Omega Healthcare Investors Inc is a real estate investment trust that invests in healthcare-related real estate properties located in the United States (U.S.), the United Kingdom (U.K.), and Canada. The company's objective is to provide attractive returns to investors while serving as the preferred capital partner to its third-party healthcare operating companies and affiliates, as well as other third-party healthcare operators, allowing them to focus on delivering a high level of care to their resident patients. Omega's investment portfolio mainly consists of skilled nursing facilities, assisted living facilities (ALFs), including care homes in the U.K., independent living facilities, rehabilitation and acute care facilities, and continuing care retirement communities.
The chart shows the growth of an initial investment of $10,000 in Omega Healthcare Investors Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Omega Healthcare Investors Inc. (OHI) has returned 1.86% so far this year and 24.93% over the past 12 months. Looking at the last ten years, OHI has achieved an annualized return of 2.47%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
OHI
1M-4.11%
6M9.86%
YTD1.86%
1Y24.93%
5Y3.68%
10Y2.47%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Omega Healthcare Investors Inc. (OHI) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
-0.68%
10.08%
-9.09%
2.72%
2025
-1.91%
0.38%
4.16%
1.67%
-5.13%
-0.30%
5.85%
7.77%
-0.78%
-1.31%
12.00%
-3.04%
2024
-4.86%
7.31%
1.90%
-4.10%
6.56%
5.94%
6.68%
7.77%
3.62%
3.89%
-4.47%
-6.20%
2023
5.98%
-8.88%
2.70%
-2.37%
11.23%
3.09%
3.91%
0.13%
3.79%
0.06%
-4.34%
-3.55%
2022
6.10%
-10.80%
10.81%
-18.57%
15.84%
-5.31%
10.12%
5.12%
-8.98%
6.82%
-5.20%
-8.15%
2021
-1.12%
2.20%
-3.53%
2.48%
-4.06%
-2.24%
-0.06%
-8.14%
-10.83%
-2.10%
-5.38%
4.19%
2020
-1.48%
-5.62%
-33.70%
16.60%
10.74%
-4.53%
8.44%
-2.64%
-2.16%
-3.87%
21.62%
0.61%
2019
18.62%
-10.29%
6.39%
-6.87%
0.39%
2.57%
-1.89%
12.07%
2.58%
5.61%
-4.69%
0.95%
2018
-1.82%
-5.66%
6.33%
-3.78%
18.07%
1.27%
-4.23%
12.41%
-0.61%
1.77%
13.76%
-7.50%
2017
1.65%
2.10%
0.58%
-5.18%
5.16%
-4.56%
0.41%
0.03%
-9.10%
-5.72%
2.84%
2016
-3.84%
-5.56%
6.69%
1.86%
4.93%
-2.02%
-9.98%
-6.65%
6.80%
Performance Indicators
The charts below present risk-adjusted performance metrics for Omega Healthcare Investors Inc. (OHI) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of OHI compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Omega Healthcare Investors Inc. volatility is 1.21%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
10.05B
9.90B
9.12B
9.41B
9.64B
9.50B
9.80B
8.59B
8.77B
8.95B
8.02B
3.92B
3.46B
2.98B
2.56B
Equity Attributable To Parent (USD)
5.18B
4.54B
3.57B
3.61B
3.91B
3.84B
4.14B
3.44B
3.56B
3.86B
3.74B
1.40B
1.30B
1.01B
878.48M
Equity Attributable To Noncontrolling Interest (USD)
Medical Properties Trust (MPT), a healthcare REIT that owns hospitals and medical facilities, has stabilized after severe financial troubles caused by troubled tenants unable to pay rent. The company cut its dividend twice but recently increased it by 12.5% and announced a $150 million buyback, signaling improved prospects. While the stock has recovered from zero concerns, it remains risky for conservative investors due to past dividend cuts, though it appears to have worked through the worst of its problems.
The Motley Fool•Reuben Gregg Brewer
AI Insight
Presented as a superior alternative to MPT with a similar 5.7% dividend yield but without the dividend cut history. The article highlights that Omega worked through difficult times without cutting dividends, making it more suitable for conservative income investors seeking stability.
