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OHI OMEGA HEALTHCARE INVESTORS INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-30, not restated
Real Estate

Scale

Market cap
$13.9bn
Revenue TTM
$652m
Net income TTM
$858m
Free cash flow
Composite score
62.3
Sector rank
#570

Valuation

P / E
16.2
EV / EBITDA
EV / sales
21.3
FCF yield
Earnings yield vs 10-yr
1.43pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
131.8%
EBITDA margin
ROE
15.9%
ROIC
Revenue growth
-41.5%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

A significant portion of our operators’ revenue is derived from government-funded reimbursement programs, consisting primarily of Medicare and Medicaid in the U.S. and local authority funding in the U.K. On July 29, 2026, CMS issued a final rule regarding the government fiscal year 2027 Medicare payment rates and quality payment programs for SNFs, with aggregate Medicare Part A payments projected to increase by $882.7 million, or 2.4%, for fiscal year 2027 compared to fiscal year 2026. This estimated reimbursement increase is attributable to a 2.4% net market basket update to the payment rates, which is based on a 3.3% SNF market basket increase less a 0.9% productivity adjustment. …OMEGA HEALTHCARE INVESTORS INC, 10-Q, period ended 2026-06-30, filed 2026-07-30

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