CareTrust REIT, Inc.

Report azionario NYSE:CTRE

Capitalizzazione di mercato: US$9.3b

CareTrust REIT Crescita futura

Criteri Future verificati 4/6

CareTrust REIT prevede che gli utili e i ricavi cresceranno rispettivamente di 18.9% e 21.2% all'anno. Si prevede che l'EPS crescerà di 5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.7% in 3 anni.

Informazioni chiave

18.9%

Tasso di crescita degli utili

4.97%

Tasso di crescita dell'EPS

Health Care REITs crescita degli utili18.7%
Tasso di crescita dei ricavi21.2%
Rendimento futuro del capitale proprio7.67%
Copertura analitica

Good

Ultimo aggiornamento01 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Aug 18

CareTrust: Buy The Dip On This Income And Growth Machine

Summary CareTrust REIT is upgraded to 'Buy' after a price pullback, offering a rare blend of yield and high growth. CTRE's diversified platform, robust pipeline, and focus on quality operators underpin 16% FFO/share growth guidance for 2026. A strong balance sheet and 4% yield support continued dividend growth and total return potential. Despite trading at an 18.95x forward P/FFO premium, demographic tailwinds and disciplined acquisitions justify expectations for double-digit annualized returns. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 16

CTRE: Acquisition Pipeline And Raised Guidance Will Support Future Share Upside

Analysts have lifted the CareTrust REIT price target by about $0.60 to $45.50, citing updated models that factor in recent Q1 healthcare REIT research and a refined view on revenue growth, margins, and future P/E assumptions, supported by higher Street targets from firms such as KeyBanc, BofA, and Wells Fargo. Analyst Commentary Recent Street research on CareTrust REIT highlights a generally constructive tone around the stock, with several firms revisiting their models after Q1 healthcare REIT updates and adjusting price targets accordingly.
Aggiornamento narrativa • Jun 01

CTRE: Forward Equity And Pipeline Deployment Will Drive Future Upside Potential

The updated analyst price target for CareTrust REIT edges up from about $43.67 to $44.91 per share, supported by recent Street revisions that lifted individual targets to $46 and $49 as analysts refreshed their models following Q1 healthcare REIT earnings and reaffirmed positive views on the stock. Analyst Commentary Recent Street commentary on CareTrust REIT has skewed constructive, with several bullish analysts lifting price targets after updating models around Q1 healthcare REIT earnings and reiterating positive stances on the stock.
Aggiornamento narrativa • May 15

CTRE: Future Returns Will Reflect Accretive Pipeline And Execution On 2026 Plans

Analysts have nudged their average price target on CareTrust REIT to about $43.67, with recent research pointing to modestly higher expected profitability and updated assumptions for growth, capital deployment and valuation. Analyst Commentary Recent research on CareTrust REIT clusters around a similar message, with several firms adjusting price targets and updating models after the latest Q4 results and 2026 guidance.
Aggiornamento narrativa • Apr 23

CTRE: Future Returns Will Reflect Accretive Pipeline And Aging Demographic Demand

The updated analyst price target for CareTrust REIT edges slightly lower to about $43.67 from $43.75, as analysts factor in modest adjustments to the discount rate and forward P/E, while maintaining generally supportive views on capital deployment and recent research upgrades. Analyst Commentary Bullish Takeaways Bullish analysts highlight CareTrust REIT's three operating platforms as a key driver for deploying capital accretively, which they see as supportive for the current valuation framework.
Aggiornamento narrativa • Apr 09

CTRE: Future Returns Will Reflect Accretive Acquisitions Supported By Aging Demographic Demand

Analysts have slightly trimmed the CareTrust REIT fair value estimate to about $43.75, while still citing supportive views on capital deployment, acquisition-driven growth and aging demographic demand, as reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around CareTrust REIT has clustered around higher price targets and generally supportive commentary on the business model, with a few valuation and execution watchpoints that readers should keep in mind.
Aggiornamento narrativa • Mar 26

CTRE: Future Returns Will Reflect Accretive Capital Deployment Across Three Platforms

Narrative Update Analysts have raised their average price target for CareTrust REIT to a range of $44 to $46, citing the company’s capacity to deploy capital across its platforms and expectations that recent FFO guidance adjustments and investment timing shifts can be absorbed over time. Analyst Commentary Recent research points to a generally constructive view on CareTrust REIT, with multiple firms lifting price targets and a mix of optimism on growth against some questions on guidance and expenses.
Aggiornamento narrativa • Mar 11

CTRE: Future Returns Will Reflect Accretive Platforms And Tight Senior Care Supply

The analyst price target for CareTrust REIT has edged up by about $0.27 as analysts factor in updated Q4 results, modestly lower discount rate assumptions, and ongoing opportunities to deploy capital across its operating platforms. Analyst Commentary Recent Street research on CareTrust REIT reflects a generally constructive tone, with several firms lifting their price targets following the latest Q4 update and refreshed 2026 guidance.
Aggiornamento narrativa • Feb 25

