Omega Healthcare Investors: High-Yield Buy For The 'Silver Tsunami' Trend

Omega Healthcare Investors (OHI) is reiterated as a Buy, supported by strong Q4 results, robust guidance, and potential for dividend increases. OHI's AFFO growth continued, with 2026 guidance implying continued expansion and a solid 5.92% dividend yield at an ~87% payout ratio. Balance sheet strength is underpinned by well-laddered, mostly fixed-rate debt, a new $2.3B credit facility, and recent $600M notes at 5.2%.

Seeking Alpha • an hour ago

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Seeking Alpha • Feb 6, 2026

Omega Healthcare Investors, Inc. (OHI) Q4 2025 Earnings Call Transcript

Omega Healthcare Investors, Inc. (OHI) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Omega Reports Fourth Quarter and Full Year 2025 Results and Recent Developments

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) announced today its results for the quarter and year ended December 31, 2025. FOURTH QUARTER 2025 AND RECENT HIGHLIGHTS Net income for the quarter of $172 million, or $0.55 per diluted share, compared to $116 million, or $0.41 per diluted share, for Q4 2024. Adjusted Funds From Operations (“Adjusted FFO” or “AFFO”) for the quarter of $250 million, or $0.80 per diluted share, on 313 million.

Business Wire • Feb 4, 2026

Omega Healthcare Investors (OHI) Tops Q4 FFO and Revenue Estimates

Omega Healthcare Investors (OHI) came out with quarterly funds from operations (FFO) of $0.8 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to FFO of $0.74 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

Omega Announces Quarterly Dividend

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a cash dividend of $0.67 per share on its common stock. The dividend is payable Tuesday, February 17, 2026, to common stockholders of record as of the close of business on Monday, February 9, 2026. Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its por.

Business Wire • Jan 29, 2026

Are You Looking for a Top Momentum Pick? Why Omega Healthcare Investors (OHI) is a Great Choice

Does Omega Healthcare Investors (OHI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Jan 22, 2026

Omega Healthcare Investors (OHI) Upgraded to Buy: Here's Why

Omega Healthcare Investors (OHI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Jan 22, 2026

4 Strong Buy Passive Income Dividend Stocks Goldman Sachs Loves in January

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and ranks 55th on the Fortune 500 list of the largest United States corporations by total revenue.

24/7 Wall Street • Jan 14, 2026