Every material Form 8-K Omega Healthcare Investors has filed with the SEC since August 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Omega Healthcare Investors reported third quarter 2026 net income of $87 million and adjusted funds from operations of $262 million, or $0.82 per diluted share. The company raised its full-year 2026 Adjusted FFO guidance range to $3.28 to $3.30 per diluted share and declared a quarterly cash dividend of $0.68 per share.
Net income for the third quarter of 2026 was $87 million, or $0.27 per diluted share.
Adjusted Funds From Operations reached $262 million, or $0.82 per diluted share, compared to $243 million, or $0.79 per diluted share, in Q3 2025.
The company completed $1.5 billion in total new investments year-to-date, including $946 million since quarter-end.
Full-year 2026 Adjusted FFO guidance was raised to a range of $3.28 to $3.30 per diluted share.
Omega Healthcare Investors appointed Matthew P. Gourmand, its President, as President and Chief Executive Officer effective October 1, 2026, succeeding C. Taylor Pickett, who is retiring. Gourmand was also appointed to the Board to fill the seat vacated by Pickett's retirement, with the term expiring in 2027. The filing says Pickett's retirement involved no disagreement with the company on its operations, policies or practices.
Matthew P. Gourmand, age 51, becomes CEO and director effective October 1, 2026
He succeeds C. Taylor Pickett, who retires as CEO and from the Board
Gourmand has served as President since January 1, 2025 and previously led corporate strategy and investor relations
Board size remains at eight; the Board does not expect to name Gourmand to any committees
Omega Healthcare Investors reported second quarter 2026 results on July 29, 2026, with net income of $380 million, or $1.19 per diluted share, up from $140 million, or $0.46 per diluted share, a year earlier. The company also raised its full-year 2026 Adjusted FFO guidance and increased its quarterly dividend by $0.01 to $0.68 per share. For shareholders, the higher earnings, guidance and dividend point to improved results, though net income includes a $246.5 million gain on the sale of 26 facilities.
Q2 2026 net income was $380 million, or $1.19 per diluted share, versus $140 million, or $0.46, in Q2 2025; results include a $246.5 million gain on asset sales.
Q2 2026 Adjusted FFO was $261 million, or $0.83 per diluted share, versus $232 million, or $0.77, a year earlier.
2026 Adjusted FFO guidance was raised to $3.22 to $3.26 per diluted share from $3.19 to $3.25.
Quarterly common dividend increased to $0.68 per share, payable August 14, 2026, to holders of record as of August 3, 2026.
Omega Healthcare Investors said its board approved planned leadership changes. President Matthew Gourmand will succeed C. Taylor Pickett as chief executive on October 1, 2026, and Chief Accounting Officer Neal Ballew will succeed Robert Stephenson as chief financial officer on August 1, 2026. The filing cites retirement plans and long-term succession planning, and it reports no financial results.
Matthew Gourmand, President since January 1, 2025, becomes CEO effective October 1, 2026, and is to join the board; Pickett leaves the board on that date.
Neal Ballew, Chief Accounting Officer since August 2020, becomes CFO effective August 1, 2026; Lucas Golem becomes Chief Accounting Officer.
Pickett will receive a consulting fee of $20,000 per month through October 1, 2027; Stephenson will receive $12,000 per month through August 1, 2027.
Omega Healthcare Investors reported first quarter 2026 net income of $159 million, or $0.47 per diluted share, up from $112 million, or $0.33, a year earlier. The REIT raised the low end of its full-year 2026 Adjusted FFO guidance, moving the midpoint up two cents to $3.22 per diluted share.
Q1 2026 Adjusted FFO was $260 million, or $0.82 per diluted share, versus $221 million, or $0.75, in Q1 2025.
2026 Adjusted FFO guidance is now $3.19 to $3.25 per diluted share, compared with the prior range of $3.15 to $3.25.
Omega completed $251 million of investments in Q1 2026 and issued 2 million common shares for gross proceeds of $107 million.
The Board declared a quarterly dividend of $0.67 per share, payable May 15, 2026, unchanged from the year-earlier quarter.
Omega Healthcare reported fourth quarter and full year 2025 results in a February 4, 2026 press release filed under Form 8-K. Net income and AFFO per diluted share both rose from a year earlier, and full-year 2025 AFFO was $3.10 per diluted share versus $2.87 in 2024. The company also guided to 2026 AFFO of $3.15 to $3.25 per diluted share, which shareholders can compare with the 2025 figure.
