{"filings":[{"id":582237,"accession_number":"0001104659-26-065158","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2026-05-21T20:16:49+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Omega CEO Pickett to retire Oct 1; CFO Stephenson retires Aug 1; Gourmand, Ballew promoted","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Taylor Pickett retires Oct 1, 2026; steps down from Board; consulting role Oct 2, 2026 - Oct 1, 2027 at $20k/month.","CFO Robert Stephenson retires Aug 1, 2026; consulting role Aug 2, 2026 - Aug 1, 2027 at $12k/month.","President Matthew Gourmand promoted to CEO effective Oct 1, 2026; also to join Board.","CAO Neal Ballew promoted to CFO effective Aug 1, 2026; Lucas Golem succeeds as CAO.","Pickett's 25-year CEO tenure saw market cap grow from ~$60M to over $15B; total shareholder return >10,000%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99478,"accession_number":"0000888491-26-000016","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Q1 net income $159M ($0.47/diluted), AFFO $0.82; raises FY 2026 AFFO guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $159M ($0.47/diluted) vs $112M ($0.33) in Q1 2025; AFFO $0.82/diluted vs $0.75.","Completed $251M in new investments in Q1 including $93M for 9.9% equity in Saber OpCo JV.","Issued 2M common shares for $107M gross proceeds; April added $75M new investments.","18 CommuniCare facilities expected to sell in Q2 for $480M.","Raised full-year AFFO guidance midpoint; FAD $0.78/diluted vs $0.71 in Q1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":322955000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115514,"accession_number":"0000888491-26-000003","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Healthcare Q4 AFFO $0.80/sh (+8.1% YoY); net income $172M; 2026 guidance provided","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 AFFO of $250M ($0.80/diluted share) vs $214M ($0.74) in Q4 2024; net income $172M ($0.55) vs $116M ($0.41).","Full-year 2025 AFFO of $946M ($3.10/sh) vs $778M ($2.87) in 2024; net income $609M ($1.94) vs $418M ($1.55).","Completed $334M in new Q4 investments ($52M acquisitions, $266M in unconsolidated entities); $1.1B for full year 2025.","Repaid $1.27B of aggregate debt in Q4 2025 including $600M senior notes and $429M unsecured term loan.","Provided 2026 AFFO guidance; acquired 9.9% equity interest in Saber OpCo JV for $93M in January 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":1190099000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115513,"accession_number":"0001104659-26-001774","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Omega Healthcare extends executive employment agreements, enhances compensation for President and General Counsel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Omega entered amendments to extend named executive officer employment terms to Dec 31, 2028, and adjust annual salaries.","For President Matthew Gourmand: annual bonus at high performance increased from 125% to 200% of base salary; severance multiplier raised from 2x to 3x.","For Chief Legal Officer Gail Makode: severance multiplier increased from 1.5x to 2x; restrictive covenants extended from 18 months to 2 years.","Gourmand's post-termination non-competition/non-solicitation period extended from 2 to 3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131936,"accession_number":"0001104659-25-105648","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Omega Healthcare enters $2B at-the-market equity offering program, terminates prior ATM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New ATM sales agreement allows issuance of up to $2B in common stock through 24 agents including Wells Fargo, BofA, J.P. Morgan, Morgan Stanley.","Prior $2B ATM agreement dated Sept 6, 2024 terminated concurrently with new program.","Sales agents entitled to compensation up to 2.0% of gross sales price; forward sales also permitted.","Company expects physical settlement but may elect cash or net share settlement under forward agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131935,"accession_number":"0000888491-25-000038","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Healthcare Q3 AFFO $0.79/share, up 7% YoY; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $185M ($0.59 diluted EPS) vs $115M ($0.42) in Q3 2024.","AFFO $243M ($0.79/diluted share) on 308M shares, up from $203M ($0.74) on 276M shares.","Completed $151M in new Q3 investments; $978M year-to-date.","Closed $2.3B unsecured credit facility; repaid $600M senior notes in Q4.","Acquired 49% equity interest in Saber portfolio of 64 facilities for $222M in October."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":870882000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131934,"accession_number":"0000888491-25-000034","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Omega Healthcare redeems all $600M of 5.250% Senior Notes due 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeemed $600M principal amount of 5.250% Senior Notes on October 15, 2025.","Redemption price of $607.875M (100% principal plus accrued interest) deposited with Trustee.","Indenture governing the Notes discharged; obligations of Omega and guarantors terminated.","Redemption was previously announced on September 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131933,"accession_number":"0000888491-25-000031","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Omega Healthcare closes new $2.3B credit facility, amends $428.5M term loan to lower rates","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.0B revolver matures Sep 2029, $300M delayed draw term loan matures Sep 2028; replaced $1.45B revolver expiring Oct 2025.","Revolving facility initially priced at Term SOFR + 1.050% plus 0.250% facility fee; DDTL at Term SOFR + 1.200%.","Amended existing $428.5M term loan, cutting