Omega Healthcare Investors (NYSE: OHI) announced it will release third quarter 2026 earnings results on November 3, 2026, after market close. The company also scheduled a conference call for November 4, 2026, at 10 am Eastern Time to discuss the results.

Earnings Release and Conference Call Details

The earnings release will be available on the company’s website following the market close on November 3. The conference call will provide management’s review of the 2026 third quarter results and current developments.

Investors can access the conference call through the following methods:

• Webcast: Recommended for participants not asking questions. Access via https://events.q4inc.com/attendee/954733075 .
• Company Website: Live stream available at https://www.omegahealthcare.com/ .
• Telephone: Dial (833) 461-5787 (toll-free) or +1 (585) 542-9983 (international). Use Meeting ID 954 733 075. Participants should dial in 15 minutes early.

Webcast replays will remain available on Omega’s website for approximately two weeks after the call. The earnings release will also be posted in the "Financial Information" section of the Investors page.

About Omega Healthcare Investors

Omega is a real estate investment trust investing in the long-term healthcare industry. Its portfolio includes skilled nursing, assisted living, and care home facilities across the U.S., U.K., and Canada. Assets are operated by diverse healthcare companies under long-term triple-net leases, with an increasing portion managed through RIDEA structures.

Omega Healthcare Investors, Inc. (NYSE: OHI) reported net income of $380 million, or $1.19 per diluted share, for the quarter ended June 30, 2026, compared to $140 million, or $0.46 per diluted share, in Q2 2025. The substantial year-over-year growth was primarily driven by a $246.5 million gain on the sale of 26 facilities, including a strategic disposition of 18 CommuniCare Health Services, Inc. properties. This active portfolio management strategy allowed the company to raise its full-year Adjusted Funds From Operations (AFFO) guidance and increase its quarterly dividend to $0.68 per share, signaling confidence in its cash flow generation capabilities despite a challenging operating environment for some tenants.

The Board of Directors declared the dividend increase effective August 3, 2026, payable on August 14, 2026, to stockholders of record as of August 3, 2026. The company also completed $126 million in new investments during the quarter, comprising $110 million in real estate acquisitions and $16 million in real estate loan fundings. Additionally, Omega issued 1.3 million common shares for gross proceeds of $62 million through its ATM program and Dividend Reinvestment Plan. As of June 30, 2026, the company held $4.1 billion in outstanding indebtedness with a weighted average annual interest rate of 4.2%, alongside $2.0 billion in undrawn capacity under its unsecured revolving credit facility.

Key Financial Metrics

Portfolio Activity and Operator Updates

Omega continued to strengthen its portfolio credit profile by transitioning 20 skilled nursing facilities from Ciena Healthcare Management, Inc. to other operators. Eighteen facilities were re-leased to Saber Healthcare Holdings, LLC, one to The Health and Hospital Corporation of Marion County, and one was sold to Saber PropCo JV. This move replaced leases with trailing 12-month EBITDAR coverage of 0.87x with those generating coverage above the portfolio mean of 1.65x.

In the third quarter, the company completed an additional $93.2 million in investments, including its first U.K. care home operating company acquisition for $20.2 million and six skilled nursing facilities in Texas for $72.9 million. The company also received a $16.3 million paydown on the super-priority secured debtor-in-possession financing from Genesis Healthcare, Inc., reducing the outstanding balance to $8.7 million as of June 30, 2026.

What the Numbers Show

While net income surged due to non-recurring gains on asset sales, core operational metrics demonstrate steady underlying performance. Adjusted FFO per share rose 7.8% year-over-year to $0.83, and Net Operating Income increased 17.8% to $331 million. This divergence highlights the company’s strategy of using capital markets proceeds from asset sales to fund accretive new investments, thereby enhancing long-term cash flow without relying solely on organic growth from existing leases. The stable occupancy rate of 82.6% across the portfolio further supports the resilience of the underlying assets.

Guidance and Outlook

Omega raised its 2026 AFFO guidance range to $3.22–$3.26 per diluted share, up from the previous range of $3.19–$3.25. CEO Taylor Pickett noted that the current investment pipeline suggests a significant increase in capital allocation through the remainder of 2026 and into early 2027. The guidance assumes no additional operators are placed on a cash-basis for revenue recognition and that Genesis continues to meet its contractual rental obligations of $13.3 million per quarter. The company will report financial results based on two segments: Triple-Net Investments and Operating Portfolio, commencing in the second quarter of 2026.