US · Real Estate · REIT - Healthcare Facilities
EPS came in at 0.97 against a street estimate of 0.96 — a beat of 1.0%.
Analysts rate Ventas Inc a buy (17 buy, 3 hold, 0 sell out of 20) with an average price target of $101.86.
CONFIDENT Ventas delivered 16% SHOP NOI growth, 9% FFO growth, and raised 2026 FFO guidance to $3.85–$3.90 (8–10% growth). Investment pipeline raised to $4.5B from $3B, driving SHOP toward 60% of enterprise by year-end. Q2 2026 U.S. SHOP outperformed; achieved 150 bps occupancy outperformance vs. NIC Top 99 industry average. Canada stable at high occupancy but subject to rent restrictions in Quebec. Analysts pressed occupancy ceiling risks and RevPOR upside; management demonstrated 90%+ and 99%+ occupied cohorts achieving 6–7% RevPOR, reframing 'stabilization' higher. Questions on development timing, private–public arbitrage, and portfolio recycling met confident responses that rents need 25–40% more supply and dispositions support SHOP expansion at scale. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.03% |
| Vanguard Portfolio Management, LLC | 8.04% |
| JPMorgan Chase & Co | 6.90% |
| Vanguard Capital Management, LLC | 6.02% |
| State Street Corp | 5.81% |
| FMR Inc | 5.31% |
| Principal Financial Group Inc | 2.72% |
| Geode Capital Management, LLC | 2.63% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 VENTAS, INC. – FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Ventas, Inc. (ticker: VTR, NYSE) is a Delaware corporation based in Chicago, Illinoi | 2026-09-15 |
| Quarterly report · Q2 2026 VENTAS, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $29.66 billion (June 30, 2026) vs. $27.59 bil | 2026-07-30 |
| Results announced · Q3 2026 VENTAS, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Normalized FFO per share: $0.97 in Q2 2026, up 9% year-over-year (vs. $0.89 in Q2 2025) • | 2026-07-29 |
| Board / officer change · Q2 2026 VENTAS, INC. – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Leadership Change: Carey S. Roberts, Executive Vice President, General Counsel, Eth | 2026-06-15 |
| Board / officer change · Q2 2026 VENTAS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company increased ATM (At-The-Market) stock offering capacity to $3,000,000,000 aggregate gross s | 2026-05-15 |
| Quarterly report · Q1 2026 VENTAS, INC. — Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total revenues Q1 2026: $1,656.9 million (vs. $1,358.1 million in Q1 2025) — increase of | 2026-04-28 |
| Results announced · Q2 2026 VENTAS, INC. - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income Attributable to Common Stockholders per share: $0.11 (up 10% YoY from $0.10) • | 2026-04-27 |
| Proxy statement · Q2 2026 VENTAS, INC. PROXY STATEMENT SUMMARY CEO COMPENSATION • CEO Debra A. Cafaro's total compensation for 2025: Not disclosed in this excerpt, but docume | 2026-04-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.52 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.52 / share ex-date Jun 30, 2026 · pay Jul 16, 2026 | 2026-06-30 |
| Dividend | $0.52 / share ex-date Mar 31, 2026 · pay Apr 16, 2026 | 2026-03-31 |
| Dividend | $0.48 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.48 / share ex-date Sep 30, 2025 · pay Oct 16, 2025 | 2025-09-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Ventas Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.