Ventas, IncNYSE: VTR
Real Estate · Health Care REITs
$88.07
+0.24%
Vol: 3.0M
Research Digest
Friday, May 1, 2026
Ventas reports Q1 2026 EPS of $0.94 beating estimates, with normalized FFO of $0.94 and 22% revenue growth to $1.66B; raises full-year guidance.
Ventas reported strong Q1 2026 results with normalized FFO per share of $0.94 and revenue increasing 22% to $1.66 billion. EPS of $0.94 beat estimates of $0.91 by 3.30%. Senior Housing Operating Portfolio (SHOP) NOI increased 15%+ with occupancy gains. The company raised its full-year FFO guidance to $3.82-$3.89 per share. Over $1.7 billion in acquisitions closed year-to-date with liquidity at record levels, and investment guidance increased to $3 billion. Analyst consensus rating remains Buy with 12-month price target of $87.62.
Previous Market Intelligence
13 daysApr 30Ventas raises 2026 FFO guidance on strong Q1 senior housing resultsPositive▶
Ventas reported strong Q1 2026 results with normalized FFO of $0.94 per share, beating estimates. The company raised its full-year FFO guidance to $3.82-$3.89 per share, driven by 9% year-over-year NOI growth in its senior housing portfolio (SHOP), which achieved over 15% NOI growth. Year-to-date, the company closed $1.7 billion in senior housing acquisitions and increased its 2026 investment guidance to $3.0 billion from $2.5 billion, signaling confidence in its growth strategy.
Apr 29Ventas Q1 FFO per share $0.94 beats estimates, raises FY guidance on 16% SHOP growthPositive▶
Ventas reported strong Q1 2026 results with normalized FFO of $0.94 per share, exceeding estimates and reflecting 9.3% YoY increase. Revenue surged 22% to $1.66 billion driven by Senior Housing Operating Portfolio (SHOP) which achieved over 15% NOI growth with occupancy gaining 370 bps. Company raised full-year FFO guidance midpoint by $0.03 to $3.86. Over $1.7B in senior housing investments closed YTD with investment guidance increased to $3B. KeyBanc raised price target to $90 from $85. Shares reached all-time high of $87.94, near the 52-week high of $87.87. Analyst consensus is "Buy" with target of $86.46.
Apr 16Ventas reported Q4 2025 EPS of $0.89, significantly beating estimates of $0.41, and announced dividend increases.Positive▶
Ventas revenue increased 18.99% in 2025 to $5.82 billion. Q4 2025 EPS of $0.89 beat estimates by 117.07%. FFO projected to increase 10.3% in 2026. Wells Fargo raised price target to $93 from $88 in March 2026. KeyBanc raised target to $90 from $85. Average analyst rating is Buy with 12-month target of $84.77. Company owns approximately 1,400 properties across North America and UK.
Apr 15Ventas raised Q2 dividend 8% to $0.52/share with 10.3% projected FFO growth for 2026 amid strong senior housing demand.Positive▶
Ventas Inc. increased its quarterly dividend by 8% to $0.52 per share, reflecting confidence in 2026 guidance projecting 10.3% FFO growth. Q1 results are scheduled for April 27, 2026. Stock has gained 7.7% year-to-date with analyst consensus rating of Buy.
Apr 14Ventas reached all-time high of $87.42 with strong growth pipeline exceeding $2.5B as Q1 2026 earnings approach on April 27.Positive▶
Ventas stock reached new all-time high levels, trading at $87.42 with 27.11% year-over-year gains. Q1 2026 earnings announced for April 27 with FFO expected at $3.84 per share, up 10.3%. Baron Capital expanded its stake. Strong investment pipeline above $2.5B supports growth trajectory.
Apr 13Ventas Q1 earnings scheduled for April 28 with analysts projecting 10.3% FFO growth amid bullish institutional interest.Positive▶
Ventas will release Q1 2026 earnings April 27 with conference call April 28. Analysts project 10.3% FFO growth to $3.84. Baron Capital increased stake pointing to $2.5B+ external growth pipeline. Wells Fargo and JPMorgan both raised price targets to $93. Ventas beat Q4 EPS expectations by 117%, reporting $0.89 versus $0.41 forecast. Trades at $83.64 with 9.9% YTD performance.
