My update on Sabra Health Care REIT upgrades it to a strong buy. Although technical indicators point to a hold, several fundamentals drive the needle into the highly bullish range, particularly portfolio growth and macro demand in this niche of senior care. AFFO dividend coverage is adequate, though the payout ratio is slightly elevated at around 81%.
Sabra Health Care REIT presents a compelling value-income opportunity, offering a 6.4% yield and robust fundamentals. SBRA's SHOP segment drives growth, with same-store NOI up 13.3% and significant new investments targeting a 40% SHOP NOI mix. It received an investment-grade rating, has safe leverage, and has no debt maturities until 2027, supporting dividend safety.
Edgestream Partners L.P. lowered its holdings in Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 39.4% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 94,748 shares of the real estate investment trust's stock after selling 61,648 shares during the period.
Sabra Healthcare REIT (NASDAQ: SBRA - Get Free Report) and Park Hotels and Resorts (NYSE: PK - Get Free Report) are both mid-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability. Analyst Recommendations This is
The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.
Advisors Capital Management LLC boosted its holdings in Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 0.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,246,965 shares of the real estate investment trust's stock after acquiring an additional 14,356 shares
Sabra Health Care REIT, Inc. ( SBRA ) Q3 2025 Earnings Call November 6, 2025 1:00 PM EST Company Participants Lukas Hartwich - Executive Vice President of Finance Rick Matros - Chairman, President & CEO Talya Nevo-Hacohen - Executive VP, Chief Investment Officer & Treasurer Darrin Smith - Executive Vice President of Investments Michael Costa - Executive VP, CFO & Secretary Conference Call Participants Farrell Granath - BofA Securities, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division William John Kilichowski - Wells Fargo Securities, LLC, Research Division Seth Bergey - Citigroup Inc., Research Division Juan Sanabria - BMO Capital Markets Equity Research Richard Anderson - Cantor Fitzgerald & Co., Research Division Alec Feygin - Robert W. Baird & Co. Incorporated, Research Division Michael Stroyeck - Green Street Advisors, LLC, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Presentation Operator Good day, everyone.
The headline numbers for Sabra (SBRA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.38 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.37 per share a year ago.
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #3Q25--Sabra Health Care REIT, Inc. (“Sabra,” the “Company” or “we”) (Nasdaq: SBRA) today announced its results of operations for the third quarter of 2025. THIRD QUARTER 2025 RESULTS AND RECENT EVENTS Results per diluted common share for the third quarter of 2025 were as follows: Net Income: $0.09 FFO: $0.33 Normalized FFO: $0.36 AFFO: $0.37 Normalized AFFO: $0.38 EBITDARM Coverage Summary: Skilled Nursing/Transitional Care: 2.35x Senior Housing - Leased: 1.52x Behavi.
