Strawberry Fields REIT, Inc. Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy STRW?
Source: seekingalpha
- Significant Revenue Growth: The company reported revenue of $155 million for 2025, an increase of $37.9 million compared to 2024, indicating strong market demand and effective investment strategies, which are expected to further enhance shareholder returns.
- Asset Value Increase: Total assets reached $885 million by 2025, up $97.9 million or 12.4% from 2024, demonstrating significant progress in expanding the company's asset portfolio.
- Dividend Increase: The dividend per share rose from $0.14 to $0.16, a 14% increase, reflecting the company's confidence in future cash flows and commitment to shareholders, thereby boosting investor confidence.
- Strong AFFO Performance: The adjusted funds from operations (AFFO) reached $72.5 million in 2025, a 29.8% increase, showcasing continuous improvement in operational efficiency and profitability, which is expected to support future growth targets.
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Analyst Views on STRW
Wall Street analysts forecast STRW stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.650
Low
13.00
Averages
14.13
High
15.00
Current: 12.650
Low
13.00
Averages
14.13
High
15.00
About STRW
Strawberry Fields REIT, Inc. is a self-administered real estate investment trust. The Company is engaged in the ownership, acquisition, development and leasing of skilled nursing and certain other healthcare-related properties. The Company’s portfolio includes approximately 142 healthcare facilities with an aggregate of 15,500+ beds, located throughout the states of Arkansas, Illinois, Indiana, Kansas, Kentucky, Missouri, Ohio, Oklahoma, Tennessee and Texas. The 142 healthcare facilities comprise 130 skilled nursing facilities, 10 assisted living facilities, and two long-term acute care hospitals. Each property is operated as a healthcare facility by a licensed operator, which may be the tenant or a separate operator. Its portfolio includes Infinity Healthcare of Illinois, BRIA Health Services, Infinity Healthcare of Indiana, Infinity Healthcare of Tennessee, The Tide Group, Creative Solutions, Continent Health Care, Zahav of Des Plaines and others.
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.
Strawberry Fields REIT Reports Strong 2025 Financial Results
- Rental Revenue Surge: In 2025, rental income reached $155 million, a 32.4% increase from 2024, primarily driven by an additional $13.1 million from the new Kentucky master lease, showcasing the company's success in market expansion and revenue growth.
- Strong Fund Operations: The company reported funds from operations (FFO) of $79.6 million in 2025, reflecting over 13% growth from 2024, with FFO per share at $1.43, indicating robust performance and sustained growth potential in the REIT sector.
- Strategic Acquisitions: In 2025, the company completed several acquisitions, including six facilities in Kansas and nine skilled nursing facilities in Missouri, totaling $83 million, expected to increase annual rents by $5.5 million, thereby enhancing the asset portfolio and market competitiveness.
- Debt Management Optimization: The company issued approximately $89.5 million in Series B bonds in 2025 at a fixed interest rate of 6.70%, optimizing its debt structure to ensure future liquidity and financial stability, supporting ongoing expansion strategies.
See More
Strawberry Fields REIT, Inc. Q4 2025 Earnings Call Highlights
- Significant Revenue Growth: The company reported revenue of $155 million for 2025, an increase of $37.9 million compared to 2024, indicating strong market demand and effective investment strategies, which are expected to further enhance shareholder returns.
- Asset Value Increase: Total assets reached $885 million by 2025, up $97.9 million or 12.4% from 2024, demonstrating significant progress in expanding the company's asset portfolio.
- Dividend Increase: The dividend per share rose from $0.14 to $0.16, a 14% increase, reflecting the company's confidence in future cash flows and commitment to shareholders, thereby boosting investor confidence.
- Strong AFFO Performance: The adjusted funds from operations (AFFO) reached $72.5 million in 2025, a 29.8% increase, showcasing continuous improvement in operational efficiency and profitability, which is expected to support future growth targets.
See More
Strawberry Fields REIT Reports Yearly Earnings Growth
- Earnings Growth: Strawberry Fields REIT reported a full-year earnings total of $7.58 million, translating to $0.60 per share, which marks a significant increase from last year's $4.09 million and $0.57 per share, indicating enhanced profitability.
