RBC Notes CareTrust REIT, Inc. (CTRE) Well-Positioned Amid Increased G&A and Investment Timing

CareTrust REIT, Inc. (NYSE:CTRE) is among the 10 Fastest Growing Mid Cap Stocks to Buy Now.

CareTrust REIT, Inc. (NYSE:CTRE) is among the fastest growing stocks.

TheFly reported on February 24 that RBC Capital raised its price target on CTRE to $44 from $41 and maintained an Outperform rating following the company’s fourth-quarter results. The firm stressed that CTRE is well-positioned to deploy capital across its three operational platforms, despite lowering its full-year 2026 FFO per share outlook by $0.08 to $2.01 to account for investment timing and increased general and administrative expenses.

CareTrust REIT, Inc. (NYSE:CTRE) released its financial results for the fourth quarter and year-end of 2025 earlier on February 12. The company's net income for the year increased by 96% from 2024 to $320.5 million, or $1.57 per diluted share. Over the prior year, Normalized FFO and Normalized FAD grew by 17% and 14%, respectively, to $359.7 million and $360.0 million, or $1.76 per share. With Normalized FFO of $104.1 million ($0.47 per share) and Normalized FAD of $103.0 million ($0.46 per share), CTRE's net income for the quarter was $111.3 million, or $0.50 per share.

The business maintained full contractual rent collection while completing $561.5 million in investment activity at a combined stabilized yield of 8.8%. The board of CTRE also announced a quarterly dividend of $0.335 per share, which is equivalent to almost 73% of Normalized FAD.

CareTrust REIT, Inc. (NYSE:CTRE) is a real estate investment trust specializing in senior housing and healthcare properties. The company owns and leases a diversified portfolio of skilled nursing, assisted living, and memory care facilities across the U.S., focusing on long-term, stable income and growth through strategic property investments.

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