CareTrust REIT: Normalized FFO Growth Continues Amid Attractive Investment Spreads

CareTrust REIT is off to a strong start in 2026, supported by a bullish 2026 normalized FFO growth outlook. CTRE expects normalized FFO of $1.90-1.95/share this year, driven by 2025 investments, incremental capital deployment early in 2026, and 2.5% rent indexation. I think the outlook can be revised higher if CTRE makes swift progress on its $500 million investment pipeline. Alternatively, ongoing share issuance may weigh on the outlook.

Seeking Alpha • Feb 15, 2026

CareTrust REIT, Inc. (CTRE) Q4 2025 Earnings Call Transcript

CareTrust REIT, Inc. (CTRE) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 13, 2026

CareTrust REIT Announces Fourth Quarter & Full Year 2025 Operating Results

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT Announces Fourth Quarter & Full Year 2025 Operating Results.

Business Wire • Feb 12, 2026

CareTrust REIT (CTRE) Matches Q4 FFO Estimates

CareTrust REIT (CTRE) came out with quarterly funds from operations (FFO) of $0.47 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.4 per share a year ago.

Zacks Investment Research • Feb 13, 2026

36 U.S. REITs Expected To Raise Dividends In Q1 2026

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

Seeking Alpha • Feb 10, 2026

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Seeking Alpha • Feb 6, 2026

CareTrust REIT Sets Fourth Quarter Earnings Call for Friday, February 13, 2026

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) (“CareTrust”) announced today that it plans to release its fourth quarter and full year 2025 financial results after the U.S. markets close on Thursday, February 12, 2026. Representatives of CareTrust's management team will host a conference call to discuss the results and other current matters the following day. Conference Call CareTrust invites current and prospective investors to listen to the call on Friday, February 13,.

Business Wire • Jan 28, 2026

CareTrust REIT, Inc. Announces Tax Treatment of 2025 Dividends

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT, Inc. Announces Tax Treatment of 2025 Dividends.

Business Wire • Jan 26, 2026

CareTrust REIT (CTRE) Upgraded to Buy: Here's What You Should Know

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).

Zacks Investment Research • Jan 22, 2026

These under-the-radar stocks combine fast growth with big upside potential

The companies are projected to grow sales rapidly through 2027, and many of the stocks are expected to show double-digit increases this year.

Market Watch • Jan 15, 2026