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What CareTrust REIT promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

8 of 8 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Full-year normalized FAD per share guidance$1.90 to $1.95Dec 2025Jun 2026:normalized FAD per share of $2.01 to $2.04
Call transcript, Jun 2026 · no direct link
Revised Up
Loans to be repaid during 2026 (guidance assumption)$145 million of loans to be fully repaid throughout the remainder of the yearMar 2026Jun 2026:Fourth, $147 million of loans to be repaid throughout the year, of which approximately $104 million has been received so far to date.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open CareTrust REIT’s full ledger

A free account opens 5 company ledgers a month. All 24 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 24 tracked commitments for CareTrust REIT

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.