Omega Healthcare Sees 2.5% Q4 NOI Growth, 83.1% Occupancy and $100M Financing

OHIOHI

Omega Healthcare Investors reported Q4 same-property net operating income growth of 2.5% and average skilled nursing occupancy of 83.1%, while securing $100 million in mortgage financing and reaffirming full-year AFFO guidance of $2.90 per share.

1. Q4 Operating Performance

Omega Healthcare Investors delivered a 2.5% increase in same-property net operating income during Q4, driven by rent escalations and stable lease renewals across its skilled nursing portfolio. Average occupancy rose to 83.1%, up from 81.4% in Q3, contributing to stronger cash flow metrics.

2. Capital Markets Activity

During the quarter, the company closed $100 million of mortgage financing with weighted average interest rate of 4.2% and maturities extending to 2034. Proceeds were used to refinance higher-cost debt and fund targeted facility upgrades.

3. Guidance and Outlook

Management reaffirmed full-year AFFO guidance of $2.90 per share, citing continued recovery in occupancy trends and disciplined capital deployment. The board also approved a 1% dividend increase for the upcoming quarter, reflecting confidence in cash flow stability.

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