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CTRECareTrust REIT, Inc.

Real EstateEquity Real Estate Investment Trusts (REITs)

CareTrust REIT, Inc. (CTRE) owns and operates healthcare real estate, primarily focused on skilled nursing facilities. The next catalyst is Oct 7, 2026 — Senate blocks data center, which will test the company’s ability to secure critical infrastructure deals amid regulatory uncertainty.

  • Revenue in the latest reported quarter was $8.49M, with net income of $312.65M, translating to a 3680.4% net margin (TTM).
  • The company maintains a debt-to-equity ratio of 0.22x, with $4.04B in shareholders’ equity.
  • Diluted EPS for the quarter was 0.38, reflecting strong earnings power despite the sector’s volatility.

The Read

9% on the CMS SNF Final Payment Rule but fell 7%.
Oct 7, 2026 — Senate blocks data center
Chart by TradingView

The schedule

  • Wed7Oct

    This event could impact the broader real estate sector, particularly in data center infrastructure, which may affect the company's portfolio if it includes such assets.

  • Thu5Nov

    This earnings print will test the company's ability to maintain FFO growth amid rising interest rates and a slowing healthcare sector. The outcome will reflect the performance of its healthcare-focused real estate portfolio.

  • Tue9Feb
  • Tue11May
  • Thu5Aug

Past

  • Thu6Aug

    Actual outcome: Bear · $38.83 at outcome

    CareTrust REIT met earnings expectations with FFO in line with estimates, and raised its full-year 2026 guidance, signaling continued deal flow and optimism about its pipeline. However, the stock fell materially, breaking below the bear floor, likely due to broader market sentiment shifts and underperformance relative to peers, despite the positive earnings and guidance.

  • Thu30Jul

    Actual outcome: Mixed · $40.84 at outcome

    CareTrust REIT shares saw a muted reaction around the expected release of the CMS SNF Final Payment Rule, dipping just 1.9% by the outcome date. The stock remained range-bound as investors digested the regulatory update alongside the company's subsequent Q2 earnings, which featured in-line FFO of $0.51 per share and an increase in full-year 2026 guidance.

  • Thu12Feb

    Actual outcome: Bull · $40.15 at outcome

    CTRE reported EPS of 0.5, matching the estimate, and provided stable 2026 FFO guidance. The stock reached the bull target of $39.50, reflecting investor confidence in the guidance and strategic direction, despite the neutral earnings report.