OMEGA HEALTHCARE INVESTORS INC(OHI)Stock Analysis
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Data updated 2026-08-29AI stock analysis and institutional research for OMEGA HEALTHCARE INVESTORS INC (OHI), a Real Estate sector company. 13F Pro tracks OHI using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), OMEGA HEALTHCARE INVESTORS INC reports quarterly revenue of $328.2M, net income of $362.8M. Top institutional holders of OHI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, COHEN & STEERS, based on the most recent SEC filings. OHI trades on the NYSE exchange and files with the SEC under CIK 888491. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OHI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OMEGA HEALTHCARE INVESTORS INC directly from SEC EDGAR. OMEGA HEALTHCARE INVESTORS INC's 13F Pro composite quality score has ranged between 51 and 77 since 2021, currently 56.5 — a declining long-term trajectory across 65 quarterly and live scoring snapshots.
What's Driving OHI's Business? Latest 10-Q Breakdown
AI-extracted from OMEGA HEALTHCARE INVESTORS INC's 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Omega reported Q2 net income of $379.7M, boosted by $246.5M gain on sale of 26 facilities, while Triple-Net NOI grew to $324.5M driven by rental income of $266.5M and interest income of $46.8M.
Biggest Revenue Drivers
Facility acquisitions, lease extensions, rent escalations, and cash basis operator receipts.
New loans and additional fundings on existing loans, partially offset by principal repayments.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$328.2M
Net Income
Q2 2026
$362.8M
ROIC
Q2 2026
24.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+13.2% YoYNet Income
+45.2% YoYEPS (Diluted)
+25.2% YoYTotal Assets
+1.5% YoYTotal Debt
-12.0% YoYOp. Cash Flow
+17.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.19B +13.2% | $1.05B +10.7% | $949.7M +8.1% | $878.2M -17.4% | $1.06B +19.1% | $892.4M |
| Net Income | $590.2M +45.2% | $406.3M +67.8% | $242.2M +55086.3% | $438.8K +2.5% | $428.3K | — |
| EPS (Diluted) | $1.94 +25.2% | $1.55 +55.0% | $1.00 -44.4% | $1.80 +2.9% | $1.75 +150.0% | $0.70 |
| Total Assets | $10.05B +1.5% | $9.90B +8.6% | $9.12B -3.1% | $9.41B -2.4% | $9.64B +1.5% | $9.50B |
| Total Debt | $4.26B -12.0% | $4.84B -4.5% | $5.07B -4.2% | $5.29B +0.6% | $5.25B +1.6% | $5.17B |
| Operating Cash Flow | $878.6M +17.2% | $749.4M +21.3% | $617.7M -1.3% | $625.7M -13.4% | $722.1M +2.0% | $708.3M |
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Available Research
13F Pro tracks comprehensive data for OMEGA HEALTHCARE INVESTORS INC including:
Top Institutional Holders of OHI
BlackRock, Inc.
$1.8B38,551,916 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B27,229,625 shCOHEN & STEERS, INC.
$1.1B22,936,053 shSTATE STREET CORP
$692.7M14,527,955 shVANGUARD CAPITAL MANAGEMENT LLC
$640.7M13,436,631 shGEODE CAPITAL MANAGEMENT, LLC
$435.9M9,141,024 shInvesco Ltd.
$280.8M5,889,795 shBank of New York Mellon Corp
$275.2M5,772,439 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$229.7M4,818,440 shDIMENSIONAL FUND ADVISORS LP
$210.7M4,418,159 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.8B | 38,551,916 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 27,229,625 |
| COHEN & STEERS, INC. | $1.1B | 22,936,053 |
| STATE STREET CORP | $692.7M | 14,527,955 |
| VANGUARD CAPITAL MANAGEMENT LLC | $640.7M | 13,436,631 |
| GEODE CAPITAL MANAGEMENT, LLC | $435.9M | 9,141,024 |
| Invesco Ltd. | $280.8M | 5,889,795 |
| Bank of New York Mellon Corp | $275.2M | 5,772,439 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $229.7M | 4,818,440 |
| DIMENSIONAL FUND ADVISORS LP | $210.7M | 4,418,159 |
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Popular Research
Is OHI a good stock to buy?
13F Pro's AI-powered analysis of OMEGA HEALTHCARE INVESTORS INC (OHI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OHI are available on the OHI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OHI is classified as a large company.
Which hedge funds own OHI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OHI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OMEGA HEALTHCARE INVESTORS INC's investment landscape.