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Omega Healthcare's Q4 net income rises to $172 mln

ReutersFeb 4, 2026 9:27 PM


Overview

  • Healthcare REIT's Q4 net income rose to $172 mln, up from $116 mln in Q4 2024

  • Adjusted FFO for Q4 increased to $250 mln, reflecting strong financial performance

  • Company completed $334 mln in new investments and repaid $1.27 bln of debt in Q4


Outlook

  • Omega expects 2026 AFFO between $3.15 and $3.25 per diluted share

  • Company plans to convert $56 mln of maturing loans to real estate in 2026


Result Drivers

  • NEW INVESTMENTS - Omega completed $334 mln in new investments in Q4, including real estate acquisitions, loans, and joint ventures

  • DEBT REPAYMENT - Omega repaid $1.27 bln of aggregate debt in Q4, reducing leverage to the lowest level in company history

  • FAD GROWTH - CEO highlighted growth in FAD per share, attributed to $1.1 bln in new investments during 2025


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 EPS

$0.55

Q4 Net Income

$172 mln

Q4 Adjusted FFO

$250 mln


Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the specialized reits peer group is "buy."

  • Wall Street's median 12-month price target for Omega Healthcare Investors Inc is $46.00, about 7.2% above its February 3 closing price of $42.93

  • The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw5yByqTa

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