Apr 10Ventas positioned for strong 2026 with 10.3% FFO growth and Q1 earnings on April 28.Positive▶
Ventas is expected to deliver 10.3% year-over-year FFO growth in 2026 driven by robust senior housing demand. Baron Capital increased its stake while highlighting the company's $2.5 billion external growth pipeline. Wells Fargo and JPMorgan recently raised price targets. Q1 2026 earnings on April 28.
Apr 9Ventas hits all-time high at $87.24; Q4 FFO growth 9-11%, dividend raised 8%Positive▶
Ventas Inc. reported Q4 2025 with Normalized FFO of $3.48 (9% growth) and Nareit FFO of $3.50 (11% growth). Company raised quarterly dividend to $0.52 (8% increase). 2026 guidance: Nareit FFO $3.68, Normalized FFO $3.83 with 10.3% FFO growth expected. Stock hit all-time high of $87.24; Wells Fargo raised PT to $93 from $88 (Buy). Baron Capital added to stake citing $2.5B+ 2026 pipeline.
Apr 8Ventas beats Q4 2025 EPS estimates significantly; trades near 52-week highs on senior housing growthPositive▶
Ventas reported Q4 2025 EPS of $0.89, beating estimates of $0.41 by 117%, supported by strong senior housing demand. Company declared $0.52 dividend with ex-date March 31. Investment pipeline exceeds $2.5B with positive earnings outlook. Stock hits all-time high at $87.42, near 52-week peak. Consensus Buy with $84.77 target reflects analyst confidence in senior housing fundamentals and REIT positioning. Revenue grew 18.99% YoY to $5.82B with earnings up 209.76%.
Apr 7Ventas Q1 2026 earnings April 27; 8% dividend hike to $0.52; $800M+ senior housing closed.Positive▶
Ventas Q1 2026 release April 27. Dividend +8% to $0.52. Closed $800M+ senior housing investments YTD. 2026 Normalized FFO/share $3.83 midpoint (+8%). EVP Bulgarelli retiring May 1. Stock $87.42 ATH. 13 analysts rate Buy at $90.47.
Apr 6No Significant Overnight UpdatesNeutral▶
No material news in the last 48 hours. Company preparing for Q1 2026 earnings release scheduled for April 27, 2026. Ventas director Roxanne M. Martino received stock grant of 624.924 units at $82.01 reference price under Non-Employee Directors' Cash Compensation Deferral Plan (routine insider activity). Investment pipeline exceeds $2.5 billion with strong institutional interest driven by growing demand for senior housing.
Apr 3Ventas announces Q1 2026 earnings release scheduled for April 28, confirming dividend increase of 8% to $0.52 per share.Positive▶
Ventas will issue Q1 2026 earnings on April 27, with conference call April 28 at 10 a.m. ET. The company increased its quarterly dividend 8% to $0.52, payable April 16, 2026. Filed Annual Report and Proxy Statement on April 1. Q4 2025 results showed revenue of $1.57 billion and net income of $70.2 million.
Apr 2Ventas stock hit all-time high of $87.42 after Q4 2025 EPS beat expectations by 117%; Wells Fargo and JPMorgan raising price targets to $93.Positive▶
Ventas Inc reported Q4 2025 EPS of $0.89, significantly beating estimates of $0.41 by 117.07%. The stock reached all-time highs around $87.24. Wells Fargo issued a Buy rating with price target raised to $93 from $88 (March 26, 2026), and JPMorgan also raised its target to $93 from $88 (March 20, 2026). The company is well-positioned for growth due to rising healthcare spending and an aging population. KeyBanc Capital Markets raised its price target to $90 from $85. The average 12-month price target is $92.05 with 17 analysts recommending buy.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
| VTRVENTAS | $88.07 | +0.24% | +5.9% | 96.9x | 0.77 | $42.7B |
| DOCHEALTHPEAK | $16.45 | +1.70% | -3.0% | 119.8x | 1.08 | $11.2B |
| PLDPROLOGIS | $141.40 | -0.43% | +7.3% | 41.8x | 1.41 | $132.4B |
| EQIXEQUINIX | $1,082.36 | -0.04% | +6.6% | 49.5x | 1.00 | $106.8B |
| AMTAMERICAN | $181.72 | -0.54% | +3.7% | 26.4x | 0.93 | $85.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.