CareTrust REIT Acquires Six Nursing Facilities for Approximately $142M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy CTRE?
CareTrust REIT announced the acquisition of six skilled nursing facilities located in the Mid-Atlantic for a purchase price of approximately $142M including transaction costs, effective January 1. The portfolio contains 532 licensed beds and is operated by a tenant new to CareTrust under a long-term triple net lease with annual inflation-based rent escalators and multiple renewal options. The closing of this transaction extends the momentum from 2025, a year in which the company closed approximately $1.8B of investments, including an entrance into the UK care home market and the establishment of a seniors housing operating portfolio. Dave Sedgwick, CareTrust's CEO, commented, "With 2025 in the books, we're thrilled to report we have closed approximately $3.3 billion of investments over the past two years. Supported by a strong balance sheet and three fully operational growth engines, we're opening the year with meaningful momentum, keeping our investment flywheel turning and setting the stage for another exceptional year in 2026." Following this transaction, Sedgwick noted the company's investment pipeline stands at approximately $300M.
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Analyst Views on CTRE
Wall Street analysts forecast CTRE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTRE is 31.80 USD with a low forecast of 28.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
1 Hold
1 Sell
Moderate Buy
Current: 38.610
Low
28.00
Averages
31.80
High
35.00
Current: 38.610
Low
28.00
Averages
31.80
High
35.00
About CTRE
CareTrust REIT, Inc. is a self-administered real estate investment trust (REIT). The Company is engaged in the ownership, acquisition, development and leasing of skilled nursing, senior housing and other healthcare-related properties. It has a portfolio of long-term net-leased properties across the United States and United Kingdom. The Company owns, directly or indirectly through joint ventures, and leases to independent operators skilled nursing facilities (SNFs), multiservice campuses, assisted living facilities (ALFs) and independent living facilities (ILFs), consisting of operational beds and units located in various states with the highest concentration of properties by rental income located in California, Texas and Tennessee. Its facilities include Camarillo, San Juan Capistrano, Barton Creek, Bayshire Carlsbad, El Centro Post-Acute Care, Bayshire Rancho Mirage, Weiser Care, Wellspring Health and Rehabilitation of Cascadia, Cornerstone Rehab & Health Care Center, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CareTrust REIT Announces Q4 and Full Year 2025 Earnings Release Schedule
- Earnings Release Schedule: CareTrust REIT plans to release its Q4 and full year 2025 financial results after U.S. market close on February 12, 2026, reflecting the company's ongoing development in the healthcare real estate sector.
- Conference Call Details: The management team will host a conference call on February 13, 2026, at 1:00 p.m. Eastern Time to discuss the financial results and other current matters, enhancing investor understanding of the company's operations.
- Webcast Availability: The live audio webcast of the earnings call will be accessible on CareTrust's website, ensuring that current and prospective investors can obtain real-time information, thereby increasing transparency.
- Company Background: CareTrust REIT is a self-administered, publicly-traded real estate investment trust focused on the ownership, acquisition, development, and leasing of healthcare-related properties, showcasing its extensive portfolio and growth potential in the U.S. and U.K. markets.
See More
CareTrust REIT Announces Q4 and Full Year 2025 Earnings Release Schedule
- Earnings Release Schedule: CareTrust REIT plans to release its Q4 and full year 2025 financial results after U.S. market close on February 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Invitation: The management team will host a conference call on February 13, 2026, at 1:00 p.m. Eastern Time to discuss the financial results and other current matters, aiming to enhance interaction and trust with investors.
- Webcast Availability: The live audio webcast of the earnings call will be accessible on CareTrust's website, ensuring that all investors can obtain real-time information, thereby improving accessibility and transparency of information.
- Company Background: CareTrust REIT is a self-administered, publicly-traded real estate investment trust focused on the ownership, acquisition, development, and leasing of skilled nursing and healthcare-related properties, showcasing its extensive portfolio and growth potential in the U.S. and U.K.
See More
CareTrust REIT Promotes Key Personnel to Enhance Growth Capacity
- Market Value Growth: Over the past two years, CareTrust REIT has increased its market capitalization from approximately $2 billion to over $8 billion, demonstrating strong performance and growth potential that enhances investor confidence.
