Sabra Healthcare REIT (NASDAQ:SBRA) Issues FY 2026 Earnings Guidance

Sabra Healthcare REIT (NASDAQ:SBRA) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.550-1.590 for the period, compared to the consensus estimate of 1.060. The company issued revenue guidance of -.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Truist Financial increased their price target on Sabra Healthcare REIT from $20.00 to $21.00 and gave the stock a “hold” rating in a report on Tuesday, January 20th. Wall Street Zen cut Sabra Healthcare REIT from a “hold” rating to a “sell” rating in a research note on Friday, January 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Sabra Healthcare REIT in a report on Thursday, January 22nd. Wells Fargo & Company increased their price objective on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. Finally, National Bank Financial set a $22.00 price objective on shares of Sabra Healthcare REIT in a research report on Friday, October 17th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $21.11.

Sabra Healthcare REIT Stock Down 0.4%

SBRA traded down $0.08 during trading hours on Friday, hitting $20.17. 4,799,338 shares of the company’s stock were exchanged, compared to its average volume of 2,818,624. Sabra Healthcare REIT has a 1-year low of $15.60 and a 1-year high of $20.54. The stock’s 50-day moving average is $19.04 and its two-hundred day moving average is $18.76. The stock has a market cap of $5.03 billion, a price-to-earnings ratio of 31.52, a PEG ratio of 1.43 and a beta of 0.67. The company has a quick ratio of 5.19, a current ratio of 5.19 and a debt-to-equity ratio of 0.92.

Sabra Healthcare REIT (NASDAQ:SBRA) last released its earnings results on Thursday, February 12th. The real estate investment trust reported $0.11 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.37 by ($0.26). The company had revenue of $201.35 million for the quarter, compared to the consensus estimate of $201.97 million. Sabra Healthcare REIT had a return on equity of 5.66% and a net margin of 20.09%.The business’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.36 EPS. Sabra Healthcare REIT has set its FY 2026 guidance at 1.550-1.590 EPS. Sell-side analysts predict that Sabra Healthcare REIT will post 1.45 earnings per share for the current fiscal year.

Sabra Healthcare REIT Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Friday, February 13th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 5.9%. Sabra Healthcare REIT’s payout ratio is presently 166.67%.

Sabra Healthcare REIT News Roundup

Here are the key news stories impacting Sabra Healthcare REIT this week:

• Positive Sentiment: Company issued FY‑2026 EPS guidance of $1.550–$1.590, well above the consensus cited in releases (~$1.06), signaling management expects stronger earnings power next year. Sabra Reports Fourth Quarter 2025 Results; Introduces 2026 Guidance
• Positive Sentiment: Q4 operating metrics showed growth in key cash flow measures: FFO $0.36 and AFFO $0.37, and revenue grew ~16% year-over-year to ~$201M — supports the raised FY outlook if trends persist. Sabra Reports Fourth Quarter 2025 Results; Introduces 2026 Guidance
• Neutral Sentiment: Management will attend Citi’s Global Property CEO Conference (Mar 1–4), providing investors an opportunity for additional color on guidance assumptions and portfolio strategy. Investor meetings could reduce uncertainty if management addresses outstanding questions. Sabra Health Care REIT, Inc. to Attend Citi’s 2026 Global Property CEO Conference
• Negative Sentiment: GAAP net income per diluted share for Q4 was $0.11, missing analyst estimates (~$0.37) and down from $0.36 a year ago — a near-term earnings disappointment that likely pressured the stock. Sabra: Q4 Earnings Snapshot / Earnings Release
• Negative Sentiment: Analyst commentary (BMO) flagged soft FFO outlook and uncertainty tied to an RCA loan, supporting a Hold rating — these risks could keep investor sentiment cautious until resolution or clearer guidance detail. Sabra Healthcare REIT: Solid SHOP Momentum Offset by Soft FFO Outlook and RCA Loan Uncertainty

Institutional Investors Weigh In On Sabra Healthcare REIT

A number of institutional investors have recently made changes to their positions in SBRA. CANADA LIFE ASSURANCE Co raised its holdings in Sabra Healthcare REIT by 5.4% in the 4th quarter. CANADA LIFE ASSURANCE Co now owns 288,675 shares of the real estate investment trust’s stock valued at $5,466,000 after acquiring an additional 14,727 shares in the last quarter. UMB Bank n.a. raised its stake in Sabra Healthcare REIT by 28.3% in the fourth quarter. UMB Bank n.a. now owns 3,065 shares of the real estate investment trust’s stock valued at $58,000 after purchasing an additional 676 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in Sabra Healthcare REIT by 97.7% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,445 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 714 shares in the last quarter. Bank of Nova Scotia bought a new stake in Sabra Healthcare REIT during the fourth quarter worth about $405,000. Finally, Schroder Investment Management Group grew its stake in Sabra Healthcare REIT by 2.8% during the fourth quarter. Schroder Investment Management Group now owns 2,051,454 shares of the real estate investment trust’s stock worth $38,957,000 after buying an additional 56,715 shares in the last quarter. Institutional investors own 99.40% of the company’s stock.

About Sabra Healthcare REIT

Sabra Healthcare REIT, Inc (NASDAQ: SBRA) is a real estate investment trust that acquires, owns and operates net‐lease healthcare properties. Its diversified portfolio spans senior housing communities, skilled nursing and rehabilitation centers, outpatient medical facilities, medical office buildings, hospitals and life science properties. Sabra structures long‐term, triple‐net lease agreements with healthcare operators, providing stable rental income streams while allowing tenants to focus on patient care and operational excellence.

Serving a broad spectrum of care segments, Sabra’s tenants include both regional and national providers of assisted living, independent living, memory care, post‐acute rehabilitation and research and development laboratories.