CTRE: Future Returns Will Reflect Accretive 2026 Acquisitions And Tight Senior Care Supply

Analysts lifted the CareTrust REIT fair value estimate from $41.45 to $43.55 after a series of higher price targets in the $42 to $46 range. They pointed to updated FFO timing, acquisition opportunities across its operating platforms, and refreshed 2026 outlooks as key supports for the new target.
Aggiornamento narrativa • Feb 09

CTRE: Future Returns Will Reflect Accretive Acquisitions And Tight Senior Care Supply

Narrative Update on CareTrust REIT The updated analyst price target for CareTrust REIT edges higher from US$41.36 to US$41.45, with analysts pointing to accretive acquisition activity, skilled nursing exposure, and supportive sector supply and demand as key drivers behind the refined fair value and P/E assumptions. Analyst Commentary Recent research updates on CareTrust REIT focus on its acquisition pipeline, exposure to skilled nursing facilities, and the supply backdrop in its core markets.
Aggiornamento narrativa • Jan 25

CTRE: Future Returns Will Reflect Accretive Acquisitions And Skilled Nursing Demand

Analysts have lifted their CareTrust REIT fair value estimate from about US$40.70 to roughly US$41.36, citing more constructive views on future investment volumes, rent coverage, and acquisition driven growth. Analyst Commentary Bullish analysts have been revisiting their views on CareTrust REIT, with several recent research notes focusing on its acquisition pipeline, rent coverage, and exposure to senior care demand drivers.
Aggiornamento narrativa • Jan 10

CTRE: Future Returns Will Balance Skilled Nursing Exposure And Accretive Acquisition Opportunities

Narrative Update The analyst price target for CareTrust REIT has moved modestly higher to about US$40.70. Analysts point to accretive acquisitions in a tight supply setting, aging demographics, and expectations for better investment volumes and rent coverage as key supports for their updated view.
Aggiornamento narrativa • Dec 15

CTRE: Future Returns Will Reflect Skilled Nursing Strength And Rising Investment Volumes

Analysts have raised their price target on CareTrust REIT from $39.55 to $40.64 per share, citing expectations for stronger investment volumes, improving rent coverage, and slightly better long term growth and profitability assumptions. Analyst Commentary Recent research updates emphasize that bullish analysts see the revised price target as supported by both operational momentum and a robust external growth pipeline.
Aggiornamento narrativa • Dec 01

CTRE: Future Performance Will Reflect Skilled Nursing Exposure And International Expansion

Analysts have raised their price target for CareTrust REIT from $38.44 to $39.55, citing anticipated positive estimate revisions due to stronger investment volumes and robust rent coverage in skilled nursing facilities. Analyst Commentary Recent analyst coverage has focused on CareTrust REIT's outlook and valuation following its adjusted price target.
Aggiornamento narrativa • Nov 17

CTRE: Future Expansion and Leadership Transition Will Shape International Outlook

Analysts have slightly raised their price target for CareTrust REIT from $37.89 to $38.44. This reflects updated forecasts that balance a modestly lower expected revenue growth and profit margin with a reduced discount rate and increased projected future valuation.
Aggiornamento narrativa • Nov 03

CTRE: Capital Raise And UK Acquisition Will Drive Balanced Future Performance

Analysts have raised their price target for CareTrust REIT to $36, up from previous estimates by as much as $4. They cite strong capital deployment and the company's significant investment pipeline following its recent share issuance.
Aggiornamento narrativa • Oct 20

UK Care Home Entry And Diversification Will Secure Enduring Potential

CareTrust REIT’s analyst price target has increased modestly from $37.56 to $37.89. Analysts cite the company’s enlarged equity raise and active investment pipeline as supportive factors for improved valuations.
Aggiornamento narrativa • Oct 05

UK Care Home Entry And Diversification Will Secure Enduring Potential

Analysts have increased their price target for CareTrust REIT to $37.56 from $36.89. They cite a robust investment pipeline, improved profit margins, and strong capital deployment as key supporting factors for the positive outlook.
Aggiornamento narrativa • Sep 04

UK Care Home Entry And Diversification Will Secure Enduring Potential

The consensus analyst price target for CareTrust REIT was maintained at $36.89, as analysts cite the successful equity offering and strengthened balance sheet as supporting a robust investment pipeline and near-term growth. Analyst Commentary Upsized follow-on equity offering generating $736M in gross proceeds, providing significant funding.
Aggiornamento narrativa • Aug 20

UK Care Home Entry And Diversification Will Secure Enduring Potential

CareTrust REIT’s consensus price target was raised to $35.33 as analysts anticipate enhanced growth and financial flexibility following a successful capital raise, robust investment pipeline, and strengthened balance sheet. Analyst Commentary Successful completion of a 20M share upsized issuance, providing gross proceeds up to $736M, which increases liquidity and funds investment opportunities.
Seeking Alpha • Mar 17

CareTrust REIT: Buy This Ship Before It Sails (Rating Upgrade)

