Hsbc Holdings PLC Purchases New Holdings in CareTrust REIT, Inc. $CTRE

Posted by Brenda Bartman on Aug 28th, 2026

Hsbc Holdings PLC acquired a new position in CareTrust REIT, Inc. (NYSE:CTRE – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 478,410 shares of the company’s stock, valued at approximately $19,334,000. Hsbc Holdings PLC owned about 0.20% of CareTrust REIT at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Principal Financial Group Inc. boosted its holdings in CareTrust REIT by 7.5% in the fourth quarter. Principal Financial Group Inc. now owns 1,328,660 shares of the company’s stock valued at $48,044,000 after acquiring an additional 93,101 shares during the last quarter. Greenland Capital Management LP acquired a new stake in CareTrust REIT in the second quarter worth about $9,684,000. Jennison Associates LLC bought a new stake in CareTrust REIT during the 4th quarter worth about $1,156,000. M&T Bank Corp bought a new stake in CareTrust REIT during the 4th quarter worth about $894,000. Finally, Vanguard Group Inc. lifted its position in CareTrust REIT by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 33,184,181 shares of the company’s stock valued at $1,199,940,000 after purchasing an additional 210,965 shares during the period. Institutional investors and hedge funds own 87.77% of the company’s stock.

CareTrust REIT Trading Down 1.4%

NYSE:CTRE opened at $39.40 on Friday. CareTrust REIT, Inc. has a 1-year low of $32.79 and a 1-year high of $43.62. The business’s 50-day moving average price is $40.67 and its two-hundred day moving average price is $39.78. The company has a current ratio of 0.57, a quick ratio of 0.57 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $9.31 billion, a price-to-earnings ratio of 24.78, a PEG ratio of 1.57 and a beta of 0.75.

CareTrust REIT (NYSE:CTRE – Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $0.51 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.51. The company had revenue of $161.35 million during the quarter. CareTrust REIT had a return on equity of 8.52% and a net margin of 62.19%.CareTrust REIT has set its FY 2026 guidance at 2.030-2.060 EPS. On average, equities analysts expect that CareTrust REIT, Inc. will post 2.05 earnings per share for the current year.

CareTrust REIT Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.39 per share. The ex-dividend date was Tuesday, June 30th. This represents a $1.56 dividend on an annualized basis and a yield of 4.0%. CareTrust REIT’s payout ratio is currently 98.11%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. Zacks Research raised shares of CareTrust REIT from a “strong sell” rating to a “hold” rating in a research note on Monday, May 25th. Royal Bank Of Canada downgraded shares of CareTrust REIT from an “outperform” rating to a “sector perform” rating and dropped their price target for the stock from $44.00 to $43.00 in a research note on Friday, August 14th. Cantor Fitzgerald increased their price objective on shares of CareTrust REIT from $42.00 to $43.00 and gave the company a “neutral” rating in a report on Monday, August 10th. Mizuho set a $45.00 price objective on shares of CareTrust REIT in a research note on Friday, May 22nd. Finally, KeyCorp reaffirmed an “overweight” rating and set a $46.00 target price on shares of CareTrust REIT in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, CareTrust REIT presently has a consensus rating of “Moderate Buy” and a consensus price target of $44.82.

Check Out Our Latest Stock Analysis on CareTrust REIT

About CareTrust REIT

(Free Report)

CareTrust REIT, Inc is a real estate investment trust based in Deerfield Beach, Florida, specializing in the ownership, acquisition and management of net-leased healthcare properties. The company primarily focuses on seniors housing and post-acute care facilities, entering into long-term, triple-net lease agreements with leading operators in the skilled nursing, assisted living, memory care, inpatient rehabilitation and specialty hospital sectors. Through its portfolio, CareTrust REIT aims to provide investors with stable and predictable rental income while supporting the ongoing demand for quality healthcare real estate across the United States.

Since its initial public offering in September 2013, CareTrust REIT has pursued a disciplined acquisition strategy, targeting properties in primary and select secondary markets.