
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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