Sabra Health Care REIT, Inc. (SBRA)
Sabra Health Care: Pivoting To Win From An Unstoppable Demographic Tailwind
Sabra Health Care REIT remains a Buy, driven by its aggressive pivot into the Seniors Housing Operating Portfolio model. SBRA's SHOP transition offers direct exposure to demographic tailwinds from the 'Silver Tsunami,' positioning for significant potential occupancy and AFFO growth. Q1 results were strong, with AFFO at $0.39/share, nearly reaching the annual investment target, and a 77% dividend payout ratio supporting a ~6% yield.
SBRA vs. CUBE: Which Stock Is the Better Value Option?
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Sabra Healthcare (SBRA) or CubeSmart (CUBE). But which of these two stocks offers value investors a better bang for their buck right now?
FVR vs. SBRA: Which Stock Is the Better Value Option?
Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both FrontView REIT, Inc. (FVR) and Sabra Healthcare (SBRA). But which of these two stocks is more attractive to value investors?
Sabra Health Care REIT: A 6% Yield Backed By Powerful Demographic Tailwinds
Sabra Health Care REIT is a 'Buy' with a near 6% yield and 13x forward P/FFO, supported by favorable demographics and industry supply constraints. SBRA's Q1 2026 normalized FFO grew 9% YoY, driven by 14.4% same-store SHOP NOI growth and robust occupancy gains. Management is aggressively deploying capital into SHOP-focused acquisitions at 8% initial cash yields, with a strong pipeline and mostly fixed operating expenses enabling positive operating leverage.
Sabra Health Care REIT, Inc. (SBRA) Q1 2026 Earnings Call Transcript
Sabra Health Care REIT, Inc. (SBRA) Q1 2026 Earnings Call Transcript
Sabra Healthcare (SBRA) Tops Q1 FFO and Revenue Estimates
Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.39 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to FFO of $0.37 per share a year ago.
Advisors Capital Management LLC Acquires 73,281 Shares of Sabra Healthcare REIT, Inc. $SBRA
Advisors Capital Management LLC raised its holdings in shares of Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,382,935 shares of the real estate investment trust's stock after purchasing an additional 73,281 shares during
Cinctive Capital Management LP Acquires 43,669 Shares of Sabra Healthcare REIT, Inc. $SBRA
Cinctive Capital Management LP lifted its holdings in Sabra Healthcare REIT, Inc. (NASDAQ: SBRA) by 31.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 184,001 shares of the real estate investment trust's stock after purchasing an additional 43,669
Reviewing Sabra Healthcare REIT (NASDAQ:SBRA) and Peakstone Realty Trust (NYSE:PKST)
Peakstone Realty Trust (NYSE: PKST - Get Free Report) and Sabra Healthcare REIT (NASDAQ: SBRA - Get Free Report) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, earnings, valuation, profitability, dividends, institutional ownership and analyst recommendations. Analyst Recommendations This is a summary
Engineers Gate Trims Sabra Health Care REIT Stake as Investors Track Rental Income Trends
Engineers Gate Manager LP sold 1,513,777 shares of Sabra Health Care REIT (SBRA) Quarter-end position value decreased by $26.85 million, reflecting both trading and price movement effects Transaction represented a 0.33% change in fund's 13F assets under management Post-trade, the fund holds 4,544,219 shares valued at $86.07 million The position now accounts for 1.02% of 13F AUM, placing it outside the fund's top five holdings
Sabra Health Care REIT, Inc. (SBRA) Q4 2025 Earnings Call Transcript
Sabra Health Care REIT, Inc. (SBRA) Q4 2025 Earnings Call Transcript
Sabra Health Care REIT Remains A Bullish Case, As Senior Care Demand Grows
My update on Sabra Health Care REIT upgrades it to a strong buy. Although technical indicators point to a hold, several fundamentals drive the needle into the highly bullish range, particularly portfolio growth and macro demand in this niche of senior care. AFFO dividend coverage is adequate, though the payout ratio is slightly elevated at around 81%.
