Community Healthcare Trust Incorporated (CHCT)

Community Healthcare Trust reported its Q3 2025 earnings on October 28, 2025, with an EPS of $0.56, surpassing analyst estimates of $0.54, and quarterly revenue also exceeded expectations at $31.09 million. The company declared dividends, including an ex-dividend date of November 7, 2025, for a dividend of $0.475 per share, and August 8, 2025, for $0.4725 per share. In December 2025, Community Healthcare Trust announced the closing of recent capital recycling real estate transactions. Additionally, in July 2025, the company acquired an inpatient rehabilitation facility for $26.5 million and had definitive purchase agreements for six more properties with an aggregate expected investment of $146 million. Recent news headlines indicate a "shifting narrative" around CHCT following new valuation updates and an "attractive valuation" ahead of its Q4 2025 earnings. The stock price fell by -0.0551% on February 6, 2026, but had risen by 6.71% over the preceding two weeks, and increased by 7.66% over the last month.

Community Healthcare Trust's business is indirectly influenced by demand seasonality in healthcare services. While there are some seasonal fluctuations in the demand for outpatient healthcare services, the macro-level demand for outpatient, rehabilitation, and ambulatory centers is generally seen as a source of future upside for REITs in this niche.

Community Healthcare Trust, Inc. (CHCT) is a self-managed, fully-integrated real estate investment trust (REIT) focused on acquiring, owning, and financing income-producing healthcare real estate properties. The company operates within the Real Estate sector and the Health Care REITs industry, with a diversified portfolio including medical office buildings, physician clinics, surgical centers and hospitals, specialty centers, behavioral facilities, inpatient rehabilitation facilities, long-term acute care hospitals, outpatient treatment and diagnostic facilities, urgent care centers, and assisted living facilities.

As of September 30, 2025, Community Healthcare Trust, Inc. had investments in approximately 200 real estate properties, encompassing about 4.6 million square feet, located across 36 states in the United States. The company strategically focuses on properties in non-urban markets.

Community Healthcare Trust's brand reputation has been influenced by a mix of positive and challenging events. The company has received a consensus "Hold" rating from analysts, based on 2 buy ratings, 1 hold rating, and 1 sell rating. Positive aspects include consistent dividend growth and a focus on a niche market with demand for outpatient and rehabilitation centers. However, the company's reputation has faced challenges, notably with a significant tenant declaring bankruptcy in June 2025, which posed a risk and impacted the narrative around the company.

Community Healthcare Trust, Inc. has a significant institutional ownership, with 87.84% of its stock held by institutions. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Systematic Financial Management Lp, Invesco Ltd., Vanguard Real Estate Index Fund Investor Shares (VGSIX), State Street Corp, Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), Kennedy Capital Management, Inc., Colony Group, LLC, and Geode Capital Management, Llc. Insiders hold 5.10% of the stock.