Company Expects Cash NOI Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy SBRA?
Earnings guidance assumes: low-single-digit Cash NOI growth for the triple-net portfolio at the midpoint, ignoring the impact of acquisitions and dispositions; average full-year Cash NOI growth for the same-store Senior Housing - Managed portfolio in the low to mid-teens; general and administrative expenses at the midpoint of $52 million, which includes $12 million of stock-based compensation expense.
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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: 20.590
Low
20.00
Averages
20.83
High
22.00
Current: 20.590
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.
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
Sabra (SBRA) Q4 2025 Earnings Call Transcript
See More
Sabra Health Care REIT Schedules Q4 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Sabra Health Care REIT announced it will release its Q4 2025 earnings on February 12, 2026, after market close, showcasing its financial performance in the healthcare real estate sector, which is expected to positively impact investor confidence.
- Conference Call Details: A conference call will be held on February 13, 2026, at 11:00 a.m. Pacific Time to discuss the earnings report, providing dial-in numbers for U.S. and international participants to ensure broad investor engagement and information transparency.
- Cash Dividend Declaration: On February 2, 2026, Sabra's board declared a quarterly cash dividend of $0.30 per share, scheduled for payment on February 27, 2026, to shareholders of record as of February 13, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed REIT focused on real estate investments serving the healthcare industry across the U.S. and Canada, and is expected to continue attracting investor interest as market demand grows.
See More
Sabra Health Care REIT Announces 2025 Distribution Tax Treatment
- Distribution Overview: Sabra Health Care REIT announces a cash distribution of $0.30 per share for 2025, covering multiple distributions for common stock, indicating the company's stable cash flow and commitment to shareholder returns.
- Tax Treatment Details: The 2025 non-qualified ordinary dividends will be reported on Form 1099-DIV, Box 5, requiring shareholders to hold REIT shares for at least 45 days to comply with Section 199A tax requirements, ensuring compliance and tax optimization.
- Distribution Composition: The total distribution for 2025 amounts to $1.20, with 81.29% classified as ordinary dividends and 18.71% as non-dividend distributions, reflecting the company's transparency in distribution structure and accountability to investors.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed real estate investment trust focused on healthcare real estate investments across the U.S. and Canada, showcasing its expertise and market position in the healthcare sector.
See More
KBW Announces Q4 2025 Index Rebalancing with Changes Across Six Indices
- Index Component Changes: The KBW Nasdaq Insurance Index adds four companies, including Arthur J. Gallagher & Co. and Chubb Limited, while dropping four others, reflecting market dynamics.
- Regional Banking Index Update: The KBW Nasdaq Regional Banking Index adds Axos Financial, Inc. and removes Synovus Financial Corp., indicating a focus on emerging fintech companies.
- Dividend Yield Index Adjustments: The KBW Nasdaq Financial Sector Dividend Yield Index adds eight companies and drops eight, demonstrating ongoing investor interest in high-yield investments.
- REIT Index Expansion: The KBW Nasdaq Premium Yield Equity REIT Index adds twelve companies while removing nine, reflecting the vibrancy of the real estate market and investor confidence.
See More
Spotify, Sabra Health Care, Apollo Global Management, and Others Featured in CNBC's 'Final Trades'
Investment Insights: Jenny Van Leeuwen Harrington highlighted Sabra Health Care REIT's 6.3% dividend yield, supported by Wells Fargo's Overweight rating and a price target increase from $20 to $21.
Apollo Global Management: Kari Firestone selected Apollo Global Management as her final trade, with Morgan Stanley upgrading the stock from Equal-Weight to Overweight and raising the price target from $151 to $180.
ETF and Spotify Picks: Liz Thomas chose the iShares Russell 1000 Value ETF, while Joseph M. Terranova expressed interest in buying Spotify, which reported strong Q3 earnings exceeding expectations.
Market Performance: On the trading day, Sabra Health Care shares fell 1.6%, Apollo Global Management rose 3.6%, the iShares Russell 1000 Value ETF gained 1.4%, and Spotify jumped 3.4%.
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
Sabra (SBRA) Q4 2025 Earnings Call Transcript
See More
Sabra Health Care REIT Schedules Q4 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Sabra Health Care REIT announced it will release its Q4 2025 earnings on February 12, 2026, after market close, showcasing its financial performance in the healthcare real estate sector, which is expected to positively impact investor confidence.
- Conference Call Details: A conference call will be held on February 13, 2026, at 11:00 a.m. Pacific Time to discuss the earnings report, providing dial-in numbers for U.S. and international participants to ensure broad investor engagement and information transparency.
- Cash Dividend Declaration: On February 2, 2026, Sabra's board declared a quarterly cash dividend of $0.30 per share, scheduled for payment on February 27, 2026, to shareholders of record as of February 13, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed REIT focused on real estate investments serving the healthcare industry across the U.S. and Canada, and is expected to continue attracting investor interest as market demand grows.
See More
Sabra Health Care REIT Announces 2025 Distribution Tax Treatment
- Distribution Overview: Sabra Health Care REIT announces a cash distribution of $0.30 per share for 2025, covering multiple distributions for common stock, indicating the company's stable cash flow and commitment to shareholder returns.
- Tax Treatment Details: The 2025 non-qualified ordinary dividends will be reported on Form 1099-DIV, Box 5, requiring shareholders to hold REIT shares for at least 45 days to comply with Section 199A tax requirements, ensuring compliance and tax optimization.
- Distribution Composition: The total distribution for 2025 amounts to $1.20, with 81.29% classified as ordinary dividends and 18.71% as non-dividend distributions, reflecting the company's transparency in distribution structure and accountability to investors.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed real estate investment trust focused on healthcare real estate investments across the U.S. and Canada, showcasing its expertise and market position in the healthcare sector.
See More
KBW Announces Q4 2025 Index Rebalancing with Changes Across Six Indices
- Index Component Changes: The KBW Nasdaq Insurance Index adds four companies, including Arthur J. Gallagher & Co. and Chubb Limited, while dropping four others, reflecting market dynamics.
- Regional Banking Index Update: The KBW Nasdaq Regional Banking Index adds Axos Financial, Inc. and removes Synovus Financial Corp., indicating a focus on emerging fintech companies.
- Dividend Yield Index Adjustments: The KBW Nasdaq Financial Sector Dividend Yield Index adds eight companies and drops eight, demonstrating ongoing investor interest in high-yield investments.
- REIT Index Expansion: The KBW Nasdaq Premium Yield Equity REIT Index adds twelve companies while removing nine, reflecting the vibrancy of the real estate market and investor confidence.
See More
Spotify, Sabra Health Care, Apollo Global Management, and Others Featured in CNBC's 'Final Trades'
Investment Insights: Jenny Van Leeuwen Harrington highlighted Sabra Health Care REIT's 6.3% dividend yield, supported by Wells Fargo's Overweight rating and a price target increase from $20 to $21.
Apollo Global Management: Kari Firestone selected Apollo Global Management as her final trade, with Morgan Stanley upgrading the stock from Equal-Weight to Overweight and raising the price target from $151 to $180.
ETF and Spotify Picks: Liz Thomas chose the iShares Russell 1000 Value ETF, while Joseph M. Terranova expressed interest in buying Spotify, which reported strong Q3 earnings exceeding expectations.
Market Performance: On the trading day, Sabra Health Care shares fell 1.6%, Apollo Global Management rose 3.6%, the iShares Russell 1000 Value ETF gained 1.4%, and Spotify jumped 3.4%.
See More