- Strategic Acquisitions: During this period, the company acquired 260 properties and successfully expanded into the UK market, indicating CareTrust's active pursuit of external growth opportunities to enhance its market share and business diversification.
- Internal Promotions: CareTrust announced several key promotions, including Derek Bunker as Chief Financial Officer, which not only reflects the company's commitment to internal talent but also aims to improve management efficiency and decision-making capabilities to support future expansion plans.
- New Hires: The addition of new professionals such as Senior Vice President Kyle Bennion and Vice President of Data & Analytics Dan Chin will further strengthen the company's data analytics and investment capabilities, providing essential support for future business growth.
See More
CareTrust REIT Excluded from Motley Fool's Top 10 Stock Picks
- Investment Recommendation Omission: The Motley Fool analyst team has excluded CareTrust REIT from its current top 10 stock picks, indicating that the company may lack the potential for returns compared to other candidates.
- Historical Performance Comparison: While CareTrust REIT has achieved an 18.5% annualized return over the past decade, its appeal appears diminished when compared to stocks like Netflix and Nvidia, potentially affecting investor confidence.
- Market Environment Analysis: Current economic data suggests consumer spending is stabilizing, particularly on high-ticket items, which may put additional pressure on CareTrust REIT as an operator in healthcare and senior housing.
- Uncertain Future Outlook: Amid increasing economic uncertainty, CareTrust REIT's investment attractiveness may be impacted, prompting investors to monitor its competitive position within the industry and future market performance.
See More
Economic Data Uncertainty Impacts Investor Confidence
- Inflation Data Analysis: The initial CPI report for November indicates a year-over-year inflation rate of approximately 2.7%, nearing the Fed's 2% target, suggesting signs of economic recovery, yet caution is warranted regarding data accuracy.
- Labor Market Dynamics: The November jobs report revealed an increase of nearly 64,000 jobs with an unemployment rate of 4.6%, although the data appears positive, concerns linger about future employment due to data gaps caused by the government shutdown.
- Retail Sales Trends: U.S. food and retail sales were virtually flat in October and September, with a year-over-year increase of about 3.5%, potentially reflecting consumer spending pressures in a high-inflation environment, particularly on large purchases.
- Economic Outlook: Analysts express caution regarding the economic outlook for 2026, anticipating potential stagflation risks, especially as the impact of AI technology on the labor market becomes increasingly evident.
See More
CareTrust REIT Declares $0.335 Quarterly Cash Dividend Per Share
- Dividend Announcement: CareTrust REIT has declared a quarterly cash dividend of $0.335 per share, expected to be paid on January 15, 2026, demonstrating the company's ongoing commitment to shareholder returns and enhancing investor confidence.
- Record Date: The dividend will be payable to shareholders of record as of December 31, 2025, ensuring that investors benefit before year-end, which further strengthens the relationship between the company and its investors.
- Business Background: CareTrust REIT focuses on the ownership, acquisition, and development of healthcare-related properties, with a portfolio of long-term net-leased properties across the U.S. and U.K., showcasing its robust growth potential in the healthcare real estate sector.
- Growth Strategy: The company is actively pursuing both external and organic growth opportunities, aiming to expand its influence in the healthcare real estate market and adapt to the evolving market demands.
See More
CareTrust REIT Announces Q4 and Full Year 2025 Earnings Release Schedule
- Earnings Release Schedule: CareTrust REIT plans to release its Q4 and full year 2025 financial results after U.S. market close on February 12, 2026, reflecting the company's ongoing development in the healthcare real estate sector.
- Conference Call Details: The management team will host a conference call on February 13, 2026, at 1:00 p.m. Eastern Time to discuss the financial results and other current matters, enhancing investor understanding of the company's operations.
- Webcast Availability: The live audio webcast of the earnings call will be accessible on CareTrust's website, ensuring that current and prospective investors can obtain real-time information, thereby increasing transparency.
- Company Background: CareTrust REIT is a self-administered, publicly-traded real estate investment trust focused on the ownership, acquisition, development, and leasing of healthcare-related properties, showcasing its extensive portfolio and growth potential in the U.S. and U.K. markets.
