LTC Properties, Inc. (LTC)

In Q1 2025, LTC reported decreased revenues, net income, and diluted earnings per share, but funds available for distribution increased, with a transition of 12 properties to a new SHOP under the RIDEA structure and the sale of non-revenue producing properties. In July 2025, LTC learned that Genesis Healthcare, Inc., a tenant leasing six skilled nursing centers, filed for Chapter 11 bankruptcy. In August 2025, Cantor Fitzgerald initiated coverage of LTC Properties with a Neutral rating, and in September 2025, BMO Capital upgraded LTC Properties' stock rating to Market Perform. In September 2025, LTC announced a $195 million SHOP acquisition of five independent living, assisted living, and memory care communities in Wisconsin and increased its 2025 investment guidance by 15% to $460 million. In September 2025, the stock experienced a notable two hundred day moving average cross and an ex-dividend reminder occurred. In October 2025, LTC sold five skilled nursing properties for $79 million and two Florida skilled nursing facilities for $42 million, with Deutsche Bank raising its price target on LTC Properties to $37 from $34, while Wells Fargo lowered its price target to $36 from $37.

Demand for LTC Properties, Inc.'s products and services does not exhibit significant seasonality. Instead, demand is driven by long-term demographic trends, specifically an aging population, with rising demand for specialized living solutions and occupancy rates in senior living communities reaching new highs.

LTC Properties, Inc. is a real estate investment trust (REIT) focused on managing and investing in seniors housing and healthcare properties across the United States. The company operates within the Financial sector and the REIT - Healthcare Facilities industry. LTC's major products involve various investment structures, including RIDEA, triple-net leases, joint ventures, and structured finance solutions. Its portfolio is balanced between seniors housing and skilled nursing centers, encompassing different property types such as independent living, assisted living, memory care communities, and skilled nursing centers.

LTC Properties, Inc. has a broad geographic footprint, with a portfolio of nearly 200 properties located across approximately 25 states including Texas, Michigan, Florida, Wisconsin, and Colorado. The company's headquarters are located in Westlake Village, California.

Based on the available information, there have been no specific events or controversies that have significantly impacted LTC Properties, Inc.'s brand reputation in the past year. The company's recent news primarily focuses on its financial performance, strategic portfolio adjustments, and investment activities within the seniors housing and healthcare real estate sector.

LTC Properties, Inc. has significant institutional ownership, including major holders like BlackRock, Inc., The Vanguard Group, Inc., State Street Global Advisors, Inc., Charles Schwab Investment Management, Inc., and Dimensional Fund Advisors LP, collectively owning more than half of the issued stock. Insiders also hold a meaningful stake, with Wendy Simpson, the CEO, owning 1.0% of the shares. National Health Investors Inc. is identified as the largest individual shareholder, holding 1.68% of the company's shares.