Ventas, Inc.

Ventas, Inc.

VTRยทNYSE

$79.10

-1.3%
Real EstateREIT - Healthcare Facilities

Ventas, an S&P 500 company, operates at the intersection of two powerful and dynamic industries: healthcare and real estate. As one of the world's foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate, partnering with leading care providers, developers, research and medical institutions, innovators and healthcare organizations whose success is buoyed by the demographic tailwind of an aging population. For more than twenty years, Ventas has followed a successful strategy that endures: combining a high-quality diversified portfolio of properties and capital sources to manage through cycles, working with industry leading partners, and a collaborative and experienced team focused on producing consistent growing cash flows and superior returns on a strong balance sheet, ultimately rewarding Ventas shareholders. As of September 30, 2020, Ventas owned or managed through unconsolidated joint ventures approximately 1,200 properties.

At a Glance

Live Snapshot
Market Cap$38.46B
EPS0.5500
P/E Ratio143.82
Earnings Date07/29/2026
vtr

Ventas, Inc. Street Expectations Map

VTR ยท NYSE

Wall Street analysts project that VTR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 96.25, with estimates ranging from a low of 88.00 to a high of 110.00.

Lowest Target
88.00
11.25%
Consensus Target
96.25
21.68%
Highest Target
110.00
39.06%

The consensus 1-year price target stands at 96.25, with estimates ranging from a low of 88.00 to a high of 110.00.

Analyst Consensus Analysis

Upside Potential

+21.7%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

22.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

vtr

Ventas, Inc. Forward Estimates of Revenue

VTR ยท NYSE
Latest Revenue
5.83B
FY 2025
Avg Estimate
6.41B
FY 2026
Estimate Range
6.33B - 6.57B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

vtr

Ventas, Inc. Forward Estimates of Net Income

VTR ยท NYSE
Latest Net Income
251.38M
FY 2025
Avg Estimate
265.19M
FY 2026
Estimate Range
255.80M - 274.57M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

vtr

Ventas, Inc. Forward Estimates of EPS

VTR ยท NYSE
Latest EPS
0.55
FY 2025
Avg Estimate
$0.64
FY 2026
Estimate Range
$0.61 - $0.66
Analyst Spread

Forward Growth Analysis

Projected Growth+15.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

vtr

Ventas, Inc. Forward Estimates of EBIT

VTR ยท NYSE
Latest EBIT
859.61M
FY 2025
Avg Estimate
892.20M
FY 2026
Estimate Range
880.80M - 915.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

vtr

Ventas, Inc. Forward Estimates of EBITDA

VTR ยท NYSE
Latest EBITDA
2.24B
FY 2025
Avg Estimate
2.79B
FY 2026
Estimate Range
2.76B - 2.86B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

vtr

Ventas, Inc. Forward Estimates of SG&A Expense

VTR ยท NYSE
Latest SG&A Expense
177.40M
FY 2025
Avg Estimate
217.18M
FY 2026
Estimate Range
214.41M - 222.73M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

vtr

Ventas, Inc. Insider Positioning

VTR ยท NYSE

During the last 12 months, insiders have sold $56.90M worth of VTR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.2K

103.92K

Net Activity

-104K

-$104K

3-6 Months

Bought

0

0.00

Sold

96.4K

7.78M

Net Activity

-7.8M

-$7.78M

6-9 Months

Bought

0

0.00

Sold

410.4K

30.73M

Net Activity

-30.7M

-$30.73M

9-12 Months

Bought

0

0.00

Sold

276.8K

18.28M

Net Activity

-18.3M

-$18.28M

Top Buyers

No buying activity

Top Sellers

1
CDA

Cafaro Debra A

Director, Officer: Chairman And Ceo

434.1K sharesโ€ข18 transactions

$32.23M

2
PRF

Probst Robert F

Officer: Evp And Cfo

299.0K sharesโ€ข7 transactions

$20.42M

3
RCS

Roberts Carey S.

Officer: Evp And Gc

35.5K sharesโ€ข1 transactions

$3.02M

4
BPJ

Bulgarelli Peter J.

Officer: Evp Om&R-Ventas/Pres&Ceo-Lhs

15.0K sharesโ€ข9 transactions

$1.13M

5
RWC

Rakowich Walter C

Director

1.2K sharesโ€ข1 transactions

$104K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $56.90M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$104K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.