US · Real Estate · REIT - Healthcare Facilities
EPS came in at 0.54 against a street estimate of 0.52 — a beat of 3.8%.
Analysts rate CareTrust REIT Inc. a strong buy (12 buy, 2 hold, 0 sell out of 14) with an average price target of $43.64.
CONFIDENT CareTrust closed record $900M in Q2 investments at 8.9% yield, raising FY26 guidance 16% FFO growth. Strong operator quality metrics and $1.5B YTD deployment demonstrate disciplined, multi-platform growth across SNF, UK care homes, and selective SHOP. Q2 2026 No regulatory headwinds cited; SNF environment characterized as stable. UK momentum accelerating with new operator relationships and off-market deal sourcing. Analysts probed SHOP underperformance vs. peers, pricing discipline, operator concentration, and regulatory risk. Management defended measured approach, emphasized risk-adjusted returns prioritize SNF/UK, and confirmed stable SNF regulatory environment without material portfolio initiatives. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.24% |
| Vanguard Portfolio Management, LLC | 8.84% |
| Cohen & Steers Inc | 5.40% |
| State Street Corp | 5.27% |
| Vanguard Capital Management, LLC | 4.50% |
| FMR Inc | 4.45% |
| T. Rowe Price Investment Management,Inc. | 4.29% |
| Wellington Management Company LLP | 4.10% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $176,360 thousand versus $132,444 thousand in the same period of 2025. | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to CareTrust was $83.7 million, or $0.35 per diluted share, unchanged from the prior-ye | 2026-11-05 |
| Material agreement · Q4 2026 CREDIT FACILITY OVERVIEW • On October 29, 2026, CareTrust REIT amended and restated its credit agreement with KeyBank National Association and partic | 2026-10-30 |
| Acquisition completed · Q3 2026 HEADLINE NUMBERS • CareTrust REIT completed the acquisition of 23 operating care homes in the United Kingdom on October 1, 2026; one additional compl | 2026-10-02 |
| Quarterly report · Q2 2026 CARETRUST REIT, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $5.93 billion as of June 30, 2026 (up from $5.15 billion at December 31 | 2026-08-06 |
| Results announced · Q3 2026 CARETRUST REIT Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $89.0 million ($0.38 per diluted share), up 9% year-over-year • Normalized FF | 2026-08-06 |
| Company announcement · Q2 2026 CARETRUST REIT, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Stock offering size: 12.5 million shares (Firm Shares) + 1.875 million shares (Optional S | 2026-05-21 |
| Company announcement · Q2 2026 CARETRUST REIT, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed a public offering of 12,500,000 firm shares of common stock at $40.225 | 2026-05-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.39 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.39 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.39 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.34 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Announcement | Date |
|---|---|
| Definitive agreement to acquire 45 UK care homes for £1.1 billion CareTrust REIT announced a major £1.1 billion (~$764 million initially) acquisition of 45 new UK care homes from LNT Care Developments. The deal is structured in two phases: First, CareTrust | 2026-10-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.