Caretrust Stock Price, News & Analysis

CareTrust REIT (NYSE:CTRE) reported the federal tax classifications for its 2025 common-stock dividends. Distributions totaled $1.2950 per share for the year, composed of $0.2900 and three $0.3350 payments. The company reports the dividends as 100% ordinary dividend for federal tax purposes, with $0.00 qualified dividend and no capital gain or non‑dividend distributions shown. A $0.335 distribution paid Jan 15, 2026 to holders of record Dec 31, 2025 is treated as a 2026 dividend for federal tax reporting. Form 1099‑DIV will be issued by Broadridge to shareholders; amounts are provisional pending the company’s 2025 tax return and state/local tax treatment may differ.

CareTrust REIT (NYSE:CTRE) announced promotions and new hires on January 5, 2026 to strengthen finance, investments, asset management, legal, accounting, and data & analytics functions.

Leadership moves include Derek Bunker to CFO and several senior promotions and role upgrades. New external hires include Kyle Bennion as SVP investments and Dan Chin as transactions counsel, plus additions in data, machine learning, and finance. The company highlighted recent growth: market cap rose from ~$2B to over $8B in two years, 260 properties acquired, UK expansion, and launch of SHOP.

CareTrust REIT (NYSE:CTRE) acquired six Mid-Atlantic skilled nursing facilities for approximately $142 million effective January 1, 2026. The portfolio contains 532 licensed beds and is leased to a tenant new to CareTrust under a long-term triple-net lease with annual inflation-based rent escalators and multiple renewal options.

The company expects the portfolio to generate a 9% stabilized yield and funded the transaction with cash on hand. CareTrust reported closing approximately $1.8 billion of investments in 2025 and $3.3 billion over the past two years, and said its current investment pipeline stands at about $300 million.

CareTrust REIT (NYSE:CTRE) announced a quarterly common stock cash dividend of $0.335 per share. The dividend is payable to shareholders of record at the close of business on December 31, 2025 and is expected to be paid on or about January 15, 2026. CareTrust REIT is a self-administered REIT focused on ownership, acquisition, development and leasing of skilled nursing, senior housing and other healthcare-related properties across the United States and United Kingdom.

CareTrust REIT (NYSE:CTRE) acquired three Texas senior living communities totaling 270 assisted living and memory care units for approximately $40 million, effective December 1, 2025. This marks CareTrust’s first investment in its new SENIOR HOUSING OPERATING PORTFOLIO (SHOP) platform and expands the company’s growth strategy alongside US skilled nursing and UK care homes.

The portfolio was ~86% occupied at acquisition, will be managed by affiliates of Sinceri Senior Living, was funded with cash on hand, and is expected to deliver a going-in yield of ~7%.

CareTrust REIT (NYSE:CTRE) reported third quarter 2025 results for the period ended September 30, 2025, including net income of $74.9 million and net income per diluted share of $0.35 (up 67% YoY). Normalized FFO was $94.7 million, or $0.45 per diluted share (up 18% YoY), and normalized FAD was $93.1 million, or $0.44 per diluted share (up 13% YoY). The company closed $59.4 million of Q3 investments at an 8.8% blended yield and raised $736.0 million in a public equity offering. Liquidity included $334 million cash, full capacity on a $1.2 billion revolver, and a $600 million investment pipeline. Quarterly dividend maintained at $0.335 per share.

CareTrust REIT (NYSE:CTRE) announced the closing of multiple transactions totaling approximately $437 million on November 5, 2025. The deals include two late‑October portfolio purchases of 12 skilled nursing facilities plus one skilled nursing campus across the Southeast and Mid‑Atlantic, representing ~1,760 licensed skilled nursing beds and assisted living units, all on long‑term triple‑net leases with rent escalators and renewal options.

CareTrust funded these transactions with cash on hand; the blended stabilized yield across four late‑October investments is ~8.8%, and the tranche brings the company’s annual investments to about $1.6 billion.

CareTrust REIT (NYSE:CTRE) announced the appointment of Gregory K. Stapley to its Board of Directors, effective January 1, 2026. Mr. Stapley previously served as CareTrust president and CEO from the company’s 2014 inception through 2022 and was a co-founder and senior executive of Ensign before the CareTrust spin-off.

The Board unanimously approved increasing board size from five to six directors in connection with his appointment. Company statements emphasize Mr. Stapley’s sector experience in seniors housing and post-acute care real estate as an asset to the board and management team.

CareTrust REIT (NYSE:CTRE) will release its third quarter 2025 financial results after U.S. markets close on Wednesday, November 5, 2025. Management will discuss results on a conference call on Thursday, November 6, 2025 at 2:00 p.m. ET (11:00 a.m. PT). The live audio webcast will be available on the Investors section at investor.caretrustreit.com/events-and-presentations, with a replay posted shortly after the call.

CareTrust is a self-administered REIT owning, acquiring, developing and leasing skilled nursing, seniors housing and other healthcare-related properties across the U.S. and U.K.