Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
No Data
SBRA Transcript
Sabra Health Care REIT, Inc. (SBRA) Q4 2025 Earnings Call Transcript
Positive2-13
The earnings call reveals strong financial health, strategic growth in the SHOP portfolio, and favorable market conditions for senior housing. Despite minimal skilled nursing investments, the company is focusing on high-growth areas with robust occupancy potential. Shareholder returns are stable with no debt concerns, and the market strategy is well-received. The Q&A did not reveal significant risks, and management's optimistic guidance supports a positive outlook. Given the market cap of $3.5 billion, the stock is likely to experience a positive movement of 2% to 8% over the next two weeks.
Sabra Health Care REIT, Inc. (SBRA) Q3 2025 Earnings Call Transcript
Positive11-6
The earnings call highlights strong financial metrics, strategic investments, and optimistic guidance, particularly in the senior housing sector. Despite the maintenance of guidance, the focus on SHOP investments and refinancing of debt are positive indicators. The Q&A reveals management's confidence in future growth, with strategic steps to stabilize and improve occupancy. The market cap suggests moderate volatility, leading to a positive stock price prediction in the range of 2% to 8%.
Sabra Health Care REIT, Inc. (SBRA) Q2 2025 Earnings Call Transcript
Positive8-5
The earnings call reflects a positive sentiment, with strong financial metrics such as increased FFO and AFFO, a steady dividend, and a busy deal pipeline. Though management provided moderate guidance, they expressed optimism about occupancy trends and market demand. The Q&A highlighted positive occupancy trends, a robust acquisition pipeline, and no major risks, reinforcing a positive outlook. Given the market cap, a 2% to 8% stock price increase is expected.
Earnings call transcript: Sabra Healthcare REIT Meets Q1 2025 Expectations, Stock Rises
Positive5-6
The earnings call reveals strong financial performance with a 6.3% revenue increase, improved occupancy rates, and solid cash NOI growth. The declaration of a $0.30 dividend and a decrease in net debt to adjusted EBITDA ratio indicate financial stability. Despite some concerns in the Q&A, such as unclear guidance on senior housing acquisitions and Medicaid impacts, the overall sentiment is positive. With a market cap of around $3.5 billion, the positive financial metrics and optimistic outlook are likely to result in a stock price increase of 2% to 8% over the next two weeks.
SBRA Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
