Candriam S.C.A. Trims Stock Holdings in Healthcare Realty Trust Incorporated $HR

Candriam S.C.A. lessened its stake in shares of Healthcare Realty Trust Incorporated (NYSE:HR) by 97.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,956 shares of the real estate investment trust’s stock after selling 949,491 shares during the quarter. Candriam S.C.A.’s holdings in Healthcare Realty Trust were worth $360,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Allianz Asset Management GmbH boosted its position in Healthcare Realty Trust by 36.3% during the third quarter. Allianz Asset Management GmbH now owns 527,024 shares of the real estate investment trust’s stock worth $9,502,000 after acquiring an additional 140,396 shares during the last quarter. Thrivent Financial for Lutherans lifted its stake in shares of Healthcare Realty Trust by 8.8% during the 3rd quarter. Thrivent Financial for Lutherans now owns 5,018,021 shares of the real estate investment trust’s stock worth $90,475,000 after purchasing an additional 404,855 shares during the period. Marble Harbor Investment Counsel LLC boosted its holdings in shares of Healthcare Realty Trust by 6.8% during the second quarter. Marble Harbor Investment Counsel LLC now owns 909,932 shares of the real estate investment trust’s stock worth $14,432,000 after purchasing an additional 57,609 shares during the last quarter. Liberty One Investment Management LLC grew its position in shares of Healthcare Realty Trust by 30.2% in the third quarter. Liberty One Investment Management LLC now owns 407,463 shares of the real estate investment trust’s stock valued at $7,347,000 after purchasing an additional 94,568 shares during the period. Finally, Norges Bank acquired a new position in Healthcare Realty Trust in the second quarter valued at $66,085,000.

Analysts Set New Price Targets

A number of brokerages have issued reports on HR. Wall Street Zen raised Healthcare Realty Trust from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Citigroup raised their target price on shares of Healthcare Realty Trust from $17.00 to $19.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Healthcare Realty Trust in a research report on Monday, December 29th. Finally, Wells Fargo & Company lifted their price target on shares of Healthcare Realty Trust from $18.00 to $19.00 and gave the company an “equal weight” rating in a report on Tuesday, November 25th. Three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $19.13.

Key Stories Impacting Healthcare Realty Trust

Here are the key news stories impacting Healthcare Realty Trust this week:

• Positive Sentiment: Company set a $1.61 FFO midpoint for 2026 and said it is strengthening the balance sheet while targeting NOI growth — this signals confidence in cash flow trajectory for 2026. Healthcare Realty outlines $1.61 FFO midpoint for 2026
• Positive Sentiment: Company announced an inaugural $600 million commercial paper program, improving short-term liquidity and flexibility to fund operations or refinancings. Healthcare Realty Announces $600 Million Commercial Paper Program
• Positive Sentiment: Quarterly dividend declared: $0.24 per share (annualized yield ~5.5%), ex-dividend Feb 24 — supports income-oriented investor interest. (Company announcement)
• Positive Sentiment: Management updated FY‑2026 EPS guidance to a range of 1.580–1.640, well above prior market expectations, which underpins the upward reaction despite mixed quarterly metrics. Healthcare Realty Reports Fourth Quarter 2025 Results
• Neutral Sentiment: FFO for Q4 came in at $0.40, in line with consensus and flat year-over-year, suggesting core operating cash flow held steady despite macro pressures. HealthcarE Realty Trust (HR) Q4 FFO Meet Estimates
• Neutral Sentiment: Full earnings and management commentary are available in call/transcript — useful for modeling 2026 assumptions but not new alone. Healthcare Realty (HR) Q4 2025 Earnings Transcript
• Negative Sentiment: GAAP EPS missed sharply: reported $0.04 vs. consensus ~$0.40, and revenue fell ~7.6% YoY — these headline misses and negative net margin/ROE raise short-term concern and explain caution among some investors. Healthcare Realty Press Release / Q4 Results

Healthcare Realty Trust Trading Up 2.6%

Shares of HR stock opened at $17.95 on Friday. The company has a market cap of $6.31 billion, a PE ratio of -25.28 and a beta of 0.97. The company’s fifty day simple moving average is $17.04 and its 200-day simple moving average is $17.45. Healthcare Realty Trust Incorporated has a 52 week low of $14.09 and a 52 week high of $18.97.

Healthcare Realty Trust (NYSE:HR) last announced its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $0.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.40 by ($0.36). The company had revenue of $282.69 million during the quarter, compared to analyst estimates of $284.37 million. Healthcare Realty Trust had a negative net margin of 20.84% and a negative return on equity of 5.00%. The firm’s revenue for the quarter was down 7.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.40 earnings per share. Healthcare Realty Trust has set its FY 2026 guidance at 1.580-1.640 EPS. Equities research analysts expect that Healthcare Realty Trust Incorporated will post 1.59 EPS for the current fiscal year.

Healthcare Realty Trust Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Tuesday, February 24th will be issued a $0.24 dividend. This represents a $0.96 dividend on an annualized basis and a yield of 5.3%. The ex-dividend date is Tuesday, February 24th. Healthcare Realty Trust’s dividend payout ratio is currently -90.57%.

Healthcare Realty Trust Profile

Healthcare Realty Trust (NYSE: HR) is a real estate investment trust specializing in the ownership, acquisition and management of outpatient medical facilities. Headquartered in Nashville, Tennessee, the company’s portfolio is focused primarily on medical office buildings and outpatient healthcare properties that serve hospitals, health systems and other healthcare providers. Its business model centers on securing long-term, triple-net leases to generate stable income streams from a diversified tenant base.

The company’s properties are located across key metropolitan markets in the United States, including major healthcare hubs in the Southeast, Southwest and in select coastal regions.