Every material Form 8-K LTC Properties filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LTC Properties reported third quarter 2026 results, with total revenues of $115.2 million, up from $69.3 million a year earlier, and diluted Core FFO per share of $0.71, up from $0.69. Net income available to common stockholders was $346.4 million, or $6.39 per diluted share, compared with a loss a year earlier, largely due to a $323.9 million gain on sale of real estate. The company raised its 2026 SHOP investment mid-point guidance to $1 billion from $900 million and reaffirmed its full-year per-share guidance.
Total revenues were $115.2 million for the quarter ended September 30, 2026, versus $69.3 million in the prior-year quarter.
Diluted Core FFO per share was $0.71, versus $0.69 a year earlier; diluted Core FAD per share was $0.73, versus $0.72.
A $323.9 million gain on sale of real estate contributed to net income available to common stockholders of $346.4 million, or $6.39 per diluted share.
The 2026 SHOP investment mid-point guidance was raised to $1 billion from $900 million, while full-year diluted EPS guidance of $8.08 to $8.10 was reaffirmed.
On September 22, 2026, LTC's board increased its size from six to eight members and elected Co-Presidents and Co-CEOs Pamela J. Shelley-Kessler and Clint B. Malin to the new seats. Both will continue in their executive roles, and the filing reports no changes to their compensation from the board election. The move puts two senior executives on the board, and the press release says five of the eight directors are independent.
Board size rose from six to eight; both directors were elected effective September 22, 2026.
Shelley-Kessler, age 60, was CFO from 2007 through December 2024; Malin, age 54, was Chief Investment Officer through April 2025.
Neither director has been appointed to a board committee, and no compensation changes were disclosed.
The press release states five of the eight directors are independent.
LTC Properties entered into a new equity distribution agreement allowing it to sell up to $500 million of common stock at its option, through sales agents and forward sale agreements. The filing says the company terminated its prior at-the-market program, under which about $90 million remained unsold, to enter into the new agreement.
Up to $500 million of common stock may be issued and sold from time to time, at the company's option, under the agreement dated August 6, 2026.
The agreement replaces an original program dated November 13, 2024, as amended August 5, 2025, which allowed up to $400 million; about $90 million remained unsold when it was terminated.
Sales agent commissions will not exceed 2.0% of the gross sales price of shares sold through the agents.
Net proceeds may be used to pay down the unsecured revolving line of credit, fund acquisitions and originations, or for working capital and other general corporate purposes.
LTC Properties reported second-quarter 2026 revenue of $98.9 million, up from $60.2 million a year earlier, and net income available to common stockholders of $29.5 million, or $0.56 per diluted share, versus $0.32 a year earlier. The company raised its full-year 2026 diluted EPS guidance to $8.08 to $8.10 and lifted its 2026 investment guidance mid-point to $900 million, while keeping its Core FFO per share mid-point unchanged.
Q2 2026 total revenues $98.9 million vs. $60.2 million in Q2 2025; diluted EPS $0.56 vs. $0.32
Diluted Core FFO per share $0.68 in both quarters; diluted Core FAD per share $0.70 vs. $0.71
2026 diluted EPS guidance raised to $8.08 to $8.10, reflecting anticipated gains on planned dispositions; total 2026 dispositions and payoffs now projected at $730 million
Full-year 2026 Core FFO per share guidance narrowed to $2.76 to $2.78 with mid-point unchanged
LTC Properties entered into a Second Amendment to its Credit Agreement on June 26, 2026, increasing aggregate lender commitments from $800 million to $1.1 billion, with revolving commitments rising from $600 million to $900 million. The company also entered into 3-year interest rate swaps to fix the rate on $150 million of borrowings at 4.97% per annum, giving it more borrowing capacity and a set rate on part of its debt.
Aggregate lender commitments increased from $800 million to $1.1 billion on June 26, 2026, via the incremental facility.
Revolving credit commitments rose by $300 million, from $600 million to $900 million.
Maximum permitted total commitments were raised from up to $1.2 billion to up to $2.0 billion.
3-year interest rate swaps fix the rate on $150 million under the Credit Agreement at 4.97% per annum.
LTC Properties reported first quarter 2026 results, with total revenues of $95.4 million, up from $49.0 million a year earlier, and diluted earnings per share of $0.48 versus $0.45. The company reaffirmed its full year 2026 guidance, including diluted earnings per share of $1.80 to $1.84 and diluted Core FFO per share of $2.75 to $2.79.
Total revenues $95.4 million in Q1 2026 vs. $49.0 million in Q1 2025; resident fees and services from the SHOP segment were $49.6 million.
Diluted earnings per share $0.48 vs. $0.45; diluted Core FFO per share $0.69 vs. $0.65.
Full year 2026 guidance reaffirmed: diluted EPS $1.80 to $1.84; diluted Core FFO per share $2.75 to $2.79.
Conference call scheduled for May 7, 2026 at 8:00 a.m. Pacific / 11:00 a.m. Eastern.
LTC Properties reported fourth-quarter 2025 total revenues of $84.3 million, up from $52.6 million a year earlier, as it shifted its portfolio toward its SHOP senior housing segment. Diluted earnings per share were $2.11 versus $0.39, helped by a $78.1 million gain on sale of real estate, while diluted Core FFO per share rose to $0.70 from $0.65. The company also introduced 2026 guidance, including full-year diluted Core FFO per share of $2.75 to $2.79.
Q4 2025 total revenues were $84.3 million, compared with $52.6 million in Q4 2024.
Diluted EPS was $2.11, compared with $0.39, including a $78.1 million gain on sale of real estate.
Diluted Core FFO per share was $0.70, compared with $0.65; diluted Nareit FFO per share was flat at $0.72.
2026 guidance: full-year diluted Core FFO per share of $2.75 to $2.79; first-quarter diluted Core FFO per share of $0.66 to $0.68.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every LTC Properties filing is on SEC EDGAR ↗. 8-K briefs of other companies →