Ventas (NYSE:VTR) Issues FY 2026 Earnings Guidance

Ventas (NYSE:VTR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.780-3.880 for the period, compared to the consensus earnings per share estimate of 1.840. The company issued revenue guidance of -.

Ventas Price Performance

Shares of NYSE VTR traded up $2.90 during mid-day trading on Friday, hitting $82.74. 3,925,850 shares of the stock were exchanged, compared to its average volume of 2,525,031. Ventas has a twelve month low of $58.72 and a twelve month high of $82.80. The stock’s fifty day simple moving average is $78.13 and its two-hundred day simple moving average is $73.20. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.32 and a current ratio of 0.32. The company has a market cap of $38.87 billion, a P/E ratio of 153.22, a PEG ratio of 1.99 and a beta of 0.77.

Ventas (NYSE:VTR) last announced its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.74). The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. Ventas had a net margin of 4.31% and a return on equity of 2.12%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter last year, the business posted $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, analysts forecast that Ventas will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 annualized dividend and a yield of 2.5%. This is a positive change from Ventas’s previous quarterly dividend of $0.48. Ventas’s dividend payout ratio (DPR) is currently 369.23%.

Analyst Ratings Changes

VTR has been the subject of several research reports. KeyCorp lifted their target price on Ventas from $70.00 to $85.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Wells Fargo & Company boosted their price objective on Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. Scotiabank raised their target price on shares of Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Weiss Ratings raised shares of Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Finally, The Goldman Sachs Group began coverage on shares of Ventas in a research note on Friday, January 9th. They issued a “buy” rating and a $94.00 price objective on the stock. Fourteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $81.63.

Insider Buying and Selling

In other Ventas news, CEO Debra A. Cafaro sold 10,322 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $77.66, for a total transaction of $801,606.52. Following the completion of the transaction, the chief executive officer owned 1,114,034 shares of the company’s stock, valued at $86,515,880.44. This represents a 0.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Peter J. Bulgarelli sold 2,229 shares of Ventas stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $80.08, for a total transaction of $178,498.32. Following the completion of the sale, the chief executive officer owned 106,488 shares in the company, valued at $8,527,559.04. The trade was a 2.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 130,459 shares of company stock valued at $10,152,803. 0.80% of the stock is owned by corporate insiders.

Trending Headlines about Ventas

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised its quarterly dividend 8.3% to $0.52 (annualized yield ~2.6%), signaling confidence in cash flow and returning capital to shareholders. Ventas raises dividend by 8.3% to $0.52
• Positive Sentiment: Mgmt gave notably higher FY‑2026 EPS guidance of $3.780–$3.880, well above current consensus, which supports a re-rating if delivered. Ventas Reports Fourth Quarter and Full Year 2025 Results, Provides 2026 Outlook and Increases Dividend
• Positive Sentiment: Operational performance: Q4 revenue slightly beat estimates and same‑store cash NOI rose; FFO was roughly in line with expectations, showing resilient underlying cash generation. Ventas Q4 FFO Meet, Revenues Beat Estimates, Same-Store Cash NOI Rises
• Neutral Sentiment: Analyst stance remains mixed: Morgan Stanley reiterated a Hold with an $80 target (near the stock), suggesting expectations are balanced between upside from guidance and execution risk. Balanced Fundamentals and Moderating Returns Justify Hold Rating on Ventas
• Neutral Sentiment: Full Q4 earnings call transcript and management commentary provide color on growth in senior housing and portfolio strategy — useful for assessing how management plans to hit the raised guide. Ventas, Inc. (VTR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP EPS for the quarter missed materially (reported ~$0.15 vs. consensus ~0.89), which can spook short‑term traders and prompt questions about non‑cash items or one‑offs. Ventas Q4 earnings / press release
• Negative Sentiment: Insider sell: Chair Debra Cafaro sold ~10,322 shares recently, which some investors view as a mild negative signal even though executives sell for many reasons. Debra Cafaro Sells 10,322 Shares of Ventas (NYSE:VTR) Stock

Institutional Trading of Ventas

Several large investors have recently bought and sold shares of VTR. State Street Corp increased its stake in Ventas by 3.3% in the third quarter. State Street Corp now owns 28,927,015 shares of the real estate investment trust’s stock valued at $2,038,176,000 after acquiring an additional 928,386 shares during the last quarter. Northern Trust Corp boosted its holdings in shares of Ventas by 1.7% during the third quarter. Northern Trust Corp now owns 6,402,941 shares of the real estate investment trust’s stock worth $448,142,000 after purchasing an additional 108,990 shares during the period. Invesco Ltd. grew its position in shares of Ventas by 21.5% in the 3rd quarter. Invesco Ltd. now owns 5,847,604 shares of the real estate investment trust’s stock worth $409,274,000 after buying an additional 1,034,634 shares during the last quarter. UBS Group AG boosted its holdings in Ventas by 142.4% in the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after acquiring an additional 2,060,770 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its stake in shares of Ventas by 5.4% during the 3rd quarter. Alyeska Investment Group L.P. now owns 2,894,441 shares of the real estate investment trust’s stock valued at $202,582,000 after purchasing an additional 149,523 shares in the last quarter. 94.18% of the stock is owned by institutional investors and hedge funds.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.