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CTRECareTrust REIT, Inc.Sell5.0·$38.00+2.93%
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CareTrust REIT, Inc. (CTRE) Stock Analysis

Temp Headwind edge

SellModerate Confidence

Real Estate · REIT - Healthcare Facilities

Sell if holding. At $38.00, A.R:R 0.7:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.0%; Sector modifier (Real Estate): -1.2.

CareTrust REIT is a self-administered REIT owning 407 skilled nursing facilities, senior housing communities, and other healthcare properties in 32 states and the UK, leased to independent operators under triple-net leases. Revenue is primarily rental income; annualized... Read more

$38.00+4.0% A.UpsideScore 5.0/10#9 of 13 REIT - Healthcare Facilities
QualityF-score9 / 9FCF yield11.07%
IncomeYield4.23%(5y avg 4.73%)Payout88.29%
Stop $35.87Target $39.47(analyst − 13%)A.R:R 0.7:1
Analyst target$45.36+19.4%11 analysts
$39.47our TP
$38.00price
$45.36mean
$49

Sell if holding. At $38.00, A.R:R 0.7:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.0%; Sector modifier (Real Estate): -1.2. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 62d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About CareTrust REIT, Inc.

About CareTrust REIT, Inc.

CareTrust REIT's 407 healthcare properties—skilled nursing and senior housing assets with 37,628 beds and units in 32 states and the U.K.—generated annualized contractual rental income with Ensign's master leases totaling $92.1 million, or 23% of the total, at December 31, 2025. Geographic concentrations by rental income are in California, the U.K., Texas, and Tennessee. Beyond owned properties, the company holds $899.3 million in mortgage-secured loans, mezzanine loans, and preferred equity investments.

CareTrust leases the majority of its portfolio under long-term triple-net arrangements, under which tenants pay all operating costs including insurance, taxes, maintenance, and capital expenditures. Ensign, the largest tenant with 113 properties, holds master leases with initial terms exceeding 10 years and three five-year renewal options; these leases contain cross-default provisions and are guaranteed by Ensign at the parent level. Ensign also guarantees the Pennant Master Lease, adding another 2% of annualized contractual rental income to the combined exposure. In December 2025, CareTrust established its first SHOP platform via three Texas senior housing communities managed by independent third-party operators under a RIDEA structure, directly participating in resident-fee revenue and operational costs.

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Ensign's direct leases and Pennant guarantee together represent 25% of annualized contractual rental income, and CareTrust's 10-K warns that dependence on Ensign rental payments may limit the company's ability to enforce its rights under the master leases. If Ensign experienced a material adverse event—through Medicaid rate reductions, staffing shortages, or financial deterioration—rental income could decline materially. CareTrust monitors tenant EBITDAR and EBITDARM coverage ratios monthly but holds no contractual right to direct operational decisions at leased properties.

See also: Real Estate · REIT - Healthcare Facilities

From CareTrust REIT, Inc.'s most recent 10-K filing, extracted June 9, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 10, 202662d to earnings· next earnings call

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.9 in RISK_OFF)
Positive news sentiment (+0.67)
High-quality business
Risks
Thin upside margin: 4.0%
Sector modifier (Real Estate): -1.2
Consecutive earnings misses (4)

Key Metrics

P/E (TTM)23.4
P/E (Fwd)21.2
Mkt Cap$8.7B
EV/EBITDA21.0
Profit Mgn64.1%
ROE9.4%
Rev Growth3.2%
Beta0.79
Dividend4.23%
Rating analysts17

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C2.17bearish
IV63%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMTenantEnsign23%
    10-K Item 1A: 'properties leased to Ensign and held for investment represented $92.1 million, or 23%, of total annualized contractual rental income'
  • MEDIUMGeographicCalifornia, U.K., Texas, and Tennessee
    10-K Item 1A: 'concentration of our properties in California, the U.K., Texas, and Tennessee as described in "Classification of properties in our Portfolio"'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Volume
0.1
Obv
1.0
Ma Position
4.0
Rsi
8.4
Uptrend pullback (RSI 31) - buy opportunityVolume distribution (falling OBV)Above 200-day MA

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
3.0
Revenue Growth
3.3

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Dividend Safety
3.5
Erm
5.0
Earnings Timing
5.0
News Activity
7.0
Earnings concerns: 0B/4MYield trap warning: high yield but unsafe

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.0
Ev Ebitda
0.0
Analyst Target
5.0
P Ocf
5.3
P/OCF: 21.1x (FFO proxy — REITs gated off P/E)
GatesMomentum 2.7<4.5A.R:R 0.7 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 62d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
31 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $36.53Resistance $43.08

Price Targets

$36
$39
A.Upside+3.9%
A.R:R0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! momentum at 2.7 (below the engine's 4.5 threshold)
! asymmetry at 0.7 (below the engine's 1.5 threshold)@spot

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-08-10 (62d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CTRE stock a buy right now?

Sell if holding. At $38.00, A.R:R 0.7:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 4.0%; Sector modifier (Real Estate): -1.2. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $35.87. Score 5.0/10, moderate confidence.

What is the CTRE stock price target?

Take-profit target: $39.47 (+4.0% upside). Prior stop was $35.87. Stop-loss: $35.87.

What are the risks of investing in CTRE?

Thin upside margin: 4.0%; Sector modifier (Real Estate): -1.2; Consecutive earnings misses (4).

Is CTRE overvalued or undervalued?

CareTrust REIT, Inc. trades at a P/E of 23.4 (forward 21.2). TrendMatrix value score: 3.7/10. Verdict: Sell.

What do analysts say about CTRE?

17 analysts cover CTRE with a consensus score of 4.2/5. Average price target: $45.

What does CareTrust REIT, Inc. do?CareTrust REIT is a self-administered REIT owning 407 skilled nursing facilities, senior housing communities, and other...

CareTrust REIT is a self-administered REIT owning 407 skilled nursing facilities, senior housing communities, and other healthcare properties in 32 states and the UK, leased to independent operators under triple-net leases. Revenue is primarily rental income; annualized contractual rental income was approximately $400M+ as of year-end 2025 with 37,628 operational beds. Ensign Group is the largest tenant at 23% of annualized rental income.

Related stocks: OHI (Omega Healthcare Investors, Inc) · SBRA (Sabra Health Care REIT, Inc.) · SILA (Sila Realty Trust, Inc.) · MPT (Medical Properties Trust, Inc.) · AHR (American Healthcare REIT, Inc.)
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