Vanguard Group Inc. Grows Stake in Sabra Healthcare REIT, Inc. $SBRA

Vanguard Group Inc. grew its position in Sabra Healthcare REIT, Inc. (NASDAQ:SBRA) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,430,016 shares of the real estate investment trust’s stock after purchasing an additional 481,231 shares during the quarter. Vanguard Group Inc. owned about 0.14% of Sabra Healthcare REIT worth $671,045,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Founders Capital Management purchased a new stake in shares of Sabra Healthcare REIT during the third quarter valued at $28,000. Danske Bank A S purchased a new stake in shares of Sabra Healthcare REIT during the third quarter valued at $30,000. Larson Financial Group LLC grew its holdings in shares of Sabra Healthcare REIT by 42.3% during the third quarter. Larson Financial Group LLC now owns 1,860 shares of the real estate investment trust’s stock valued at $35,000 after buying an additional 553 shares during the last quarter. First Horizon Corp purchased a new stake in shares of Sabra Healthcare REIT during the fourth quarter valued at $44,000. Finally, Covestor Ltd grew its holdings in shares of Sabra Healthcare REIT by 23,720.0% during the third quarter. Covestor Ltd now owns 2,382 shares of the real estate investment trust’s stock valued at $45,000 after buying an additional 2,372 shares during the last quarter. 99.40% of the stock is owned by hedge funds and other institutional investors.

Sabra Healthcare REIT Price Performance

NASDAQ:SBRA opened at $20.36 on Monday. Sabra Healthcare REIT, Inc. has a one year low of $17.04 and a one year high of $21.07. The company has a debt-to-equity ratio of 0.96, a quick ratio of 4.72 and a current ratio of 4.72. The firm has a market cap of $5.13 billion, a price-to-earnings ratio of 32.32, a PEG ratio of 1.63 and a beta of 0.67. The firm’s fifty day moving average is $20.23 and its two-hundred day moving average is $19.36.

Sabra Healthcare REIT (NASDAQ:SBRA) last posted its quarterly earnings results on Wednesday, April 29th. The real estate investment trust reported $0.16 EPS for the quarter, meeting the consensus estimate of $0.16. Sabra Healthcare REIT had a net margin of 19.22% and a return on equity of 5.60%. The company had revenue of $221.75 million for the quarter, compared to analyst estimates of $209.20 million. During the same period in the prior year, the company earned $0.37 earnings per share. The firm’s revenue was up 20.9% on a year-over-year basis. Sabra Healthcare REIT has set its FY 2026 guidance at 1.550-1.590 EPS. Research analysts expect that Sabra Healthcare REIT, Inc. will post 1.5 EPS for the current year.

Sabra Healthcare REIT Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Shareholders of record on Friday, May 15th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 5.9%. The ex-dividend date of this dividend is Friday, May 15th. Sabra Healthcare REIT’s dividend payout ratio is presently 190.48%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings lowered shares of Sabra Healthcare REIT from a “buy (a-)” rating to a “buy (b+)” rating in a report on Friday. Truist Financial boosted their price objective on shares of Sabra Healthcare REIT from $21.00 to $22.00 and gave the company a “hold” rating in a report on Friday, March 13th. Wall Street Zen raised shares of Sabra Healthcare REIT from a “sell” rating to a “hold” rating in a report on Saturday. Citizens Jmp boosted their price objective on shares of Sabra Healthcare REIT from $22.00 to $23.00 and gave the company a “market outperform” rating in a report on Wednesday, February 18th. Finally, UBS Group boosted their price objective on shares of Sabra Healthcare REIT from $20.00 to $21.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Five investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $22.00.

Sabra Healthcare REIT News Summary

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

• Positive Sentiment: Q1 top?line and FFO beat — Sabra reported revenue of $221.8M (above estimates) and FFO of $0.39, beating consensus ($0.38), showing continued SHOP/senior?housing contribution and improved cash flow dynamics. Sabra Healthcare (SBRA) Tops Q1 FFO and Revenue Estimates
• Positive Sentiment: FY?2026 guidance nudged higher — company set EPS guidance of $1.55?$1.59 vs. consensus ~1.50, implying modest upside to street earnings expectations. Press Release / Slide Deck
• Positive Sentiment: Dividend declared — quarterly dividend of $0.30/share (annualized yield ~5.8%), supporting income investor interest. (Company release)
• Positive Sentiment: Analyst support — at least one published note sets a $22 price target, indicating some analyst optimism on valuation upside. Analysts Set Sabra Healthcare REIT, Inc. (NASDAQ:SBRA) Price Target at $22.00
• Neutral Sentiment: SHOP/senior?housing contribution highlighted — management and coverage note this was a driver of the quarter, an operational detail investors should watch for sustainability. Sabra Showcases Strong SHOP?Driven Quarter
• Neutral Sentiment: Earnings metrics mixed — GAAP EPS of $0.16 met estimates but remains below last year’s quarter (affected by mix and non?recurring items); slides and full call transcript are available for detail. Earnings Call Transcript / Presentation Q1 Presentation
• Negative Sentiment: Guidance subject to review — management said it will “revisit” 2026 guidance in Q2 after year?to?date investments of ~$400M, creating near?term uncertainty about capital allocation and payout sustainability. Sabra Outlines Revisiting 2026 Guidance
• Negative Sentiment: Tighter deal flow and competition — CEO warned skilled?nursing acquisition activity is tight and competition from private OpCo/PropCo buyers is fierce, which may limit attractive deployment opportunities and pressure future growth. CEO: Skilled Nursing Deal Flow Tight

Sabra Healthcare REIT Company Profile

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.