Sabra Healthcare REIT

SBRA

時価総額 $49.4億

Sabra Health Care REIT remains a Buy, supported by improving fundamentals and an attractive valuation amid a strategic pivot to managed senior housing. SBRA reported Q2 2026 normalized AFFO of $0.40 per share, a ~5% YoY increase, with occupancy rising to 85.4% and guidance reaffirmed. Significant investments—$599 million YTD at ~7.5% yield—position SBRA for the Silver Tsunami, despite near-term macro and rate headwinds.

Sabra Health Care REIT is rated 'Buy' with a $24.50/share price target, reflecting undervaluation and strong fundamentals. SBRA reported robust Q2 results: 24.7% revenue growth, 13.7% same-store managed senior housing NOI growth, and reaffirmed 2026 AFFO guidance. Recent acquisitions totaling $599 million at attractive yields, a healthy balance sheet, and ample liquidity support ongoing external growth.

Senior Housing REITs are outperforming major indices, driven by a persistent supply-demand imbalance and favorable demographic trends. This article previews 3 Senior Housing REITs that offer high yields and strong balance sheets while trading at attractive FFO multiples. All three REITs present robust internal and external growth potential as occupancy rates climb, with yields well above Treasury rates.

TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #SBRA--In conjunction with upcoming investor meetings, Sabra Health Care REIT, Inc. (Nasdaq: SBRA) has issued a business update, which is available on the company's website.In addition, Rick Matros, the company's Chair and Chief Executive Officer, Michael Costa, the company's Chief Financial Officer, Darrin Smith, the company's Chief Investment Officer, and Lukas Hartwich, the company's Executive Vice President of Finance, will participate in the BofA Securities 2026 Gl.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Sabra Health Care REIT, Inc. (SBRA) Q2 2026 Earnings Call Transcript

Sabra Healthcare REIT NASDAQ: SBRA reported second-quarter 2026 normalized funds from operations of $0.38 per share and normalized adjusted funds from operations of $0.40 per share, with management reaffirming the higher full-year earnings outlook it issued in a July business update.

Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.4 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to FFO of $0.38 per share a year ago.

TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #2Q26--Sabra Health Care REIT, Inc. (“Sabra,” the “Company” or “we”) (Nasdaq: SBRA) today announced its results of operations for the second quarter of 2026. SECOND QUARTER 2026 RESULTS AND RECENT EVENTS Results per diluted common share for the second quarter of 2026 were as follows: Net Loss: $(0.10) FFO: $(0.02) Normalized FFO: $0.38 AFFO: $0.39 Normalized AFFO: $0.40 EBITDARM Coverage Summary: Skilled Nursing/Transitional Care: 2.49x Senior Housing - Leased: 1.52x B.

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Hudson Pacific Properties (HPP) or Sabra Healthcare (SBRA). But which of these two stocks is more attractive to value investors?