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U.S. Healthcare REITs Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies19
  • 7D4.0%
  • 3M0.03%
  • 1Y28.1%
  • YTDn/a

In the last week, Healthcare REITs has been flat. The past year has been better, since the industry has gained 25% in that time. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$266.3bUS$34.7bUS$1.6b37.8x164.8x7.7x
Fri, 08 May 2026US$279.4bUS$34.4bUS$1.6b51.3x177.3x8.1x
Sun, 05 Apr 2026US$262.5bUS$33.1bUS$361.5m39.8x726.2x7.9x
Tue, 03 Mar 2026US$268.2bUS$32.9bUS$344.5m38.8x778.5x8.1x
Thu, 29 Jan 2026US$238.5bUS$31.4b-US$576,665,000.0032.6x-413.5x7.6x
Sat, 27 Dec 2025US$240.6bUS$31.5bUS$440.3m32x546.6x7.6x
Mon, 24 Nov 2025US$251.1bUS$31.5bUS$462.4m31.4x543.1x8x
Wed, 22 Oct 2025US$229.9bUS$30.4bUS$354.3m30.7x649x7.6x
Fri, 19 Sep 2025US$221.0bUS$30.4bUS$354.3m33.9x623.8x7.3x
Sun, 17 Aug 2025US$214.8bUS$30.4bUS$332.7m34.3x645.6x7.1x
Tue, 15 Jul 2025US$203.4bUS$29.4bUS$68.9m37.1x2952.4x6.9x
Thu, 12 Jun 2025US$197.5bUS$29.7bUS$181.8m32.6x1086.3x6.7x
Sat, 10 May 2025US$196.5bUS$29.7bUS$167.2m32.7x1175.4x6.6x
Mon, 07 Apr 2025US$191.6bUS$28.7b-US$1,068,162,000.0033.3x-179.4x6.7x
Wed, 05 Mar 2025US$208.2bUS$28.3b-US$1,137,918,000.0033.8x-183x7.4x
Fri, 31 Jan 2025US$181.1bUS$27.4b-US$1,598,658,000.0040.8x-113.3x6.6x
Sun, 29 Dec 2024US$175.6bUS$27.4b-US$1,625,663,000.0041.4x-108x6.4x
Tue, 26 Nov 2024US$190.3bUS$27.4b-US$1,625,663,000.0045.1x-117.1x7x
Thu, 24 Oct 2024US$187.4bUS$26.3b-US$1,286,535,000.0056x-145.6x7.1x
Sat, 21 Sep 2024US$183.0bUS$26.2b-US$1,429,354,000.0053.9x-128x7x
Mon, 19 Aug 2024US$170.0bUS$26.2b-US$1,429,354,000.0050x-119x6.5x
Wed, 17 Jul 2024US$159.0bUS$26.1b-US$1,195,454,000.0048.1x-133x6.1x
Fri, 14 Jun 2024US$152.0bUS$26.1b-US$1,195,454,000.0046.3x-127.2x5.8x
Sun, 12 May 2024US$126.1bUS$23.1b-US$1,259,953,000.0039.8x-100.1x5.5x
Tue, 09 Apr 2024US$115.5bUS$22.6b-US$276,709,000.0042.3x-417.5x5.1x
Thu, 07 Mar 2024US$111.6bUS$22.5b-US$257,971,000.0037.3x-432.5x5x
Sat, 03 Feb 2024US$112.6bUS$24.3bUS$48.6m41.9x2317.9x4.6x
Mon, 01 Jan 2024US$118.7bUS$24.3bUS$48.6m45.5x2442.9x4.9x
Wed, 29 Nov 2023US$113.8bUS$24.3bUS$48.6m40.7x2343.1x4.7x
Fri, 27 Oct 2023US$105.4bUS$23.9bUS$462.1m30.7x228.2x4.4x
Sun, 24 Sep 2023US$107.3bUS$23.9bUS$463.1m30.9x231.7x4.5x
Tue, 22 Aug 2023US$108.8bUS$24.0bUS$472.6m33x230.1x4.5x
Thu, 20 Jul 2023US$114.0bUS$23.3bUS$746.1m33.2x152.9x4.9x
Sat, 17 Jun 2023US$110.9bUS$23.3bUS$746.1m33.2x148.6x4.8x
Price to Earnings Ratio