The article examines three high-dividend healthcare stocks: Kenvue, Pfizer, and Omega Healthcare, highlighting their current financial performance, dividend yields, and potential risks for investors.
The Motley Fool•Reuben Gregg Brewer
AI Insight
Survived pandemic challenges, maintained dividend, now growing with asset acquisitions, offering a 6.6% dividend yield in senior housing REIT sector
Healthcare stocks have been stagnant since April, but offer attractive dividend yields ranging from 5.3% to 7.1%. The article highlights several healthcare REITs and pharmaceutical companies with high dividend potential despite market challenges.
Investing.com•Brett Owens
AI Insight
Recovering from COVID, showing momentum, trading at reasonable valuation with potential dividend growth
The article discusses three healthcare dividend stocks - Johnson & Johnson, Medtronic, and Omega Healthcare Investors - that offer attractive investment opportunities for income-focused investors seeking stable and potentially growing dividend returns.
The Motley Fool•Reuben Gregg Brewer
AI Insight
High dividend yield of 6.4%, maintained dividend during pandemic, recovering senior housing market, potential growth from aging baby boomer population, but with higher investment risk
Omega Healthcare Investors reported strong Q2 2025 financial performance, with revenue of $282.5 million exceeding analyst expectations by 17.4%. The company expanded its portfolio through strategic investments, maintained steady dividend payments, and demonstrated resilience amid sector challenges.
The Motley Fool•Jesterai
AI Insight
Exceeded financial expectations, increased revenue by 11.8%, raised full-year guidance, made strategic investments, maintained dividend, and showed improved portfolio operating metrics
The article explores three high-dividend healthcare REITs that have demonstrated resilience during the COVID-19 pandemic, focusing on senior housing and medical office properties with attractive dividend yields ranging from 6.4% to 7.1%.
The Motley Fool•Reuben Gregg Brewer
AI Insight
Held dividends steady during pandemic, worked with tenants, and well-positioned for future senior housing needs
The article discusses three dividend-paying stocks that could be good long-term investments: Brookfield Infrastructure, Omega Healthcare Investors, and Realty Income. These companies offer dividend yields above 4% and have strategies that are expected to generate reliable cash flows and dividend growth over the next couple of decades.
The Motley Fool•Cory Renauer
AI Insight
The article notes Omega Healthcare Investors' focus on the growing senior housing and healthcare facility market, its stable cash flows from long-term leases, and its potential for future dividend growth.
AGNC Investment and Omega Healthcare Investors are two high-yielding REITs, but they have different risk profiles. AGNC offers a very high monthly dividend, but its sustainability is more uncertain. Omega's dividend is more sustainable, and it has the potential for future growth.
The Motley Fool•Matt Dilallo
AI Insight
Omega Healthcare Investors' dividend is more sustainable, and it has the potential for future growth as its financial metrics continue to improve and it maintains the flexibility to make accretive new investments.
The article discusses three high-yield dividend stocks: Pfizer, W.P. Carey, and Omega Healthcare Investors. It highlights their attractive dividend yields and the reasons why they are good investment options for income-seeking investors.
The Motley Fool•Cory Renauer
AI Insight
Omega Healthcare Investors is a REIT that owns nursing homes and assisted-living facilities. While the pandemic has been challenging for the industry, the company has maintained or raised its dividend payout since 2015. The aging population and constant demand for nursing-facility beds make Omega Healthcare a good long-term investment.
MPLX and Omega Healthcare Investors are two high-yielding dividend stocks that offer attractive passive income opportunities for investors. MPLX has a higher yield and faster distribution growth compared to peers, while Omega Healthcare Investors provides a stable 6.7% dividend yield from its healthcare real estate investments.
The Motley Fool•The Motley Fool
AI Insight
Omega Healthcare Investors offers a 6.7% dividend yield, which is significantly higher than the average REIT. While its dividend growth has stalled in recent years, it has delivered strong compound annual dividend growth since its IPO. The company's investments in healthcare properties support its high-yielding dividend.