- Substantial Revenue Increase: The company's revenue surged by 32.4%, rising from $117.06 million last year to $154.99 million, reflecting its competitive position and ability to expand its business.
- Strong Financial Performance: The earnings report highlights double-digit growth in both earnings and revenue, demonstrating the company's resilience in maintaining robust financial performance amid uncertain market conditions.
- Increased Investor Confidence: With the rise in earnings and revenue, investor confidence in Strawberry Fields REIT is likely to strengthen, potentially driving its stock price to perform well in future trading sessions.
See More
Strawberry Fields REIT Reports FY Earnings Beat Despite Revenue Miss
- Earnings Beat: Strawberry Fields REIT (STRW) reported a GAAP EPS of $0.60, exceeding expectations by $0.02, indicating stable profitability despite revenue falling short of forecasts.
- Significant Revenue Growth: The reported revenue of $154.99 million reflects a 32.4% year-over-year increase, although it missed expectations by $0.25 million, showcasing strong growth momentum in the market.
- Debt Load Concerns: While the earnings report indicates improved profitability, the REIT's debt burden could pose a risk to future growth, necessitating investor vigilance regarding its financial health and potential investment risks.
- Market Performance Insights: Strawberry Fields REIT ranks among the top ten small-cap stocks for dividend growth, and despite revenue challenges, its dividend appeal may attract investors seeking stable income streams.
See More
Strawberry Fields REIT Announces Year-End Financial Results Date
- Earnings Report Schedule: Strawberry Fields REIT will release its year-end 2025 financial results on February 19, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: The management team will hold a conference call on February 20, 2026, at 11:00 a.m. Eastern Time, inviting current and prospective investors to discuss the financial results in depth, aimed at enhancing investor confidence.
- Investor Registration Process: Investors wishing to participate in the call must pre-register, receiving confirmation with dial-in details, reflecting the company's focus on investor experience and engagement.
- Company Overview: Strawberry Fields REIT operates 143 healthcare facilities with over 15,600 beds across multiple states, showcasing its extensive footprint and market influence in the healthcare real estate sector.
See More
Real Estate Stocks See Positive EPS Revisions, AAT and Others Rated A+
- Analyst Confidence Boost: American Assets Trust (AAT) received an A+ EPS revision grade with a Quant rating of 3.22, indicating strong analyst confidence in its future performance, which could drive stock price increases.
- Market Expectations Rise: Agree Realty Corporation (ADC) also earned an A+ rating with a Quant score of 4.66, suggesting analysts anticipate its earnings will exceed expectations, potentially attracting more investor interest.
- Earnings Potential Revealed: Both First Industrial Realty Trust (FR) and Getty Realty Corp (GTY) received A+ ratings, with Quant scores of 3.44 and 4.75 respectively, indicating robust performance in profitability that may elicit positive market reactions.
- Industry Leaders: Postal Realty Trust (PSTL) and Strawberry Fields REIT (STRW) also achieved A+ ratings, with Quant scores of 4.88 and 3.47, reflecting their competitive advantages in the real estate sector, likely promoting further stock price increases.
See More
Strawberry Fields REIT Reports Strong 2025 Financial Results
- Rental Revenue Surge: In 2025, rental income reached $155 million, a 32.4% increase from 2024, primarily driven by an additional $13.1 million from the new Kentucky master lease, showcasing the company's success in market expansion and revenue growth.
- Strong Fund Operations: The company reported funds from operations (FFO) of $79.6 million in 2025, reflecting over 13% growth from 2024, with FFO per share at $1.43, indicating robust performance and sustained growth potential in the REIT sector.
- Strategic Acquisitions: In 2025, the company completed several acquisitions, including six facilities in Kansas and nine skilled nursing facilities in Missouri, totaling $83 million, expected to increase annual rents by $5.5 million, thereby enhancing the asset portfolio and market competitiveness.
- Debt Management Optimization: The company issued approximately $89.5 million in Series B bonds in 2025 at a fixed interest rate of 6.70%, optimizing its debt structure to ensure future liquidity and financial stability, supporting ongoing expansion strategies.
