Omega Healthcare Investors, Inc. (OHI)

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it is scheduled to release its earnings results for the quarter ended September 30, 2025, on Thursday, October 30, 2025, after market close. In conjunction with its release, Omega will conduct a conference call on Friday, October 31, 2025, at 10 a.m. Eastern Time to review its 2025 third quarter results and current developments. Investors and other interested parties may access the conference cal.

Omega Healthcare Investors is well-positioned for growth, benefiting from a strong recovery, rising AFFO guidance, and a robust acquisition pipeline. OHI's Q2 results showed record revenue, increased FAD covering the dividend, and strategic investments in both the U.S. and U.K. healthcare facilities. OHI offers an attractive 6.44% dividend yield, solid FFO coverage, and trades at a reasonable valuation compared to peers, supporting continued income and capital appreciation.

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) today announced that it has closed a new senior unsecured credit facility comprised of a (i) four-year $2.0 billion senior unsecured revolving credit facility (“Revolving Credit Facility”) and (ii) a three-year $300.0 million senior unsecured delayed draw term loan facility (the “DDTL Credit Facility” with the Revolving Credit Facility, the “Credit Facility”). Omega also announced that it.

Omega Healthcare Investors (OHI) remains a Buy, offering a resilient and potentially growing 6.4% yield, solid AFFO growth, and a robust acquisition pipeline. OHI benefits from rate cuts, demographic tailwinds, and a fragmented senior housing/skilled nursing market supporting long-term expansion plans to double in size over the next decade. Policy risks around Medicaid and healthcare spending caps are present, but core revenue from elderly care and fixed rents mitigate major threats to OHI.

Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Strawberry Fields REIT, Inc. (STRW) and Omega Healthcare Investors (OHI). But which of these two stocks is more attractive to value investors?

U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Fed's decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering, with all 12 members backing a rate cut. A bit unsettling for policymakers, longer-term yields rose this week, driven primarily by surprisingly solid retail sales and a dip in initial jobless claims that reversed a prior-week surge.

It is tempting for a dividend investor to simply select the highest yielding stocks. The problem with that approach is that it exposes you to the risk of dividend cuts if the yield is too high for the company to support.

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) announced today that it will redeem all of the outstanding $600,000,000 aggregate principal amount of its 5.250% Senior Notes due 2026, on October 15, 2025. Pursuant to the terms of the indenture governing the notes, Omega will redeem the outstanding notes at a redemption price of 100% of their principal amount, plus accrued and unpaid interest to, but not including, the redemption date. On September 15, 2025, a copy.

The COVID-19 pandemic was a complicated and uncertain time for the world. Individuals and companies did the best they could with the limited knowledge they had during this strange period.

Omega Healthcare Investors offers attractive growth, low leverage, and a high yield, making it a compelling REIT in the healthcare sector. Recent acquisitions and disciplined asset management have driven revenue and cash flow growth, with 2025 guidance indicating continued strength. Shares appear attractively valued relative to peers, with a 6.29% yield and lower net leverage than most competitors, supporting a favorable risk profile.

Healthcare stocks haven't moved since the April lows. As contrarian investors, this neglect piques our interest.

U.S. equity markets were little-changed this past week as a tranquil end-of-summer week with status-quo inflation and economic indicators concluded with a jolting post-close tariff headline with highly uncertain implications. An appeals court ruled that the White House exceeded its authority under the Emergency Powers Act - the mechanism used for broad “reciprocal” tariffs - setting up a final Supreme Court showdown. The fresh injection of tariff uncertainty precedes a critical stretch of employment and inflation data and a mid-September Federal Reserve meeting that is increasingly likely to be highly contentious.

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I am upgrading Omega Healthcare Investors to a buy due to improved fundamentals, robust investment activity, and a more sustainable dividend payout ratio now at 88.4%. Q2 earnings beat expectations with strong AFFO and revenue growth, driven by higher rental income and significant new investments. Balance sheet strength is evident with lower leverage, improved coverage ratios, and ample liquidity, positioning OHI for future growth.

Omega Healthcare Investors (OHI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.