Companies /Real Estate

Community Healthcare Trust Inc

NYSE: CHCT Reit - Healthcare Facilities
$15.00
▲ $0.10 (+0.67%) today
Markets closed · 6:14am ET

Q4 2025 Earnings

Reported Feb 17, 2026, 4:32pm ET · SEC source
$0.51
Beat +363.64%
EPS · est. $0.11
$30.9M
Miss −1.23%
Revenue · est. $31.3M
−4.4%
Trailing market
CHCT vs S&P since report
1 quarter
Consecutive EPS beats

Market Reaction

% change · around the report
−4%−2%0Feb 17Feb 18report 4:32pm ETearnings+0.5%−4.3%
−4%−2%0Feb 17Feb 18earnings+0.5%−4.3%
CHCT −4.3%S&P 500 +0.5%
−4%−2%0Feb 17Feb 18report 4:32pm ETearnings+0.7%−4.3%
−4%−2%0Feb 17Feb 18earnings+0.7%−4.3%
CHCT −4.3%NASDAQ +0.7%
−8%−4%0Feb 17Feb 25report 4:32pm ETearnings+1.7%−6.7%
−8%−4%0Feb 17Feb 25earnings+1.7%−6.7%
CHCT −6.7%S&P 500 +1.7%
−8%−4%0Feb 17Feb 25report 4:32pm ETearnings+2.9%−6.7%
−8%−4%0Feb 17Feb 25earnings+2.9%−6.7%
CHCT −6.7%NASDAQ +2.9%
−4.27%
Day of report
−1.33%
Next session
−2.49%
One week
−9.91%
30 days

S&P 500 over the same 30 days: −5.50%.

Did CHCT Beat Earnings? Q4 2025 Results

Community Healthcare Trust delivered a headline earnings beat in Q4 2025, posting EPS of $0.51 against a consensus estimate of $0.11, a positive surprise of 363.64%, though the underlying story is more nuanced than the top-line figure suggests. The outsized earnings result was largely driven by $12.30 million in net gains on property dispositions, including the sale of a Texas inpatient rehabilitation facility that funded a $28.50 million like-kind exchange acquisition in Florida; strip out those gains, and core operating performance was relatively stable, with FFO per diluted share rising modestly to $0.49 from $0.48 a year ago. Revenue of $30.95 million grew 5.6% year over year but fell just short of the $31.33 million consensus estimate. The company's 198-property portfolio held a 90.6% occupancy rate, and the Board raised the quarterly dividend to $0.48 per share. Looking ahead, five properties totaling approximately $122.50 million remain under contract, while the unresolved geriatric behavioral hospital tenant situation continues to cloud the near-term outlook.

Key Takeaways
  • Net gains of approximately $12.3 million on disposition of three buildings in Q4 2025
  • Acquisition of inpatient rehabilitation facility in Florida for approximately $28.5 million with 9.3% expected return
  • Rental income growth to $30.7 million in Q4 2025 from $29.0 million in Q4 2024
  • Portfolio of 198 properties at 90.6% leased rate with weighted average remaining lease term of 7.0 years

Forward Guidance & Outlook

The Company has five properties under definitive purchase agreements totaling approximately $122.5 million in expected purchase price, with expected returns of 9.1% to 9.75%. One property is anticipated to close in Q1 2026 and the remaining throughout 2026 and 2027. The geriatric behavioral hospital tenant's potential sale to a behavioral healthcare provider is progressing but timing and certainty of closing cannot be assured. Post-quarter, the Company sold a property classified as held for sale on February 12, 2026 for approximately $5.2 million in net proceeds.

CHCT YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$9.0M$18.0M$27.0M$29.3M$30.9MRevenue$1.8M$14.4MNet Income$8.2M$9.3MOperating Income
$0$9.0M$18.0M$27.0MRevenueNet IncomeOperating Income

Figures from SEC filings and company reports. Not investment advice.