CareTrust REIT, Inc. (CTRE)

CareTrust REIT's stock has experienced several notable events and movements in the past six months. The stock price increased by 36.52% between December 31, 2024, and December 30, 2025. Over the last year, the stock was up 32.9%, and year-to-date in 2025, it saw a 37.0% increase. The stock reached an all-time high closing price of $37.42 on December 4, 2025. CareTrust REIT reported its Q3 2025 earnings per share (EPS) of $0.45, surpassing analysts' expectations of $0.42 by 7.14%, with revenue of $132.44 million also beating estimates and growing 71% year-over-year. On January 5, 2026, CareTrust acquired six skilled nursing facilities in the Mid-Atlantic for approximately $142 million, adding 532 licensed beds, following a previous announcement in November 2025 of $437 million in acquisitions. A quarterly dividend of $0.335 per share was announced on December 16, 2025. BMO Capital upgraded CareTrust REIT to "Outperform" from "Market Perform" on January 9, 2026, and UBS Group raised its price target for CareTrust REIT from $42.00 to $43.00 on the same day. Some analysts downgraded CareTrust REIT to a "Hold" on January 10, 2026, while Royal Bank of Canada, KeyCorp, and Wells Fargo & Company upped their target prices on November 10, December 4, and November 25, 2025, respectively.

Demand for CareTrust REIT's products and services is not characterized by significant seasonality but rather by strong, long-term demographic trends. The aging Baby Boomer generation is a major driver of this demand, with the population aged 75 and older increasing by 55,000 every month. This "silver tsunami" is expected to continue to be a strong tailwind for the healthcare real estate sector, leading to consistent and growing demand for senior housing and medical services. Occupancy rates in senior housing and skilled nursing facilities have been rising, indicating a robust and recovering market.

CareTrust REIT, Inc. (CTRE) is a self-administered, publicly-traded real estate investment trust (REIT) that focuses on the ownership, acquisition, development, and leasing of skilled nursing, senior housing, and other healthcare-related properties. The company operates within the Real Estate sector, specifically focusing on Healthcare REITs and the Healthcare Facilities and Asset Management industries. CareTrust REIT's portfolio includes skilled nursing facilities (SNF), assisted living facilities (ALF), independent living facilities (ILF), and UK care homes. The company generates revenue by leasing these properties to third-party operators under long-term, triple-net leases and provides financing, such as mortgage and mezzanine loans, to its operators.

CareTrust REIT's real estate portfolio spans 34 states across the United States and also includes properties in the United Kingdom. As of September 30, 2025, the company's portfolio comprised 542 properties with 53,589 beds/units. The highest concentration of properties by rental income in the U.S. is located in California and Texas. The UK now accounts for 15.1% of annualized base rent.

CareTrust REIT maintains a positive brand reputation, driven by its mission to support top-tier healthcare operators and deliver value to shareholders through accretive investments and a strong tenant roster. The company's consistent outperformance of the S&P 500 and sector peers, attributed to strong investment activity and prudent balance sheet management, further contributes to its reputation. CareTrust REIT emphasizes strong partnerships and operating expertise, with senior management having extensive experience in the senior care and real estate sectors. One of CareTrust's largest tenants, PACS Group, is currently under federal investigation regarding its reimbursement and referral practices, but CareTrust REIT believes its strong balance sheet is well-positioned to sustain any potential fallout.

CareTrust REIT, Inc. is predominantly owned by institutional investors, including BlackRock, Inc., Vanguard Group Inc., Cohen & Steers, Inc., State Street Corp, Fmr Llc, Wellington Management Group Llp, Geode Capital Management, Llc, Charles Schwab Investment Management Inc., Invesco Ltd., and Daiwa Securities Group Inc. Gregory K. Stapley, a key leader since the company's inception and former CEO, is a significant individual shareholder, owning 0.69% of the company's shares.