 14.2 bn | 16.9 | 16.5% | 67.0% | +13.2% | +18% / +42% |
| MAAMid-America Apartment Communities, Inc. | 13.6 bn | 35.4 | 6.8% | 17.6% | +0.8% | −9% / −1% |
| SUISun Communities, Inc | 13.5 bn | — | -12.8% | -32.4% | +2.0% | −11% / +2% |
| UDRUDR, Inc. | 11.5 bn | 24.1 | 14.8% | 28.6% | +2.4% | +5% / +12% |
| GLPIGaming and Leisure Properties, Inc. | 11.3 bn | 11.9 | 19.6% | 55.2% | +4.1% | −13% / −14% |
| HHHHoward Hughes Holdings Inc. | 4.6 bn | 15.4 | 7.7% | 12.3% | −15.8% | −4% / +21% |
| SKTTanger Inc | 4.2 bn | — | — | — | unavailable | +13% / +63% |
| KRCKilroy Realty Corp | 4.2 bn | 19.4 | 4.6% | 22.0% | −2.0% | −15% / +26% |
1- and 3-year price returns: for OHI from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 30.09 Total return -31% · Per year -31% | 53.05 Total return 19% · Per year 19% | 79.70 Total return 77% · Per year 77% |
| 3 years | 32.93 Total return -15% · Per year -5% | 64.96 Total return 60% · Per year 17% | 106.62 Total return 154% · Per year 36% |
| 5 years | 36.04 Total return 3% · Per year 1% | 79.55 Total return 109% · Per year 16% | 142.63 Total return 256% · Per year 29% |
- Exit P/E± 16.24
- Net margin± 11.37
- Annual revenue growth± 8.81
- Annual dilution± 0.96
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Omega Healthcare Investors is a REIT that finances and owns long-term care real estate in the United States, the United Kingdom and Canada, leasing it to healthcare operators. The company reported a portfolio of 1,027 facilities run by 89 third-party operators 1 and showed higher investment activity and a dividend increase in 2026 3.
SWOT
Strengths
- The portfolio is geographically and by property type diversified and run by many different operators, which reduces dependence on any single partner 1.
- The company has access to capital through equity and debt markets, including a large at-the-market program, and renewed its revolving credit facility 1.
- Long-term contractual rents with annual escalators give predictable income under the triple-net structure 1.
Weaknesses
- The company has no operational control over its operators and depends on their ability to pay rent and interest 1.
- Part of the revenue comes from leases on a cash basis, which points to collection problems at some operators 1.
- Operator bankruptcies can delay collections and reduce the value of collateral 1.
Opportunities
- The RIDEA structure and investments in Canada and the UK could open new growth avenues 1.
- If the signalled pipeline converts into acquisitions, capital deployment could increase in the second half of 2026 and early 2027 3.
- The stake in Saber and other partnerships could yield gains if transitioned operations improve 3.
Threats
- Cuts or delays in Medicare and Medicaid reimbursement could seriously affect operators and their ability to pay 1.
- Competition for acquisitions from REITs, funds and institutional investors could reduce future returns 1.
- Staffing shortages and cost inflation remain persistent risks for operators and, in turn, for company income 2.
Risks
- Operator insolvencyhigh
If an operator goes bankrupt, the company could delay or lose collections and may need to recover and re-lease the property, with added costs and delays 1.
- Reimbursement reformshigh
Changes to Medicare and Medicaid rules could reduce operator revenues, which could affect payments to Omega 1.
- Finding replacement operatorsmedium
Replacing an operator after lease expiry or default can be slow and may lead to lower rents 1.
- Cash-basis tenantsmedium
Leases on a cash basis produce uncertain revenue, and rent losses can arise quickly 1.
- Cost of capitallow
Interest rates and access to funding can change the returns on acquisitions, and rating changes could affect costs 2.
Investment thesis
What would need to be true (bull case)
- If the acquisition pipeline materializes, higher investment could support revenue growth over the medium term 3.
