OHI · Q3 AFFO $0.82, guidance raised

Omega Healthcare reported Q3 2026 AFFO of $0.82 per share, beating the $0.78 consensus estimate, and raised its full-year 2026 AFFO guidance midpoint to $3.29 from $3.24. The company completed $946 million in investments since quarter-end, including an $846 million UK mortgage loan, and finalized the Genesis bankruptcy sale with $149.5 million in loan repayments received. Operator coverage improved to 2.03x EBITDARM, and the quarterly dividend was increased to $0.68 per share.

• Q3 2026 AFFO of $262M, or $0.82 per diluted share, vs $0.79 in Q3 2025
• Full-year 2026 AFFO guidance raised to $3.28-$3.30 per share from $3.22-$3.26
• Completed $946M in investments since quarter-end, including $846M UK mortgage loan
• Genesis bankruptcy sale finalized; Omega received $149.5M in DIP and term loan repayments