Skilled Nursing News February 7, 2025
Executives at Omega Healthcare Investors (NYSE: OHI), which posted better-than-expected fourth-quarter results, foresee more positive developments ahead, given the Trump administration’s favorable stance toward the nursing home sector and the potential Medicaid cuts being considered by Republican lawmakers, which are largely viewed as a non-issue.
“Coverages are the strongest they have been in years, which is reflective of the continuing recovery from the pandemic,” Megan Krull, senior vice president of operations at Omega, said during the company’s quarterly conference call on Thursday. “The industry still grapples with the overhang of many issues, most notably staffing shortages, but for now, things appear relatively stable.”
While the Trump agenda specifically calls entitlement reform into the forefront of potential policy changes, Krull said...