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Upturn AI SWOT - About
Healthcare Realty Trust Incorporated (HR)

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Upturn Advisory Summary
12/02/2025: HR (3-star) is a REGULAR-BUY. BUY since 112 days. Simulated Profits (18.25%). Updated daily EoD!
1 Year Target Price $19.5
1 Year Target Price $19.5
| 1 | Strong Buy |
| 0 | Buy |
| 9 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.81% | Avg. Invested days 44 | Today’s Advisory Regular Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.31B USD | Price to earnings Ratio - | 1Y Target Price 19.5 |
Price to earnings Ratio - | 1Y Target Price 19.5 | ||
Volume (30-day avg) 11 | Beta 0.8 | 52 Weeks Range 13.70 - 18.72 | Updated Date 12/3/2025 |
52 Weeks Range 13.70 - 18.72 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 6.13% | Basic EPS (TTM) -1.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -30.49% | Operating Margin (TTM) 8.34% |
Management Effectiveness
Return on Assets (TTM) 0.35% | Return on Equity (TTM) -7.2% |
Valuation
Trailing PE - | Forward PE 10.83 | Enterprise Value 11056274131 | Price to Sales(TTM) 5.24 |
Enterprise Value 11056274131 | Price to Sales(TTM) 5.24 | ||
Enterprise Value to Revenue 9.33 | Enterprise Value to EBITDA 22.59 | Shares Outstanding 351628689 | Shares Floating 347950653 |
Shares Outstanding 351628689 | Shares Floating 347950653 | ||
Percent Insiders 0.97 | Percent Institutions 114.6 |
Upturn AI SWOT
Healthcare Realty Trust Incorporated

Company Overview
History and Background
Healthcare Realty Trust Incorporated (HR) was founded in 1993 and is a real estate investment trust (REIT) that invests in healthcare properties. It focuses on owning, managing, and developing outpatient medical facilities.
Core Business Areas
- Outpatient Medical Properties: HR invests in properties such as medical office buildings, outpatient surgery centers, and other facilities used for healthcare services.
Leadership and Structure
The leadership team includes Todd Meredith (President and CEO). The company operates as a REIT, structured to generate income from its real estate portfolio.
Top Products and Market Share
Key Offerings
- Medical Office Buildings (MOBs): HR's primary asset class is MOBs, which are leased to physicians, healthcare systems, and other medical providers. While specific market share data for HR is not readily available, the MOB market is fragmented. Competitors include other REITs such as Physicians Realty Trust (DOC) and Universal Health Realty Income Trust (UHT).
Market Dynamics
Industry Overview
The healthcare REIT sector is driven by increasing demand for outpatient services, an aging population, and the shift towards value-based care. This sector is experiencing growth and development.
Positioning
HR is a leading player in the MOB sector, focusing on high-quality properties in strong demographic markets. It has a strong reputation and long-standing relationships with healthcare providers.
Total Addressable Market (TAM)
The total market value of healthcare real estate is substantial, estimated to be in the hundreds of billions of dollars. HR is positioned to capture a portion of this TAM through acquisitions and development.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong balance sheet
- Focus on high-growth markets
- Long-term tenant relationships
Weaknesses
- Concentration in MOB sector
- Vulnerability to interest rate fluctuations
- Dependence on tenant creditworthiness
Opportunities
- Acquisitions of attractive properties
- Development of new MOBs
- Expansion into new markets
- Increased demand for outpatient services
Threats
- Rising interest rates
- Increased competition
- Economic downturn
- Changes in healthcare regulations
Competitors and Market Share
Key Competitors
- Physicians Realty Trust (DOC)
- Universal Health Realty Income Trust (UHT)
- National Health Investors (NHI)
Competitive Landscape
HR competes with other REITs for acquisitions and tenants. Its competitive advantages include its experienced management team and strong relationships with healthcare providers. Disadvantages include sector concentration.
Major Acquisitions
MonteVista Healthcare Portfolio
- Year: 2021
- Acquisition Price (USD millions): 764
- Strategic Rationale: Expanded presence in key growth markets and diversified the company's portfolio.
Growth Trajectory and Initiatives
Historical Growth: HR has grown through acquisitions and development of new properties.
Future Projections: Analyst estimates suggest continued growth in FFO and revenue, driven by demand for outpatient healthcare services. Analyst ratings and data can be found through reputable brokerages.
Recent Initiatives: Recent initiatives include strategic acquisitions and development projects to expand its portfolio.
Summary
Healthcare Realty Trust is a well-established REIT focused on outpatient medical properties. The company benefits from strong demand for healthcare services and has a history of growth through acquisitions. Rising interest rates and competition are potential challenges. The company is positioned well within the healthcare space.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- SEC.gov
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Healthcare Realty Trust Incorporated
Exchange NYSE | Headquaters Nashville, TN, United States | ||
IPO Launch date 1993-05-26 | President, CEO & Director Mr. Peter A. Scott | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 550 | Website https://www.healthcarerealty.com |
Full time employees 550 | Website https://www.healthcarerealty.com | ||
Healthcare Realty (NYSE: HR) is a real estate investment trust (REIT) that owns and operates medical outpatient buildings primarily located around market-leading hospital campuses. The Company selectively grows its portfolio through property acquisition and development. As of September 30, 2025, the Company was invested in 579 real estate properties in 28 states totaling 33.6 million square feet and had an enterprise value of approximately $11.1 billion, defined as equity market capitalization plus the principal amount of debt less cash.

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