Recent 8-K filings for LTC

• May 6, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  LTC Q1 revenue $95.4M (+95% YoY); SHOP acquisitions $108M, EPS $0.48 vs $0.45

  Total revenues $95.4M, up 95% YoY from $49.0M; diluted EPS $0.48 vs $0.45.

• February 24, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  LTC Q4 2025 revenue up 60% YoY; Core FFO $0.70 (+$0.05); SHOP acquisitions accelerate; 2026 guidance introduced

  Revenue $84.3M (+60% YoY); net income $101.6M vs $17.9M largely due to gains/transactions.

• December 15, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01

  LTC Properties increases credit facility to $800M, adds term loans through 2032

  Aggregate commitment increased from $600M to $800M via incremental facility and new term loans.

• November 4, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  LTC reports Q3 net loss of $20.1M on $41.5M write-off; Core FFO rises; guidance raised

  Total revenues $69.3M, up 24% YoY from $55.8M; net loss $(0.44)/share vs net income $0.66.

• October 3, 2025, 7:59 PM ET M&A materiality 0.75 neutral item 2.01 ◈ M&A Transactions

  LTC Properties acquires five Wisconsin seniors housing communities for $195M

  Acquired five seniors housing communities totaling 520 units in Wisconsin from local developers.

• September 15, 2025, 7:59 PM ET other material materiality 0.65 negative item 7.01

  LTC Properties cuts 2025 GAAP EPS guidance by ~$0.88 on $41.5M non-cash write-off

  GAAP net income guidance lowered to $2.57-$2.59/share from $3.45-$3.48 due to non-cash write-off of $41.5M effective interest receivable.

• August 4, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  LTC Q2 2025: Revenue up 20% to $60.2M, net income down 22% to $14.9M; raises guidance with $400M investments

  Total revenues $60.2M vs $50.1M YoY (+20%); diluted EPS $0.32 vs $0.44 YoY.

• July 21, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01

  LTC Properties enters new $600M credit facility, ups capacity to $1.2B

  New $600M unsecured revolving credit facility, expandable to $1.2B, matures July 21, 2029, with one-year extension option.

• July 10, 2025, 7:59 PM ET other material materiality 0.75 negative item 8.01item 9.01

  LTC Properties operator Genesis Healthcare files for Chapter 11 bankruptcy

  Genesis filed for Chapter 11 bankruptcy on July 9, 2025; it leases 6 skilled nursing centers (782 beds) from LTC.

• May 5, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  LTC Q1 revenue falls to $49M; Core FFO per share rises to $0.65; transitions 12 properties to SHOP

  Total revenues $49.0M vs $51.4M YoY; diluted EPS $0.45 vs $0.56.

• February 24, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  LTC Q4 2024 revenue $52.6M; net income down to $17.9M but FFO per share rises to $0.72

  Q4 2024 total revenues $52.6M vs $50.2M a year ago (+4.8%).

• December 9, 2024, 6:59 PM ET leadership materiality 0.70 neutral item 5.02item 9.01

  LTC appoints new leadership: Simpson Executive Chairman, Kessler and Malin Co-CEOs, effective Dec 31, 2024

  Wendy Simpson, 75, becomes Executive Chairman, effective Dec 31, 2024; previously CEO since 2007.

• October 28, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  LTC Q3 2024 net income $29.2M ($0.66/sh), revenues $55.8M up 13% YoY

  Net income available to common stockholders $29.2M ($0.66 diluted EPS), up from $22.1M ($0.54) YoY.

• July 29, 2024, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  LTC Q2 net income $19.2M, EPS $0.44; revenues rise to $50.1M

  Net income available to common stockholders $19.2M vs $6.0M YoY; diluted EPS $0.44 vs $0.15.

• April 29, 2024, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  LTC Q1 net income falls 27% to $24.1M; FFO per share rises to $0.69

  Net income available to common stockholders of $24.1M ($0.56 diluted EPS) vs $32.9M ($0.80) year ago.

• February 15, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  LTC Properties Q4 net income $28.1M, FFO $0.57/diluted; resolves Brookdale, cuts leverage to 5.5x

  Net income $28.1M (diluted EPS $0.67) vs $17.8M ($0.44) a year ago; NAREIT FFO per share $0.57 vs $0.72.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

6 positive 3 negative 13 neutral

source · LTC on sec.gov