Highest-materiality recent filing
Omega Q2 net income $380M ($1.19/diluted); raises quarterly dividend to $0.68, ups AFFO guidance
Net income $380M ($1.19 diluted) vs $140M ($0.46) in Q2 2025; AFFO $0.83/diluted vs $0.77.
Omega Healthcare reports 2026 annual meeting results and updates 5% holder info
All 8 director nominees elected; each received >90% of votes cast (excluding broker non-votes).
Omega CEO Pickett to retire Oct 1; CFO Stephenson retires Aug 1; Gourmand, Ballew promoted
CEO Taylor Pickett retires Oct 1, 2026; steps down from Board; consulting role Oct 2, 2026 - Oct 1, 2027 at $20k/month.
Omega Q1 net income $159M ($0.47/diluted), AFFO $0.82; raises FY 2026 AFFO guidance
Net income $159M ($0.47/diluted) vs $112M ($0.33) in Q1 2025; AFFO $0.82/diluted vs $0.75.
Omega Healthcare Q4 AFFO $0.80/sh (+8.1% YoY); net income $172M; 2026 guidance provided
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).
Omega entered amendments to extend named executive officer employment terms to Dec 31, 2028, and adjust annual salaries.
Omega Healthcare enters $2B at-the-market equity offering program, terminates prior ATM
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.
Omega Healthcare Q3 AFFO $0.79/share, up 7% YoY; raises full-year guidance
Net income $185M ($0.59 diluted EPS) vs $115M ($0.42) in Q3 2024.
Omega Healthcare redeems all $600M of 5.250% Senior Notes due 2026
Redeemed $600M principal amount of 5.250% Senior Notes on October 15, 2025.
Omega Healthcare closes new $2.3B credit facility, amends $428.5M term loan to lower rates
New $2.0B revolver matures Sep 2029, $300M delayed draw term loan matures Sep 2028; replaced $1.45B revolver expiring Oct 2025.
Omega Healthcare redeems $600M 5.250% Senior Notes due 2026 on Oct 15
$600M aggregate principal of 5.250% Senior Notes due 2026 to be redeemed.
Omega Q2 2025: AFFO per share $0.77 vs $0.71 YoY; raises FY guidance; $527M invested
Net income $140M ($0.46/shr) vs $117M ($0.45/shr) in Q2 2024.
Omega updates investor presentation slide on operator updates
Revised Operator Updates slide posted on company website at omegahealthcare.com.
Omega Healthcare Issues $600M of 5.200% Senior Notes due 2030
Issued $600 million of 5.200% Senior Notes due July 1, 2030 at 99.118% of par.
Omega Healthcare prices $600M 5.200% Senior Notes due 2030; net proceeds ~$591M
$600M aggregate principal, 5.200% coupon, due July 1, 2030; issue price 99.118%.
Omega Healthcare shareholders approve doubling authorized shares to 700M
Shareholders voted to increase authorized common shares from 350M to 700M (Proposal 4): 231.7M for, 8.9M against.
Omega Healthcare files prospectus supplement for DRIP, registering 22.4M shares
Filing registers 22,447,054 common shares for issuance under the Dividend Reinvestment and Common Stock Purchase Plan.
Omega updates investor presentation with revised Operator Updates slide
Revised Operator Updates slide is on page 9 of the June 2025 investor presentation.
Omega revises Operator Updates slide in May 2025 investor presentation
Press release dated May 12, 2025 announces revision to page 9 of investor presentation.
Omega Healthcare Q1 AFFO $0.75/share beats $0.68; FY guidance raised
Net income $112M ($0.33/share) vs $69M ($0.27) in Q1 2024; AFFO $221M ($0.75) vs $176M ($0.68).
Omega Healthcare Q4 AFFO $0.74/share, up 9% YoY; $340M new investments
Net income Q4 2024 $116M ($0.41/share) vs $57M ($0.22) in Q4 2023.
Omega Healthcare appoints new President and CIO; COO Booth departs
Matthew Gourmand appointed President effective Jan 1, 2025; previously SVP Corp Strategy & IR.
Omega Healthcare reports Q3 net income $115M, AFFO $0.74/share; raises full-year guidance
Net income of $115M ($0.42/share) vs $94M ($0.37/share) in Q3 2023.
Omega Healthcare enters $1.25B ATM equity offering program, terminates prior ATM
New at-the-market sales agreement for up to $1.25B aggregate gross sales price of common stock.
Omega Q2 net income $117M ($0.45 EPS); YTD investments $648M; AFFO guidance raised
Net income of $117M ($0.45 per share) vs $62M ($0.25) in Q2 2023; Nareit FFO $189M ($0.72).
All 8 director nominees elected; Stephen D. Plavin received 8.8M against votes (highest).
Omega Healthcare updates on LaVie Care Centers Chapter 11 filing; commits $10M DIP financing
Omega commits $10M for 50% of debtor-in-possession financing to support LaVie during Chapter 11.
Omega Q1 2024: Net income $69M, AFFO $0.68/share; Completed $240M YTD investments
Net income of $69M ($0.27 per diluted share) vs $37M ($0.15) in Q1 2023.
Omega Healthcare settles derivative lawsuit; governance reforms, $850k fee from insurers
Court preliminarily approved settlement on April 2, 2024; final hearing set for June 24, 2024.
Omega Healthcare files new shelf registration, refreshes DRIP and ATM programs
Filed new automatic shelf S-3ASR to replace prior shelf; Prior Registration Statement terminated on March 14, 2024.
