Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

OMEGA HEALTHCARE INVESTORS INC
Next earnings Jul 29, 2026 · consensus $0.48 EPS, $305M rev
Last earnings +1.6% on 2026-04-28
Recovering SNF-focused REIT with rising revenue and a deleveraged balance sheet, but the $780M dividend outruns net income.
Sources: SEC EDGAR (CIK 0000888491, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:00 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~63% below fair value) — worth a look on the value angle.
Omega Healthcare Investors is a skilled-nursing-facility (SNF) and assisted-living REIT that has staged a clear recovery. FY2025 revenue grew 13.2% to $1.19B and net income jumped 45.2% to $590M, with diluted EPS up 25.2% to $1.94, extending a turnaround from the COVID-era trough. As a REIT the relevant cash measure is operating cash flow, which rose 17.2% to $879M — strong coverage that funds the business and most of the dividend. Operating margin of 46.4% and net margin of 49.6% reflect the high-margin triple-net lease model across 1,027 facilities operated by 89 third-party operators.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.06B | $878M | $950M | $1.05B | $1.19B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | — | — | $242M | $406M | $590M |
| Diluted EPS | $1.75 | $1.80 | $1.00 | $1.55 | $1.94 |
| Net margin | — | — | 25.5% | 38.6% | 49.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-05 | WHITMAN BURKE W Director | Award | 3.78K @ $43.67 | $165K |
| 2026-06-05 | Jacobs Kevin J Director | Award | 6.13K @ $43.67 | $267K |
| 2026-06-05 | Egbuonu-Davis Lisa Director | Award | 3.78K @ $43.67 | $165K |