LTC Properties Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Pam Shelley-Kessler
Amministratore delegato
US$4.0m
Compenso totale
| Percentuale dello stipendio del CEO | 16.14% |
| Mandato del CEO | 6yrs |
| Proprietà del CEO | 0.5% |
| Durata media del management | 5.9yrs |
| Durata media del Consiglio di amministrazione | 4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Apr 30
LTC: Fairly Valued View Will Weigh 2026 EPS Guidance Against Higher P/E Assumptions
Analysts have adjusted their price target on LTC Properties to $41.29, reflecting updated assumptions for the discount rate, long term revenue growth, profit margin, and future P/E following recent upward target revisions from the Street. Analyst Commentary Bullish Takeaways Bullish analysts view the recent price target increases as a sign that updated assumptions around revenue growth and margins support a higher valuation base for LTC Properties.Seeking Alpha • Apr 29
LTC Properties: A Monthly Income REIT In The Senior-Care Niche
Summary LTC Properties (LTC) gets its prior hold rating reaffirmed, and agreeing with the latest neutral consensus this week. Key strengths are macro demand for senior and skilled nursing facilities, as well as a trend of portfolio growth that could drive upside. This REIT pays a monthly dividend which could be an income idea, but has not proven itself as a steady growth idea. Risks like operator risk exposure, interest rate risk, and exposure to a loan portfolio have been covered in this article. The price forecast indicates a limited upside in the near term. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 15
LTC: Fairly Valued View Will Weigh 2026 EPS Guidance Against Higher P/E Assumptions
Analysts have lifted their price target on LTC Properties by a few dollars to reflect updated assumptions around discount rates and future P/E, while keeping fair value and key growth and margin inputs broadly unchanged. Analyst Commentary Recent price target revisions on LTC Properties reflect updated views on discount rates and assumed future P/E levels, rather than major changes to the underlying growth or margin framework.Aggiornamento della narrazione • Apr 01
LTC: Fairly Valued View Will Weigh 2026 Earnings Guidance Against Higher P/E Assumptions
Analysts have raised their price target for LTC Properties to about $41.29 from roughly $40.57, citing recent Street research and updated assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research points to a slightly higher fair value for LTC Properties, with analysts adjusting their models to reflect updated views on discount rates, revenue growth, profit margins and future P/E assumptions.Aggiornamento della narrazione • Mar 17
LTC: Fairly Valued Outlook Will Weigh SHOP Acquisitions Against 2026 Earnings Targets
Analysts have adjusted their price target on LTC Properties to $40.57 from $39.29, reflecting updated assumptions for fair value, discount rate, and future P/E that modestly lift their valuation view. What's in the News LTC Properties issued earnings guidance for Q1 2026, expecting diluted earnings per common share of $0.60 to $0.62 (Company guidance).Aggiornamento della narrazione • Mar 03
LTC: Fairly Valued Outlook Balances SHOP Acquisitions And 2026 Earnings Guidance
Analysts have raised their price target for LTC Properties from about $37.83 to roughly $39.29 per share, reflecting updated views on fair value, revenue growth, profit margins and future price-to-earnings (P/E) expectations. What's in the News LTC Properties issued earnings guidance for the first quarter of 2026, with expected diluted earnings per common share in a range of $0.60 to $0.62 (company guidance).Seeking Alpha • Mar 01
LTC Properties: FAD To Resume Growth Amid Ample Expansion Opportunities
Summary LTC Properties is a healthcare REIT focused on assisted living and skilled nursing facilities, offering a mix of equity and debt financing. The company's FAD per share decreased in 2024 due to recent equity issuance. The capital increase coupled with strong stock performance has lowered the debt portion in enterprise value to only 29%. This low leverage allows the company to tap ample growth initiatives at attractive terms relative to the REIT's valuation, confirming a Buy rating for the shares. Operating performance remains stable, but downside risks remain if tenant bankruptcies increase. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
LTC Properties: Pullback Makes This 6.6% Monthly Payer Attractive, But Still A Hold
Summary LTC Properties' recent price decline presents a potential buying opportunity for income-focused investors, with a 6.6% dividend yield and solid financials. The REIT's Q3 earnings beat expectations, showing strong FFO and revenue growth despite a challenging interest rate environment. LTC has a formidable balance sheet, with significant liquidity and reduced leverage, positioning it well for future investment opportunities. Despite the attractive yield, I recommend waiting for a further price drop to $30-31 due to inflation uncertainties and potential rate hikes. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
