OHI

In the past six months, Omega Healthcare Investors, Inc. experienced a leadership transition with Matthew Gourmand appointed CEO, effective October 1, 2026. On October 5, 2026, the company announced the transition of operations for 32 skilled nursing facilities in Florida to PACS Group, which is expected to increase rent but incurred a one-time expense of approximately $90 million, contributing to lower OHI shares. Omega reported strong second-quarter 2026 results on July 29, 2026, with net income of $380 million and adjusted FFO of $261 million, and revenue up 16.2% year-over-year. The company increased its quarterly dividend by $0.01 to $0.68 per share, payable on August 14, 2026, which helped OHI outperform amid broader REIT pressure. The third-quarter earnings release date was announced for November 3, 2026. OHI's stock price saw a 1-year change of +8.5% but a 1-month change of -6.1%, reaching a 52-week high of $52.39 and a low of $39.26, with rising Treasury yields generally pressuring yield-sensitive stocks like REITs.