The strong financial performance and shareholder engagement suggest CareTrust REIT is well-positioned for continued growth. The alignment of executive compensation with performance metrics may be viewed positively by investors, potentially supporting the stock price.
Price Chart
Executive Summary
CareTrust REIT is holding its 2026 annual meeting, seeking shareholder approval for executive compensation (say-on-pay). The company highlights strong 2025 performance with 17% YoY growth in Normalized FFO per share, $1.76B in capital deployment, and a 10-year total return of 493%, making it the top-performing healthcare REIT. The CEO's compensation is tied to performance, with 88% of target pay at risk, and the company has engaged with shareholders to enhance clarity in its incentive design.
Key Facts
- CareTrust REIT is holding its 2026 annual meeting to seek shareholder approval for executive compensation (say-on-pay).
- In 2025, CareTrust achieved 17% year-over-year growth in Normalized FFO per share, increasing to $1.76.
- The company deployed $1.764 billion in capital, the highest annual investment level in its history.
- CareTrust's market capitalization surpassed $8.3 billion during 2025, up from $5.1 billion at the end of 2024.
- The company achieved the highest 10-year total return among U.S. healthcare REITs, at 493%.
- 88% of the CEO's target compensation is performance-based and at risk.
- The company has engaged with shareholders to enhance clarity and predictability in its incentive design.
Financial Impact
17% YoY growth in Normalized FFO per share to $1.76, $1.764B in capital deployment, and market cap growth from $5.1B to over $8.3B in 2025
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001140361-26-010805 |
| Document: 0001140361-26-010805-index-headers.html | 0001140361-26-010805 |
| Document: 0001140361-26-010805-index.html | 0001140361-26-010805 |
| Document: 0001140361-26-010805.txt | 0001140361-26-010805 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 8w ago | Institutional Cluster | $40.84 $39.93 | ▼ −2.23% | ▼ −0.99% | $36.24 (−11.26%) |
May 21, 2026 19w ago | 8-K | $41.14 $37.91 | ▼ −7.85% | ▼ −6.43% | $36.24 (−11.91%) |
May 20, 2026 19w ago | 424B5 | $41.49 $37.06 | ▼ −10.68% | ▼ −11.42% | $36.24 (−12.65%) |
Mar 24, 2026 27w ago | DEFA14A | $36.74 $37.31 | ▲ +1.54% | ▼ −7.36% | $36.24 (−1.37%) |
US Market Status
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