Sabra Health Care REIT

Sabra reported a GAAP loss of $0.10 per share for Q2 2026 (expectation: profit $0.1689), while revenue of $235.87 million topped the consensus of $219.6 million. Normalized FFO was $0.38 per share and AFFO $0.40, both above last year, and cash-NOI rose to $144.3 million. Results were pressured by a loan loss provision of $102.4 million, but management confirmed the raised full-year outlook; net debt/EBITDA improved to 4.61x with liquidity of $1.3 billion. » Więcej na de.investing.com

Shares of Sabra Healthcare REIT rose to a 52-week high of $21.29 and are currently trading at $21.30; the 12-month total return stands at 17.4% and the year-to-date return is +8.7%. The REIT has a dividend yield of 6% and 16 consecutive years of dividend payments, with a market capitalization of $5.35 billion. For Q1 2026, Sabra reported EPS of $0.16 (in line with expectations) and revenue of $221.75 million, which beat forecasts; S&P raised the outlook to “positive,” and analysts including Cantor Fitzgerald and Barclays updated their assessments and price targets. » Więcej na de.investing.com

S&P Global Ratings has raised the outlook for Sabra Health Care REIT from “stable” to “positive” and affirmed the ratings (issuer rating BB+, senior unsecured notes BBB-). The move reflects a strengthened credit profile from an expanded platform for managed senior housing (portfolio up from 60 to 90 properties) and same-store cash-NOI growth of 14.4%. Adjusted leverage was 5.4x as of 31 March 2026 and is expected to fall to around 5.0x by year-end; Sabra has invested about USD 400m year-to-date and is pursuing further opportunities totaling USD 690m. With the operational platform expansion, more than 50% of revenues now come from private payers for the first time, and S&P expects significantly higher net investments in 2026 than in 2025. » Więcej na de.investing.com