148.6x


Total Market Cap: US$110.9bTotal Earnings: US$746.1mTotal Revenue: US$23.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare REITs Industry Price to Earnings3Y Average 372.5x202420252026
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 169x 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 7.9x.
Past Earnings Growth
  • The earnings for companies in the Health Care REITs industry have grown 29% 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 Market-3.33%
Real Estate3.14%
REITS1.85%
Healthcare REITs3.99%
Office REITs8.87%
Industrial REITs4.58%
Hotel and Resort REITs4.56%
Retail REITs4.18%
Residential REITs4.03%
Diversified REITs1.85%
Specialized REITs1.72%
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
WELL WelltowerUS$206.775.8%
+US$8.1b		37.0%PB3.3x
VTR VentasUS$82.472.9%
+US$1.1b		30.0%PB3.1x
DOC Healthpeak PropertiesUS$20.505.4%
+US$723.9m		16.5%PB1.8x
HR Healthcare Realty TrustUS$20.383.9%
+US$266.8m		38.2%PB1.6x
OHI Omega Healthcare InvestorsUS$45.671.9%
+US$256.1m		24.4%PB2.6x

Latest News

DHC
US$8.79
Diversified Healthcare Trust
7D
3.4%
1Y
162.4%
Narrative Update • Jun 09

DHC: 2026 Guidance And Facility Conversions Will Shape Balanced Risk Profile

The analyst fair value estimate for Diversified Healthcare Trust has shifted from $7.25 to $8.75, with analysts pointing to higher 2026 guidance and expected benefits from converting closed skilled nursing facilities into independent living, assisted living, and memory care units as key supports for the new target range, which is anchored by a Street price objective of $10.50. Analyst Commentary Recent Street research on Diversified Healthcare Trust centers on updated guidance and the property conversion pipeline, with analysts using these factors to frame both upside potential and execution risk for the stock.
OHI
US$45.67
Omega Healthcare Investors
7D
1.9%
1Y
24.4%
DOC
US$20.50
Healthpeak Properties
7D
5.4%
1Y
16.5%
SBRA
US$18.90
Sabra Health Care REIT
7D
1.8%
1Y
4.9%
AHR
US$46.71
American Healthcare REIT
7D
0.7%
1Y
32.5%
JAN
US$25.42
Janus Living
7D
-0.1%
1Y
n/a
HR
US$20.38
Healthcare Realty Trust
7D
3.9%
1Y
38.2%
WELL
US$206.77
Welltower
7D
5.8%
1Y
37.0%
Narrative Update • Jun 03

WELL: Data Platform And Higher Margins Will Support Future Upside Potential

Analysts have lifted their price target on Welltower from $260.00 to about $271.37, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that collectively support a higher valuation framework. What's in the News Welltower reported Q1 2026 normalized FFO of $1.47 per share, 23% higher year over year, with revenue growth of 38.3% and same store NOI growth of 16.4%, supported by seniors housing occupancy at 88.8% (Source: Q1 2026 earnings reports).
CTRE
US$37.70
CareTrust REIT
7D
-2.7%
1Y
31.2%
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.
VTR
US$82.47
Ventas
7D
2.9%
1Y
30.0%
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).
NHP
US$14.09
National Healthcare Properties
7D
-2.3%
1Y
n/a
New Narrative • May 20

Aging Demographics And Senior Housing Focus Will Support This Healthcare REIT’s Long Term Outlook

Catalysts About National Healthcare Properties National Healthcare Properties is a publicly traded health care REIT focused primarily on senior housing communities in the United States. What are the underlying business or industry changes driving this perspective?
UHT
US$39.74
Universal Health Realty Income Trust
7D
-2.1%
1Y
-2.9%
Seeking Alpha • May 13

Universal Health Realty Income Trust: A Fairly Valued 7.3% REIT

Summary Universal Health Realty Income Trust earns a 'Hold' rating, offering a 7.34% yield but trading near fair value. UHT's 40-year dividend growth streak remains intact, though a payout ratio of 85% limits future increases. Key risks include Medicaid reimbursement cuts from OBBBA and $359.5M floating-rate debt maturing in 2028. Growth catalysts include the Miller Medical Plaza MOB and favorable MOB sector supply-demand dynamics. Read the full article on Seeking Alpha