Summary CareTrust REIT, Inc. has shown strong financial performance with robust FFO growth and significant acquisitions, enhancing its investment appeal. CTRE's robust balance sheet, with ultra-low net debt-to-EBITDA of 0.5x and ample liquidity, supports its aggressive acquisition strategy and dividend growth. Favorable policy expectations and high-quality operators position CTRE well for continued expansion, justifying an upgrade from Hold to Buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

CareTrust REIT: Expected Double-Digit Growth And Recent Pullback Make This Stock A Long-Term Buy

Summary CareTrust REIT's strong balance sheet and double-digit FFO growth in a challenging economy make it a compelling buy for long-term investors. The REIT's impressive acquisition spree and robust pipeline position it for continued growth, despite macroeconomic uncertainties and high interest rates. With no debt maturing for the next 3 years and a well-covered dividend yield over 4%, CTRE offers significant upside potential. Current valuation remains attractive, and management's guidance for 2025 suggests further double-digit growth, making CTRE an ideal long-term investment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

CareTrust REIT: A Growth And Cashflow Engine Serving A Vital Society Need

Summary In my initial coverage of CareTrust REIT, I'm calling it a buy, agreeing with the bullish sentiment from analysts and the quant system. Macro factors point to continued demand growth for senior living and skilled nursing facilities. This REIT keeps growing its property portfolio, though much of it so far has been concentrated in Texas and California. CTRE stock's profit margin beats similar peers, and it has a proven positive cashflow, increasing the likelihood the dividend will be supported. This REIT has the lowest debt/equity among the peer group selected, and stable/positive credit ratings from major agencies. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

CareTrust REIT: An Acquisition Titan That's Still A Buy For Long-Term Investors

Summary CareTrust REIT remains a buy due to strong fundamentals, impressive acquisitions, and a recent price pullback, offering long-term growth potential. The REIT's acquisition spree, totaling nearly $1 billion in 2023, has significantly boosted FFO and revenue, showcasing robust growth despite economic challenges. CareTrust's fortress balance sheet, low leverage, and potential credit rating upgrade position it for further upside and acquisition opportunities. Risks include high tenant exposure to The Ensign Group and significant property concentration in California, but the overall outlook remains positive for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

CareTrust REIT: Strong Fundamentals And Growth Potential - Buy

Summary I rate CareTrust REIT a buy due to its strong fundamentals, consistent financial performance, and promising growth prospects driven by acquisitions and demographic trends. CTRE's financials are impressive, with consistent revenue growth, stable operating expenses, and a strong balance sheet, justifying its premium valuation. The company's robust market position, diversified portfolio, and extensive geographical presence provide stability and growth opportunities, particularly in high-demand states like California and Texas. Despite trading at a premium, CTRE's growth potential, solid financial footing, and strategic acquisitions make it a compelling investment opportunity in the healthcare REIT sector. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CTRE - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028955562N/A7293
12/31/2027778466N/A6264
12/31/2026619373N/A6274
6/30/2026571356431447N/A
3/31/2026523335397413N/A
12/31/2025476321379394N/A
9/30/2025428261334348N/A
6/30/2025373220301315N/A
3/31/2025330162257267N/A
12/31/2024296125236244N/A
9/30/202426999206212N/A
6/30/202424874184190N/A
3/31/202423063159168N/A
12/31/202321854144155N/A
9/30/202321041135146N/A
6/30/202320433133143N/A
3/31/202320055138145N/A
12/31/2022196-8137144N/A
9/30/2022194-4144149N/A
6/30/20221927151155N/A
3/31/20221938156158N/A
12/31/202119271151157N/A
9/30/202118774162156N/A
6/30/202118484155148N/A
3/31/202118082146143N/A
12/31/202017881146146N/A
9/30/202017880130140N/A
6/30/202016649123132N/A
3/31/202016849N/A133N/A
12/31/201916346N/A126N/A
9/30/201916041N/A122N/A
6/30/201916665N/A119N/A
3/31/201915859N/A107N/A
12/31/201815758N/A99N/A
9/30/201815344N/A94N/A
6/30/201814741N/A86N/A
3/31/201814030N/A91N/A
12/31/201713326N/A89N/A
9/30/201712532N/A82N/A
6/30/201711928N/A81N/A
3/31/201711234N/A70N/A
12/31/201610529N/A64N/A
9/30/20169926N/A61N/A
6/30/20169019N/A53N/A
3/31/20168213N/A44N/A
12/31/20157510N/A40N/A
9/30/2015685N/A34N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CTRE ( 18.9% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di CTRE ( 18.9% all'anno) cresceranno più rapidamente del mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CTRE cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CTRE ( 21.2% all'anno) crescerà più rapidamente del mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CTRE ( 21.2% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CTRE sarà basso tra 3 anni ( 7.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/09 08:00
Prezzo dell'azione a fine giornata2026/09/09 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CareTrust REIT, Inc. è coperta da 26 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David RodgersBaird
Amanda SweitzerBaird
Steven ValiquetteBarclays