The earnings call reflected a positive outlook for LTC Properties, highlighting significant growth in the SHOP segment, improved financial metrics, and strong liquidity and strategic repositioning of the portfolio. However, challenges such as noncash write-offs and operator transitions were also noted. Overall, the positive aspects and growth opportunities notably outweigh the negative aspects.

Company Guidance

During the LTC Properties, Inc. Third Quarter 2025 Earnings Conference Call, several key metrics were highlighted, reflecting the company's strategic progress and financial performance. Core FFO improved to $0.69 from $0.68, and Core FAD increased by $0.04 to $0.72, driven by SHOP NOI growth and a decrease in interest expenses. The company raised its 2025 SHOP NOI guidance, having closed about 85% of a $460 million investment pipeline, with more than $290 million in the SHOP segment. LTC's SHOP portfolio now includes 21 properties with an average occupancy of 87% and a gross book value of $447 million. The company also reported a noncash write-off of $41.5 million related to Prestige's loan amendment and a $1.3 million write-off associated with the Genesis Chapter 11 bankruptcy. LTC sold 1.5 million shares for net proceeds of approximately $56 million, and its pro forma liquidity stands at nearly $500 million. The low end of the full-year 2025 core FFO guidance was increased by $0.01 to a range of $2.69 to $2.71.

Significant Growth in SHOP Segment

LTC Properties raised its 2025 SHOP NOI guidance and has closed about 85% of its $460 million investment pipeline, with over $290 million in the SHOP segment. The SHOP portfolio is expected to approach 25% of the investment portfolio by year-end.

Increased Core FFO and Core FAD

Core FFO improved to $0.69 from $0.68 and Core FAD improved by $0.04 to $0.72 compared to the previous year, driven by increased SHOP NOI and decreased interest expenses.

Strong Balance Sheet and Liquidity

LTC reports pro forma liquidity at nearly $500 million with a pro forma debt to annualized adjusted EBITDA for real estate of 4.7x and an annualized adjusted fixed charge ratio of 4.6x.

Strategic Portfolio Repositioning

The company completed the sale of a portfolio of 7 skilled nursing assets, generating net proceeds of approximately $120 million and a resulting gain of $78 million.

Pipeline and Investment Success

LTC's investment opportunities set at approximately $1 billion, with nearly $110 million under LOI expected to close in January 2026, and has closed $270 million in SHOP investments.

LTC Properties (LTC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LTC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 12, 2026	2025 (Q4)	1.66 / -	0.39	―	―	―
Nov 04, 2025	2025 (Q3)	0.17 / -0.44	0.66	-166.67% (-1.10)
Aug 04, 2025	2025 (Q2)	0.45 / 0.32	0.44	-27.27% (-0.12)
May 05, 2025	2025 (Q1)	0.46 / 0.45	0.56	-19.64% (-0.11)
Feb 24, 2025	2024 (Q4)	0.49 / 0.39	0.67	-41.79% (-0.28)
Oct 28, 2024	2024 (Q3)	0.52 / 0.66	0.54	22.22% (+0.12)
Jul 29, 2024	2024 (Q2)	0.45 / 0.44	0.15	193.33% (+0.29)
Apr 29, 2024	2024 (Q1)	0.52 / 0.56	0.8	-30.00% (-0.24)
Feb 15, 2024	2023 (Q4)	0.47 / 0.67	0.44	52.27% (+0.23)
Oct 26, 2023	2023 (Q3)	0.46 / 0.54	0.32	68.75% (+0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LTC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 04, 2025	$35.58	$35.58	0.00%
Aug 04, 2025	$34.19	$34.59	+1.17%
May 05, 2025	$33.49	$34.66	+3.49%
Feb 24, 2025	$33.40	$33.15	-0.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ltc Properties (LTC) report earnings?

Ltc Properties (LTC) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).

What is Ltc Properties (LTC) earnings time?

Ltc Properties (LTC) earnings time is at Feb 12, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LTC EPS forecast?

LTC EPS forecast for the fiscal quarter 2025 (Q4) is 1.66.

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