secwatch.observer — SEC 8-K summary
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Issuer:     OMEGA HEALTHCARE INVESTORS INC (OHI)
CIK:        0000888491
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0000888491-26-000003
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Omega Healthcare Q4 AFFO $0.80/sh (+8.1% YoY); net income $172M; 2026 guidance provided
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/888491/000088849126000003/0000888491-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/888491/000088849126000003/ohi-20260204x8k.htm
  HTML page:      https://secwatch.observer/filing/0000888491-26-000003

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer