Feed / OHI

Omega Healthcare Investors, Inc.

OHI

Real Estate · 46.95 -0.5% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

Omega Healthcare Investors, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 6 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company-0.5% todayVolume comparison unavailable
Market group6 of 19 activeHealthcare REITs · inactive
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as VTR begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 19 members or fewer.

Watch this read

Research brief

The story so far

Real Estate · REIT - Healthcare Facilities

No new filing conclusion is available. 6 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as VTR begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements84
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +13.2% year over year.
  • Net margin changed +10.9 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 12.8% in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

46.95
6m-2.0%12m+9.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.1B+19.1%$1.75+3.9%
2022-12-31$878.2M-17.4%$1.80-0.0%
2023-12-31$949.7M+8.1%$1.00+2.5%
2024-12-31$1.1B+10.7%$1.55+8.0%
2025-12-31$1.2B+13.2%$1.94+12.8%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
In July 2025, the Delaware state court requested that Omega file an answer to the lawsuit by August 19, 2025, while allowing the stay to remain in place, subject to further orders of the Delaware court.
10-Q · Apr 29, 2026
Legal and regulatory exposuremixed · 4 filings
In July 2025, the Delaware state court requested that Omega file an answer to the lawsuit by August 19, 2025, while allowing the stay to remain in place, subject to further orders of the Delaware court.
10-Q · Apr 29, 2026
Credit and interest ratesmixed · 3 filings
As a result of these transactions, the aggregate unrealized gain of $ 41.2 million ($ 9.5 million gain related to the October 2020 issuance and $ 31.7 million gain related to the March 2021 issuance) included within accumulated other comprehensive income at t…
10-K · Feb 9, 2026
Capital investment and capacitypositive · 1 filings
Changes in legislation and regulation within the U.S.
10-K · Feb 9, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

46.95-0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OHI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OHI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OHI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OHI is currently a Early Follower in the organic co-movement group Healthcare REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.