Every material Form 8-K Omega Healthcare Investors filed with the SEC in 2026, 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Omega Healthcare Investors filing is on SEC EDGAR ↗. 8-K briefs of other companies →