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An update from Target Healthcare REIT ( (GB:THRL) ) is now available.
Target Healthcare REIT reported a 1.4% rise in EPRA Net Tangible Assets per share to 119.4p as at 31 December 2025, with a twelfth consecutive quarter of positive total returns driven by active portfolio recycling and inflation-linked rent reviews. The company completed the sale of nine care homes for £85.9m at an 11.6% premium to June 2025 carrying value and disposed of an additional asset at a similar premium, while redeploying more than half the proceeds into three modern, operational care homes in central Scotland and a forward-funded fourth asset, all at blended net initial yields above 6%. The portfolio now comprises 86 operational homes valued at £894.6m, with 99% rent collection, average rent cover of 2.0x on mature assets, a WAULT of 26.3 years, and 100% of properties rated EPC A or B, underscoring resilient cash flows and strong ESG credentials. Adjusted EPRA EPS was 1.69p for the quarter, fully covering the 1.508p dividend, and net LTV fell to 15.2% as proceeds are progressively redeployed, with around £100m of capital available and a growing pipeline of higher-yielding, purpose-built care home investments that are expected to lift leverage towards the 25% area.
The most recent analyst rating on (GB:THRL) stock is a Hold with a £115.00 price target. To see the full list of analyst forecasts on Target Healthcare REIT stock, see the GB:THRL Stock Forecast page.
Spark’s Take on GB:THRL Stock
According to Spark, TipRanks’ AI Analyst, GB:THRL is a Outperform.
The overall stock score is driven by a solid valuation with a low P/E ratio and high dividend yield, despite concerns over declining cash flow growth and weak technical momentum.
To see Spark’s full report on GB:THRL stock, click here.
More about Target Healthcare REIT
Target Healthcare REIT is a UK-listed real estate investment trust specialising in modern, purpose-built care homes. The group invests in high-quality, sustainable properties with long leases to a diversified base of care operators, focusing on inflation-linked rental income and assets that meet stringent environmental and social standards across the UK elderly care sector.
Average Trading Volume: 1,280,504
Technical Sentiment Signal: Buy
Learn more about THRL stock on TipRanks’ Stock Analysis page.