OMEGA HEALTHCARE WKN: 890454 ISIN: US6819361006 Kürzel: OHI Forum: Aktien Thema: Hauptdiskussion

Die O Dividenden sind heute angekommen, Omega Healthcare, Oneok, OWL Rock😃

Ja, die Divi ist schon da.

Jetzt schon? Toll

So, die Dividende ist nun auch endlich eingebucht worden.

Wird langsam zu teuer für den Sparplan 🥹

Den Aktionären gefällt Omega, Aktie steigt 🚀

Taylor Pickett -- Chief Executive Officer Thanks, Michele. Good morning, and thank you for joining our second quarter 2022 earnings conference call. Today, I will discuss our second quarter financial results, skilled nursing facility industry trends and operator restructurings. Our first quarter adjusted FFO is $0.76 per share and funds available for distribution are $0.71 per share. We have maintained our quarterly dividend of $0.67 per share. dividend payout ratio is 88% of adjusted FFO, and 94% of funds available for distribution. As we discussed last quarter, the ability to put restructuring portfolios back to work improved the FAD payout ratio by 7%. We expect over time to put additional portfolios back to work, further improving our fat payout ratio and liquidity. Turning to skilled nursing facility industry trends. Occupancy continues to trend upward, while staffing availability is slowly improving. Wages for full-time staff are significantly higher than pre-coming wages. We believe this is a permanent shift in cost structure for our facilities. Fortunately, a number of states have announced significant increases in Medicaid rates, reflecting the need to fund these higher costs. Turning to operator restructurings. The strength of our portfolio assets generally allows us to work through operator restructurings with limited long-term cash flow downside. We've completed all of the restructuring work related to Gulf Coast. We are well down the restructuring pathway with the Agemo portfolio, which represents approximately 6% of contractual rent, none of which was recognized in the second quarter. And the other portfolios with liquidity issues have generally committed to pay contractual rent obligations while we work through various asset sales or transitions to new operators. Finally, I again thank our operating partners, and in particular, the frontline caregivers and staff of care for the tens of thousands of residents within our facilities. I will now turn the call over to Bob.

Erwartungen wurden nicht verfehlt. Meiner Meinung sogar weit übertroffen nach den ganzen Probleme in der letzten Zeit.

Was den jetzt? xD

Erwartungen übertroffen. Trotz schwierigem Umfeld genialer ffo. Wow

Erwartungen leicht verfehlt.

Der Kurs macht nachbörslich das Gegenteil. Irre

Yes 👍

Mehr als ordentlich. Dividende ist sicher.

https://www.earningswhispers.com/epsdetails/ohi

SECOND QUARTER 2022 AND OTHER HIGHLIGHTS • Net income for the quarter of $92 million, or $0.38 per common share, compared to $87 million, or $0.36 per common share, for the same period in 2021. • Nareit Funds From Operations (“Nareit FFO”) for the quarter of $161 million or $0.66 per common share, on 243 million weighted-average common shares outstanding, compared to $181 million, or $0.74 per common share, on 244 million weighted-average common shares outstanding, for the same period in 2021. • Adjusted Funds From Operations (“Adjusted FFO” or “AFFO”) for the quarter of $185 million or $0.76 per common share, compared to $207 million, or $0.85 per common share, for the same quarter in 2021. • Funds Available for Distribution (“FAD”) for the quarter of $172 million, compared to FAD of $197 million for the same quarter in 2021. • Invested $56 million in two new loans that bear interest at 12.0% per annum. • Funded $17 million in capital renovation and construction-in-progress projects. • Repurchased 4.2 million common shares for $115 million. • Sold 13 facilities for $54 million in cash proceeds, generating a $25 million gain. • Declared a $0.67 per share quarterly cash dividend on common stock to be paid in August