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Edge31 Oct 2025
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Omega Healthcare Investors (OHI) investor relations material
Omega Healthcare Investors Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Net income for Q3 2025 was $185 million ($0.59 per share), up from $115 million ($0.42 per share) in Q3 2024, with nine-month net income rising to $437.50 million from $301.34 million year-over-year.
Adjusted FFO for Q3 2025 was $243 million ($0.79 per share), and FAD was $231 million ($0.75 per share), both up year-over-year, driven by strong revenue and EBITDA growth from acquisitions and portfolio management.
Major investments included $978 million in new investments YTD 2025, with $151 million in Q3, and a $222 million JV with Saber covering 64 facilities.
Dividend payout ratios improved to 85% for AFFO and 89% for FAD, with a quarterly dividend of $0.67 per share declared for Q3 2025.
Portfolio occupancy and EBITDA coverage reached multi-year highs, with only 4.3% of rent from operators below 1x coverage.
Financial highlights
Q3 2025 total revenues were $312 million, up from $276 million in Q3 2024, with rental income rising to $264.54 million.
Nareit FFO for Q3 2025 was $242 million ($0.78/share), and FAD was $231 million ($0.75/share), both up from Q3 2024.
Cash and cash equivalents were $775 million as of September 30, 2025, with $2.3 billion in undrawn credit capacity.
Ended Q3 with $737 million in cash; repaid $600 million in senior notes in October.
Total assets were $10.60 billion and total equity was $5.24 billion as of September 30, 2025.
Outlook and guidance
Full-year 2025 AFFO guidance was raised to $3.08–$3.10 per share, reflecting strong investment activity and JV formation.
Guidance assumes no further major investments or asset sales beyond those completed by October 30, and continued rent payments from key operators.
Sufficient liquidity is expected to fund operations, dividends, and investments over the next twelve months.
Management remains cautious due to ongoing industry challenges, including staffing shortages, inflation, and regulatory uncertainty.
Pipeline for 2025–2026 remains robust, with substantial U.S. and U.K. opportunities.
What drove the improved operator coverage?
What yields are new investments generating?
Impact of recent debt refinancing on costs?
Dividend Growth Potential?
Sabre OpCo investment rationale?
Medicaid cut impact on states?
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Next Omega Healthcare Investors earnings date
Q4 20256 Feb, 2026
Next Omega Healthcare Investors earnings date
Q4 20256 Feb, 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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