Money moves
Analysts Raise SNF Operator Price Targets
Several Wall Street firms increased price targets for publicly traded SNF operators following positive commentary at the JP Morgan conference.
Policy watch
State Legislative Sessions Convene
Legislature opened in 12 states this week, with nursing home advocates preparing testimony on workforce funding and rate adequacy measures.
Heads up
Staffing Agency Costs Remain Elevated
Despite improved hiring conditions, facilities report agency nurse costs averaging $65/hour in many markets, straining operating margins.
Deal watch
Q1 Transaction Pipeline Builds
Brokers report strong buyer interest heading into Q1, with multiple platform and portfolio transactions expected to hit the market in coming weeks.
The bottom line
Weekend recap finds Wall Street bullish, state capitols active, and deal flow building as 2026 gets underway.