Omega Healthcare Investors Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.1%projected annual EPS growth
Analyst Coverage
18analysts covering
FY EPS (est.)
$1.98next fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted Funds From Operations (AFFO) per share Quarterly82.0%Target: 3.19 to 3.25
Funds Available for Distribution (FAD) per share Quarterly0.8
Core Portfolio EBITDAR Coverage Quarterly1.6
AFFO Dividend Payout Ratio Quarterly8,200.0%
Watch Items
- Genesis Healthcare Chapter 11 Bankruptcy ProcessTrigger: Interruption of contractual rent payments ($13.3 million per quarter) or DIP loan recovery issuesAction: Re-evaluate tenant credit risk, adjust AFFO guidance, and monitor DIP loan repayment progress.
- CEO and CFO Leadership TransitionTrigger: Matthew Gourmand taking over as CEO on October 1, 2026, and Neal Ballew as CFO on August 1, 2026Action: Monitor capital allocation continuity, acquisition pipeline execution, and balance sheet discipline under the new team.
- Interest Rate Volatility and Macro HeadwindsTrigger: Prolonged high interest rates or further rate hikesAction: Assess impact on cost of capital, acquisition yields, and relative valuation multiples of the REIT.
Research as of 2 Sep 2026