Omega Healthcare

OHI

Market cap $14.2B

High-yield stocks are outperforming, with a clear rotation from growth to value driving strong returns for dividend-focused investors. Safe, high-yielding companies are still trading at discounts. These 3 are in the process of rerating, providing an appealing position to initiate a position.

Investors aren't putting cash under their mattresses, but they're certainly looking to take some risk off the table. This means rotation out of high-growth technology stocks and looking for value.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Alpine Income (PINE) or Omega Healthcare Investors (OHI). But which of these two stocks offers value investors a better bang for their buck right now?

Omega Healthcare Investors (OHI) is reiterated as a Buy, supported by strong Q4 results, robust guidance, and potential for dividend increases. OHI's AFFO growth continued, with 2026 guidance implying continued expansion and a solid 5.92% dividend yield at an ~87% payout ratio. Balance sheet strength is underpinned by well-laddered, mostly fixed-rate debt, a new $2.3B credit facility, and recent $600M notes at 5.2%.

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Omega Healthcare Investors, Inc. (OHI) Q4 2025 Earnings Call Transcript

Omega Healthcare Investors (OHI) came out with quarterly funds from operations (FFO) of $0.8 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to FFO of $0.74 per share a year ago.

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE: OHI) (the “Company” or “Omega”) announced today its results for the quarter and year ended December 31, 2025. FOURTH QUARTER 2025 AND RECENT HIGHLIGHTS Net income for the quarter of $172 million, or $0.55 per diluted share, compared to $116 million, or $0.41 per diluted share, for Q4 2024. Adjusted Funds From Operations (“Adjusted FFO” or “AFFO”) for the quarter of $250 million, or $0.80 per diluted share, on 313 million.

HUNT VALLEY, Md.--(BUSINESS WIRE)--Omega Healthcare Investors, Inc. (NYSE:OHI) today announced that the Company's Board of Directors declared a cash dividend of $0.67 per share on its common stock. The dividend is payable Tuesday, February 17, 2026, to common stockholders of record as of the close of business on Monday, February 9, 2026. Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily in skilled nursing and assisted living facilities. Its por.

Omega Healthcare Investors (OHI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).