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Upturn AI Summary - About
Healthcare Realty Trust Incorporated(HR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HR
09/23/2026: HR (3-star) is currently NOT-A-BUY. Pass it for now.
Healthcare Realty Trust Incorporated is a specialized REIT that owns a large portfolio of medical office buildings across the United States. Its primary strength lies in its strategic focus on outpatient facilities, which benefit from the long-term trend of healthcare services moving away from hospital campuses. While the 2022 merger significantly scaled the business, it also introduced substantial leverage that the company is currently working to reduce. Key risks include interest rate sensitivity and the execution required to integrate and refine the portfolio. The stock may suit dividend-focused investors seeking exposure to essential healthcare infrastructure, though monitoring debt levels and property performance remains critical.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is currently constrained by balance sheet de-leveraging efforts rather than aggressive expansion. |
| Momentum investor | Weak fit | The stock has often traded based on interest rate sentiment rather than strong breakout momentum. |
| Value investor | Mixed fit | Valuation may appear attractive if the market discounts the stock heavily, but risks of dividend cuts or leverage issues exist. |
| Dividend investor | Strong fit | The company is structured to provide consistent income through lease-based rental cash flows. |
| Low-risk investor | Mixed fit | Volatility in interest rates and leverage concerns make this a moderate-risk investment. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to interest rate expectations and REIT sector sentiment. |
| Valuation risk | Medium | Market pricing of FFO multiples fluctuates based on the perceived quality of the MOB portfolio. |
| Competition risk (REIT consolidation) | Medium | Larger REITs with cheaper capital access can outbid the company for high-quality acquisitions. |
| Business quality | Medium | The portfolio is solid, but the recent merger integration creates execution complexity. |
| Dividend income | Medium | Payout sustainability depends on maintaining stable FFO amidst debt management requirements. |
| Execution risk | Medium / high | Successfully managing the merged portfolio while reducing debt is a multi-year execution challenge. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 20.12% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.30B USD | Price to earnings Ratio - | 1Y Target Price 21.42 |
Price to earnings Ratio - | 1Y Target Price 21.42 | ||
Volume (30-day avg) 3.5M shares | Beta 0.81 | 52 Weeks Range 15.71 - 21.77 | Updated Date 09/23/2026 |
52 Weeks Range 15.71 - 21.77 | Updated Date 09/23/2026 | ||
Dividends yield (FY) 5.28% | Basic EPS (TTM) -0.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Revenue | Lease payments from medical office building tenants including hospital systems and physician groups. | The company functions like a landlord for medical offices, collecting steady rent from healthcare tenants. |
| Geography: United States | Properties located across diverse US markets with high concentrations in key healthcare hubs. | The business is entirely dependent on the US healthcare real estate market and regional economic conditions. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE - | Forward PE 10.83 | Enterprise Value 10.61B | Price to Sales(TTM) 5.43 |
Enterprise Value 10.61B | Price to Sales(TTM) 5.43 | ||
Enterprise Value to Revenue 9.51 | Enterprise Value to EBITDA 15.9 | Shares Outstanding 346.52M | Shares Floating 340.39M |
Shares Outstanding 346.52M | Shares Floating 340.39M | ||
Percent Insiders 0.59 | Percent Institutions 115.33 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Healthcare Realty Trust Incorporated
Exchange NYSE | Headquarters 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 539 | Website https://www.healthcarerealty.com |
Full time employees 539 | Website https://www.healthcarerealty.com | ||
Healthcare Realty Trust Incorporated 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 dollars, defined as equity market capitalization plus the principal amount of debt less cash. Healthcare Realty Trust Incorporated was incorporated in 1992 and is based in Nashville, United States.
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