Omega Healthcare Investors, Inc. · OHI · FY2026 Q3 · Calendar Q4 2026

OHI raises 2026 FFO guidance as portfolio activity offsets asset-sale drag

OHI's Q3 analysis points to portfolio transactions and rent growth supporting its raised 2026 adjusted FFO outlook, while flat sequential AFFO amid asset sales and execution and regulatory risks warrant attention.

Reported After market closeNYSEReal Estate $14.40B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.27 Consensus $0.47
EPS surprise -42.5% Reported versus consensus
Reported revenue $287.7M Consensus $269.2M
Revenue surprise +6.9% Reported versus consensus

Market reaction

event-close to next-session close
Stock move +3.5% Event window
SPY move +1.7% Same window
Abnormal move +1.8% Stock minus SPY
Volume 1.7× Versus trailing sessions
Subsequent drift 0.0% Up to 20 sessions
OHISPY benchmark

Ask FN2 about OHI FY2026 Q3

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Why did OHI rise 3.5% after missing EPS estimates in FY2026 Q3?What changed in OHI's guidance and outlook in FY2026 Q3?Give me the bull and bear case for OHI after FY2026 Q3 earnings.

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Transcript intelligence

What changed

Management raised full-year adjusted FFO guidance to $3.28–$3.30 per share. The call analysis describes adjusted AFFO of $0.82 per share as stable, with asset disposals weighing on sequential results, alongside $1.5 billion invested year to date.

Guidance delta

Raised: full-year adjusted FFO guidance is now $3.28–$3.30 per share, according to the supplied call analysis.

Key takeaways

  • Adjusted AFFO was $0.82 per share and described as stable; asset sales contributed to flat sequential performance.
  • Management highlighted active portfolio management, including a Florida PACS transition and U.K. RIDEA and mortgage-loan activity.
  • The supplied analysis reports $1.5 billion invested year to date and leverage of 3.1x.
  • Full-year adjusted FFO guidance was raised to $3.28–$3.30 per share.

Management priorities

  • Continue active portfolio management, including lease transitions and restructurings.
  • Pursue U.K. care-home acquisitions and RIDEA conversions.
  • Maintain disciplined capital allocation toward high-yield, quality assets.

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Company context

Snapshot as of publication

Omega Healthcare Investors, Inc. functions as a Real Estate Investment Trust (REIT) primarily focused on the long-term healthcare sector. The company strategically invests in properties providing skilled nursing and assisted living services. A diverse array of healthcare operators manage these assets, predominantly utilizing a triple-net lease framework. Its portfolio is geographically distributed across all regions of the United States and also includes holdings in the United Kingdom.

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Sources

  1. Earnings call transcript and parsed analysis · 2026-11-04T20:06:08.582216+00:00
  2. FN2 earnings calendar · 2026-11-04T01:23:13.345574+00:00
  3. Polygon adjusted daily market bars · 2026-11-04T22:00:45.247590+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-04T22:00:45.244930+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-11-04. For educational purposes only; not investment advice.