Omega Healthcare Investors, Inc. OHI
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Full analysis: 2 Aug 2026
Latest news check: 7 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing position can be maintained at current valuation.
Stable cash flow and raised guidance support the HOLD signal while operator risks and one-off items limit upside.
Market sentiment
7/10
↑
Trend: Improving
The market reacts positively to improved operator coverage and the dividend increase.
Price context
The price sits near the 52-week high after a 26.7 % rise over twelve months, indicating that much of the positive momentum is already priced in.
Risk assessment
4/10
Dilution:
Low
Limited share issuance and strong cash flow
Jurisdiction:
Low
Operations mainly in US and UK
Execution:
Medium
New management and large capital reallocations
About the company
Omega Healthcare Investors is a healthcare REIT that owns and leases care facilities in the US and UK. The company primarily uses triple-net leases with operators of skilled nursing facilities and assisted living. Operations generate stable rental income focused on long-term contracts.
Sector:
Healthcare real estate investment
Type:
Finance
Next report
15 Oct 2026
Q3
Catalysts
Oct 2026
CEO transition
Medium
Horizon:
Bull case
Raised AFFO guidance and dividend increase support cash flow.
Bear case
Lingering operator risks and one-off items in earnings create uncertainty.
Sensitivity analysis
| Factor | If it weakens | If it strengthens |
|---|---|---|
| Operators' ability to pay rent | Weaker operator coverage → lower rental income and higher credit losses. | Improved operator coverage → higher AFFO and dividend security. |
| Demographic demand for care homes | Weaker demand → lower occupancy at operators and pressure on rents. | Stronger demand → higher occupancy and more stable lease agreements. |
We monitor these factors. Follow the company to get email when any of them hit.
Signal rationale (informational)
Stable cash flow and raised guidance support the HOLD signal while operator risks and one-off items limit upside.
Recent news
- Q2 results showed strong earnings driven by asset sales. The company raised AFFO guidance and the dividend to 0.68 USD per share. A CEO transition is planned for October 2026.
Key figures
Revenue
Q2 2026
USD 328M
Revenue TTM
TTM
USD 1.2B
EBITDA
Q2 2026
USD 294M
Cash
Q2 2026
USD 39.0M
Total debt
Q2 2026
USD 4.4B
Gross margin
FY 2025
98.8%
Shares outstanding
Q2 2026
316M
Price & valuation
Last close
USD 45.57
Market Cap
USD 14.4B
1 week
-6.4 %
3 months
-5.1 %
12 months
+12.7 %
From 52w high
-10.7 %
From 52w low
+15.6 %
Exchange
NYSE
Type
Finance
Sector
Healthcare real estate investment
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.