See More
Strawberry Fields REIT, Inc. Q4 2025 Earnings Call Highlights
- Significant Revenue Growth: The company reported revenue of $155 million for 2025, an increase of $37.9 million compared to 2024, indicating strong market demand and effective investment strategies, which are expected to further enhance shareholder returns.
- Asset Value Increase: Total assets reached $885 million by 2025, up $97.9 million or 12.4% from 2024, demonstrating significant progress in expanding the company's asset portfolio.
- Dividend Increase: The dividend per share rose from $0.14 to $0.16, a 14% increase, reflecting the company's confidence in future cash flows and commitment to shareholders, thereby boosting investor confidence.
- Strong AFFO Performance: The adjusted funds from operations (AFFO) reached $72.5 million in 2025, a 29.8% increase, showcasing continuous improvement in operational efficiency and profitability, which is expected to support future growth targets.
See More
Strawberry Fields REIT Reports Yearly Earnings Growth
- Earnings Growth: Strawberry Fields REIT reported a full-year earnings total of $7.58 million, translating to $0.60 per share, which marks a significant increase from last year's $4.09 million and $0.57 per share, indicating enhanced profitability.
- Substantial Revenue Increase: The company's revenue surged by 32.4%, rising from $117.06 million last year to $154.99 million, reflecting its competitive position and ability to expand its business.
- Strong Financial Performance: The earnings report highlights double-digit growth in both earnings and revenue, demonstrating the company's resilience in maintaining robust financial performance amid uncertain market conditions.
- Increased Investor Confidence: With the rise in earnings and revenue, investor confidence in Strawberry Fields REIT is likely to strengthen, potentially driving its stock price to perform well in future trading sessions.
See More
Strawberry Fields REIT Reports FY Earnings Beat Despite Revenue Miss
- Earnings Beat: Strawberry Fields REIT (STRW) reported a GAAP EPS of $0.60, exceeding expectations by $0.02, indicating stable profitability despite revenue falling short of forecasts.
- Significant Revenue Growth: The reported revenue of $154.99 million reflects a 32.4% year-over-year increase, although it missed expectations by $0.25 million, showcasing strong growth momentum in the market.
- Debt Load Concerns: While the earnings report indicates improved profitability, the REIT's debt burden could pose a risk to future growth, necessitating investor vigilance regarding its financial health and potential investment risks.
- Market Performance Insights: Strawberry Fields REIT ranks among the top ten small-cap stocks for dividend growth, and despite revenue challenges, its dividend appeal may attract investors seeking stable income streams.
See More
Strawberry Fields REIT Announces Year-End Financial Results Date
- Earnings Report Schedule: Strawberry Fields REIT will release its year-end 2025 financial results on February 19, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Investor Conference Call: The management team will hold a conference call on February 20, 2026, at 11:00 a.m. Eastern Time, inviting current and prospective investors to discuss the financial results in depth, aimed at enhancing investor confidence.
- Investor Registration Process: Investors wishing to participate in the call must pre-register, receiving confirmation with dial-in details, reflecting the company's focus on investor experience and engagement.
- Company Overview: Strawberry Fields REIT operates 143 healthcare facilities with over 15,600 beds across multiple states, showcasing its extensive footprint and market influence in the healthcare real estate sector.
See More
Real Estate Stocks See Positive EPS Revisions, AAT and Others Rated A+
- Analyst Confidence Boost: American Assets Trust (AAT) received an A+ EPS revision grade with a Quant rating of 3.22, indicating strong analyst confidence in its future performance, which could drive stock price increases.
- Market Expectations Rise: Agree Realty Corporation (ADC) also earned an A+ rating with a Quant score of 4.66, suggesting analysts anticipate its earnings will exceed expectations, potentially attracting more investor interest.
- Earnings Potential Revealed: Both First Industrial Realty Trust (FR) and Getty Realty Corp (GTY) received A+ ratings, with Quant scores of 3.44 and 4.75 respectively, indicating robust performance in profitability that may elicit positive market reactions.
- Industry Leaders: Postal Realty Trust (PSTL) and Strawberry Fields REIT (STRW) also achieved A+ ratings, with Quant scores of 4.88 and 3.47, reflecting their competitive advantages in the real estate sector, likely promoting further stock price increases.
See More
