Overview

* LTC Q3 2025 revenue grows significantly, beating analyst expectations

* Company reports Q3 net loss due to non-cash write-offs and increased expenses

* LTC raises full-year guidance, driven by acquisitions and SHOP outperformance

Outlook

* Company raises full-year 2025 EPS guidance to $2.45-$2.47

* LTC expects Q4 2025 Core FFO per share of $0.67-$0.69

* Company anticipates closing $70 mln in SHOP acquisitions by year-end

Result Drivers

* SHOP EXPANSION - Co attributes revenue growth to conversions of triple-net lease portfolios into SHOP and new SHOP acquisitions

* ASSET SALES - Proceeds from selling older skilled nursing centers redeployed for newer SHOP assets

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $69.29 $33.19

Revenue mln mln (3

Analysts

)

Q3 EPS -$0.44

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the specialized reits peer group is "buy."

* Wall Street's median 12-month price target for LTC Properties Inc ( LTC ) is $37.00, about 4.4% above its November 3 closing price of $35.39

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)