LTC Properties (NYSE:LTC) Releases Quarterly Earnings Results, Beats Expectations By $1.41 EPS

LTC Properties (NYSE:LTC) posted its quarterly earnings results on Tuesday. The real estate investment trust reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $1.41, reports. The business had revenue of $82.11 million during the quarter, compared to analyst estimates of $84.23 million. LTC Properties had a net margin of 14.58% and a return on equity of 3.22%. The firm’s revenue was up 60.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.72 earnings per share. LTC Properties updated its FY 2026 guidance to 2.750-2.790 EPS and its Q1 2026 guidance to 0.660-0.680 EPS.

LTC Properties Trading Up 0.8%

Shares of NYSE:LTC traded up $0.33 during trading on Wednesday, hitting $39.38. 184,573 shares of the company’s stock were exchanged, compared to its average volume of 411,640. The company has a current ratio of 8.68, a quick ratio of 8.68 and a debt-to-equity ratio of 0.90. The firm has a market cap of $1.87 billion, a P/E ratio of 54.72 and a beta of 0.62. The firm has a 50-day moving average price of $36.43 and a two-hundred day moving average price of $35.97. LTC Properties has a 1-year low of $31.70 and a 1-year high of $40.05.

LTC Properties Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be issued a $0.19 dividend. The ex-dividend date is Monday, March 23rd. This represents a c) annualized dividend and a yield of 5.8%. LTC Properties’s dividend payout ratio (DPR) is currently 316.67%.

Insider Buying and Selling at LTC Properties

In related news, EVP David M. Boitano purchased 10,000 shares of the stock in a transaction dated Wednesday, December 31st. The stock was bought at an average cost of $34.44 per share, with a total value of $344,400.00. Following the purchase, the executive vice president directly owned 25,626 shares in the company, valued at $882,559.44. The trade was a 64.00% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. 2.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On LTC Properties

A number of hedge funds have recently modified their holdings of the business. Federation des caisses Desjardins du Quebec boosted its stake in shares of LTC Properties by 27.0% during the 4th quarter. Federation des caisses Desjardins du Quebec now owns 3,626 shares of the real estate investment trust’s stock worth $125,000 after buying an additional 772 shares during the last quarter. Raymond James Financial Inc. bought a new stake in LTC Properties during the second quarter worth about $154,000. Caitlin John LLC acquired a new position in LTC Properties during the fourth quarter valued at approximately $168,000. Tower Research Capital LLC TRC grew its stake in LTC Properties by 341.6% in the second quarter. Tower Research Capital LLC TRC now owns 4,946 shares of the real estate investment trust’s stock valued at $171,000 after purchasing an additional 3,826 shares in the last quarter. Finally, Virtus Advisers LLC acquired a new position in shares of LTC Properties during the 4th quarter worth approximately $179,000. Institutional investors and hedge funds own 69.25% of the company’s stock.

LTC Properties News Summary

Here are the key news stories impacting LTC Properties this week:

• Positive Sentiment: Q4 GAAP EPS and operating metrics topped expectations — company reported $2.09 EPS for the quarter (well above consensus) and revenue rose ~60% year‑over‑year, signaling stronger-than-expected recent operating results. MarketBeat Earnings Report
• Positive Sentiment: FY‑2026 guidance raised above Street estimates — LTC issued guidance of $2.75–$2.79 EPS for FY‑2026, above consensus (~$2.22), which supports a stronger full‑year outlook and may be seen as a vote of confidence in portfolio performance. LTC Reports 2025 Fourth Quarter Results and Introduces 2026 Guidance
• Neutral Sentiment: FFO slightly beat estimates — funds from operations came in at $0.70 vs. Zacks consensus $0.68 (down from $0.72 a year ago), a modest positive but not a material acceleration in FFO trends. LTC Properties (LTC) Tops Q4 FFO Estimates
• Neutral Sentiment: Company filed press release, slide deck and conference call materials — investors can review the deck and remarks for detail on rent spreads, portfolio occupancy and any one‑time items behind the EPS swing. Press Release / Slide Deck
• Negative Sentiment: Q1‑2026 EPS guidance materially missed consensus — LTC guided Q1 EPS to $0.66–$0.68 vs. consensus near $1.07, which has triggered immediate investor concern and was reported as a reason for intraday weakness in some coverage. This near‑term shortfall is the main source of downward pressure despite the FY raise. LTC Properties trades lower after Q1 2026 earnings guidance trails consensus

Wall Street Analyst Weigh In

Several research firms have recently weighed in on LTC. Royal Bank Of Canada upped their target price on shares of LTC Properties from $37.00 to $38.00 and gave the stock a “sector perform” rating in a report on Monday, November 10th. Weiss Ratings restated a “hold (c)” rating on shares of LTC Properties in a research report on Monday, December 29th. Wells Fargo & Company raised their price objective on shares of LTC Properties from $36.00 to $37.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 25th. Finally, Cantor Fitzgerald set a $36.00 price target on LTC Properties in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $38.60.

About LTC Properties

LTC Properties, Inc (NYSE: LTC) is a real estate investment trust that specializes in financing and investing in long-term health care properties. The company focuses on providing capital to operators of senior housing and health care facilities through sale-leaseback transactions, mortgage financings and structured finance arrangements. Its portfolio primarily comprises skilled nursing facilities, assisted living communities and memory care centers.

Since its founding in 1992, LTC Properties has built a diversified portfolio of properties located across the United States.