CareTrust REIT, Inc. (CTRE)

In the past six months, CareTrust REIT's stock has been influenced by several events, including acquisitions and growth, such as the acquisition of skilled nursing facilities in the Pacific Northwest and care homes in the United Kingdom. The company declared a quarterly dividend of $0.335 per share, paid on October 15, 2025. Several research firms have updated their ratings and price targets for CTRE. Gregory K. Stapley was appointed to the Board of Directors, and Derek Bunker was named CFO successor. CareTrust REIT increased its unaudited earnings guidance for the full year 2025 and reported a significant increase in normalized Funds Available for Distribution in Q2 2025. The stock was up approximately 1% in the week leading up to October 27, 2025, with third-quarter earnings expected to be reported on November 5.

While specific detailed seasonality trends for CareTrust REIT's products and services are often behind paywalls, the broader healthcare real estate sector, in which CareTrust REIT operates, generally experiences stable demand. This stability is driven by the consistent need for seniors housing and healthcare services, which are less susceptible to short-term economic fluctuations compared to other real estate sectors. The aging Baby Boomer population is expected to drive sustained high demand for healthcare properties for over a decade.

CareTrust REIT, Inc. is a self-administered, publicly-traded real estate investment trust primarily engaged in the ownership, acquisition, development, and leasing of seniors housing and healthcare-related properties. The company operates within the Finance sector, specifically in the Real Estate Investment Trusts industry, with a focus on Healthcare Facilities. CareTrust REIT generates revenue mainly by leasing its properties to a diverse group of local, regional, and national seniors housing operators, healthcare services providers, and other healthcare-related businesses through triple-net lease arrangements.

As of June 30, 2025, CareTrust REIT's real estate portfolio includes 393 net-leased healthcare properties across 32 states in the United States and the United Kingdom, encompassing 35,719 operating beds/units. Additionally, the company has 22 other real estate-related investments tied to 142 healthcare properties across 17 states, comprising 13,944 operating beds/units, and one financing receivable related to 46 properties in one state with 3,820 operating beds/units. The company has been actively expanding its footprint, including the acquisition of a portfolio of 10 skilled nursing facilities in the Pacific Northwest in June 2025 for approximately $146 million. CareTrust REIT also expanded into the UK with the acquisition of two care homes in September 2025.

CareTrust REIT has maintained a positive brand reputation in the past year, particularly in terms of its environmental, social, and governance performance. In March 2024, the company was awarded "Prime status" by ISS ESG in their ESG Corporate Rating. The company also published its Fifth Annual Corporate Sustainability Report in September 2025. No significant negative events impacting its brand reputation were found in the past year.

CareTrust REIT, Inc. has a high level of institutional ownership. As of June 2025, institutions owned 102.3% of the company's shares, an increase from 95.6% in March 2025. Major institutional holders for the quarter ending June 2025 include BlackRock, Inc., Vanguard Group Inc., FMR LLC, State Street Corp, and Wellington Management Group LLP. Insider ownership stands at 0.78% or 1.71 million shares.