earnings
confidence medium
sentiment positive
materiality 0.75
LTC Q4 2025 revenue up 60% YoY; Core FFO $0.70 (+$0.05); SHOP acquisitions accelerate; 2026 guidance introduced
LTC PROPERTIES INC
2025-FY EPS reported
$2.52
revenue$262,854,000
- Revenue $84.3M (+60% YoY); net income $101.6M vs $17.9M largely due to gains/transactions.
- Core FFO $0.70 per share (+7.7% YoY); FAD $0.77 per share vs $0.66.
- SHOP NOI growth 22% for original 13 properties; $353M SHOP acquisitions in 2025.
- SHOP now 24% of gross investments, skilled nursing 36% (down from 46%).
- 2026 guidance introduced; further $157M SHOP acquisitions expected within 60 days.