LTC Properties, Inc. (LTC)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-04
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Put LTC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Diluted Core FAD per share near $2.86: FY26 Core FAD guidance $2.77 vs $2.82 target.
View ThesisRevenue growth is accelerating — up about 60% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 36%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskLTC's growth relies on expanding its Seniors Housing Operating Portfolio. Revenue grew 64% year over year, with the latest quarter beating expectations. It trades at 11.6× P/FFO versus a peer median of 13.2×. This suggests the price reflects less growth than forecasted. A specific risk is the 50% probability of missing outlooks in the next quarter. Peer multiples imply a price about 16% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. LTC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering LTC (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for LTC in the last 4 months.
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Compare LTC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LTC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care REITs — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LTC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Seniors Housing Operating Portfolio (SHOP)
Reinforces commitment to expand Seniors Housing Operating Portfolio.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $41.21
The last 12 months of price, then the range of analyst 12-month targets from today’s $41.21.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Expand Seniors Housing Operating Portfolio (SHOP)
Potential acquisition aligns with expansion of SHOP.