Omega Healthcare Investors (OHI)
Real Estate
A healthcare REIT that owns and finances skilled nursing facilities, assisted living facilities, and other senior care properties across the U.S., U.K., and Canada.
What Omega Healthcare Investors does
Omega Healthcare Investors is a real estate investment trust (REIT) that owns, finances, and operates healthcare-related real estate properties, primarily skilled nursing facilities (SNFs) and assisted living facilities (ALFs). The company generates revenue through long-term leases with healthcare operators and real estate loans collateralized by first, second, or third mortgage liens on healthcare properties. Omega also operates select facilities under RIDEA (Real Estate Investment Diversification and Empowerment Act) structures through third-party managers. As of December 31, 2025, Omega's portfolio consists of 1,027 operating healthcare facilities located in 42 U.S. states, Washington D.C., the U.K., and Jersey, operated or managed by 89 third-party operators.
Themes: ["Healthcare real estate / senior housing","Skilled nursing facilities (SNFs)","Assisted living facilities (ALFs)","REIT capital structure / income-focused investing","Long-term care financing"]
Fundamentals
- Price$48.83 as of 2026-07-09 close
- Market cap$14.7B as of 2026-07-10
- 1-year return+34.2% as of 2026-07-09 close
- P/E23.23 as of 2026-07-10
- Net margin+51.1% as of 2026-07-10
- Gross margin+98.4% as of 2026-07-10
- ROE+12.4% as of 2026-07-10
- Debt / equity0.86 as of 2026-07-10
- Revenue growth (YoY)+13.9% as of 2026-07-10
- Revenue CAGR (3y)+10.7% SEC XBRL
- Beta0.60 as of 2026-07-10
Dividend: yield +5.5%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Exposure to staffing shortages and labor cost inflation in healthcare operations, which may not be fully offset by reimbursement increases from federal, state, or U.K. payers","Regulatory uncertainty regarding Medicaid/Medicare reform and state-level reimbursement changes, including impacts from the One Big Beautiful Bill Act","Economic sensitivity: operator financial distress due to rising costs, inflation, and potential immigration restrictions affecting labor supply could impair loan values and lease revenues"]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.