Sabra Healthcare REITSBRA
SBRA
About: Sabra Health Care REIT Inc is a healthcare facility real estate investment trust. The company operates one segment that owns and invests in healthcare real estate. All of the company's revenue is generated in the United States. Sabra's operations consist of nursing facilities, assisted living centers, and mental health facilities.
Employees: 50
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
34% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 116
3% more funds holding
Funds holding: 384 [Q4 2024] → 397 (+13) [Q1 2025]
8% more call options, than puts
Call options by funds: $3.57M | Put options by funds: $3.3M
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
1% less capital invested
Capital invested by funds: $3.96B [Q4 2024] → $3.92B (-$37.6M) [Q1 2025]
2.29% less ownership
Funds ownership: 96.67% [Q4 2024] → 94.38% (-2.29%) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$20
11%
upside
Avg. target
$20
11%
upside
High target
$20
11%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Scotiabank Nicholas Yulico | 11%upside $20 | Sector Perform Maintained | 23 Jun 2025 |
Financial journalist opinion
Based on 5 articles about SBRA published over the past 30 days
Neutral
Business Wire
1 week ago
Sabra Health Care REIT, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #2Q25--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that it will issue its 2025 second quarter earnings release on August 4, 2025, after the close of trading. A conference call with a simultaneous webcast to discuss the 2025 second quarter results will be held on Tuesday, August 5th at 10:00 a.m. Pacific Time. The dial-in number for U.S. participants is 888-880-4448. For participants outside the U.S., the dial-in number is 646-960-0572. The conference ID.
Positive
Seeking Alpha
2 weeks ago
Sabra Health: Steady Earnings, But Not Yet Fully Mature
SBRA is a solid healthcare REIT with stable revenues, moderate leverage, and, in my opinion, a defensive strategy focused on long-term profitability rather than aggressive market share growth. Despite a favorable supply-demand gap in senior care, SBRA's portfolio and income growth remain slow, with recent gains driven by rate increases and margin improvements. Dividend yield is attractive at 6.4%, but payout ratio is high and growth prospects are limited compared to sector peers with better diversification and lower risk exposure.
Positive
Seeking Alpha
2 weeks ago
Sabra Health Care REIT: High Dividend And Growth Potential
With the market at all-time highs, I prefer durable, high-yield assets in real estate like Sabra Health Care REIT. SBRA has strong fundamentals, with a diversified healthcare portfolio, rising occupancy, robust tenant coverage, and a well-covered 6.5% dividend yield. Favorable demographics, limited new supply, and upcoming acquisitions support SBRA's growth outlook, with management guiding for double-digit NOI growth in senior housing.
Positive
Benzinga
2 weeks ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Negative
Seeking Alpha
3 weeks ago
NAV Monitor: U.S. Equity REITs Trade At Higher Discount To NAV In June
Publicly listed US equity REITs ended June at a median 19.1% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. The hotel sector traded at the largest median discount to NAV at 35.5%, down from a 35.7% median discount to NAV as of May 30. Healthcare REITs continued to trade at the highest median premium, 19.3%, which is about 1.4 percentage points down from the 20.6% median premium to NAV as of May 30.
Neutral
Seeking Alpha
1 month ago
The Dividend Investor's Quick-And-Dirty Guide To The Senate Budget Bill
“One Big Beautiful Bill” inches closer to becoming law. It will have an impact on the broader economy, and especially certain specific sectors. Some dividend stocks could be in serious trouble, while others could gain. I share my take as a dividend investor.
Neutral
Business Wire
1 month ago
Sabra Health Care REIT, Inc. Thanks Clifton J. Porter II for His Board Service
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #BOARD--Rick Matros, the Chair and Chief Executive Officer of Sabra Health Care REIT, Inc. (“Sabra” or the “Company”) (Nasdaq: SBRA), issued the following statement today thanking Clifton J. Porter II for his five years of Board service to the Company: “On behalf of our Board of Directors, I want to thank Clif for his exemplary service to our Company. I know our Board and leadership team benefited greatly from his insights and expertise—I certainly did. We look forward.
Neutral
Business Wire
2 months ago
Sabra Health Care REIT, Inc. to Participate in Nareit's REITweek 2025 Investor Conference and Attend ASHA's 2025 Mid-Year Meeting
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #ASHA--Sabra Health Care REIT, Inc. (Nasdaq: SBRA) announced today that Rick Matros, the company's Chair and Chief Executive Officer, Michael Costa, the company's Chief Financial Officer, Talya Nevo-Hacohen, the company's Chief Investment Officer, Darrin Smith, the company's Executive Vice President of Investments, and Lukas Hartwich, the company's Executive Vice President of Finance, will participate in Nareit's REITweek 2025 Investor Conference June 2 – 5, 2025 at th.
Neutral
Seeking Alpha
2 months ago
Sabra Health Care REIT, Inc. (SBRA) Q1 2025 Earnings Call Transcript
Sabra Health Care REIT, Inc. (NASDAQ:SBRA ) Q1 2025 Results Conference Call May 6, 2025 1:00 PM ET Company Participants Lukas Hartwich - EVP, Finance Rick Matros - Chief Executive Officer, President & Chair Talya Nevo-Hacohen - CIO, Treasurer & EVP Michael Costa - Chief Financial Officer Conference Call Participants Elmer Chang - Scotiabank Farrell Granath - Bank of America Austin Wurschmidt - KeyBanc Capital Markets Juan Sanabria - BMO Capital Markets Seth Bergey - Citi George Dugan - Mizuho Securities Richard Anderson - Wedbush Alec Feygin - Baird Equity Research Operator Good day, everyone. My name is Kate, and I will be your conference operator today.
Positive
Zacks Investment Research
2 months ago
Sabra (SBRA) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Sabra (SBRA) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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