UBS Begins Coverage of Sabra Health Care REIT, Assigns Neutral Rating and $20 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy SBRA?
Source: Yahoo Finance
- Company Overview: Sabra Health Care REIT (SBRA) is currently rated as overweight by analysts.
- Price Target: The mean price target for SBRA is set at $20.69.
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Analyst Views on SBRA
Wall Street analysts forecast SBRA stock price to rise
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 20.680
Low
20.00
Averages
20.83
High
22.00
Current: 20.680
Low
20.00
Averages
20.83
High
22.00
About SBRA
Sabra Health Care REIT, Inc. operates as a self-administered, self-managed real estate investment trust that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada. Its primary business consists of acquiring, financing and owning real estate property to be leased to third-party tenants in the healthcare sector. Its investment portfolio primarily comprises skilled nursing/transitional care facilities, senior housing communities (Senior Housing - Leased), behavioral health facilities, and specialty hospitals and other facilities, in each case leased to third-party operators; senior housing communities operated by third-party property managers pursuant to property management agreements (Senior Housing - Managed); investments in joint ventures; loans receivable, and preferred equity investments. Its real estate properties held for investment included 37,047 beds/units, spread across the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of Real Estate Investment Trust Yields
- Attractive REIT Yields: With the Fed cutting rates, real estate investment trusts (REITs) are offering yields between 6% and 15%, making them appealing to income-seeking investors, especially as other investment vehicles see declining returns, enhancing REITs' relative attractiveness.
- Sabra Health Care REIT Performance: Sabra Health Care REIT boasts a 6.1% dividend yield and a portfolio of 360 properties; despite the COVID crisis, long-term trends remain favorable, with plans to expand its senior housing operating portfolio through acquisitions.
- Unique Structure of Millrose Properties: Millrose Properties offers a 10.4% dividend yield, operating through option contracts with Lennar to develop residential land, and is expected to maintain or modestly grow its adjusted funds from operations (AFFO) per share, providing stable returns to investors.
- High-Yield MFA Financial: MFA Financial features a remarkable 14.6% dividend yield; despite facing interest rate uncertainties, the company reported better-than-expected distributable earnings per share (DE) in Q4, indicating resilience in a challenging market environment.
See More
SABRA HEALTH CARE REIT, INC.: WELLS FARGO INCREASES TARGET PRICE FROM $21 TO $22
Company Announcement: Sabra Health Care REIT, Inc. has announced an increase in its target price.
New Target Price: The target price has been raised to $22 from the previous $21.
See More
Engineers Gate Manager LP Reduces Sabra REIT Stake
- Transaction Overview: On February 17, 2026, Engineers Gate Manager LP sold 1,513,777 shares of Sabra Health Care REIT, with an estimated transaction value of $28.06 million, reflecting the impact of quarterly average pricing.
- Value Decline: This sale resulted in a $26.85 million decrease in the fund's quarter-end position value, indicating a dual impact from trading and price movements, suggesting a weakening market confidence in the REIT.
- Position Reduction: Following the sale, Sabra Health Care REIT now accounts for only 1.02% of the fund's 13F assets under management, moving it outside the top five holdings, which indicates a strategic shift in investment focus.
- Market Outlook: The stability of Sabra's rental income is closely tied to the financial health of its operators, prompting investors to monitor factors such as reimbursement rates, labor costs, and occupancy trends to assess Sabra's future income potential.
See More
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages and demand for long-term care services accelerates, healthcare REITs have shown impressive performance, with a reported 8.5% return in 2025, highlighting the sector's resilience and growth potential.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired 17 facilities in 2025 for a total of $112.1 million, with an annual rent increase of 3%, which not only enhances revenue stability but also lays the groundwork for future expansion.
- Multi-State Advantage: With 143 healthcare facilities across 10 states providing over 15,600 licensed beds, Strawberry Fields' diversified footprint helps mitigate risks and improve operational efficiency, ensuring competitiveness amid rising demand.
- Dividend Stability: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, translating to an approximate 5% annual yield, demonstrating strong cash flow support and a payout ratio below 50%, which boosts investor confidence.
See More
SABRA HEALTH CARE REIT INC: UBS Increases Target Price from $20 to $21
- Company Overview: Sabra Health Care REIT has raised its target price to $21 from $20.
- Market Impact: This adjustment reflects a positive outlook for the company's performance in the healthcare real estate sector.
See More
Sabra Health Care REIT Q4 2025 Earnings Call Insights
- Growth Expectations: Sabra anticipates strong NOI growth for its SHOP portfolio in 2026, with guidance midpoint of 4.9% to 5.4%, reflecting ongoing strategic execution that is expected to enhance overall performance.
