Omega Healthcare Investors (OHI) Q1 FY26 earnings call

Omega Healthcare Investors reported a strong Q1 FY26, driven by strategic acquisitions and active portfolio management, leading to robust AFFO and FAD per share growth. The company successfully executed a significant asset disposition to enhance credit and redeploy capital, while also expanding its RIDEA platform and pursuing off-market opportunities in both U.S. and U.K. markets. Management expressed confidence in continued FAD growth and potential dividend conversations by year-end, supported by a strong balance sheet and active pipeline.