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Sabra Health Care REIT, Inc.

SBRA

Real Estate · 20.83 +0.2% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 15:55 GMT-4

Market read

Sabra Health Care REIT, Inc.'s move is being confirmed by its market group.

No new filing conclusion is available. 6 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+0.2% todayVolume comparison unavailable
Market group6 of 19 activeHealthcare REITs · inactive
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as VTR begins moving with the group.

Invalidation: The live read weakens if participation falls to 6 of 19 members or fewer.

Watch this read

Research brief

The story so far

Real Estate · REIT - Healthcare Facilities

No new filing conclusion is available. 6 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 13 of 19 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as VTR begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements85
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +25.4% year over year.
Evidence challenging the case
  • Diluted shares increased 3.6% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 57% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 98% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

20.83
6m+0.9%12m+9.2%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$155.5M-0.3%$-0.52+5.7%
2022-12-31$186.7M+20.0%$-0.34+5.4%
2023-12-31$236.2M+26.5%$0.06+0.8%
2024-12-31$284.6M+20.5%$0.54+1.4%
2025-12-31$356.9M+25.4%$0.64+3.6%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
Cash Flows from Financing Activities During the six months ended June 30, 2026, net cash used in financing activities was $5.3 million and included $151.3 million of dividends paid to stockholders, a $1.2 million contingent consideration payment and $1.1 mill…
10-Q · Aug 3, 2026
Restructuring and cost reductionsmixed · 5 filings
FFO is defined as net income, computed in accordance with GAAP, excluding gains or losses from real estate dispositions and our share of gains or losses from real estate dispositions related to our unconsolidated joint ventures, plus real estate depreciation…
10-Q · Aug 3, 2026
Demand and volumemixed · 1 filings
Demand for senior housing is expected to increase as a result of an aging population and an increase in acuity across the post-acute landscape.
10-K · Feb 12, 2026
Pricing and mixmixed · 1 filings
The forward sale price that the Company expects to receive upon settlement will be the initial forward price established upon the effective date, subject to adjustments for (i) the forward purchasers’ stock borrowing costs and (ii) certain fixed price reducti…
10-K · Feb 12, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 14.3× · EV/sales 21.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

20.83+0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SBRA. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SBRA. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SBRA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SBRA is currently a Participant in the organic co-movement group Healthcare REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.