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U.S. Healthcare REITs Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies19
  • 7D-8.5%
  • 3M-4.9%
  • 1Y23.4%
  • YTDn/a

Over the last 7 days, the Healthcare REITs industry has dropped 3.9%, driven by Welltower declining 8.7%. This takes the industry's 12 month performance to a gain of 27%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

Has the U.S. Healthcare REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026US$266.7bUS$34.7bUS$1.6b38.1x165x7.7x
Fri, 01 May 2026US$277.0bUS$34.3bUS$1.3b51x220.9x8.1x
Sun, 29 Mar 2026US$250.4bUS$32.5bUS$355.1m35.4x704.9x7.7x
Tue, 24 Feb 2026US$266.7bUS$32.7bUS$172.2m46.1x1548.4x8.2x
Thu, 22 Jan 2026US$244.0bUS$31.5bUS$440.3m33x554.3x7.8x
Sat, 20 Dec 2025US$240.4bUS$31.5bUS$440.3m32.3x546x7.6x
Mon, 17 Nov 2025US$245.5bUS$31.5bUS$434.8m31.9x564.7x7.8x
Wed, 15 Oct 2025US$217.5bUS$30.4bUS$354.3m30.5x614x7.2x
Fri, 12 Sep 2025US$223.4bUS$30.4bUS$354.3m33.7x630.7x7.3x
Sun, 10 Aug 2025US$216.7bUS$30.8bUS$332.7m30x651.5x7x
Tue, 08 Jul 2025US$200.6bUS$29.4bUS$68.9m36.8x2911.3x6.8x
Thu, 05 Jun 2025US$197.0bUS$29.7bUS$181.8m32.2x1083.4x6.6x
Sat, 03 May 2025US$198.8bUS$29.5bUS$80.6m33.3x2468.2x6.7x
Mon, 31 Mar 2025US$205.3bUS$28.7b-US$1,068,162,000.0035x-192.2x7.1x
Wed, 26 Feb 2025US$198.9bUS$28.2b-US$1,446,498,000.0035x-137.5x7.1x
Fri, 24 Jan 2025US$179.7bUS$27.4b-US$1,625,663,000.0040.8x-110.6x6.6x
Sun, 22 Dec 2024US$175.5bUS$27.4b-US$1,625,663,000.0041.3x-107.9x6.4x
Tue, 19 Nov 2024US$189.1bUS$27.4b-US$1,625,662,000.0044.1x-116.3x6.9x
Thu, 17 Oct 2024US$188.6bUS$26.2b-US$1,429,354,000.0055.3x-131.9x7.2x
Sat, 14 Sep 2024US$187.1bUS$26.2b-US$1,429,354,000.0054.5x-130.9x7.1x
Mon, 12 Aug 2024US$170.9bUS$26.2b-US$1,481,003,000.0049.9x-115.4x6.5x
Wed, 10 Jul 2024US$153.7bUS$26.1b-US$1,195,454,000.0044.5x-128.5x5.9x
Fri, 07 Jun 2024US$153.0bUS$26.1b-US$1,195,454,000.0042.1x-128x5.9x
Sun, 05 May 2024US$123.6bUS$23.1b-US$274,609,000.0040.5x-450.2x5.4x
Tue, 02 Apr 2024US$117.8bUS$22.6b-US$276,709,000.0043.2x-425.7x5.2x
Thu, 29 Feb 2024US$113.9bUS$23.1b-US$214,887,000.0036.6x-529.9x4.9x
Sat, 27 Jan 2024US$113.6bUS$24.3bUS$48.6m44.4x2337.6x4.7x
Mon, 25 Dec 2023US$118.8bUS$24.3bUS$48.6m47.2x2445.5x4.9x
Wed, 22 Nov 2023US$111.2bUS$24.3bUS$48.6m39.9x2289.7x4.6x
Fri, 20 Oct 2023US$105.4bUS$23.9bUS$463.1m28.4x227.5x4.4x
Sun, 17 Sep 2023US$110.8bUS$24.0bUS$472.6m33.6x234.5x4.6x
Tue, 15 Aug 2023US$112.5bUS$23.9bUS$532.0m34.6x211.5x4.7x
Thu, 13 Jul 2023US$112.3bUS$23.3bUS$746.1m33.5x150.6x4.8x
Sat, 10 Jun 2023US$111.0bUS$23.3bUS$819.6m30.1x135.4x4.8x
Price to Earnings Ratio

135.4x


Total Market Cap: US$111.0bTotal Earnings: US$819.6mTotal Revenue: US$23.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 372.4x202420252026
Current Industry PE
  • Investors are pessimistic on the American Health Care REITs industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 171x which is lower than its 3-year average PE of 372x.
  • The 3-year average PS ratio of 6.4x is lower than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 25% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Healthcare REITs compare with similar industries?

US Market1.22%
Real Estate-2.73%
REITS-1.52%
Healthcare REITs-8.49%
Hotel and Resort REITs2.42%
Office REITs1.70%
Residential REITs-1.15%
Diversified REITs-1.52%
Retail REITs-2.41%
Specialized REITs-3.34%
Industrial REITs-4.11%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ARE Alexandria Real Estate EquitiesUS$52.748.8%
+US$744.1m		-25.0%PB0.6x

Latest News

HR
US$19.61
Healthcare Realty Trust
7D
-4.6%
1Y
37.5%
WELL
US$195.35
Welltower
7D
-10.4%
1Y
28.4%
SBRA
US$18.57
Sabra Health Care REIT
7D
-10.7%
1Y
6.2%
Narrative Update • Jun 02

SBRA: Senior Housing Occupancy And Yield Spread Will Drive 2026 Upside

Sabra Health Care REIT’s analyst price target is updated to $22.69 from $22.00, as analysts revise their models following a series of Street target increases clustered around $22 to $25, supported by recent sector wide REIT reviews and Q1 updates. Analyst Commentary Recent Street research on Sabra Health Care REIT clusters in the US$22 to US$25 price target range, reflecting a mix of optimism around execution and some caution on growth and valuation risk.
CTRE
US$38.73
CareTrust REIT
7D
-7.7%
1Y
34.4%
Narrative Update • 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.
ARE
US$52.74
Alexandria Real Estate Equities
7D
8.8%
1Y
-25.0%
DOC
US$19.45
Healthpeak Properties
7D
-2.9%
1Y
13.4%
VTR
US$80.13
Ventas
7D
-9.3%
1Y
26.7%
Narrative Update • May 29

VTR: Improved 2026 Earnings Outlook Will Support Bullish Cash Flow Trajectory

Analysts have lifted their price target on Ventas from $93.10 to $96.65 as they update their assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Ventas updated full year 2026 guidance for attributable net income per share to a range of $0.56 to $0.63, with a midpoint of $0.60, compared with the prior midpoint of $0.57 (company guidance).
OHI
US$44.81
Omega Healthcare Investors
7D
-7.3%
1Y
20.7%
AHR
US$46.38
American Healthcare REIT
7D
-9.1%
1Y
34.5%