Sabra Health Care price target lowered to $20 from $21 at Jefferies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 01 2025
0mins
Should l Buy SBRA?
Source: Business Insider
Jefferies' Price Target Adjustment: Jefferies has lowered the price target for Sabra Health Care from $21 to $20 while maintaining a Buy rating, favoring senior housing within healthcare REITs due to muted deliveries and growth in the 80-plus population.
Analyst Preferences: The firm highlights Ventas as its top pick among REITs, with positive views on Welltower and Sabra Health Care, and suggests Caretrust REIT and Healthpeak Properties for their potential external growth in 2025.
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Analyst Views on SBRA
Wall Street analysts forecast SBRA stock price to rise
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 20.550
Low
20.00
Averages
20.83
High
22.00
Current: 20.550
Low
20.00
Averages
20.83
High
22.00
About SBRA
Sabra Health Care REIT, Inc. operates as a self-administered, self-managed real estate investment trust that, through its subsidiaries, owns and invests in real estate serving the healthcare industry throughout the United States and Canada. Its primary business consists of acquiring, financing and owning real estate property to be leased to third-party tenants in the healthcare sector. Its investment portfolio primarily comprises skilled nursing/transitional care facilities, senior housing communities (Senior Housing - Leased), behavioral health facilities, and specialty hospitals and other facilities, in each case leased to third-party operators; senior housing communities operated by third-party property managers pursuant to property management agreements (Senior Housing - Managed); investments in joint ventures; loans receivable, and preferred equity investments. Its real estate properties held for investment included 37,047 beds/units, spread across the United States and Canada.
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.
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages, the demand for long-term care services accelerates, with healthcare REITs showing an 8.5% return in 2025, positioning them among the stronger-performing sectors in real estate, reflecting stable demand drivers and long-term occupancy visibility.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired nine skilled nursing facilities in Missouri for $59 million, leasing them to Tide Group under a long-term agreement, which is expected to increase annual rents by $5.5 million, demonstrating growth potential in a constrained supply market.
- Diversified Asset Portfolio: Strawberry Fields owns 143 healthcare facilities across 10 states, providing over 15,600 licensed beds, which helps the company mitigate risks across various operating environments while focusing on investments in post-acute care real estate.
- Stable Dividend Distribution: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, with an annual yield of approximately 5%, indicating the company's ability to support stable cash flow and shareholder returns while maintaining a low payout ratio.
See More
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages and demand for long-term care services accelerates, healthcare REITs have shown impressive performance, with a reported 8.5% return in 2025, highlighting the sector's resilience and growth potential.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired 17 facilities in 2025 for a total of $112.1 million, with an annual rent increase of 3%, which not only enhances revenue stability but also lays the groundwork for future expansion.
- Multi-State Advantage: With 143 healthcare facilities across 10 states providing over 15,600 licensed beds, Strawberry Fields' diversified footprint helps mitigate risks and improve operational efficiency, ensuring competitiveness amid rising demand.
- Dividend Stability: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, translating to an approximate 5% annual yield, demonstrating strong cash flow support and a payout ratio below 50%, which boosts investor confidence.
See More
SABRA HEALTH CARE REIT INC: UBS Increases Target Price from $20 to $21
- Company Overview: Sabra Health Care REIT has raised its target price to $21 from $20.
- Market Impact: This adjustment reflects a positive outlook for the company's performance in the healthcare real estate sector.
See More
Sabra Health Care REIT Q4 2025 Earnings Call Insights
- Growth Expectations: Sabra anticipates strong NOI growth for its SHOP portfolio in 2026, with guidance midpoint of 4.9% to 5.4%, reflecting ongoing strategic execution that is expected to enhance overall performance.
- Robust Investment Pipeline: With $450 million completed in 2025 and an additional $240 million in awarded deals expected to close in early 2026, Sabra is off to a strong start, projecting significantly higher investment volumes in 2026 compared to 2025.
- Cash Flow Performance: The managed Senior Housing portfolio saw an 18.4% increase in cash NOI to $35.6 million in Q4, demonstrating strong operational performance and margin expansion, further solidifying the company's market position.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.30 per share, representing a 79% payout of normalized AFFO, reflecting the company's commitment to returning value to shareholders while maintaining stable cash flows.
See More
Sabra (SBRA) Q4 2025 Earnings Call Transcript
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Sabra Health Care REIT Schedules Q4 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Sabra Health Care REIT announced it will release its Q4 2025 earnings on February 12, 2026, after market close, showcasing its financial performance in the healthcare real estate sector, which is expected to positively impact investor confidence.
