Community Healthcare Trust Q4 Earnings Call Highlights

3 days ago 6

MarketBeat

Wed, February 18, 2026 astatine 10:55 AM CST 8 min read

Community Healthcare Trust logo

Geriatric behavioral infirmary tenant: The relation paid $200,000 successful Q4 and has a missive of intent (signed July 17, 2025) to merchantability each six hospitals to a purchaser present completing ineligible and government-related owed diligence, but timing and certainty of closing stay unclear with the institution expecting a azygous closing for each six assets.
Portfolio and leasing: Occupancy roseate to 90.6% and weighted mean lease word accrued to 7 years; 3 properties are nether redevelopment (largest completing successful Q2 2026 with rent starting Q3) and absorption expects occupancy to enactment successful the “low nineties” near-term arsenic re-leasing from year-end terminations unfolds.
Capital recycling and results: Management sold an inpatient rehab astatine an ~7.9% headdress rate realizing an ~$11.5M summation and reinvested via a 1031 exchange into a $28.5M installation with ~9.3% expected return; Q4 FFO was $13.3M ($0.49 per share), AFFO $14.9M, and the quarterly dividend was raised to $0.4775 (annualized $1.91).
Interested successful Community Healthcare Trust Incorporated? Here are 5 stocks we similar better.

Community Healthcare Trust (NYSE:CHCT) executives utilized the company’s fourth-quarter league telephone to sermon portfolio leasing trends, superior recycling activity, and the presumption of a cardinal tenant concern involving a geriatric behavioral infirmary operator. Management besides reviewed quarterly fiscal results, including gross maturation and funds from operations metrics.

CEO Dave Dupuy said a geriatric behavioral infirmary relation that leases six properties from the institution paid rent of $200,000 during the 4th quarter, accordant with the anterior quarter. The tenant signed a missive of intent connected July 17, 2025 to merchantability the operations of each six hospitals to an “experienced behavioral healthcare operator” and remains nether exclusivity with that buyer.

→ Whale Watching: BlackRock’s Massive Bet connected Nebius Group

Dupuy said Community Healthcare Trust has maintained predominant connection with the purchaser arsenic it works to beforehand the transaction. The purchaser is finalizing ineligible and concern owed diligence, and the institution did not supply circumstantial timing oregon certainty that the merchantability volition close.

In effect to a question from Piper Sandler’s Connor Mitchell, Dupuy said advancement successful the 4th fourth was “not arsenic much” arsenic hoped, citing the buyer’s request to corroborate liabilities and enactment done government-related issues. He added that enactment accrued successful the archetypal quarter, including tract visits and documentation work. Dupuy said the anticipation remains that the transaction would adjacent for each six hospitals astatine once, with nary plans for a staged closing.

Read Entire Article