Q4 2025 net income was $172 million, or $0.55 per diluted share, versus $116 million, or $0.41, in Q4 2024.
Q4 2025 AFFO was $250 million, or $0.80 per diluted share, versus $0.74 in Q4 2024.
2026 AFFO guidance is $3.15 to $3.25 per diluted share; the board declared a $0.67 quarterly dividend on January 29, 2026, payable February 17, 2026.
Effective as of January 1, 2026, Omega Healthcare Investors amended the employment agreements of its named executive officers, extending each term by one year to December 31, 2028 and revising salaries after an annual Compensation Committee review. The amendments also raised bonus opportunities and severance terms for President Matthew Gourmand and Chief Legal Officer Gail Makode, which could increase the company's potential future payouts to these executives.
Agreements of all named executive officers extended by one year to December 31, 2028
Gourmand's bonus opportunity raised: high performance 125% to 200% of base salary; target 75% to 125%; threshold 50% to 75%
Gourmand severance raised from two times to three times the sum of base salary and three-year average bonus, payable over three years
Makode severance raised from 1.5 times to two times the sum of base salary and three-year average bonus, payable over two years
Omega Healthcare Investors reported third-quarter 2025 net income of $185 million, or $0.59 per diluted share, up from $115 million, or $0.42, a year earlier. The company raised its 2025 AFFO guidance to $3.08-$3.10 per diluted share from $3.04-$3.07, which affects shareholders' expectations for cash earnings from the year's investments.
Q3 2025 net income of $185 million ($0.59 per diluted share) vs. $115 million ($0.42) in Q3 2024
Q3 2025 AFFO of $243 million ($0.79 per diluted share) vs. $203 million ($0.74) in Q3 2024
2025 AFFO guidance raised to $3.08-$3.10 per diluted share from $3.04-$3.07
Quarterly dividend of $0.67 per share declared October 24, 2025, payable November 17, 2025
On September 30, 2025, Omega Healthcare Investors entered a new $2.3 billion senior unsecured credit facility, made up of a $2.0 billion revolver and a $300.0 million delayed draw term loan, and terminated its $1.45 billion 2021 revolving credit facility. The company also amended its $428.5 million term loan to reduce interest rate margins, and it had no borrowings outstanding under the new facility as of September 30, 2025.
New $2.0 billion revolving credit facility matures September 28, 2029; $300.0 million delayed draw term loan matures September 29, 2028.
Replaces the $1.45 billion 2021 revolving credit facility, which was scheduled to expire on October 30, 2025.
Term loan amendment cut interest rate margins by 35 basis points and removed the 0.100% step-up in extension periods.
Facility includes an accordion feature allowing total borrowing capacity of up to $3.0 billion; no borrowings were outstanding under the new facility as of September 30, 2025.
Omega Healthcare Investors reported second-quarter 2025 net income of $140 million and adjusted funds from operations (AFFO) of $232 million, both up from a year earlier, and raised its full-year 2025 AFFO guidance to $3.04 to $3.07 per share from $2.95 to $3.01. The company also disclosed that tenant Genesis Healthcare filed for Chapter 11 bankruptcy on July 9, 2025, and said it expects to keep receiving full rent from Genesis during the process.
Q2 2025 AFFO was $232 million, or $0.77 per share, versus $185 million, or $0.71 per share, in Q2 2024.
Q2 2025 net income was $140 million, or $0.46 per share, versus $117 million, or $0.45 per share, a year earlier.
Full-year 2025 AFFO guidance was raised to $3.04 to $3.07 per diluted share from $2.95 to $3.01.
Genesis filed for Chapter 11 on July 9, 2025; Omega agreed to provide an $8.0 million debtor-in-possession financing.
Omega Healthcare Investors completed an underwritten public offering of $600 million in 5.200% Senior Notes due July 1, 2030, under an indenture dated June 20, 2025. The company expects to use net proceeds for general corporate purposes, including possible debt repayment and healthcare real estate acquisitions, which adds long-term debt that holders of common stock will bear.