- Conference Call Details: A conference call will be held on February 13, 2026, at 11:00 a.m. Pacific Time to discuss the earnings report, providing dial-in numbers for U.S. and international participants to ensure broad investor engagement and information transparency.
- Cash Dividend Declaration: On February 2, 2026, Sabra's board declared a quarterly cash dividend of $0.30 per share, scheduled for payment on February 27, 2026, to shareholders of record as of February 13, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed REIT focused on real estate investments serving the healthcare industry across the U.S. and Canada, and is expected to continue attracting investor interest as market demand grows.
See More
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages, the demand for long-term care services accelerates, with healthcare REITs showing an 8.5% return in 2025, positioning them among the stronger-performing sectors in real estate, reflecting stable demand drivers and long-term occupancy visibility.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired nine skilled nursing facilities in Missouri for $59 million, leasing them to Tide Group under a long-term agreement, which is expected to increase annual rents by $5.5 million, demonstrating growth potential in a constrained supply market.
- Diversified Asset Portfolio: Strawberry Fields owns 143 healthcare facilities across 10 states, providing over 15,600 licensed beds, which helps the company mitigate risks across various operating environments while focusing on investments in post-acute care real estate.
- Stable Dividend Distribution: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, with an annual yield of approximately 5%, indicating the company's ability to support stable cash flow and shareholder returns while maintaining a low payout ratio.
See More
Healthcare REITs Show Growth Potential Amid Aging Population
- Strong Market Demand: As the U.S. population ages and demand for long-term care services accelerates, healthcare REITs have shown impressive performance, with a reported 8.5% return in 2025, highlighting the sector's resilience and growth potential.
- Successful Acquisition Strategy: Strawberry Fields REIT acquired 17 facilities in 2025 for a total of $112.1 million, with an annual rent increase of 3%, which not only enhances revenue stability but also lays the groundwork for future expansion.
- Multi-State Advantage: With 143 healthcare facilities across 10 states providing over 15,600 licensed beds, Strawberry Fields' diversified footprint helps mitigate risks and improve operational efficiency, ensuring competitiveness amid rising demand.
- Dividend Stability: In an uncertain economic environment, Strawberry Fields announced a cash dividend of $0.16 per share for Q4 2025, translating to an approximate 5% annual yield, demonstrating strong cash flow support and a payout ratio below 50%, which boosts investor confidence.
See More
SABRA HEALTH CARE REIT INC: UBS Increases Target Price from $20 to $21
- Company Overview: Sabra Health Care REIT has raised its target price to $21 from $20.
- Market Impact: This adjustment reflects a positive outlook for the company's performance in the healthcare real estate sector.
See More
Sabra Health Care REIT Q4 2025 Earnings Call Insights
- Growth Expectations: Sabra anticipates strong NOI growth for its SHOP portfolio in 2026, with guidance midpoint of 4.9% to 5.4%, reflecting ongoing strategic execution that is expected to enhance overall performance.
- Robust Investment Pipeline: With $450 million completed in 2025 and an additional $240 million in awarded deals expected to close in early 2026, Sabra is off to a strong start, projecting significantly higher investment volumes in 2026 compared to 2025.
- Cash Flow Performance: The managed Senior Housing portfolio saw an 18.4% increase in cash NOI to $35.6 million in Q4, demonstrating strong operational performance and margin expansion, further solidifying the company's market position.
- Dividend Distribution: The Board declared a quarterly cash dividend of $0.30 per share, representing a 79% payout of normalized AFFO, reflecting the company's commitment to returning value to shareholders while maintaining stable cash flows.
See More
Sabra (SBRA) Q4 2025 Earnings Call Transcript
See More
Sabra Health Care REIT Schedules Q4 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Sabra Health Care REIT announced it will release its Q4 2025 earnings on February 12, 2026, after market close, showcasing its financial performance in the healthcare real estate sector, which is expected to positively impact investor confidence.
- Conference Call Details: A conference call will be held on February 13, 2026, at 11:00 a.m. Pacific Time to discuss the earnings report, providing dial-in numbers for U.S. and international participants to ensure broad investor engagement and information transparency.
- Cash Dividend Declaration: On February 2, 2026, Sabra's board declared a quarterly cash dividend of $0.30 per share, scheduled for payment on February 27, 2026, to shareholders of record as of February 13, 2026, demonstrating the company's ongoing commitment to shareholder returns.
- Company Background: Sabra Health Care REIT operates as a self-administered, self-managed REIT focused on real estate investments serving the healthcare industry across the U.S. and Canada, and is expected to continue attracting investor interest as market demand grows.
See More
