CareTrust REIT Inc. (CTRE)

The Public Employees Retirement System of Ohio acquired 254,408 shares of CareTrust REIT, Inc. (CTRE) valued at approximately $10.3 million during the second quarter, representing 0.11% of the company. Institutional investors collectively own 87.77% of CareTrust REIT, with other major investors like BlackRock Inc. and Deutsche Bank AG also increasing their positions. Analysts maintain a "Moderate Buy" consensus rating for CTRE with an average price target of $44.82, following recent target increases from several firms.

Corient Private Wealth LP acquired 166,867 shares of CareTrust REIT (CTRE) in the second quarter, valued at approximately $6.7 million, making it one of several institutional investors to adjust their holdings. CareTrust REIT reported quarterly earnings matching estimates at $0.51 per share and maintained its 2026 EPS guidance, offering a 4.0% annualized dividend yield. Analysts have a "Moderate Buy" consensus rating with an average price target of $44.82, suggesting potential upside from its current share price of $39.02.

Wellington Management Group LLP decreased its stake in CareTrust REIT by 18% in the second quarter, selling 2.13 million shares but still holding 9.70 million shares valued at approximately $391.2 million. Despite this, institutional investors collectively own 87.77% of CTRE, and analysts maintain a "Moderate Buy" rating with an average price target of $44.82. CareTrust REIT reported strong quarterly earnings and reaffirmed its fiscal 2026 EPS guidance, along with a quarterly dividend of $0.39 per share, yielding 4.0%.

HSBC Holdings PLC has acquired a new position in CareTrust REIT, Inc. (NYSE:CTRE), purchasing 478,410 shares valued at approximately $19.3 million. Institutional investors collectively own 87.77% of the company, which recently reported Q2 EPS of $0.51, matching consensus estimates, and revenue of $161.35 million. CareTrust REIT offers a quarterly dividend of $0.39 per share, equating to a 4.0% yield, and analysts maintain a "Moderate Buy" rating with an average price target of $44.82.

Sanctuary Advisors LLC has acquired 26,224 shares of CareTrust REIT (CTRE) valued at approximately $1.06 million, as disclosed in their latest SEC filing. CareTrust REIT reported strong financial results, matching EPS estimates with $0.51 and guiding for FY 2026 EPS between $2.03 and $2.06. Analysts maintain a "Moderate Buy" rating for CTRE, with an average price target of $44.82, suggesting potential upside from its current price of $39.40.