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LTC Properties Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.720 |
| EPS actual | $0.690 |
| EPS Surprise | -4.17% |
| Revenue estimate | 72.976M |
| Revenue actual | 26.339M |
| Revenue Surprise | -63.91% |
| Release date | Feb 24, 2026 |
| EPS estimate | $1.30 |
| EPS actual | $0.700 |
| EPS Surprise | -46.15% |
| Revenue estimate | 84.231M |
| Revenue actual | 46.33M |
| Revenue Surprise | -45.00% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.650 |
| EPS actual | $0.690 |
| EPS Surprise | 6.15% |
| Revenue estimate | 84.231M |
| Revenue actual | 69.29M |
| Revenue Surprise | -17.74% |
| Release date | Aug 04, 2025 |
| EPS estimate | $0.670 |
| EPS actual | $0.680 |
| EPS Surprise | 1.49% |
| Revenue estimate | 57.439M |
| Revenue actual | 59.33M |
| Revenue Surprise | 3.29% |
Last 4 Quarters for LTC Properties
Below you can see how LTC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $34.74 |
| EPS estimate | $0.670 |
| EPS actual | $0.680 |
| EPS surprise | 1.49% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $34.69 |
| Jul 30, 2025 | $34.18 |
| Jul 31, 2025 | $34.04 |
| Aug 01, 2025 | $34.29 |
| Aug 04, 2025 | $34.74 |
| Aug 05, 2025 | $35.15 |
| Aug 06, 2025 | $35.15 |
| Aug 07, 2025 | $35.31 |
| Aug 08, 2025 | $35.83 |
| 4 days before | 0.144% |
| 4 days after | 3.14% |
| On release day | 1.18% |
| Change in period | 3.29% |
| Release date | Nov 04, 2025 |
| Price on release | $35.58 |
| EPS estimate | $0.650 |
| EPS actual | $0.690 |
| EPS surprise | 6.15% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $34.63 |
| Oct 30, 2025 | $35.12 |
| Oct 31, 2025 | $35.08 |
| Nov 03, 2025 | $35.39 |
| Nov 04, 2025 | $35.58 |
| Nov 05, 2025 | $35.58 |
| Nov 06, 2025 | $35.52 |
| Nov 07, 2025 | $35.88 |
| Nov 10, 2025 | $36.27 |
| 4 days before | 2.74% |
| 4 days after | 1.93% |
| On release day | 0% |
| Change in period | 4.72% |
| Release date | Feb 24, 2026 |
| Price on release | $39.05 |
| EPS estimate | $1.30 |
| EPS actual | $0.700 |
| EPS surprise | -46.15% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $39.01 |
| Feb 19, 2026 | $38.92 |
| Feb 20, 2026 | $38.92 |
| Feb 23, 2026 | $39.19 |
| Feb 24, 2026 | $39.05 |
| Feb 25, 2026 | $39.60 |
| Feb 26, 2026 | $40.36 |
| Feb 27, 2026 | $39.68 |
| Mar 02, 2026 | $40.01 |
| 4 days before | 0.103% |
| 4 days after | 2.46% |
| On release day | 1.41% |
| Change in period | 2.56% |
| Release date | May 06, 2026 |
| Price on release | $38.46 |
| EPS estimate | $0.720 |
| EPS actual | $0.690 |
| EPS surprise | -4.17% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $38.22 |
| May 01, 2026 | $38.50 |
| May 04, 2026 | $38.23 |
| May 05, 2026 | $38.20 |
| May 06, 2026 | $38.46 |
| May 07, 2026 | $38.64 |
| May 08, 2026 | $39.12 |
| May 11, 2026 | $38.46 |
| May 12, 2026 | $38.58 |
| 4 days before | 0.628% |
| 4 days after | 0.312% |
| On release day | 0.468% |
| Change in period | 0.94% |
LTC Properties Earnings Call Transcript Summary of Q1 2026
LTC Properties is executing a deliberate shift from lower-growth triple-net skilled nursing investments to higher-growth seniors housing operating (SHOP) assets. Management is on track with 2026 guidance and the midpoint $600 million SHOP acquisition target, with more than half expected to close by the end of Q2 and a pipeline of opportunities exceeding $5 billion. SHOP is projected to represent roughly 45% of total investments and about 40% of annualized NOI by year-end, materially increasing the company's pro forma portfolio growth profile (overall pro forma NOI growth of 5%–7% at a 40% SHOP NOI mix versus low-2% under triple-net). The core SHOP portfolio (27 stabilized/near-stabilized communities) continues to perform in line with expectations and management reiterates ~14% pro forma growth for that core SHOP portfolio at the midpoint. Liquidity and balance sheet metrics remain healthy: pro forma liquidity of $775 million (including expected proceeds), pro forma debt / adjusted EBITDA ~4.4x, and adjusted fixed charge coverage ~4.6x—within stated 4x–5x leverage targets. Management is investing in SHOP platform capabilities (people, data/analytics, asset management) to scale operations and align operator incentives (fee + incentive + synthetic promote structures). They remain opportunistic about selling certain skilled nursing assets to recycle capital into SHOP, but any dispositions would be opportunistic and aimed at improving growth and risk-adjusted returns. 2026 core FFO and FAD guidance is reiterated ($2.75–$2.79 FFO/share; $2.82–$2.86 FAD/share) and assumes $400M–$800M of SHOP acquisitions, $65M–$77M SHOP NOI, and $265M of asset sale/loan payoff proceeds.