LTC Properties: Steady Growth Set To Continue In 2025
Summary LTC Properties is a healthcare REIT specializing in assisted living and skilled living facilities. Pure real estate investments represent circa 80.8% of the REIT's balance sheet, leaving 19.2% for mortgages and notes receivables. Q3 2024 results showed a 3% Y/Y increase in funds available for distribution, a trend I expect to continue in 2025. The company remains attractive on a cash flow multiple and market-implied cap rate basis, setting the stage for further VNQ outperformance. Key risks to consider include an elevated concentration in two tenants and the company's market-implied cap rate falling to private sector levels. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
LTC Properties May Only Grow A Little
Summary LTC Properties has maintained a consistent $2.28 annual dividend since 2019, weathering economic disruptions, and currently offers a 6% yield. LTC's business model focuses on senior housing and healthcare facilities, with revenue from triple-net leases and interest income from mortgage loans and joint ventures. Future growth potential is supported by Fed rate cuts, an aging population, and Medicare/Medicaid funding, though government regulation may limit revenue growth. With a middling yield and potentially light growth, LTC stands as a dependable Hold among REITs. Read the full article on Seeking Alpha
Nuova narrazione • Sep 24
Critical Shifts And Deferred Rents Threaten To Disturb Financial Stability
LTC Properties' strategic adjustments, including rent deferrals and shifts to joint venture investments, hint at potential liquidity concerns and impact on future earnings.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$120m |
| Dec 31 2025 | US$4m | US$650k | US$117m |
| Sep 30 2025 | n/a | n/a | US$33m |
| Jun 30 2025 | n/a | n/a | US$83m |
| Mar 31 2025 | n/a | n/a | US$87m |
| Dec 31 2024 | US$3m | US$560k | US$90m |
| Sep 30 2024 | n/a | n/a | US$101m |
| Jun 30 2024 | n/a | n/a | US$93m |
| Mar 31 2024 | n/a | n/a | US$80m |
| Dec 31 2023 | US$3m | US$530k | US$89m |
| Sep 30 2023 | n/a | n/a | US$79m |
| Jun 30 2023 | n/a | n/a | US$70m |
| Mar 31 2023 | n/a | n/a | US$118m |
| Dec 31 2022 | US$2m | US$500k | US$99m |
| Sep 30 2022 | n/a | n/a | US$94m |
| Jun 30 2022 | n/a | n/a | US$92m |
| Mar 31 2022 | n/a | n/a | US$56m |
| Dec 31 2021 | US$2m | US$475k | US$55m |
| Sep 30 2021 | n/a | n/a | US$60m |
| Jun 30 2021 | n/a | n/a | US$61m |
| Mar 31 2021 | n/a | n/a | US$45m |
| Dec 31 2020 | US$2m | US$475k | US$95m |
| Sep 30 2020 | n/a | n/a | US$90m |
| Jun 30 2020 | n/a | n/a | US$105m |
| Mar 31 2020 | n/a | n/a | US$123m |
| Dec 31 2019 | US$2m | US$460k | US$80m |
Compensazione vs Mercato: La retribuzione totale di Pam ($USD 4.03M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.53M ).
Compensazione vs guadagni: La retribuzione di Pam è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Pam Shelley-Kessler (59 yo)
6yrs
Mandato
US$4,027,538
Compensazione
Ms. Pamela J. Shelley-Kessler, also known as Pam, CPA, is Co-Chief Executive Officer at LTC Properties, Inc. since December 31, 2024. She had been the Chief Financial Officer of LTC Properties Inc. since M...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 31.3yrs | US$1.02m | 0.77% $ 15.3m | |
| Co-CEO & Co-President | 6yrs | US$4.03m | 0.47% $ 9.3m | |
| Co-CEO & Co-President | 13.9yrs | US$4.03m | 0.44% $ 8.9m | |
| Executive VP | 19.2yrs | US$1.82m | 0.13% $ 2.7m | |
| Executive VP & Chief Investment Officer | 1.1yrs | US$987.00k | Nessun dato | |
| Executive Vice President of Asset Management | 8.8yrs | US$1.46m | 0.063% $ 1.3m | |
| Senior Vice President of Marketing | 10.3yrs | Nessun dato | Nessun dato | |
| Human Resource Manager | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Investments | 1.3yrs | Nessun dato | Nessun dato | |
| VP & Controller | 5.8yrs | Nessun dato | Nessun dato | |
| Vice President & Corporate Controller | less than a year | Nessun dato | Nessun dato |
5.9yrs
Durata media
55.5yo
Età media
Gestione esperta: Il team dirigenziale di LTC è esperto e expertise (durata media dell'incarico 5.9 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman of the Board | 31.3yrs | US$1.02m | 0.77% $ 15.3m | |
| Independent Director | 1yr | US$177.00k | 0.0061% $ 122.0k | |
| Lead Independent Director | 26yrs | US$237.50k | 0.074% $ 1.5m | |
| Independent Director | 5.1yrs | US$225.00k | 0.034% $ 670.7k | |
| Independent Director | 2yrs | US$225.00k | 0.012% $ 245.9k | |
| Independent Director | 2.8yrs | US$225.00k | 0.058% $ 1.2m |
4.0yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LTC sono considerati esperti (durata media dell'incarico 4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 02:58 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale 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
LTC Properties, Inc. è coperta da 23 analisti. 5 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.
| Analista | Istituzione |
|---|---|
| Steven Valiquette | Barclays |
| Steven Valiquette | Barclays |
| null null | BMO Capital Markets Equity Research |