margins by 35 bps and removing 0.100% pricing step-up in extension periods.","Facility includes accordion feature to expand total capacity to $3.0B; oversubscribed with over 20 lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148515,"accession_number":"0000888491-25-000029","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Omega Healthcare redeems $600M 5.250% Senior Notes due 2026 on Oct 15","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal of 5.250% Senior Notes due 2026 to be redeemed.","Redemption date is October 15, 2025.","Redemption price is 100% of principal plus accrued unpaid interest.","Irrevocable notice of redemption mailed to holders on September 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148514,"accession_number":"0000888491-25-000022","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Q2 2025: AFFO per share $0.77 vs $0.71 YoY; raises FY guidance; $527M invested","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $140M ($0.46/shr) vs $117M ($0.45/shr) in Q2 2024.","Adjusted FFO $232M ($0.77/shr) vs $185M ($0.71/shr); weighted avg shares 303M vs 262M.","Completed $527M in new investments ($502M acquisitions, $25M loans) in Q2.","Issued $600M of 5.2% senior unsecured notes due 2030; extended credit facility to Oct 2025.","Raises full-year adjusted FFO guidance (specific range not provided in filing snippet)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":559291000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148513,"accession_number":"0001104659-25-066856","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Omega updates investor presentation slide on operator updates","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Revised Operator Updates slide posted on company website at omegahealthcare.com.","No financial results, guidance, or specific operational changes disclosed.","Presentation available under Investor Relations section for at least 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167341,"accession_number":"0001104659-25-061200","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Omega Healthcare Issues $600M of 5.200% Senior Notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600 million of 5.200% Senior Notes due July 1, 2030 at 99.118% of par.","Net proceeds will be used for general corporate purposes, including debt repayment and acquisitions.","Notes are unsecured senior obligations guaranteed by OHI Healthcare Properties Limited Partnership.","Notes rank equally with existing senior unsecured debt and are subordinated to secured debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167340,"accession_number":"0001104659-25-058593","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Omega Healthcare prices $600M 5.200% Senior Notes due 2030; net proceeds ~$591M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal, 5.200% coupon, due July 1, 2030; issue price 99.118%.","Net proceeds ~$591.1M after underwriting discount; expected settlement June 20, 2025.","Notes guaranteed by OHI Healthcare Properties Limited Partnership and certain subsidiaries.","Proceeds for general corporate purposes, including debt repayment and healthcare real estate acquisitions.","Joint book-runners: Wells Fargo, BofA, Credit Agricole, J.P. Morgan Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167339,"accession_number":"0001104659-25-057386","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Omega Healthcare files prospectus supplement for DRIP, registering 22.4M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filing registers 22,447,054 common shares for issuance under the Dividend Reinvestment and Common Stock Purchase Plan.","Supplement continues the existing Plan originally filed March 14, 2024 under shelf registration S-3ASR.","Plan allows stockholders to reinvest cash dividends or purchase additional shares directly from the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167338,"accession_number":"0001104659-25-057298","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Omega Healthcare shareholders approve doubling authorized shares to 700M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted to increase authorized common shares from 350M to 700M (Proposal 4): 231.7M for, 8.9M against.","All eight director nominees elected; advisory vote on executive compensation passed with ~190M for.","Ernst & Young ratified as independent auditor for FY2025 with 230.7M votes for.","Stephen Plavin appointed to Investment Committee (replacing Pickett); no longer on Compensation Committee.","Annual meeting quorum: ~84.3% of outstanding shares represented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167337,"accession_number":"0001104659-25-055566","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Omega updates investor presentation with revised Operator Updates slide","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Revised Operator Updates slide is on page 9 of the June 2025 investor presentation.","Presentation available on Omega's website under Investor Relations.","No financial results, guidance changes, or other material news announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167336,"accession_number":"0001104659-25-047318","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Omega revises Operator Updates slide in May 2025 investor presentation","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Press release dated May 12, 2025 announces revision to page 9 of investor presentation.","Updated presentation available on Omega's website under Investor Relations.","No specific details on revisions provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167335,"accession_number":"0000888491-25-000013","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Healthcare Q1 AFFO $0.75/share beats $0.68; FY guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $112M ($0.33/share) vs $69M ($0.27) in Q1 2024; AFFO $221M ($0.75) vs $176M ($0.68).","Completed $423M in new investments YTD through April, including $344M in real estate acquisitions in April.","Issued 7M common shares for gross proceeds $264M in Q1; repaid $400M senior notes due Jan 2025.","Increased full-year 2025 Adjusted FFO guidance (specific range not provided in excerpt).","Extended $1.45B credit facility to Oct 2025; repaid $50M term loan April 29."],"consensus_eps_estimate":null,"consensus_eps_actual":0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":276785000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184660,"accession_number":"0000888491-25-000003","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Healthcare Q4 AFFO $0.74/share, up 9% YoY; $340M new investments","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income Q4 2024 $116M ($0.41/share) vs $57M ($0.22) in Q4 2023.","AFFO Q4 $214M ($0.74/share) vs $173M ($0.68); full year AFFO $778M ($2.87) vs $699M ($2.79).","Completed $340M in Q4 new investments ($179M acquisitions + $162M loans); $26M in Q1 2025 to date.","Issued 11M shares for $438M gross proceeds in Q4; repaid $400M senior notes due Jan 15, 2025.","Extended $1.45B revolver and $50M term loan to Oct 30, 2025; provided 2025 AFFO guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1051390000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184659,"accession_number":"0001104659-25-001343","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Omega Healthcare appoints new President and CIO; COO Booth departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew Gourmand appointed President effective Jan 1, 2025; previously SVP Corp Strategy & IR.","Vikas Gupta appointed Chief Investment Officer; previously SVP Acquisitions & Development.","COO Daniel Booth employment terminated Jan 2, 2025; consulting through Jan 2026 at $10k/month.","New employment agreements: Gourmand base $550k, Gupta base $525k, terms through Dec 2027, bonus 125%.","Other named executive officer employment agreements extended to Dec 31, 2027 with salary adjustments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201241,"accession_number":"0000888491-24-000041","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Healthcare reports Q3 net income $115M, AFFO $0.74/share; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $115M ($0.42/share) vs $94M ($0.37/share) in Q3 2023.","Adjusted FFO of $203M ($0.74/share) vs $182M ($0.71/share) in Q3 2023.","Completed $440M in new investments in Q3; $834M year-to-date.","Issued 14M common shares for $530M gross proceeds in Q3.","Increased full-year 2024 Adjusted FFO guidance (amount not specified in text)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":772072000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217260,"accession_number":"0001104659-24-097800","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2024-09-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Omega Healthcare enters $1.25B ATM equity offering program, terminates prior ATM","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New at-the-market sales agreement for up to $1.25B aggregate gross sales price of common stock.","Terminated prior ATM agreement dated May 20, 2021.","Sales agents and forward purchasers include Wells Fargo, Barclays, J.P. Morgan, and others.","Company has no obligation to sell any shares; may suspend offerings at any time.","Forward sale agreements may be cash- or net-share settled; proceeds contingent on physical settlement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217259,"accession_number":"0000888491-24-000034","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Omega Q2 net income $117M ($0.45 EPS); YTD investments $648M; AFFO guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $117M ($0.45 per share) vs $62M ($0.25) in Q2 2023; Nareit FFO $189M ($0.72).","Adjusted FFO of $185M ($0.71 per share) vs $183M ($0.74) in Q2 2023.","Completed $221M in Q2 new investments ($115M acquisitions, $106M loans); $373M in Q3 to date.","Issued 8M common shares for $245M; repaid $400M senior unsecured notes.","Full year 2024 AFFO guidance raised; YTD new investments total $648M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":496044000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237064,"accession_number":"0001104659-24-069674","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Omega Healthcare Investors annual meeting elects all directors, ratifies auditor, approves exec compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 8 director nominees elected; Stephen D. Plavin received 8.8M against votes (highest).","Ernst & Young ratified as independent auditor for FY2024: 190.4M for, 8.0M against.","Advisory vote on executive compensation approved: 145.5M for, 8.5M against, 1.1M abstain.","Turnout: 198.9M shares voted (80.54% of outstanding), broker non-votes on director and comp proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237063,"accession_number":"0001104659-24-067494","cik":888491,"company_name":"OMEGA HEALTHCARE INVESTORS INC","ticker":"OHI","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Omega Healthcare updates on LaVie Care Centers Chapter 11 filing; commits $10M DIP financing","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Omega commits $10M for 50% of debtor-in-possession financing to support LaVie during Chapter 11.","LaVie required to pay Omega monthly rent of $3M for 30 properties subject to court approval.","Omega believes remaining LaVie portfolio supports sustainable annualized rent of $36M.","Plan confirmation or asset sale expected by end of 2024, subject to court approval.","Omega has worked with LaVie over a year to reduce exposure to underperforming assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":14214089598.233347,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}