Although the revenue and EPS for Sabra (SBRA) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.
SBRA is a solid healthcare REIT with stable revenues, moderate leverage, and, in my opinion, a defensive strategy focused on long-term profitability rather than aggressive market share growth. Despite a favorable supply-demand gap in senior care, SBRA's portfolio and income growth remain slow, with recent gains driven by rate increases and margin improvements. Dividend yield is attractive at 6.4%, but payout ratio is high and growth prospects are limited compared to sector peers with better diversification and lower risk exposure.
With the market at all-time highs, I prefer durable, high-yield assets in real estate like Sabra Health Care REIT. SBRA has strong fundamentals, with a diversified healthcare portfolio, rising occupancy, robust tenant coverage, and a well-covered 6.5% dividend yield. Favorable demographics, limited new supply, and upcoming acquisitions support SBRA's growth outlook, with management guiding for double-digit NOI growth in senior housing.
Sabra Health Care REIT, Inc. (NASDAQ:SBRA ) Q1 2025 Results Conference Call May 6, 2025 1:00 PM ET Company Participants Lukas Hartwich - EVP, Finance Rick Matros - Chief Executive Officer, President & Chair Talya Nevo-Hacohen - CIO, Treasurer & EVP Michael Costa - Chief Financial Officer Conference Call Participants Elmer Chang - Scotiabank Farrell Granath - Bank of America Austin Wurschmidt - KeyBanc Capital Markets Juan Sanabria - BMO Capital Markets Seth Bergey - Citi George Dugan - Mizuho Securities Richard Anderson - Wedbush Alec Feygin - Baird Equity Research Operator Good day, everyone. My name is Kate, and I will be your conference operator today.
The headline numbers for Sabra (SBRA) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to FFO of $0.35 per share a year ago.
Sabra Health Care REIT's strong fundamentals, 6.62% dividend yield, and low forward multiple make it an attractive investment amid tariff uncertainties and potential recession. The REIT's solid growth in FFO, AFFO, and revenue, driven by increased occupancy rates and NOI growth, highlights its resilience in a challenging economic environment. Sabra's well-positioned balance sheet, with robust liquidity and deleveraging efforts, ensures stability and growth potential, even during economic downturns.
Sabra Health Care REIT, Inc. offers a 6.7% dividend yield, benefiting from strong fundamentals, favorable demographics, and a well-managed balance sheet. Management is guiding for AFFO growth, supported by rising occupancy, stable reimbursement rates, and a robust acquisition pipeline in skilled nursing. SBRA stock trades at a reasonable valuation with a forward P/FFO of 12.2, positioning it for potential market-beating total returns.
Sabra Health Care REIT, Inc. (NASDAQ:SBRA ) Q4 2024 Earnings Conference Call February 20, 2025 1:00 PM ET Company Participants Lukas Hartwich - EVP, Finance Rick Matros - CEO, President & Chair Talya Nevo-Hacohen - CIO, Treasurer & EVP Mike Costa - CFO Conference Call Participants Farrell Granath - Bank of America John Kilichowski - Wells Fargo Michael Griffin - Citi Research Austin Wurschmidt - KeyBanc Capital Markets Georgi Dinkov - Mizuho Juan Sanabria - BMO Capital Markets Richard Anderson - Wedbush Alec Feygin - Baird Equity Research Michael Stroyeck - Green Street Aaron Hecht - JMP Securities Omotayo Okusanya - Deutsche Bank Operator Good day. My name is Aaron, and I will be your conference operator for today.
Although the revenue and EPS for Sabra (SBRA) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Sabra Healthcare (SBRA) came out with quarterly funds from operations (FFO) of $0.36 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.33 per share a year ago.