Omega Healthcare settles derivative suits over $15.2M loan; final hearing May 21
Settlement resolves derivative claims alleging improper $15.2M working capital loan to operator Orianna and misleading disclosures.
Omega Q4 net income $57M ($0.22/sh), AFFO $0.68/sh, $249M new investments
Net income of $57M vs $47M in Q4 2022; diluted EPS $0.22 vs $0.19.
Omega Healthcare extends NEO employment agreements to Dec 2026, revises base salaries
Employment agreements with named executive officers extended by one year to December 31, 2026.
Omega updates investor presentation slide on operator status; no financial details disclosed
Issued press release on Dec 4, 2023, about revised Operator Updates slide in December 2023 investor presentation.
Omega Healthcare Q3 net income $94M ($0.37/shr); FFO $0.63/shr; $106M investments
Net income $94M ($0.37/shr) vs $105M ($0.43/shr) in Q3 2022.
Omega Healthcare closes $400M unsecured term loan, swaps to fix rate at 5.565%
Term loan of $400M matures August 8, 2025, with two 12-month extension options.
Omega Healthcare Q2 net income $0.25/share, down from $0.38 YoY; AFFO $0.74
Net income $62M ($0.25 per share) vs $92M ($0.38) in Q2 2022.
Omega Healthcare shareholders approve 6.7M share increase in 2018 Stock Incentive Plan
Share authorization for the 2018 Stock Incentive Plan raised from 10.5M to 17.2M shares, a 6.7M increase.
Omega Healthcare Q1 net income $37M, AFFO $0.66; completes $233M new investments in Q2
Net income $37M ($0.15 EPS); Nareit FFO $146M ($0.60) vs $171M ($0.69) YoY.
Omega Q4 adjusted FFO $0.73 vs $0.77 YoY; Nareit FFO turns negative
Q4 net income $47M ($0.19/sh) vs $34M ($0.14) a year ago.
Omega posts updated investor presentation; no material financial changes disclosed
Press release announces January 2023 Investor Presentation with revised COVID-19 Operator Update slides (pages 11-14).
Omega Healthcare extends named executive officers' employment agreements to Dec 31, 2025
Employment agreements amended as of January 1, 2023 for all named executive officers.
Omega Q3 2022 net income $105M ($0.43/share), AFFO $0.76/share, dividend maintained at $0.67
Net income $105M ($0.43 per share) vs $143M ($0.58) in Q3 2021.
Omega Healthcare amends bylaws to enhance stockholder proposal disclosure rules
Revised advance notice procedures require additional disclosures for nominating stockholders and nominees.
Omega Q2 2022 AFFO $0.76/share vs $0.85; net income $92M; invested $73M
Net income of $92M ($0.38/share) vs $87M ($0.36) in Q2 2021.
Omega Healthcare shareholders elect all eight director nominees and ratify auditor
All eight director nominees elected; Stephen Plavin received 5.5M against votes, the most of any nominee.
Omega Healthcare Q1 net income $195.2M ($0.79/sh); AFFO $0.74; $142M investments, $318M asset sale
Net income of $195.2M ($0.79 per share); Adjusted FFO of $183.5M ($0.74 per share).
Omega updates investor presentation with revised COVID-19 slides
Posted April 2022 Investor Presentation to website with revised COVID-19 Update slides on pages 9-10.
Omega Q4 2021 net income $34.2M ($0.14/share); AFFO $0.77/share
Net income of $34.2 million ($0.14 per diluted share) for Q4 2021.
Omega Healthcare declares $0.67 dividend, authorizes $500M buyback
Cash dividend of $0.67 per share payable Feb 15, 2022 to holders of record Feb 7, 2022.
Lucas M. Golem, the Company’s Vice President of Financial Reporting, to succeed Mr. Ballew’s position and serve as the Company’s Chief Accounting Officer
position as a member of the Board will terminate effective October 1, 2026
on May 19, 2026, the Board and Robert O. Stephenson mutually agreed that Mr. Stephenson’s employment with the Company will terminate effective August 1, 2026
On May 19, 2026, the Board and C. Taylor Pickett, the Company’s Chief Executive Officer, mutually agreed that Mr. Pickett’s employment with the Company and position as a member of the Board will terminate effective October 1, 2026
The Board also appointed Matthew P. Gourmand, the Company’s President, to serve as the Company’s President and Chief Executive Officer, effective as of the CEO Transition Date.
The Board also appointed Neal A. Ballew, the Company’s Senior Vice President and Chief Accounting Officer, to serve as the Company’s Chief Financial Officer
the Board of Directors (the “Board”) of Omega Healthcare Investors, Inc. (the “Company”) appointed Matthew Gourmand, previously the Company’s Senior Vice President of Corporate Strategy & Investor Relations, as President of the Company.
the Board appointed Vikas Gupta, previously the Company’s Senior Vice President of Acquisitions & Development, as Chief Investment Officer of the Company.
the Company and Daniel J. Booth, the Company’s Chief Operating Officer, mutually agreed that Mr. Booth’s employment with the Company would terminate effective January 2, 2025.
On December 31, 2021, Omega Healthcare Investors, Inc. (the “Company”) and Mr. Steven J. Insoft, the Company’s Chief Corporate Development Officer, mutually agreed that Mr. Insoft’s employment with the Company will terminate effective January 1, 2022.
Max materiality 0.80 · Median 0.60 · Most common event earnings