Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Sabra Health Care REIT, Inc.
Next earnings Aug 3, 2026 · consensus $0.18 EPS, $222M rev
Last earnings -0.8% on 2026-04-29
Recovering healthcare REIT with demographic tailwinds and a covered, growing dividend; tenant-credit and rate risk are the offsets.
Sources: SEC EDGAR (CIK 0001492298, latest 10-Q filed 2026-04-29) · EODHD · analysis by claude-code · as of 6/21/2026, 9:04:46 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~34% below fair value) — the rarer case where both the business and the entry look good.
Sabra is a healthcare REIT owning skilled-nursing, senior-housing and related facilities. After the COVID era battered the sector — net losses of -$113M (FY2021) and -$77.6M (FY2022) — the recovery is now firmly established: FY2025 revenue grew 25.4% to $357M and net income rose 22.8% to $156M ($0.64 diluted EPS, +18.5%), the third straight year of improving profitability. As a REIT, GAAP EPS understates the economics because depreciation is a large non-cash charge ($187M); operating cash flow of $349M (+12.3%) is the better measure and comfortably covers the $289M dividend (+3.3%), so the headline 28.3x P/E and the related P/S are misleading lenses for this property business.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $156M | $187M | $236M | $285M | $357M |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | -$113M | -$77.6M | $13.8M | $127M | $156M |
| Diluted EPS | -$0.52 | -$0.34 | $0.06 | $0.54 | $0.64 |
| Net margin | -72.8% | -41.6% | 5.8% | 44.5% | 43.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-17 | Malehorn Jeffrey A. Director | Award | 8.31K | |
| 2026-06-17 | Kono Ann Director | Award | 8.31K | |
| 2026-06-17 | KATZMANN LYNNE S Director | Award | 8.31K | |
| 2026-06-17 | FOSTER MICHAEL J Director | Award | 8.31K | |
| 2026-06-17 | Cusack Catherine Director | Award | 8.31K | |
| 2026-06-17 | Barbarosh Craig A. Director | Award | 8.31K | |
| 2026-05-29 | Malehorn Jeffrey A. Director | Award | 817.00 | |
| 2026-05-29 | Kono Ann Director | Award | 817.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.