The earnings call reflects a strong growth trajectory with increased investments and improved financial metrics, supported by a strengthened liquidity position. However, higher G&A expenses and potential challenges with loan prepayments present areas to monitor.

Company Guidance -

Q3 2025

During the LTC Properties Second Quarter 2025 Earnings Call, the management provided updated guidance reflecting their strategic growth initiatives. The company's investment pipeline increased to $400 million for 2025, doubling the size of their existing SHOP portfolio. They plan to expand their SHOP operators to five, including three new relationships. The Core FFO guidance for the full year 2025 was raised by $0.02 to a range of $2.67 to $2.71, factoring in $320 million in expected investments closing in the next 60 days. Financial highlights include an improved Core FFO of $0.68 and Core FAD of $0.71, driven by reduced interest expenses and increased SHOP NOI. LTC's liquidity stands at $674 million, supported by a new four-year unsecured credit agreement with commitments increasing from $425 million to $600 million. The company targets an annualized adjusted EBITDA leverage ratio of 4.2x and maintains an annualized adjusted fixed charge coverage ratio of 5.1x.

Increased Investment Pipeline

Guidance for 2025 investments increased to $400 million, which will more than double the size of the existing SHOP portfolio.

Improvement in Financial Metrics

Core FFO improved to $0.68 from $0.67, and Core FAD increased by $0.05 to $0.71 versus $0.66.

Strengthened Liquidity Position

New 4-year unsecured credit agreement with increased revolver commitments from $425 million to $600 million, with potential to increase to $1.2 billion.

Positive Outlook for Genesis Properties

Received full contractual rent from Genesis through August with a new lease extension up to April 30, 2031.

Significant SHOP Portfolio Growth

SHOP portfolio's gross book value expected to reach approximately $475 million, up from $175 million.

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
Oct 23, 2025	2025 (Q3)	0.47 / -	0.66	―	―	―
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)
Jul 27, 2023	2023 (Q2)	0.42 / 0.15	1.36	-88.97% (-1.21)

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
Aug 04, 2025	$34.74	$35.15	+1.18%
May 05, 2025	$34.02	$35.22	+3.53%
Feb 24, 2025	$33.94	$33.68	-0.77%
Oct 28, 2024	$34.24	$36.28	+5.96%

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 Oct 23, 2025, After Close (Confirmed).

What is LTC Properties (LTC) earnings time?

LTC Properties (LTC) earnings time is at Oct 23, 2025, 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 (Q3) is 0.48.

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