Omega Healthcare Investors Inc. (OHI)

From the record

Omega Healthcare Investors Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Omega Healthcare Investors Inc.'s 10 filed years say what it did: revenue went from $901 million in fiscal 2016 to $1.2 billion in fiscal 2025, up 3.1% a year; it rose in 6 of 9 years; the deepest fall was 17% from fiscal 2021 to fiscal 2022; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Omega Healthcare Investors Inc.'s diluted share count grew about 7.7% a year, and dividends and buybacks returned about 94% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 2 purchases of their own stock on the open market in the year to 2026-10-01, buying about $1 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Omega Healthcare Investors Inc. earned about 11 cents of profit for every dollar of shareholders' money. Leverage: it owed about 48 cents per dollar of assets, and net share issuance: its share count grew 12.8% over the year (the filed statements).

From the record

Omega Healthcare Investors Inc.'s standing among 157 graded names in its industry family: revenue of $1.2 billion in fiscal 2025 ranks in the top 32% by size; a net margin of 48.1% ranks in the top 10%; revenue growth of 10.7% a year over the last 3 filed years ranks in the top 25% (its annual reports).

From the record

Omega Healthcare Investors Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Pickett, C Taylor (CHIEF EXECUTIVE OFFICER, as filed), filing under that title since 2006-01-04, 20.9 years (top 1% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 7.5 years (bottom 48%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Omega Healthcare Investors Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $27 million against debt of $4.3 billion leaves -42.1% of its assets as net cash, bottom 35% of its family; cash from operations less capital spending is 73.8% of revenue (top 5%) (its annual report).

From the record

Omega Healthcare Investors Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 10.7% a year over the last three filed years against 3.1% over all 10, speeding up (top 13% of its family); the newest year grew 13.2% (top 14%) (its annual reports). Omega Healthcare Investors Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Omega Healthcare Investors Inc.'s newest year against its own record: revenue of $1.2 billion in fiscal 2025 came in 3.5% above the $1.2 billion its prior three years' pace pointed to (top 25% of its family); net income of $572 million against a prior three-year average of $358 million (top 30%); a net margin of 48.1% against 37.6% before (top 21%) (its annual reports).