CareTrust REIT, Inc. stock: filings, catalysts and timeline
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FundamentalsWhat is this?HideToo few of the required measures on file
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideToo few of the required measures on file
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideWatch
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideBalanced
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Fundamental score not available. This company's filings don't yet contain enough of the measures AIR requires. AIR still assesses it on News flow, Momentum and Safety, and the missing score lowers its Evidence strength.
Discovery Gap: High (44/100) · Gap confidence 53/100
Filings show more traction than the tape reflects.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 53/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideModerate 35/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Capital returns
Latest dividend change
Dividend raised · Raised its quarterly dividend to $0.39 a share, from $0.335 (up 16%).
Filed 7 May 2026 · As stated in the filing →
Evidence timeline
- Expected
Thu 5 Nov · expected 10-Q
Last year filed 5 Nov 2025.
Fri 12 Feb · expected 10-K
Last year filed 12 Feb 2026.
- Filed
Fri 30 Oct · 8-K
8-K · Items 1.01, 2.03 — Material agreement
CareTrust REIT amended its credit agreement, increasing revolving commitments to $2.0B and adding a $700M term loan facility. The refinancing extends maturity dates and provides flexibility for acquisitions and general corporate purposes.
Gap Very high · 47 → High · 44The gap narrowed — attention is catching up.
The price trend strengthened.
Fri 2 Oct · 8-K
8-K · Item 2.01 — Acquisition or disposal of assets
CareTrust completed acquisition of 24 UK care homes (£576M) with 21 more under development (£504M). Structured as triple-net leases transitioning to SHOP operating model. Expected accretive to FFO in lease-up phase; mid-to-high 7% yields anticipated in SHOP phase. Full-year 2026 guidance raised.
Thu 6 Aug · 8-K
Thu 6 Aug · 10-Q
Quarterly report (10-Q), period ending 5 Aug 2026
Thu 21 May · 8-K
Wed 20 May · 8-K
Thu 7 May · 10-Q
Quarterly report (10-Q), period ending 6 May 2026
Thu 7 May · 8-K
8-K · Item 2.02 — Results of operations
- Dividend raisedRaised its quarterly dividend to $0.39 a share, from $0.335 (up 16%). As stated in the filing →
Thu 30 Apr · 8-K
Mon 2 Mar · 8-K
Wed 18 Feb · 8-K
Thu 12 Feb · 8-K
Thu 12 Feb · 10-K
Annual report (10-K), FY2026
Wed 17 Dec · 8-K
Wed 5 Nov · 8-K
Wed 5 Nov · 10-Q
Quarterly report (10-Q), period ending 4 Nov 2025
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.