AI brief of an SEC Form 8-K · CareTrust REIT (CTRE)

CareTrust REIT Q4 net income rose 72% to $111.3 million; 2026 FFO guidance $1.90-$1.95

Positive Impact 4 of 5 earnings Written later

CareTrust REIT reported fourth-quarter and full-year 2025 results with higher net income, revenue and per-share normalized FFO than a year earlier. Q4 net income attributable to the company was $111.3 million, or $0.50 per diluted share, compared with $52.1 million a year earlier, and the company issued 2026 guidance for normalized FFO of $1.90 to $1.95 per share. The $0.335 quarterly dividend was maintained.

Key points

  • Q4 2025 net income attributable to CareTrust was $111.3 million, or $0.50 per diluted share, up $0.21 from $0.29 a year earlier.
  • Q4 normalized FFO was $0.47 per diluted share, up 18%; full-year 2025 normalized FFO was $1.76 per share, up 17%.
  • 2026 guidance projects normalized FFO of $1.90 to $1.95 per share and net income of $1.45 to $1.50 per share, based on 225 million diluted shares.
  • The company closed $1.8 billion of investments in 2025 at a blended stabilized yield of 8.6%, and reported no borrowings on its $1.2 billion revolving credit facility.

The filing

CompanyCareTrust REIT (CTRE)
Form8-K, current report
Filed with the SECFeb 12, 2026, 4:09 PM ET
Accession number0001628280-26-007672

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.