Community Healthcare Trust (CHCT) Q4 2025 Earnings
How Did CHCT Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −5.50%.
Did CHCT Beat Earnings? Q4 2025 Results
Yes. Community Healthcare Trust reported Q4 2025 earnings of $0.51 a share on Feb 17, 2026, beating the $0.11 consensus estimate by 363.6%. Revenue was $30.9M against a $31.3M estimate.
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.
- 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
What Was Community Healthcare Trust's Outlook in Q4 2025?
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
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $30.9M | $29.3M | +5.6% |
| Net Income | $14.4M | $1.8M | +687.6% |
| Operating Income | $9.3M | $8.2M | +13.8% |
Figures from SEC filings and company reports. Not investment advice.