Healthcare Realty Trust Incorporated
HR · NYSE
Analyst ratings
buy · 8 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| July 9, 2026 | JP Morgan | Maintains | Neutral | $21.00 |
| July 8, 2026 | UBS | Maintains | Neutral | $21.00 |
| June 1, 2026 | Wells Fargo | Maintains | Equal-Weight | $21.00 |
| May 14, 2026 | RBC Capital | Maintains | Sector Perform | $21.00 |
| May 13, 2026 | UBS | Maintains | Neutral | $20.00 |
| May 8, 2026 | Scotiabank | Maintains | Sector Outperform | $22.00 |
| May 7, 2026 | Citigroup | Maintains | Neutral | $21.00 |
| May 4, 2026 | Cantor Fitzgerald | Maintains | Overweight | $22.00 |
| February 17, 2026 | Cantor Fitzgerald | Maintains | Overweight | $21.00 |
| November 25, 2025 | Wells Fargo | Maintains | Equal-Weight | $19.00 |
| November 12, 2025 | Citigroup | Maintains | Neutral | $19.00 |
| October 20, 2025 | Wells Fargo | Upgrades | Equal-Weight | $18.00 |
| September 29, 2025 | BTIG | Reiterates | Buy | $20.00 |
| September 10, 2025 | BTIG | Reiterates | Buy | $20.00 |
| September 5, 2025 | Scotiabank | Upgrades | Sector Outperform | $20.00 |
| August 28, 2025 | Scotiabank | Maintains | Sector Perform | $18.00 |
| August 27, 2025 | Wells Fargo | Maintains | Underweight | $16.00 |
Valuation concerns amid rapid stock price appreciation
Healthcare Realty Trust has demonstrated strong momentum, hitting a 52-week high of $20.90 with a 35.5% one-year total return and 25% year-to-date gains. Cantor Fitzgerald raised its price target to $22, maintaining an Overweight rating after increased full-year FFO guidance of $1.59–$1.65, signaling confidence in the company's earnings trajectory.
Despite the strong price performance, InvestingPro's Fair Value analysis suggests the stock may be overvalued at current levels. UBS maintained a Neutral rating while only modestly adjusting its price target to $21 from $20, implying limited upside from current trading levels and a cautious stance on the stock's risk-reward profile.
Earnings per share growth sustainability
Healthcare Realty Trust is projected to deliver exceptionally strong EPS growth, estimated at an average of 30.26% per year over the coming years. This outlook, combined with a tightening technical range and a strong structural setup, suggests the company is positioned for a significant upward move in both fundamentals and share price.
The analyst consensus reveals an average price target of just $21.33, nearly identical to the last close price of $21.32, implying virtually no expected upside. With 13 analysts converging around current price levels despite an Outperform consensus, the market may already be pricing in the anticipated earnings growth, leaving little room for further gains.
Healthcare REIT sector tailwinds versus regulatory and interest rate risks
Healthcare REITs like Healthcare Realty Trust benefit from powerful demographic tailwinds, including an aging population driving sustained demand for healthcare facilities. The company's 34 consecutive years of dividend payments and a 4.6% yield reflect operational resilience and long-term income stability, reinforcing its strategic positioning within the sector.
Regulatory changes remain a significant risk for healthcare REITs, as shifts in government reimbursement frameworks and healthcare policy can materially affect tenant performance and rental income. Additionally, Healthcare Realty Trust's recently secured $400 million term loan facility introduces leverage sensitivity to interest rate fluctuations, which could weigh on future returns.