LTC Properties (NYSE:LTC) Announces Quarterly Earnings Results, Beats Estimates By $1.41 EPS

LTC Properties (NYSE:LTC) issued its earnings results on Tuesday. The real estate investment trust reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $1.41, reports. LTC Properties had a net margin of 44.82% and a return on equity of 11.26%. The firm had revenue of $82.11 million for the quarter, compared to analysts’ expectations of $84.23 million. During the same quarter last year, the business earned $0.72 earnings per share. The business’s revenue was up 60.3% on a year-over-year basis. 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 Stock Up 1.7%

LTC opened at $39.72 on Thursday. The stock has a market capitalization of $1.89 billion, a price-to-earnings ratio of 16.28 and a beta of 0.62. The firm has a 50 day moving average price of $36.54 and a 200-day moving average price of $36.00. LTC Properties has a twelve month low of $31.70 and a twelve month high of $40.05. The company has a quick ratio of 8.68, a current ratio of 8.68 and a debt-to-equity ratio of 0.90.

LTC Properties Dividend Announcement

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be issued a dividend of $0.19 per share. This represents a c) annualized dividend and a dividend yield of 5.7%. The ex-dividend date of this dividend is Monday, March 23rd. LTC Properties’s payout ratio is presently 316.67%.

Insider Buying and Selling

In related news, EVP David M. Boitano bought 10,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The stock was acquired at an average cost of $34.44 per share, for a total transaction of $344,400.00. Following the purchase, the executive vice president owned 25,626 shares in the company, valued at approximately $882,559.44. This represents a 64.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 2.10% of the company’s stock.

Institutional Trading of LTC Properties

Large investors have recently modified their holdings of the company. Federation des caisses Desjardins du Quebec increased its position in LTC Properties by 27.0% during the fourth quarter. Federation des caisses Desjardins du Quebec now owns 3,626 shares of the real estate investment trust’s stock valued at $125,000 after acquiring an additional 772 shares during the last quarter. Raymond James Financial Inc. bought a new stake in shares of LTC Properties during the 2nd quarter valued at about $154,000. Caitlin John LLC purchased a new stake in shares of LTC Properties during the 4th quarter valued at about $168,000. Tower Research Capital LLC TRC lifted its stake in shares of LTC Properties by 341.6% in the 2nd quarter. Tower Research Capital LLC TRC now owns 4,946 shares of the real estate investment trust’s stock worth $171,000 after purchasing an additional 3,826 shares during the period. Finally, Virtus Advisers LLC purchased a new position in shares of LTC Properties in the fourth quarter worth approximately $179,000. Institutional investors own 69.25% of the company’s stock.

Analyst Ratings Changes

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

Key Stories Impacting LTC Properties

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

• Positive Sentiment: Q4 GAAP earnings far exceeded expectations — LTC reported $2.09 EPS for Q4, well above consensus, driven by sizable year‑over‑year gains; this surprise is a primary bullish driver. LTC Reports 2025 Fourth Quarter Results and Introduces 2026 Guidance
• Positive Sentiment: Full‑year 2026 EPS guidance was raised above consensus (2.750–2.790 vs ~2.22 street estimate), giving investors a constructive view on annual earnings power despite near‑term headwinds. LTC Reports 2025 Fourth Quarter Results and Introduces 2026 Guidance
• Positive Sentiment: FFO (a key REIT metric) slightly beat estimates — Q4 FFO of $0.70 vs Zacks consensus $0.68, showing underlying operating cash‑flow resilience. LTC Properties (LTC) Tops Q4 FFO Estimates
• Neutral Sentiment: Revenue grew strongly (+60% YoY) but missed analyst estimates ($82.1M vs ~$84.2M), a mixed operational signal — growth is solid but margin of miss tempers the beat. LTC: Q4 Earnings Snapshot
• Neutral Sentiment: Management hosted a call and published a slide deck/press materials with detail on drivers and portfolio performance — review the transcript/slides for clarity on one‑time items and recurrent earnings. LTC Properties, Inc. (LTC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q1 2026 EPS guidance was cut well below consensus (0.660–0.680 vs ~1.07 consensus), which initially pressured the shares as investors digested weaker near‑term visibility. LTC Properties trades lower after Q1 2026 earnings guidance trails consensus
• Negative Sentiment: Some headlines highlighted the stock weakness after guidance — expect intra‑day volatility as the market weighs the beat + full‑year raise against weak Q1 outlook. LTC Properties trades lower after Q1 2026 earnings guidance trails consensus

LTC Properties Company Profile

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.