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Baird lifts CareTrust REIT shares target on acquisition activity

EditorEmilio Ghigini
Published 06/21/2024, 09:42 AM
CTRE
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On Friday, Baird increased the price target on CareTrust REIT (NYSE:CTRE) shares to $26.00, up from the previous target of $25.00, while reiterating an Outperform rating on the stock. The revision reflects the firm's anticipation of more accretive acquisition activity for CareTrust REIT.

The firm's analyst projects that CareTrust's normalized funds available for distribution (FAD) per share will rise in the coming years. The updated estimates are now $1.52 for 2024, $1.72 for 2025, and $1.89 for 2026. These figures are an increase from the former estimates of $1.52, $1.66, and $1.82 for the same years, respectively.

CareTrust REIT's investment activity as of June 3rd reached $386 million, surpassing Baird's initial full-year estimate of $300 million. This robust investment activity is one of the key drivers behind the raised price target. Additionally, the cost of equity for CareTrust REIT has been more favorable than initially modeled by Baird.

The analyst also highlighted the company's strong acquisition pipeline, valued at $460 million, and a solid balance sheet, which positions CareTrust REIT advantageously for funding future acquisitions. Furthermore, Baird forecasts that the company's leverage, measured by net debt to EBITDA, will remain below 3.0x throughout their forecast period.

The higher price target is partly due to an increased net asset value (NAV) per share estimate, which has contributed to Baird's positive outlook on CareTrust REIT's stock. The firm's revised estimates and price target reflect their confidence in the company's financial strategy and growth prospects through acquisition-driven expansion.

In other recent news, CareTrust REIT, a real estate investment trust, has declared a quarterly dividend of $0.29 per share, underscoring its commitment to providing returns to investors.

The company has also reported closing on $205 million in new investments and has a robust pipeline worth around $260 million. In terms of mergers and acquisitions, CareTrust REIT has expanded its portfolio with the acquisition of a skilled nursing facility portfolio in the Southeastern U.S. for approximately $80.9 million.

RBC Capital Markets and KeyBanc have both raised their price targets for CareTrust REIT to $27.00, reflecting their confidence in the company's solid balance sheet, favorable cost of capital, and strong acquisition pipeline.

However, analysts have noted potential uncertainties surrounding regulatory changes, such as the Centers for Medicare & Medicaid Services' minimum staffing rule. Despite these challenges, CareTrust REIT's management is recognized for its experience and proactive approach in navigating these regulatory environments.

These recent developments highlight CareTrust REIT's strategic focus on healthcare-related real estate and its ability to leverage its strong balance sheet and cost of capital advantageously.

The company's aggressive approach is supported by its flexible balance sheet, low leverage, and significant cash reserves. CareTrust REIT's commitment to its investment strategies and market opportunities signals a promising outlook for the company's future.

InvestingPro Insights

As Baird recognizes the potential in CareTrust REIT (NYSE:CTRE) driven by its acquisition strategy and favorable cost of equity, the latest data from InvestingPro aligns with this optimistic outlook. CareTrust REIT's market capitalization stands at a solid $3.6 billion, suggesting a robust presence in the market. The company's commitment to shareholder returns is evident, with a noteworthy dividend yield of 4.65% as of the last twelve months leading up to Q1 2023, and a history of raising its dividend for 8 consecutive years. Additionally, the company's gross profit margin impressively reached 95.56% over the same period, signaling efficient operations and strong pricing power.

InvestingPro Tips highlight that CareTrust REIT is expected to see net income growth this year, which may justify Baird's raised FAD per share estimates. Moreover, the company's liquid assets have surpassed short-term obligations, providing financial flexibility to support ongoing and future acquisitions. Investors should note that while the stock is trading at a high earnings multiple with a P/E ratio of 45.7, analysts remain confident in the company's profitability for the year. For those looking to delve deeper into CareTrust REIT's financials and future prospects, InvestingPro offers additional tips and metrics. Use coupon code PRONEWS24 for an extra 10% off a yearly or biyearly Pro and Pro+ subscription to access these insights.

It's worth noting that there are 6 more InvestingPro Tips available that could provide further guidance on CareTrust REIT's stock performance and valuation. With the stock trading near its 52-week high and a price that's 94.29% of this peak, the current sentiment appears to be largely positive. Baird's higher price target may well be supported by these underlying fundamentals and the positive trajectory anticipated by InvestingPro's comprehensive analysis.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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