Bank of America Corp DE boosts stake in Healthcare Realty Trust Incorporated $HR. August 14, 2026 Key points. * Bank of America increased its Healthcare Realty Trust stake by 13.3% in the first quarter, adding 259,782 shares to own 2.21 million shares valued at approximately $37.5 million. * Healthcare Realty Trust reported quarterly revenue of $278.6 million, above estimates, but posted a loss of $0.13 per share and revenue declined 5.3% year over year. The company maintained 2026 EPS guidance of $1.62-$1.66. * The REIT declared a quarterly dividend of $0.24 per share, equivalent to a 5.0% annualized yield. Analysts maintain a consensus "Hold" rating with an average price target of $22, while an insider recently sold nearly 19% of her direct holdings. * MarketBeat previews top five stocks to own in September. Bank of America Corp DE boosted its position in Healthcare Realty Trust Incorporated (NYSE:HR - Free Report) by 13.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,208,965 shares of the real estate investment trust's stock after purchasing an additional 259,782 shares during the period. Bank of America Corp DE owned approximately 0.64% of Healthcare Realty Trust worth $37,530,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors have also modified their holdings of HR. Wiser Advisor Group LLC purchased a new stake in shares of Healthcare Realty Trust in the third quarter worth approximately $25,000. Eurizon Capital SGR S.p.A. bought a new stake in shares of Healthcare Realty Trust during the 4th quarter worth approximately $37,000. Main Street Group LTD purchased a new position in Healthcare Realty Trust during the 1st quarter valued at $42,000. Prosperity Bancshares Inc purchased a new position in Healthcare Realty Trust during the 4th quarter valued at $42,000. Finally, Danske Bank A S bought a new position in Healthcare Realty Trust in the 3rd quarter valued at $47,000. Insider activity at Healthcare Realty Trust. In other news, CAO Amanda L. Callaway sold 25,767 shares of the firm's stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $20.37, for a total value of $524,873.79. Following the sale, the chief accounting officer directly owned 109,954 shares in the company, valued at approximately $2,239,762.98. This trade represents a 18.99% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.56% of the company's stock. Healthcare Realty Trust trading up 0.1%. Shares of NYSE:HR opened at $19.23 on Friday. The company has a market capitalization of $6.59 billion, a PE ratio of -73.98 and a beta of 0.97. Healthcare Realty Trust Incorporated has a 12-month low of $16.23 and a 12-month high of $22.04. The business's fifty day simple moving average is $20.54 and its 200-day simple moving average is $19.13. Discover more Derivatives Stock market holidays Stock average calculator Healthcare Realty Trust (NYSE:HR - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported ($0.13) earnings per share for the quarter, missing analysts' consensus estimates of $0.40 by ($0.53). Healthcare Realty Trust had a negative return on equity of 1.91% and a negative net margin of 7.59%.The company had revenue of $278.58 million for the quarter, compared to analysts' expectations of $271.60 million. During the same quarter last year, the company earned $0.41 earnings per share. The company's revenue for the quarter was down 5.3% compared to the same quarter last year. Healthcare Realty Trust has set its FY 2026 guidance at 1.620-1.660 EPS. Research analysts predict that Healthcare Realty Trust Incorporated will post 1.64 EPS for the current year. Healthcare Realty Trust announces dividend. The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Tuesday, August 11th will be given a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 5.0%. The ex-dividend date of this dividend is Tuesday, August 11th. Healthcare Realty Trust's dividend payout ratio is presently -369.23%. Wall Street analyst weigh in. A number of research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Healthcare Realty Trust from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, July 30th. Wells Fargo & Company lifted their price objective on shares of Healthcare Realty Trust from $19.00 to $21.00 and gave the company an "equal weight" rating in a report on Monday, June 1st. JPMorgan Chase & Co. boosted their price objective on shares of Healthcare Realty Trust from $19.00 to $21.00 and gave the company a "neutral" rating in a research report on Thursday, July 9th. Cantor Fitzgerald upped their target price on shares of Healthcare Realty Trust from $22.00 to $24.00 and gave the stock an "overweight" rating in a research note on Friday, July 31st. Finally, BTIG Research reaffirmed a "buy" rating and set a $22.00 target price on shares of Healthcare Realty Trust in a research report on Friday, June 12th. Four analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $22.00. About Healthcare Realty Trust. 