- The increase in AFFO and the dividend in 2026 shows the company's ability to generate recurring income 3.
- The credit profile of operators taking over Ciena facilities could improve income stability 3.
What would break the thesis
- If Medicaid reforms reduce reimbursement, operators could struggle to pay and company revenue could fall 1.
- Competition for assets could push up acquisition prices and reduce returns on new investments 1.
- A significant share of cash-basis leases shows that some payments are uncertain, which could affect results 1.
What to watch
- Impactul reformelor Medicaid asupra operatorilor2027
- Development of the acquisition pipeline and capital deployedQ3 2026
- Status of payments from bankrupt operator GenesisQ3 2026
- Effect of Medicaid reforms on operators2027
- Revision of full-year AFFO guidancenext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Omega Healthcare Investors, Inc. is a Maryland corporation listed on the New York Stock Exchange since 1992 that invests in healthcare real estate in the United States, the United Kingdom and Canada 1. Its core business is long-term triple-net leases and real estate loans to long-term care operators, with a focus on skilled nursing facilities (SNFs) and assisted living facilities (ALFs) 1. Since the fourth quarter of 2025 it also operates facilities through third-party managers under the RIDEA structure 1.
Segments
Market context
The company describes the long-term care real estate acquisition market in the US and UK as competitive in 2025, while it still identified investments that add to portfolio returns 1. Operators face staffing shortages, cost inflation and uncertainty over Medicare and Medicaid reimbursement, which affects their ability to pay rent 12.
After the second quarter of 2026 management pointed to a pipeline richer than the capital already deployed, which could mean more capital allocation into early 2027 3. If Medicaid reforms and staffing limits intensify, pressure on operators could rise and affect payments to the company 12.
Trends
- Cost and staffing pressureheadwind
Operators face staffing shortages in some regions and rising costs, and tariffs and immigration limits could make these difficulties worse 2.
- Medicaid reformsheadwind
The OBBBA law of July 2025 brings major Medicaid funding cuts, which could indirectly reduce reimbursement to operators if states lower their rates 1.
- Accretive acquisitions and pipelinetailwind
The company completed investments in the second quarter of 2026 and signalled a solid pipeline with stabilized yields in the low double digits 3.
- Better credit profile of the portfoliomixed
The Ciena transactions replaced a lease with 0.87x EBITDAR coverage by leases above the portfolio mean, which could support long-term rent payments 3.
Competitive position
Financing healthcare facilities is competitive, with rivals among public and private REITs, investment companies, private equity and hedge funds and other institutional investors 1. Some rivals may have greater resources or a lower cost of capital, which can influence acquisition pricing 1.
Omega's operators compete locally and regionally with providers of comparable services on factors such as quality of care, reputation, price and location 1. The company notes that government development approvals may reduce competition and enhance property values 1.
- Other listed healthcare REITs
Healthcare REITs investing in medical real estate compete with Omega for acquisitions and investment pricing 1.
- Investment companies and private equity funds
Financial investors, including investment companies and hedge funds, can compete for the same healthcare real estate assets 1.
- Healthcare operators and lenders
Operators, lenders and developers can compete for projects and financing in the same sector 1.
- Institutional healthcare investors
Institutional investors may have greater resources and a lower cost of capital than the company 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report05 Oct 2026Regulation FD disclosure · Financial statements and exhibits
- Current report01 Oct 2026Departure or appointment of officers
- Quarterly report30 Jul 2026
- Current report29 Jul 2026Results of operations · Financial statements and exhibits
- Current report05 Jun 2026Shareholder vote · Other events
- Current report21 May 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report29 Apr 2026
- Current report28 Apr 2026Results of operations · Financial statements and exhibits
- Proxy statement21 Apr 2026
- Annual report09 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Omega Healthcare Investors, Inc. · 09 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Omega Healthcare Investors, Inc. · 30 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Omega Healthcare Investors, Inc. · 29 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.