Every 8-K that CareTrust REIT, Inc (CTRE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CTRE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CTRE filings page.
CareTrust REIT, Inc. reported significantly higher results for the quarter ended June 30, 2026 and updated its 2026 outlook. Q2 net income was $89.0 million, or $0.38 per diluted share, up $0.03 or 9% year over year. Total revenues rose 43% to $161.3 million. Normalized FFO was $119.7 million and Normalized FAD $118.5 million, both $0.51 per diluted share, 19% above the prior-year quarter, while contractual rent and interest were collected at 100%.
The company closed $899.6 million of investment activity in Q2 at an 8.9% blended stabilized yield and reports $307.9 million of additional post-quarter investments and a $540 million pipeline. Net Debt to Annualized Normalized Run Rate EBITDA was 1.01x, with $605 million available on its $1.2 billion revolver, $90 million of cash and no scheduled debt maturities before 2028. A quarterly dividend of $0.39 per share represented approximately 76% of Normalized FAD. For 2026, CareTrust now projects net income of $1.53–$1.56, Normalized FFO of $2.03–$2.06 and Normalized FAD of $2.01–$2.04 per diluted share; management noted the new Normalized FFO and FAD midpoints are 16.2% and 15.1% above 2025 results.
CareTrust REIT, Inc. entered into an underwriting and forward sale structure for its common stock with Wells Fargo and J.P. Morgan affiliates. The arrangements cover 12,500,000 firm shares and an additional 1,875,000 optional shares of common stock sold at $40.225 per share to the underwriters.
On May 20, 2026, the underwriters exercised the full option, and CareTrust entered additional forward sale agreements for the optional shares. On May 21, 2026, the forward sellers borrowed and sold 1,875,000 optional shares into the offering. Related forward sale agreements and a Maryland law opinion were filed as exhibits.
CareTrust REIT, Inc. entered into an underwriting and forward sale structure for a public equity offering of 12,500,000 firm shares of common stock, plus up to 1,875,000 optional shares, at a price to the underwriters of $40.225 per share. The company entered separate forward sale agreements with Wells Fargo Bank, National Association and JPMorgan Chase Bank, National Association, under which forward purchasers borrowed and sold 12,500,000 shares on May 20, 2026. CareTrust currently expects to settle these agreements by physically delivering shares for cash on one or more dates no later than May 20, 2027, but it may alternatively elect cash or net share settlement under specified conditions.
CareTrust REIT, Inc. reported strong first-quarter 2026 growth and raised its full-year 2026 guidance. Net income attributable to CareTrust rose to $80.2 million, or $0.36 per diluted share, while Normalized FFO reached $107.4 million, or $0.48 per share, up 14% from a year earlier. Normalized FAD was $107.6 million, or $0.48 per share, up 12%. The company closed $245.1 million of Q1 investment activity at an 8.8% blended stabilized yield and has since closed $864.1 million more at an 8.9% yield. Net Debt to Annualized Normalized Run Rate EBITDA was just 0.6x, and CareTrust increased its quarterly dividend to $0.39 per share, a 16.4% year-over-year increase with an approximately 81% Normalized FAD payout ratio. Updated 2026 guidance now calls for net income of $1.49–$1.53 per share and Normalized FFO of $2.00–$2.04 per share, with midpoint growth of 14.8% for Normalized FFO and 13.6% for Normalized FAD versus 2025.
CareTrust REIT, Inc. held its 2026 annual stockholder meeting on April 29, 2026, where all proposals received strong support. Stockholders elected six directors to serve until the 2027 annual meeting, with each nominee receiving over 191 million votes in favor.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with about 186.7 million votes in favor versus 8.7 million against. In addition, they ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with approximately 203.8 million votes in favor.
CareTrust REIT, Inc. filed an update stating it has refreshed its investor presentation. The materials are available on the company’s website in the Investors section under “Events & Presentations.”
The company notes these materials are being furnished under Regulation FD and does not assume any obligation to update them in the future.
CareTrust REIT, Inc. entered into a new equity distribution agreement establishing a February 2026 at-the-market equity offering program for up to $1,000,000,000 of common stock. Shares may be sold from time to time through multiple sales agents or via forward sale arrangements with designated forward purchasers.
The company plans to contribute net cash it ultimately receives from share sales and forward settlements to its operating partnership for general corporate purposes, including potential acquisitions, debt repayment and working capital. A prior at-the-market program was terminated with less than $10.0 million of capacity unused, while $367.0 million of existing forward sale obligations remain outstanding.
