CareTrust REIT, Inc.
No SEC Form 4 filings for $CTRE in the last 30 days.
See all $CTRE insider activity →Senior housing REITs are poised to benefit from the aging U.S. population. Ventas (VTR) and Welltower (WELL) report growth in senior housing occupancy and revenue. CareTrust (CTRE), Sabra (SBRA), and LTC (LTC) offer higher yields due to skilled nursing exposure. Key financial data and risks are outlined for each REIT.
CareTrust REIT (CTRE) acquired a skilled-nursing portfolio for $400 million, covering 2,622 beds, in a joint venture. The deal highlights Medicare's 100-day coverage limit for skilled nursing, which follows patients regardless of facility changes, impacting costs for beneficiaries.
JPMorgan initiated coverage on CareTrust REIT (CTRE) with a Neutral rating and a $41.00 price target for 2027, citing strong earnings growth and acquisition activity. Revenue surged 53% to $571 million over the last year. The company is expanding into the UK and senior housing, with recent acquisitions totaling $1.9 billion. Analysts have mixed price targets, ranging from $42 to $46.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning CTRE (CareTrust REIT, Inc.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent CTRE coverage spans mergers & acquisitions, financial news and sector analysis.
High yield could keep the stock attractive, but no new catalyst.
The acquisition adds significant assets and may boost CTRE's earnings outlook.
Analyst coverage and a large acquisition could lift the stock toward the new target.
The reduced target may pressure the stock lower as investors adjust expectations.
The acquisition expands CTRE's portfolio and could boost earnings, supporting a higher valuation.
AlphAI scores every news story that mentions CTRE with an AI model for sentiment and relevance, and aggregates insider trades from CareTrust REIT, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Senior housing REITs are poised to benefit from the aging U.S. population. Ventas (VTR) and Welltower (WELL) report growth in senior housing occupancy and revenue. CareTrust (CTRE), Sabra (SBRA), and LTC (LTC) offer higher yields due to skilled nursing exposure. Key financial data and risks are outlined for each REIT.
3 min readCareTrust REIT (CTRE) acquired a skilled-nursing portfolio for $400 million, covering 2,622 beds, in a joint venture. The deal highlights Medicare's 100-day coverage limit for skilled nursing, which follows patients regardless of facility changes, impacting costs for beneficiaries.
2 min readJPMorgan initiated coverage on CareTrust REIT (CTRE) with a Neutral rating and a $41.00 price target for 2027, citing strong earnings growth and acquisition activity. Revenue surged 53% to $571 million over the last year. The company is expanding into the UK and senior housing, with recent acquisitions totaling $1.9 billion. Analysts have mixed price targets, ranging from $42 to $46.
2 min readUBS lowered its price target for CareTrust REIT (CTRE) to $44.00 from $48.00, an 8.33% decrease, while maintaining a Buy rating. The stock is currently trading at $36.56, 2.4% below its GF Value™ of $37.44. CTRE has a GF Score™ of 87/100, indicating strong performance, particularly in growth and momentum.
1 min readCitizens maintained a Market Outperform rating and $44.00 price target on CareTrust REIT (CTRE) following its $1.4B acquisition of 45 UK care homes. CTRE trades at $36.64, with analysts citing potential upside. The REIT has a 4.26% dividend yield and a 'GREAT' financial health score of 3.45/5. Other analysts have mixed price targets, ranging from $42 to $47.
2 min readLNT Care Developments sold 45 care homes to CareTrust REIT for £1.1bn. The deal includes 24 completed homes and 21 under development. LNT will continue managing the homes. The transaction aims to support further care home development in the UK, according to the companies.
2 min readKeyBanc reiterated an Overweight rating and $46.00 price target on CareTrust REIT (CTRE) after its $1.4B U.K. senior housing portfolio acquisition. The stock trades at $36.38, with projected high-teens earnings growth in 2026. Other analysts have mixed price target adjustments. CTRE has a PEG ratio of 0.75 and a 4.31% dividend yield.
2 min readCareTrust REIT (CTR) acquired 45 U.K. care homes for $1.5B, expanding its SHOP platform. The deal, with LNT Care, includes 24 homes closed on Oct. 1 and 21 under development. CTR aims to grow its U.K. portfolio to 33% of total properties, with senior housing reaching 40%.
2 min readBMO Capital reduced its price target for CareTrust REIT (CTRE) to $45 from $47, citing a £1.1 billion UK acquisition. The company plans to transition the properties and expects a 7.8% yield. CTRE's stock has a P/E ratio of 22.8 and a PEG ratio of 0.75. The firm increased its 2027 funds available for distribution estimate to $2.17 per share. Analysts have mixed views on CTRE's valuation and growth prospects.
2 min readRaymond James reduced its price target for CareTrust REIT (CTRE) to $42 from $45, citing higher capital costs. The stock trades at $36.30, with a 4.3% dividend yield. CTRE reported mixed Q2 2026 results, beating EPS estimates but missing on revenue. Analysts have mixed views on its valuation and growth prospects.
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