earnings
confidence high
sentiment positive
materiality 0.75
Omega Q2 net income $380M ($1.19/diluted); raises quarterly dividend to $0.68, ups AFFO guidance
OMEGA HEALTHCARE INVESTORS INC
- Net income $380M ($1.19 diluted) vs $140M ($0.46) in Q2 2025; AFFO $0.83/diluted vs $0.77.
- Completed $126M in new investments in Q2; sold 18 CommuniCare facilities for $480M.
- Quarterly dividend increased by $0.01 to $0.68 per share, effective August 3, 2026.
- Full-year adjusted FFO guidance raised; NOI $331M vs $281M YoY.
- Expanded Saber partnership with $124.3M net investment and 27 additional facilities.