CareTrust REIT delivered a sharply stronger 2025, with net income attributable to the company of $320.5 million, or $1.57 per diluted share, up 96% from the prior year. Normalized FFO reached $359.7 million, or $1.76 per share, a 17% increase, while Normalized FAD was $360.0 million, or $1.76 per share, up 14%.
In the fourth quarter, net income was $111.3 million, or $0.50 per share, up 72% year over year, with Normalized FFO per share up 18% to $0.47. The company closed $1.8 billion of 2025 investment activity at a blended stabilized yield of 8.6% and raised $1.1 billion of gross equity proceeds, plus $242.5 million of unsettled forward equity at year-end.
Leverage remains low, with Net Debt to Annualized Normalized Run Rate EBITDA at 0.7x and no borrowings on the $1.2 billion revolver. For 2026, CareTrust guides to net income of $1.45–$1.50 per share and Normalized FFO and FAD of $1.90–$1.95 per share, with midpoints implying about 9.4% growth over 2025. The quarterly dividend was maintained at $0.335 per share, a payout of roughly low‑70% of Normalized FFO and FAD.
CareTrust REIT, Inc. entered into a Second Amended and Restated Agreement of Limited Partnership for CTR Partnership, L.P., creating a new class of limited partnership interests called LTIP Units, with subclasses including Basic LTIP Units and Performance LTIP Units. These LTIP Units are intended to qualify as profits interests for U.S. tax purposes and carry voting rights similar to Partnership Common Units.
Basic LTIP Units generally receive the same per‑unit distributions as Partnership Common Units, while Performance and AO LTIP Units receive a fraction of those distributions until a defined Full Distribution Participation Date. Once vested and after meeting capital account thresholds, LTIP Units may be converted into Partnership Common Units, which can then be redeemed for cash or, at the company’s election, shares of common stock.
The Compensation Committee approved an LTIP Unit program allowing eligible participants, including all directors and executive officers, to elect to receive annual equity awards in the form of Basic and/or Performance LTIP Units. It also approved standard forms of award agreements governing vesting, performance conditions based on relative total shareholder return, and other terms for grants under the existing Incentive Award Plan.
CareTrust REIT, Inc. (CTRE) reported that it issued a press release announcing financial results for the third quarter ended September 30, 2025, and furnished related materials.
The company provided a press release as Exhibit 99.1 and supplemental financial information as Exhibit 99.2, each incorporated by reference but expressly not deemed “filed” under the Exchange Act. The supplemental package is also available on the company’s investor website.
CareTrust REIT, Inc. (CTRE) expanded its Board to six directors and appointed Gregory K. Stapley, effective January 1, 2026. He is not expected to serve on any Board committee. Director compensation includes an annual cash retainer of $85,000 and an annual restricted stock award valued at $145,000, granted in conjunction with the annual meeting and vesting on the earlier of the first anniversary or the next annual meeting, subject to continued service. For service through the 2026 annual meeting, he will receive prorated cash.
The Board adopted amended and restated bylaws effective October 21, 2025. Key changes require compliance with universal proxy rules, including soliciting 67% of the voting power for director nominations or the nomination may be disregarded. The bylaws also tighten advance notice disclosures and representations, limit nominations to available seats, require in-person appearance to present business, clarify meeting chair authority, align electronic/virtual meeting provisions with Maryland law, and add the office of Chief Investment Officer.
CareTrust REIT, Inc. announced that long-time Chief Financial Officer and Treasurer William M. Wagner will retire effective December 31, 2025, and then remain briefly as an employee to help transition his responsibilities. The Board has appointed Derek Bunker to become Chief Financial Officer and Treasurer effective January 1, 2026.
Mr. Bunker, age 37, is currently Senior Vice President of Strategy and Investor Relations and previously consulted on the Company’s acquisition of Care REIT plc. For 2026, his compensation package will include a $475,000 base salary, a short-term incentive target of $700,000 tied to performance metrics set by the Compensation Committee, and a long-term incentive target of $750,000 in time-based and performance-based equity awards. The Company stated there are no related-party relationships or special arrangements connected to his appointment.
CareTrust REIT, Inc. reported an 8-K disclosing that it entered into an underwriting agreement for a securities offering with CTR Partnership, L.P. and a syndicate led by J.P. Morgan Securities LLC, BofA Securities, Inc. and RBC Capital Markets, LLC. The filing includes a legal opinion and consent from DLA Piper LLP (US), with the law firm also providing a consent for inclusion. The disclosure is limited to exhibit listings and does not state offering size, pricing, use of proceeds, or other financial terms.