Omega Transitions Operations Of 32 Florida Skilled Nursing Facilities From Airamid To PACS Group; Year-One Rent Up $26.1M, $90M One-Time Expense

UBS Maintains Buy on Omega Healthcare Invts, Lowers Price Target to $52

UBS analyst Michael Goldsmith maintains Omega Healthcare Invts (NYSE:OHI) with a Buy and lowers the price target from $54 to $52.

Barclays Maintains Underweight on Omega Healthcare Invts, Lowers Price Target to $48

Barclays analyst Richard Hightower maintains Omega Healthcare Invts (NYSE:OHI) with a Underweight and lowers the price target from $50 to $48.

8-K filing — OMEGA HEALTHCARE INVESTORS INC (OHI)

Filed: 2026-10-05 AccNo: 0001104659-26-113450 Size: 240 KB Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

8-K filing — PACS Group, Inc. (PACS)

Filed: 2026-09-21 AccNo: 0002001184-26-000034 Size: 401 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

PACS Expands Florida Footprint With 32-Facility Acquisition

PACS Group announced definitive agreements to acquire operations of 32 skilled nursing facilities across Florida with 4,049 licensed beds from Omega Healthcare Investors subsidiaries. The transaction, expected to close in Q4 2026, expands PACS's presence in the high-growth post-acute care market and establishes a statewide network in Florida. The acquisition complements PACS's existing Southern footprint across Texas, South Carolina, Tennessee, and Kentucky.

JP Morgan Maintains Overweight on PACS Group, Raises Price Target to $58