Dividend and Recent Developments for LTC Properties: Key Insights Before the Ex-Dividend Date on Sep 22, 2025

LTC Properties (LTC) has announced a regular cash dividend of $0.1900 per share, with an ex-dividend date set for Sep 22, 2025. Investors must purchase shares before this date to be eligible for the payout, which will be distributed on Sep 30, 2025. The dividend was formally announced on Jul 1, 2025, and marks a slight increase compared to the average of the last 10 dividends, which stood at $0.1769 per share. The prior dividend was issued on Aug 29, 2025, with the same amount of $0.1900 per share. This consistent dividend pattern reflects the company’s ongoing commitment to shareholder returns, despite recent strategic shifts in its investment focus.

Over the past week, LTC has made significant strides in expanding its 2025 investment guidance, raising it by 15% to $460.00 million from the previously projected $400.00 million. This increase is largely attributed to strong growth in its Seniors Housing Operating Portfolio (SHOP), a key strategic initiative launched in May 2025. The updated guidance includes $135.00 million of investments already closed, $235.00 million expected to close in the next 30 days, and $90.00 million anticipated after the end of the third quarter. The company plans to fund these new investments through a combination of its expanded line of credit, proceeds from property sales, and equity offerings via its ATM program.

Since the last update, LTC has also completed a $58.00 million, five-year loan secured by two seniors housing communities in California, carrying an 8.25% interest rate. This reflects the company’s strategy to shift its portfolio toward stabilized seniors housing properties, with SHOP now accounting for nearly 20% of its total portfolio. The company’s senior management has also begun preparations for a non-deal roadshow, starting on Sept 17, 2025, to engage with current and potential investors, signaling confidence in its evolving business model.

Looking ahead, LTC is positioned to achieve its lowest-ever concentration of skilled nursing facilities, with the portfolio now favoring a 65-35 split in favor of seniors housing. This strategic realignment is expected to reduce risk exposure and enhance long-term value creation. As of late, the company has seen increased market interest, especially given its proactive approach to portfolio transformation and its forward-looking guidance.

LTC’s recent developments highlight its evolving business strategy and growing emphasis on seniors housing. With the ex-dividend date on Sep 22, 2025, investors must act swiftly if they wish to benefit from the upcoming dividend. Beyond the financial implications of the dividend, the company’s strategic direction and investment momentum suggest a potentially transformative year ahead for LTC and its stakeholders.