Highest-materiality recent filing
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.
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.
Max materiality 0.80 · Median 0.60 · Most common event earnings