- Robust Investment Pipeline: With $450 million completed in 2025 and an additional $240 million in awarded deals expected to close in early 2026, Sabra is off to a strong start, projecting significantly higher investment volumes in 2026 compared to 2025.
- Cash Flow Performance: The managed Senior Housing portfolio saw an 18.4% increase in cash NOI to $35.6 million in Q4, demonstrating strong operational performance and margin expansion, further solidifying the company's market position.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.30 per share, representing a 79% payout of normalized AFFO, reflecting the company's commitment to returning value to shareholders while maintaining stable cash flows.
See More
Analysis of Real Estate Investment Trust Yields
- Attractive REIT Yields: With the Fed cutting rates, real estate investment trusts (REITs) are offering yields between 6% and 15%, making them appealing to income-seeking investors, especially as other investment vehicles see declining returns, enhancing REITs' relative attractiveness.
- Sabra Health Care REIT Performance: Sabra Health Care REIT boasts a 6.1% dividend yield and a portfolio of 360 properties; despite the COVID crisis, long-term trends remain favorable, with plans to expand its senior housing operating portfolio through acquisitions.
- Unique Structure of Millrose Properties: Millrose Properties offers a 10.4% dividend yield, operating through option contracts with Lennar to develop residential land, and is expected to maintain or modestly grow its adjusted funds from operations (AFFO) per share, providing stable returns to investors.
- High-Yield MFA Financial: MFA Financial features a remarkable 14.6% dividend yield; despite facing interest rate uncertainties, the company reported better-than-expected distributable earnings per share (DE) in Q4, indicating resilience in a challenging market environment.
See More
SABRA HEALTH CARE REIT, INC.: WELLS FARGO INCREASES TARGET PRICE FROM $21 TO $22
Company Announcement: Sabra Health Care REIT, Inc. has announced an increase in its target price.
New Target Price: The target price has been raised to $22 from the previous $21.
See More
Engineers Gate Manager LP Reduces Sabra REIT Stake
- Transaction Overview: On February 17, 2026, Engineers Gate Manager LP sold 1,513,777 shares of Sabra Health Care REIT, with an estimated transaction value of $28.06 million, reflecting the impact of quarterly average pricing.
- Value Decline: This sale resulted in a $26.85 million decrease in the fund's quarter-end position value, indicating a dual impact from trading and price movements, suggesting a weakening market confidence in the REIT.
- Position Reduction: Following the sale, Sabra Health Care REIT now accounts for only 1.02% of the fund's 13F assets under management, moving it outside the top five holdings, which indicates a strategic shift in investment focus.
- Market Outlook: The stability of Sabra's rental income is closely tied to the financial health of its operators, prompting investors to monitor factors such as reimbursement rates, labor costs, and occupancy trends to assess Sabra's future income potential.
See More
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages and demand for long-term care services accelerates, healthcare REITs have shown impressive performance, with a reported 8.5% return in 2025, highlighting the sector's resilience and growth potential.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired 17 facilities in 2025 for a total of $112.1 million, with an annual rent increase of 3%, which not only enhances revenue stability but also lays the groundwork for future expansion.
- Multi-State Advantage: With 143 healthcare facilities across 10 states providing over 15,600 licensed beds, Strawberry Fields' diversified footprint helps mitigate risks and improve operational efficiency, ensuring competitiveness amid rising demand.
- Dividend Stability: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, translating to an approximate 5% annual yield, demonstrating strong cash flow support and a payout ratio below 50%, which boosts investor confidence.
See More
SABRA HEALTH CARE REIT INC: UBS Increases Target Price from $20 to $21
- Company Overview: Sabra Health Care REIT has raised its target price to $21 from $20.
- Market Impact: This adjustment reflects a positive outlook for the company's performance in the healthcare real estate sector.
See More
Sabra Health Care REIT Q4 2025 Earnings Call Insights
- Growth Expectations: Sabra anticipates strong NOI growth for its SHOP portfolio in 2026, with guidance midpoint of 4.9% to 5.4%, reflecting ongoing strategic execution that is expected to enhance overall performance.
- Robust Investment Pipeline: With $450 million completed in 2025 and an additional $240 million in awarded deals expected to close in early 2026, Sabra is off to a strong start, projecting significantly higher investment volumes in 2026 compared to 2025.
- Cash Flow Performance: The managed Senior Housing portfolio saw an 18.4% increase in cash NOI to $35.6 million in Q4, demonstrating strong operational performance and margin expansion, further solidifying the company's market position.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.30 per share, representing a 79% payout of normalized AFFO, reflecting the company's commitment to returning value to shareholders while maintaining stable cash flows.
See More
