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LTLTC

LTC Properties, Inc.

Buzzing onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$LTC·$2.2B·REIT - Healthcare Facilities·Real Estate
$43.68+0.8%YTD+25.1%1Y+26.2%
Price updated 5h ago·X counts updated 5d ago
LTLTC
$LTCLTC Properties, Inc.
$43.68+0.78%2.1k posts1.6×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $LTC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,144X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.6×
QuietNormal · 1×Loud

How loud $LTC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 95% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data27 posts analyzed · as of 2026-10-02

The Litecoin crowd is bullish on a rotation thesis — ZEC ran, BCH popped, and holders are calling LTC next with a daily golden cross printed, the $70s holding, and eyes on $80. The 2W chart still shows LTC/BTC lost its multi-year uptrend, which the maxis frame as alts leading rather than weakening. The loudest bear note is a sarcastic 20x-in-10-years quip against BTC/ETH/XRP's 100x.

Read what X is saying about $LTC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LTC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

A small-cap senior-housing REIT flipping from passive landlord to active operator — revenue nearly doubling while the ATM pays for the growth.

LTC Properties is a small-cap senior-housing REIT actively flipping its business model — from passive triple-net leases to operating communities under the SHOP structure. That supercharges the top line but adds operational risk.

  • Revenue is nearly doubling: Q1 2026 at $95.5M was up 95% YoY as SHOP conversion plus a fresh $160M of acquisitions pulled operating revenue onto the P&L — a structural step-up, not a cyclical beat.
  • The growth is funded with equity, not debt: an active $500M ATM program is drip-selling shares, which trims per-share earnings and partly explains why the stock still trades near 15x earnings.
  • The dividend is intact: a $0.19 monthly for Q4 keeps a ~5% yield in place while management swaps asset-light for asset-heavy.

The forward call rides on SHOP operating margins stabilizing once integration completes; a weak Nov 3 earnings on occupancy or SHOP margin would stall the re-rating.

What to watch: Nov 3 Q3 earnings — SHOP occupancy, SHOP operating margin, and the pace of ATM issuance. Occupancy flat with margins stabilizing continues the re-rating; a soft SHOP print stalls it fast.

On the calendar: 2026-11-03 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $LTC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Healthcare REIT investing in senior housing and skilled nursing facilities via sale-leasebacks and mortgage financing.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Healthcare Facilities sits in its cycle right now — and what that implies for $LTC.

REIT - Healthcare Facilities · Real Estate

No material change from last week — Senior housing occupancy recovery is driving NOI growth above the broader REIT sector average.

What this means for $LTC

Partial — Healthcare REIT investing in senior housing and skilled nursing facilities via sale-leasebacks and mortgage financing.

Industry benchmark

5-name peer basket
+10.8%YTD
+15.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
46.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.56$0.48+16.7%
Q1 2026May 6, 2026$0.48$0.53-8.6%
Q4 2025Feb 24, 2026$2.11$1.30+62.3%
Q3 2025Nov 4, 2025$-0.44$0.65-167.7%
Next earningsTue, Nov 3·consensus EPS $0.54

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$95.5M+94.9%33.5%37.2%$0.48$28.1M
Q4 FY25$84.3M+60.3%64.3%53.5%$2.21$37.9M
Q3 FY25$69.3M+24.2%71.2%47.1%$-0.44$38.4M
Q2 FY25$60.2M+20.2%79.7%50.5%$0.33$30.0M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$331.6M$315.3M – $348.0M$2.14$2.00 – $2.272
FY27$392.1M$372.8M – $411.5M$1.85$1.73 – $1.972
FY28$485.0M$465.5M – $501.2M$1.84$1.48 – $2.013
FY29$422.8M$402.0M – $443.7M$2.14$2.00 – $2.281

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 12David L GruberDirector500 sh$19KBuyAug 11David L GruberDirector3.5K sh$134KSellJul 13Timothy TricheDirector3.1K sh$124KBuyJun 4David M BoitanoEVP & CIO10.0K sh$348KBuyMay 21David L GruberDirector4.0K sh$154K
+ 5 other (5 awards) in window

See when $LTC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 258-K — Item 5.02: Officer or director change
AI summary

LTC Properties, Inc. expanded its Board of Directors from six to eight members and elected two new directors: Pamela Shelley-Kessler and Clint Malin, both of whom have served as the company's Co-Presidents and Co-Chief Executive Officers since December 2024. Adding the Co-CEOs to the board aligns management and boardroom accountability, a governance structure common among smaller REITs. Shelley-Kessler and Malin will serve as directors in addition to their existing executive roles. This change was effective as of the filing date.

8-KAgreement terminatedAug 68-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated
AI summary

LTC PROPERTIES, INC. (LTC) entered into Equity Distribution Agreement (the “ Agreement ”) with each of Citizens JMP Securities, LLC, KeyBan with a counterparty on 2026-08-06, involving $500 million. Other items: Item 1.02. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B5Prospectus supplement (offering)Aug 6424B5
AI summary

LTC (LTC) filed a prospectus supplement (Form 424B5) on 2026-08-06 for an immediate offering of shares $0.01 per share, raising approximately $500,000,000 . Use of proceeds: general corporate purposes. This is dilutive capital activity happening now, distinct from a shelf registration — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

LTC Properties entered the Second Amendment to its Credit Agreement (originally July 21, 2025) with KeyBank as Administrative Agent and a syndicate including Wells Fargo, Citizens, Huntington, RBC, US Bank, M&T, and Hancock Whitney. Specific amendment terms are not stated in the excerpt. Routine credit facility amendment for this healthcare REIT.

8-KShareholder voteMay 278-K — Item 5.07: Shareholder vote
AI summary

LTC (LTC) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Litecoin Under $60 or XRP Under $1.35: Better Buy After the Selloff?247wallst.com·2d agoLTC Announces Date of Third Quarter 2026 Earnings Release, Conference Call and Webcastbusinesswire.com·3d agoThese 5 REITs Own Something America Is Running Short Of: Senior Housing247wallst.com·3d agoLTC's SHOP Momentum Continues with $95 Million in New Acquisitionsbusinesswire.com·4d agoInvestors Love 5 Dividend Stocks That Pay Dependable Monthly Dividends247wallst.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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