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CareTrust REIT Posts Strong Quarter and Upbeat 2026 Outlook

Story Highlights
  • CareTrust REIT nearly doubled 2025 net income and grew FFO, fueled by $1.8 billion of high-yield investments and sustained dividends.
  • The REIT ended 2025 with low leverage, full rent collection, expanded UK and SHOP platforms, and 2026 guidance pointing to further FFO growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
CareTrust REIT Posts Strong Quarter and Upbeat 2026 Outlook

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CareTrust REIT ( (CTRE) ) has provided an update.

CareTrust REIT reported strong results for the quarter and year ended Dec. 31, 2025, highlighted by full-year net income of $320.5 million, or $1.57 per diluted share, nearly doubling year on year. Normalized FFO per share rose 17% to $1.76 and Normalized FAD per share climbed 14%, supported by $1.8 billion of investments at an 8.6% yield and $1.1 billion of equity raised, while the company also maintained a $0.335 quarterly dividend.

Fourth-quarter net income rose 72% to $111.3 million, with 100% rent and interest collection on retained properties and a conservative net debt-to-EBITDA ratio of 0.7x, well below its target leverage range. Management highlighted record external growth, new UK care home and SHOP platforms, ample liquidity including full availability on a $1.2 billion revolver, and 2026 guidance implying roughly 9% growth in Normalized FFO and FAD per share, underscoring a positive outlook and strengthened competitive position in healthcare real estate.

The most recent analyst rating on (CTRE) stock is a Buy with a $43.00 price target. To see the full list of analyst forecasts on CareTrust REIT stock, see the CTRE Stock Forecast page.

Spark’s Take on CTRE Stock

According to Spark, TipRanks’ AI Analyst, CTRE is a Outperform.

CareTrust REIT’s strong financial performance and strategic growth initiatives are the most significant factors driving its score. The company’s robust revenue growth, low leverage, and strategic expansions in the U.K. and SHOP segment are key strengths. However, the relatively high P/E ratio and potential overbought technical indicators slightly temper the overall score.

To see Spark’s full report on CTRE stock, click here.

More about CareTrust REIT

CareTrust REIT, Inc. is a self-administered, publicly traded real estate investment trust that owns, acquires, develops and leases skilled nursing, seniors housing and other healthcare-related properties. The company’s long-term net-leased portfolio spans the United States and the United Kingdom, and it works with a growing roster of healthcare operators as it pursues both external and organic growth opportunities domestically and internationally.

Average Trading Volume: 1,805,255

Technical Sentiment Signal: Buy

Current Market Cap: $8.65B

See more insights into CTRE stock on TipRanks’ Stock Analysis page.

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