Ventas (NYSE:VTR) Releases 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 Stock Performance

Shares of NYSE VTR traded up $2.09 during mid-day trading on Thursday, hitting $79.82. The company had a trading volume of 3,235,517 shares, compared to its average volume of 2,517,098. The stock’s 50-day moving average price is $78.09 and its 200-day moving average price is $73.08. The company has a market capitalization of $37.49 billion, a price-to-earnings ratio of 153.49, a P/E/G ratio of 1.94 and a beta of 0.77. The company has a current ratio of 0.32, a quick ratio of 0.32 and a debt-to-equity ratio of 1.01. Ventas has a 1 year low of $58.72 and a 1 year high of $81.89.

Ventas (NYSE:VTR) last posted its earnings results on Thursday, February 5th. The real estate investment trust reported $0.89 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.89. Ventas had a return on equity of 2.05% and a net margin of 4.28%.The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.53 billion. During the same quarter in the previous year, the firm earned $0.81 EPS. The company’s quarterly revenue was up 21.7% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, sell-side analysts forecast that Ventas will post 3.4 earnings per share for the current year.

Ventas Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a $0.48 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $1.92 annualized dividend and a dividend yield of 2.4%. Ventas’s dividend payout ratio is presently 369.23%.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Wells Fargo & Company upped their target price on Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 25th. KeyCorp lifted their price target on Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a research note on Thursday, December 4th. Cantor Fitzgerald reiterated an “overweight” rating and set a $93.00 price objective on shares of Ventas in a research report on Monday, January 5th. Jefferies Financial Group reissued a “buy” rating and set a $93.00 price objective on shares of Ventas in a report on Monday, December 15th. Finally, Citigroup boosted their target price on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research report on Tuesday, November 11th. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $81.63.

Insiders Place Their Bets

In related news, CEO Peter J. Bulgarelli sold 2,771 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $80.01, for a total transaction of $221,707.71. Following the completion of the sale, the chief executive officer directly owned 108,717 shares in the company, valued at $8,698,447.17. This represents a 2.49% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Robert F. Probst sold 33,591 shares of the stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $76.77, for a total transaction of $2,578,781.07. Following the sale, the chief financial officer directly owned 168,364 shares of the company’s stock, valued at $12,925,304.28. The trade was a 16.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 130,499 shares of company stock valued at $10,155,831 in the last ninety days. Company insiders own 0.80% of the company’s stock.

Key Stories Impacting Ventas

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.78–$3.88 and provided an optimistic 2026 outlook, a key driver supporting the rally as it implies materially higher earnings power than prior expectations. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue rose ~21.7% year‑over‑year to $1.55B, beating the $1.53B estimate; management highlighted growth execution in senior housing and enterprise expansion — supportive for growth-oriented REIT investors. SeattlePI: Ventas Q4 Earnings Snapshot
• Positive Sentiment: Board increased the dividend (company announced dividend action in the results release), which can attract income investors and signal confidence in cash flow. Business Wire: Ventas Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Q4 FFO / EPS printed $0.89, essentially in line with consensus (FFO matched estimates). Meeting estimates reduces downside surprise risk but limits immediate upside from the quarter itself. Zacks: Ventas Matches Q4 FFO Estimates
• Neutral Sentiment: Analyst coverage is constructive overall (several price-target raises and multiple buy/overweight ratings), which supports investor sentiment but is already reflected in recent price gains. MarketBeat: Ventas Stock Coverage
• Negative Sentiment: CEO Debra Cafaro sold 10,322 shares (~$800k), a disclosed insider sale that can be read negatively by some investors even though she retains a large stake. American Banking News: Debra Cafaro Sells Shares
• Negative Sentiment: MarketBeat flagged a very high payout ratio (~369% reported) and leverage metrics (debt/equity ~1.0); these raise questions about dividend sustainability and balance‑sheet risk if growth slows. MarketBeat: Ventas Financials

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of VTR. CIBC Private Wealth Group LLC lifted its holdings in Ventas by 62.8% in the third quarter. CIBC Private Wealth Group LLC now owns 7,599 shares of the real estate investment trust’s stock worth $532,000 after buying an additional 2,932 shares during the period. Captrust Financial Advisors raised its position in shares of Ventas by 14.2% in the 3rd quarter. Captrust Financial Advisors now owns 38,415 shares of the real estate investment trust’s stock worth $2,689,000 after acquiring an additional 4,764 shares in the last quarter. Coldstream Capital Management Inc. lifted its stake in shares of Ventas by 4.5% in the 3rd quarter. Coldstream Capital Management Inc. now owns 6,910 shares of the real estate investment trust’s stock valued at $484,000 after purchasing an additional 299 shares during the period. Danske Bank A S bought a new stake in shares of Ventas during the third quarter valued at approximately $14,929,000. Finally, Morningstar Investment Management LLC purchased a new stake in Ventas in the third quarter worth $233,000. Hedge funds and other institutional investors own 94.18% of the company’s stock.

Ventas Company Profile

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.