Community Healthcare Trust, Inc. (CHCT)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
$15.00+0.67%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
Broken: Primary pillar broken — Increase dividend per share to at least $0.48 in Q1 2026: dividend per share not reported.
Community Healthcare Trust owns outpatient healthcare real estate. It is increasing dividends steadily to about $0.48 per share in early 2026. Cash from operations rose to $13.74 million in Q1 2026. The company maintains positive net income despite some recent declines.
Earnings have missed estimates twice recently, showing volatility. Net income dropped sharply from $14.4 million to $2.5 million in one quarter. The price-to-earnings ratio is very high at 110, well above peers at 13.8. This suggests risk of valuation correction if earnings do not improve.
The stock trades about 6% below our fair value near $19. Analysts expect about 7% revenue growth. Our view aligns with this but we see risks in earnings volatility and margin pressure.
Breaks if: cash from operations falls below $13.74 million in 2026-Q1
Breaks if: dividend per share fails to reach $0.48 by 2026-Q1
net income falls below $2.55 million in 2026-Q1
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround story in the Real Estate sector. The company is currently navigating challenges but has set clear priorities for growth and improvement.
The market appears to have priced in a level of fragility, given the turbulent sector conditions. CHCT is seen as cheap compared to its peers, but expectations are cautious due to recent performance volatility.
Management's focus on improving occupancy and reinvesting capital suggests a potential for gradual improvement in fundamentals. However, the company operates in a high-miss-rate industry, which adds uncertainty to its near-term performance.
The thesis hinges on management's ability to execute on their growth strategies and the broader Real Estate sector's performance. Key factors include potential interest rate cuts and the performance of sector leaders.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Over the next 1 to 3 years, CHCT's performance will depend on its operational improvements and market conditions. Not investment advice.