OHI — what changed in the latest 10-Q
A section-by-section comparison of OHI's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-11-04 vs the prior 10-Q · 2026-07-30
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +39 | −41 | ~50 | 59 |
| Market risk (Item 3) | Text added/removed | +1 | −4 | ~11 | 11 |
| Controls & procedures | Text added/removed | +1 | −4 | ~6 | 10 |
| Legal proceedings | Text added/removed | +1 | −4 | ~4 | 10 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | +1 | −4 | ~2 | 7 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-11-04
(1)Total NOI does not include $80.0 thousand of miscellaneous income allocated to Non-Segment/Corporate.
The long-term care industry continues to face a number of challenges, including staffing shortages in certain regions and inflation-related cost increases. These challenges may be exacerbated by global tariffs and immigration restrictions, each of which may increase expenses, worsen labor shortages …
In addition, there remains uncertainty as to the impact of recent and potential further regulatory changes on the industry, including the recent Medicaid changes in the One Big Beautiful Bill Act (“OBBBA”) and potential further reforms to Medicaid or Medicare and other state regulatory initiatives. …
In our Operating segment, our operators, managers and facilities are subject to various federal, state and local licensing and certification laws and regulations, including those governing the change of ownership of a facility or change in manager, as well as regulations under Medicare and Medicaid …
●During the third quarter of 2026, the Company acquired the operators of 30 U.K. care homes for $48.0 million and transitioned the facilities from long-term leases to RIDEA structures. In accordance with ASC 805, $47.7 million of the $48.0 million purchase price was accounted for separately from the…
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Our operators continue to face a number of industry challenges, including staffing shortages in certain regions and inflation-related cost increases. These challenges may be exacerbated by global tariffs and immigration restrictions, each of which may increase expenses, worsen labor shortages and in…
In addition, there remains uncertainty as to the impact of recent and potential further regulatory changes, including the recent Medicaid changes in the One Big Beautiful Bill Act (“OBBBA”) and potential further reforms to Medicaid or Medicare and other state regulatory initiatives. While the OBBBA …
●During the three and six months ended June 30, 2026, we invested $21.1 million and $33.8 million under our construction in progress and capital improvement programs in our Triple-Net segment, respectively, and we invested $0.6 million and $0.7 million under our construction in progress and capital …
●We funded $21.3 million under one new real estate loan originated during 2026 with an interest rate of 13.0% during the six months ended June 30, 2026. Additionally, we advanced $16.4 million and $22.4 million under existing real estate loans during the three and six months ended June 30, 2026, res…
●During the second quarter of 2026, SHH Holdings, LLC (“Saber PropCo”), a property holding company JV in which Omega owns a 49% equity interest, sold three SNFs (two of which were acquired by Omega) for $36.1 million. Saber PropCo also acquired four SNFs (one of which was sold by Omega) in the secon…
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-11-04
Form of Employment Agreement among OHI Asset Management LLC, Omega Healthcare Investors, Inc. and Neal Ballew, dated as of January 1, 2021, as amended through August 1, 2026.+*
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and C. Taylor Pickett (incorporated by reference to Exhibit 10.1 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of October 2, 2026, between Omega Healthcare Investors, Inc. and C. Taylor Pickett (incorporated by reference to Exhibit 10.2 to the Company’s Form 8-K, filed on May 21, 2026).+
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and Robert O. Stephenson (incorporated by reference to Exhibit 10.3 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of August 2, 2026, between Omega Healthcare Investors, Inc. and Robert O. Stephenson (incorporated by reference to Exhibit 10.4 to the Company’s Form 8-K, filed on May 21, 2026).+
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-11-04
Form of Employment Agreement among OHI Asset Management LLC, Omega Healthcare Investors, Inc. and Neal Ballew, dated as of January 1, 2021, as amended through August 1, 2026.+*
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and C. Taylor Pickett (incorporated by reference to Exhibit 10.1 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of October 2, 2026, between Omega Healthcare Investors, Inc. and C. Taylor Pickett (incorporated by reference to Exhibit 10.2 to the Company’s Form 8-K, filed on May 21, 2026).+
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and Robert O. Stephenson (incorporated by reference to Exhibit 10.3 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of August 2, 2026, between Omega Healthcare Investors, Inc. and Robert O. Stephenson (incorporated by reference to Exhibit 10.4 to the Company’s Form 8-K, filed on May 21, 2026).+
Legal proceedings
Text added vs the prior filing · source: 10-Q · 2026-11-04
Form of Employment Agreement among OHI Asset Management LLC, Omega Healthcare Investors, Inc. and Neal Ballew, dated as of January 1, 2021, as amended through August 1, 2026.+*
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and C. Taylor Pickett (incorporated by reference to Exhibit 10.1 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of October 2, 2026, between Omega Healthcare Investors, Inc. and C. Taylor Pickett (incorporated by reference to Exhibit 10.2 to the Company’s Form 8-K, filed on May 21, 2026).+
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and Robert O. Stephenson (incorporated by reference to Exhibit 10.3 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of August 2, 2026, between Omega Healthcare Investors, Inc. and Robert O. Stephenson (incorporated by reference to Exhibit 10.4 to the Company’s Form 8-K, filed on May 21, 2026).+
Other information
Text added vs the prior filing · source: 10-Q · 2026-11-04
Form of Employment Agreement among OHI Asset Management LLC, Omega Healthcare Investors, Inc. and Neal Ballew, dated as of January 1, 2021, as amended through August 1, 2026.+*
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and C. Taylor Pickett (incorporated by reference to Exhibit 10.1 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of October 2, 2026, between Omega Healthcare Investors, Inc. and C. Taylor Pickett (incorporated by reference to Exhibit 10.2 to the Company’s Form 8-K, filed on May 21, 2026).+
Transition Agreement and Release, dated as of May 19, 2026, among Omega Healthcare Investors, Inc., OHI Asset Management LLC and Robert O. Stephenson (incorporated by reference to Exhibit 10.3 to the Company’s Form 8-K, filed on May 21, 2026).+
Consulting Agreement, dated as of May 19, 2026, and effective as of August 2, 2026, between Omega Healthcare Investors, Inc. and Robert O. Stephenson (incorporated by reference to Exhibit 10.4 to the Company’s Form 8-K, filed on May 21, 2026).+
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice