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Omega Healthcare Investors
Omega Healthcare Investors (OHI) investor relations material
Omega Healthcare Investors Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Q4 2025 net income was $172 million ($0.55/share), up from $116 million ($0.41/share) in Q4 2024; full-year 2025 net income was $609 million ($1.94/share), up from $418 million ($1.55/share) in 2024.
Fourth quarter 2025 saw strong revenue and EBITDA growth, driven by acquisitions and active portfolio management.
Full year AFFO and FAD growth exceeded 8% year-over-year, supported by $1.1 billion in capital deployment.
Portfolio credit quality improved, and the company expanded its Saber relationship and entered the Canadian market.
CEO highlighted strong FAD per share growth and reduced leverage to the lowest level in company history.
Financial highlights
Q4 2025 revenue was $319 million, up from $279 million in Q4 2024; full-year revenues were $1.19 billion, up from $1.05 billion in 2024.
Net income for Q4 2025 was $172 million ($0.55/share), compared to $116 million ($0.41/share) in Q4 2024.
Adjusted FFO for Q4 2025 was $250 million ($0.80/share); FAD was $238 million ($0.76/share).
Dividend payout ratios: 84% for AFFO, 88% for FAD; dividends declared per share were $0.67 for Q4 and $2.68 for the year, unchanged from 2024.
Total assets at year-end were $10.05 billion, with total equity of $5.44 billion.
Outlook and guidance
Full year 2026 Adjusted FFO guidance: $3.15–$3.25 per share, assuming continued operator performance and no major market disruptions.
Guidance includes completed investments as of early February 2026, scheduled loan repayments, and asset sales of $15–$25 million per quarter.
No additional investments or capital market transactions are included beyond those disclosed.
Genesis $137M loan repayment plan
Saber OpCo JV strategic rationale
Role of asset sales in capital redeployment
RIDEA strategy for underperforming assets
Canada market entry and growth strategy
Maplewood's cash flow and growth outlook
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Next Omega Healthcare Investors earnings date
Q1 20261 May, 2026
Omega Healthcare Investors
Next Omega Healthcare Investors earnings date
Q1 20261 May, 2026
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Frequently asked questions
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Omegas portfolio of healthcare real estate assets is diversified by geography and facility types to help mitigate the effects of particular economic or regulatory environments on any single location. Omega also invest across a number of real estate product types to provide or secure operating agreements with various market participants, including institutional capital investors, REITs, strategic investors, lenders and operators.
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