SBRA stock sentiment todaySabra Health Care REIT, Inc.
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
SBRA
Sabra Health Care REIT, Inc.Sabra is riding a powerful demographic tailwind and a post-pandemic recovery in Skilled Nursing facilities, offering a compelling yield with improving operator coverage.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for SBRA. Not financial advice.
Price · last 12 months
Gossip
The narrative has shifted from 'pandemic survival' to 'recovery play.' Analysts are focused on the steady increase in occupancy rates and the strength of the senior housing segment as the 'Silver Tsunami' begins to impact real estate demand.
- ·Improving EBITDARM coverage ratios for tenants
- ·Stabilization of labor costs in the healthcare sector
- ·Expectations of interest rate cuts benefiting high-yield REITs
Financial
Sabra has significantly de-risked its balance sheet, reducing leverage to roughly 5.5x Net Debt to Adjusted EBITDA. Revenue growth is driven by annual rent escalators and strategic portfolio recycling.
- ·Dividend Yield: ~5.8%
- ·Net Debt/Adjusted EBITDA: 5.51x
- ·P/FFO (2024 Est): ~14.5x
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Strong conviction — insiders and patient capital are backing this.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Operator concentration (notably Genesis Healthcare)
- ·Regulatory changes in Medicare/Medicaid reimbursement rates
- ·Persistent high-interest rates increasing refinancing costs
Peer temperature
How direct competitors stack up against SBRA right now.
- NEUTRALOHIOmega Healthcare Investors
COLDER — higher yield but carries greater tenant credit risk and a more concentrated exposure to skilled nursing versus Sabra's diversified mix.
See full analysis → - HOTVTRVentas, Inc.
HOTTER — trading at a higher premium due to its massive SHOP (Senior Housing Operating Portfolio) which offers higher upside in a supply-constrained market.
See full analysis → - NEUTRALCTRECareTrust REIT
COLDER — exceptionally well-managed with a pristine balance sheet, but currently trading at a significantly higher FFO multiple, limiting near-term upside compared to Sabra.
See full analysis →
- SBRA+0.7%
- OHI-0.8%
- VTR-2.3%
- CTRE-2.7%
Analyst price target
Consensus average of 13 analysts · median 23.00
Source: StockAnalysis.com · updated 2026-09-01
AI-generated analysis for informational purposes only. Not financial advice.