Notes priced at 99.118% of principal amount, with interest of 5.200% paid semi-annually
Notes mature July 1, 2030, with first interest payment due January 1, 2026
Notes are unsecured senior obligations, guaranteed by subsidiary OHI Healthcare Properties Limited Partnership
Offering was made under an automatic shelf registration statement on Form S-3 (Registration No. 333-282376)
Omega Healthcare Investors reported first quarter 2025 results, with revenues of $276.8 million and net income of $112.1 million, up from $69.3 million a year earlier. The REIT raised its full-year 2025 Adjusted FFO per share guidance to $2.95-$3.01 from $2.90-$2.98, but Genesis missed its March rent payment and Omega drew on a letter of credit to cover the shortfall.
Q1 2025 revenues $276.8 million, up from $243.3 million in Q1 2024; diluted EPS $0.33 versus $0.27
Q1 2025 Adjusted FFO $221 million, or $0.75 per share, versus $0.68 per share in Q1 2024
2025 Adjusted FFO guidance raised to $2.95-$3.01 per share from $2.90-$2.98
Genesis failed to pay $4.2 million of March rent; it paid full contractual rent in April 2025
Omega Healthcare Investors reported fourth-quarter and full-year 2024 results, with Q4 net income of $116 million, or $0.41 per share, up from $57 million, or $0.22 per share, a year earlier. The company also issued 2025 Adjusted FFO guidance of $2.90 to $2.98 per diluted share, which gives shareholders a reference point for the year ahead.
Q4 2024 net income was $116 million, or $0.41 per share, versus $57 million, or $0.22 per share, in Q4 2023.
Q4 2024 Adjusted FFO was $214 million, or $0.74 per share, versus $173 million, or $0.68 per share, in Q4 2023.
Q4 2024 total revenues were $279.3 million, a $40.0 million increase over Q4 2023.
The board declared a $0.67 quarterly dividend on January 29, 2025, payable February 18, 2025, to holders of record on February 10, 2025.
Omega Healthcare Investors appointed Matthew Gourmand as President and Vikas Gupta as Chief Investment Officer, effective January 1, 2025. The chief operating officer, Daniel J. Booth, is leaving after 23 years, with his employment ending January 2, 2025, and he will consult for the company through January 1, 2026.
Matthew Gourmand, previously SVP of Corporate Strategy & Investor Relations, appointed President effective January 1, 2025
Vikas Gupta, previously SVP of Acquisitions & Development, appointed Chief Investment Officer effective January 1, 2025
Dan Booth's employment ends January 2, 2025; he receives $10,000 per month in consulting fees from January 3, 2025 through January 1, 2026
New employment agreements run through December 31, 2027, with base salaries of $550,000 for Gourmand and $525,000 for Gupta
Omega Healthcare Investors reported third quarter 2024 results, with revenue of $276.0 million, up $34.0 million from a year earlier, and net income of $114.9 million, or $0.42 per diluted share, compared with $0.37 in the third quarter of 2023. The company raised its full-year 2024 Adjusted FFO guidance to $2.84 to $2.86 per diluted share from $2.78 to $2.84.
Q3 2024 net income $114.9 million, or $0.42 per diluted share, versus $93.9 million, or $0.37, in Q3 2023
Q3 2024 revenue $276.0 million, up $34.0 million year over year
Q3 2024 Adjusted FFO $203.1 million, or $0.74 per common share, versus $182.2 million, or $0.71, in Q3 2023
2024 Adjusted FFO guidance raised to $2.84 to $2.86 per diluted share from $2.78 to $2.84; quarterly dividend of $0.67 per share payable November 15, 2024
Omega Healthcare Investors reported second-quarter 2024 net income of $117 million, or $0.45 per diluted share, up from $62 million, or $0.25, a year earlier, and raised its full-year 2024 Adjusted FFO guidance to $2.78 to $2.84 per share from $2.70 to $2.80. Quarterly Adjusted FFO per share was $0.71, down from $0.74 in the second quarter of 2023.
Q2 2024 net income was $117 million ($0.45 diluted per share), versus $62 million ($0.25) in Q2 2023.
Q2 2024 Adjusted FFO was $185 million ($0.71 per share), versus $183 million ($0.74) in Q2 2023.
Total revenues were $252.7 million, up from $250.2 million in Q2 2023.
The company completed $648 million in new investments through July 31, 2024, and LaVie Care Centers filed for Chapter 11 bankruptcy protection in June 2024.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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