See More
CareTrust REIT Announces Q4 and Full Year 2025 Earnings Release Schedule
- Earnings Release Schedule: CareTrust REIT plans to release its Q4 and full year 2025 financial results after U.S. market close on February 12, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Invitation: The management team will host a conference call on February 13, 2026, at 1:00 p.m. Eastern Time to discuss the financial results and other current matters, aiming to enhance interaction and trust with investors.
- Webcast Availability: The live audio webcast of the earnings call will be accessible on CareTrust's website, ensuring that all investors can obtain real-time information, thereby improving accessibility and transparency of information.
- Company Background: CareTrust REIT is a self-administered, publicly-traded real estate investment trust focused on the ownership, acquisition, development, and leasing of skilled nursing and healthcare-related properties, showcasing its extensive portfolio and growth potential in the U.S. and U.K.
See More
CareTrust REIT Promotes Key Personnel to Enhance Growth Capacity
- Market Value Growth: Over the past two years, CareTrust REIT has increased its market capitalization from approximately $2 billion to over $8 billion, demonstrating strong performance and growth potential that enhances investor confidence.
- Strategic Acquisitions: During this period, the company acquired 260 properties and successfully expanded into the UK market, indicating CareTrust's active pursuit of external growth opportunities to enhance its market share and business diversification.
- Internal Promotions: CareTrust announced several key promotions, including Derek Bunker as Chief Financial Officer, which not only reflects the company's commitment to internal talent but also aims to improve management efficiency and decision-making capabilities to support future expansion plans.
- New Hires: The addition of new professionals such as Senior Vice President Kyle Bennion and Vice President of Data & Analytics Dan Chin will further strengthen the company's data analytics and investment capabilities, providing essential support for future business growth.
See More
CareTrust REIT Excluded from Motley Fool's Top 10 Stock Picks
- Investment Recommendation Omission: The Motley Fool analyst team has excluded CareTrust REIT from its current top 10 stock picks, indicating that the company may lack the potential for returns compared to other candidates.
- Historical Performance Comparison: While CareTrust REIT has achieved an 18.5% annualized return over the past decade, its appeal appears diminished when compared to stocks like Netflix and Nvidia, potentially affecting investor confidence.
- Market Environment Analysis: Current economic data suggests consumer spending is stabilizing, particularly on high-ticket items, which may put additional pressure on CareTrust REIT as an operator in healthcare and senior housing.
- Uncertain Future Outlook: Amid increasing economic uncertainty, CareTrust REIT's investment attractiveness may be impacted, prompting investors to monitor its competitive position within the industry and future market performance.
See More
Economic Data Uncertainty Impacts Investor Confidence
- Inflation Data Analysis: The initial CPI report for November indicates a year-over-year inflation rate of approximately 2.7%, nearing the Fed's 2% target, suggesting signs of economic recovery, yet caution is warranted regarding data accuracy.
- Labor Market Dynamics: The November jobs report revealed an increase of nearly 64,000 jobs with an unemployment rate of 4.6%, although the data appears positive, concerns linger about future employment due to data gaps caused by the government shutdown.
- Retail Sales Trends: U.S. food and retail sales were virtually flat in October and September, with a year-over-year increase of about 3.5%, potentially reflecting consumer spending pressures in a high-inflation environment, particularly on large purchases.
- Economic Outlook: Analysts express caution regarding the economic outlook for 2026, anticipating potential stagflation risks, especially as the impact of AI technology on the labor market becomes increasingly evident.
See More
CareTrust REIT Declares $0.335 Quarterly Cash Dividend Per Share
- Dividend Announcement: CareTrust REIT has declared a quarterly cash dividend of $0.335 per share, expected to be paid on January 15, 2026, demonstrating the company's ongoing commitment to shareholder returns and enhancing investor confidence.
- Record Date: The dividend will be payable to shareholders of record as of December 31, 2025, ensuring that investors benefit before year-end, which further strengthens the relationship between the company and its investors.
- Business Background: CareTrust REIT focuses on the ownership, acquisition, and development of healthcare-related properties, with a portfolio of long-term net-leased properties across the U.S. and U.K., showcasing its robust growth potential in the healthcare real estate sector.
- Growth Strategy: The company is actively pursuing both external and organic growth opportunities, aiming to expand its influence in the healthcare real estate market and adapt to the evolving market demands.
See More
