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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#1839
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$6.2B
Todd J. Meredith
Healthcare Realty Trust is a real estate investment trust that integrates owning, managing, financing and developing income-producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the United States. As of September 30, 2020, the Company owned 211 real estate properties in 24 states totaling 15.5 million square feet and was valued at approximately $5.5 billion. The Company provided leasing and property management services to 11.9 million square feet nationwide.
Headcount
580
HQ Base
Baltimore, Tennessee
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = HR ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$HR Healthcare Realty Trust Inc | 51 | 50 | 52 | 47 | - | 42.5x | -7.7% | -3.9% | 62.0% | -29.7% | -29.7% | -5.9% | 6.6% | 84.0x | $6.2B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
Healthcare Realty Trust Inc (HR) receives a "Hold" rating with a composite score of 51.1/100. It ranks #1839 out of 7,333 stocks in our coverage universe and carries a 3-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Fair valuation relative to peers
Average quality profile
Low volatility — smoother ride and historically better risk-adjusted returns
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
No analyst ratings for HR.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 50 | 78 | -28DRAG |
| MOMENTUM | 47 | 47 | 0NEUTRAL |
| VALUATION | 52 | 70 | -18DRAG |
| INVESTMENT | 34 | 55 | -21DRAG |
| STABILITY | 79 | 86 | -7DRAG |
| SHORT INT | 27 | 15 | +12ALPHA |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC -5.1% vs WACC 6.4% (spread -11.5%)
GM 62% vs sector 78%, OM -30% vs sector 18%
Capital turnover 0.31x
Rev growth -6%, 10yr history
Interest coverage -4.7x, Net debt/EBITDA 12.3x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Healthcare Realty Trust Inc (HR) as a Hold with a composite score of 51.1/100 at a current price of $18.47. The stock presents a mixed quantitative picture — neither compelling enough to warrant new accumulation nor weak enough to justify selling.
Healthcare Realty Trust Inc holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 51.1/100 places it at rank #1839 in our full universe.
No Moat
Medium
Poor
Fair Value
Gross margins of 62% signal strong pricing power.
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
Healthcare Realty Trust Inc represents a hold based on multi-factor quantitative performance.
Our model assigns Healthcare Realty Trust Inc a Hold rating, with a composite score of 51.1/100 and 3 out of 5 stars. Ranked #1839 of 7,333 stocks, HR presents a mixed quantitative picture — neither compelling enough to initiate new positions nor weak enough to warrant selling. Investors already holding may consider maintaining their position while monitoring for changes in the factor profile.
With a quality score of 50/100, HR shows adequate but unremarkable business quality. The company reports a return on equity of -7.7% (sector avg: 9.0%), gross margins of 62.0% (sector avg: 77.7%), net margins of -29.7% (sector avg: 21.9%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
HR's value score of 52/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include an EV/EBITDA of 42.47x, a P/B ratio of 1.35x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
Healthcare Realty Trust Inc's investment score of 34/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of -5.9% vs. a sector average of 10.7% and a return on assets of -3.9% (sector: 1.3%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
HR is currently showing below-average momentum at 47/100, which may indicate weakening institutional interest or negative sentiment shifts. Revenue growth stands at -5.9% year-over-year, while a beta of 0.26 reflects its sensitivity to broader market moves. Investors should note that declining momentum can precede further price weakness, though contrarian opportunities sometimes emerge at these levels.
HR shows good financial stability with a score of 79/100. Key stability metrics include a beta of 0.26 and a debt-to-equity ratio of 84.00x (sector avg: 0.5x). This suggests manageable leverage and moderate price volatility, making it appropriate for investors seeking a balance between growth potential and capital preservation.
Healthcare Realty Trust Inc's short interest score of 27/100 reveals significant bearish positioning, suggesting institutional investors are actively betting against the stock. Specific risk factors include elevated leverage (D/E: 84.00x). At $6.2B (mid-cap), HR carries meaningful risk and is best suited for investors with high risk tolerance who have thoroughly evaluated the bear thesis.
Healthcare Realty Trust Inc offers an attractive dividend yield of 6.6%, placing it among the higher-yielding stocks in its peer group. This compares to a sector average dividend yield of 2.0%. A yield this high can provide meaningful income, but investors should verify the payout is sustainable by examining the payout ratio, free cash flow coverage, and any history of dividend cuts.
Healthcare Realty Trust Inc is a mid-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #1839 of 7,333 overall (75th percentile). Key comparisons include ROE of -7.7% trailing the 9.0% sector median and operating margins of -29.7% below the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While HR currently exhibits a HOLD profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
Key factor gap
Stability (79) vs Short Int. (27) — closing this gap could shift the rating.
EV/EBITDA 447% ABOVE SECTOR MEDIAN
ROE 185% BELOW SECTOR MEDIAN
Gross Margin 20% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081

Healthcare Realty (NYSE: HR) has appointed Daniel Gabbay as its new Executive Vice President and Chief Financial Officer, effective January 12, 2026. Gabbay brings nearly 20 years of investment banking experience, specializing in the healthcare REIT sector, and replaces Austen Helfrich. The company confirmed that this leadership change will not impact its previously issued 2025 Normalized FFO guidance.

Mortgage applications surged 11% last week as buyers rushed to take advantage of slightly lower interest rates ahead of the Federal Reserve's policy decision. The jump signals a resurgence in housing market activity amid mixed economic signals.

Resolution Capital Ltd acquired 6.4 million shares of Healthcare Realty Trust (HR) valued at $115.43 million, marking a new position for the healthcare real estate specialist. The investment signals confidence in the REIT's stable cash flow and dividend yield despite the stock underperforming the S&P 500 by 2.48 percentage points over the past year amid broader REIT sector pressure.
NEWTON, Mass., February 23, 2026--Diversified Healthcare Trust (Nasdaq: DHC) today announced its financial results for the quarter ended December 31, 2025 and provided full year 2026 financial guidance, which can be found at the Quarterly Reports section of DHC's website at https://www.dhcreit.com/investors/financial-information/quarterly/default.aspx.

Healthcare Realty Trust (HR) has appointed Daniel Gabbay as its new Executive Vice President and Chief Financial Officer, effective January 12, succeeding Austen Helfrich. Gabbay joins from RBC Capital Markets, bringing experience in real estate investment banking. The company faces financial challenges, including declining revenue growth and low operating and net margins, with an Altman Z-Score indicating potential distress.