CareTrust REIT

CTRE

Market cap $9.64B

CareTrust REIT (CTRE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Thirty-three US REITs utilized their at-the-market (ATM) offering programs during the recent quarter, raising $4.15 billion in aggregate proceeds. Healthcare REIT Welltower Inc. raised the most capital during the first quarter, selling nearly 7.7 million shares of common stock through its ATM program for $1.56 billion in gross proceeds. In the aggregate, healthcare REITs raised $2.67 billion through their ATM programs during the first quarter, the most of any property sector. The data center REIT sector was next with $875.0 million.

Realty Income, VICI Properties, and CareTrust REIT offer income reliability and stability amid macro uncertainty and rising inflation. O trades at a forward P/AFFO of 14.12x, below its five-year average, with a 5%-plus yield and strong fundamentals, making it attractive for income investors. VICI offers a 6.16% yield, 19% upside potential, and a 75% payout ratio, supported by prudent leverage and resilience despite Las Vegas headwinds.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. Announces Pricing of Upsized Public Offering of Common Stock.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. Announces Launch of Public Offering of Common Stock.

CareTrust REIT maintains a strong buy rating, supported by robust portfolio growth and favorable senior care demand trends. CTRE demonstrates impressive EBITDA margins above 86%, with analyst consensus forecasting FFO growth this year and next. The REIT outperforms peers in return on equity and has considerable geographic diversification, with notable expansion into the UK market.

CareTrust REIT NYSE: CTRE reported a strong start to 2026, highlighting rapid investment activity, higher funds from operations and an increased full-year outlook during its first-quarter earnings call.

CareTrust REIT, Inc. (CTRE) Q1 2026 Earnings Call Transcript

CareTrust REIT (CTRE) came out with quarterly funds from operations (FFO) of $0.48 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.42 per share a year ago.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT Announces First Quarter 2026 Operating Results; Increases 2026 Guidance.