Healthcare Realty Trust Incorporated Class A (HR)

Over the past six months, Healthcare Realty Trust's stock has trended up by 27.39%. Key events include the Q2 and Q3 2025 earnings reports, with Q3 EPS missing forecasts but normalized FFO per share increasing. The company launched a $500 million share repurchase program and lowered its 2025 earnings guidance. Analyst ratings have also changed, with Raymond James Financial lowering its rating, Wells Fargo & Company raising its rating and price objective, Wall Street Zen upgrading the stock, and Citigroup upping its target price.

Demand for Healthcare Realty Trust's medical outpatient buildings is driven by long-term, stable demand influenced by demographic trends and the increasing shift towards outpatient care settings, suggesting a relatively inelastic demand. The company benefits from consistent occupancy rates and stable rental growth due to these factors. While specific seasonal fluctuations are not detailed, the overall healthcare industry tends to have steady demand, providing a stable base for Healthcare Realty Trust's business.

Healthcare Realty Trust, Inc. (HR) is a self-managed REIT specializing in owning and operating medical outpatient buildings, primarily near acute care hospitals. The company focuses on the ownership, management, acquisition, financing, development, and redevelopment of income-producing real estate properties associated with outpatient healthcare services. As of September 30, 2025, Healthcare Realty was invested in 579 real estate properties across 28 states, totaling 33.6 million square feet, with a mission to provide high-quality, strategically located healthcare facilities.

Healthcare Realty Trust has a significant presence across the United States, with a portfolio encompassing nearly 700 properties totaling over 40 million square feet concentrated in 15 growth markets. As of September 30, 2025, the company was invested in 579 real estate properties in 28 states.

Healthcare Realty Trust has a well-regarded medical real estate portfolio affiliated with market-leading healthcare systems, emphasizing integrity and strong relationships with healthcare systems, physician groups, and tenants. The company maintains high standards in property management and development, focusing on responsible asset management to generate consistent returns and support community health infrastructure. The company's consistent focus on its mission to provide high-quality, strategically located healthcare facilities and its strong tenant retention rates suggest a positive operational reputation within its sector.

Healthcare Realty Trust's ownership is predominantly held by institutional investors, accounting for approximately 90.09% of the company's stock, with the remainder held by Insiders, Public Companies and Individual Investors. Major institutional owners include Vanguard, BlackRock, and Cohen & Steers, Inc. Recent insider trading activity includes purchases by Julie F. Wilson and Thomas Bohjalian in September and August 2025, respectively.