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

Omega Healthcare Investors,

04/02/2026 21:27

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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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)