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. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Healthcare Realty Trust, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Healthcare Realty Trust wasn't on the list. While Healthcare Realty Trust currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation. 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Healthcare Realty Trust (HR) secures $400M unsecured term loan with $100M accordion. Filing Impact Filing Sentiment Rhea-AI Filing summary. Healthcare Realty Trust Incorporated entered into a new senior unsecured term loan agreement providing a $400.0 million delayed draw term loan facility for its operating partnership. The facility can be drawn on the closing date and in up to three additional draws until the first anniversary of the closing date and matures on May 15, 2029. The agreement includes an accordion feature allowing up to an additional $100.0 million of term loans, subject to lender commitments. Pricing is based on the borrower's unsecured long-term debt ratings, with an initial margin of 0.90% per annum over Term SOFR or Daily Simple SOFR and 0.00% over the base rate. A 0.20% per annum commitment fee applies on unfunded commitments starting on the ninety-first day after closing. As of the closing date, no borrowings were outstanding. The facility has no required amortization, permits voluntary prepayment without penalty, and includes customary covenants and events of default for a facility of this type. Insights. New $400M unsecured term loan adds flexible funding capacity with standard covenant protections. The company's operating partnership obtained a $400.0 million senior unsecured delayed draw term loan, with an additional $100.0 million accordion. Maturing on May 15, 2029, it provides medium-term balance sheet flexibility without immediate borrowing. Pricing is tied to unsecured debt ratings, with an initial margin of 0.90% over Term SOFR or Daily Simple SOFR and 0.20% commitment fees on undrawn amounts after the ninety-first day. Standard leverage and coverage covenants and change-of-control defaults apply, so future use of this facility will need to fit within those limits. 8-K event classification. 3 items: 1.01, 2.03, 9.01 Key figures. Term loan facility size: $400.0 million Accordion capacity: $100.0 million Maturity date: May 15, 2029 +5 more Key terms. Term Loan Agreement, delayed draw term loan facility, accordion feature, SOFR, +2 more 05/19/2026 - 01:27 PM Faq. What new financing did Healthcare Realty Trust (HR) arrange in this 8-K? Healthcare Realty Trust's operating partnership secured a senior unsecured delayed draw term loan facility of up to $400.0 million. The agreement provides medium-term funding capacity without immediate borrowing and can be drawn in multiple tranches within one year of the closing date. What is the size and maturity of Healthcare Realty Trust's new term loan? The new term loan facility provides up to $400.0 million in senior unsecured debt maturing on May 15, 2029. The borrower may draw funds on the closing date and in up to three additional draws until the first anniversary of that date. Does Healthcare Realty Trust's new term loan include an accordion feature? Yes. The term loan agreement includes an accordion feature permitting up to an additional $100.0 million of term loans. This increase depends on satisfying specified conditions and obtaining additional commitments from existing or new lenders under the agreement. What interest rate does Healthcare Realty Trust pay on the new term loan? Interest is based on a margin plus base rate, Term SOFR, or Daily Simple SOFR. Initially, the margin is 0.00% for base rate loans and 0.90% per annum for Term SOFR and Daily Simple SOFR loans, determined by the borrower's unsecured long-term debt ratings. Are there fees on undrawn amounts under Healthcare Realty Trust's term loan facility? Yes. The borrower must pay a 0.20% per annum commitment fee on the average daily balance of unfunded delayed draw commitments. This fee begins on the ninety-first day after the closing date and continues until the commitments terminate or expire. What covenants and defaults apply to Healthcare Realty Trust's new term loan? The agreement includes customary covenants limiting additional debt, mergers, and affiliate transactions, plus financial tests on leverage and coverage ratios. Events of default include missed payments, covenant breaches, certain bankruptcies, cross-defaults to other material debt, and change of control provisions. Filing exhibits & attachments. 4 documents Agreements & contracts.