Ventas, Inc. (NYSE:VTR) Receives $81.63 Consensus PT from Brokerages

Ventas, Inc. (NYSE:VTR) has been assigned a consensus rating of “Moderate Buy” from the seventeen ratings firms that are covering the firm, MarketBeat.com reports. Three equities research analysts have rated the stock with a hold rating and fourteen have assigned a buy rating to the company. The average 12 month price target among analysts that have covered the stock in the last year is $81.6250.

A number of equities analysts recently commented on the company. Weiss Ratings upgraded Ventas from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. KeyCorp increased their target price on Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. The Goldman Sachs Group initiated coverage on Ventas in a report on Friday, January 9th. They issued a “buy” rating and a $94.00 price target for the company. Jefferies Financial Group reissued a “buy” rating and set a $93.00 price target on shares of Ventas in a research report on Monday, December 15th. Finally, Citigroup lifted their price objective on shares of Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a report on Tuesday, November 11th.

More Ventas News

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

Ventas Stock Performance

Ventas stock opened at $82.74 on Friday. Ventas has a 52 week low of $58.72 and a 52 week high of $82.80. The company has a current ratio of 0.67, a quick ratio of 0.32 and a debt-to-equity ratio of 1.03. The stock has a market cap of $38.87 billion, a P/E ratio of 153.22, a price-to-earnings-growth ratio of 2.03 and a beta of 0.77. The stock has a 50 day moving average of $78.13 and a 200-day moving average of $73.28.

Ventas (NYSE:VTR) last posted its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.89 by ($0.74). The company 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 2.09%. The company’s revenue was up 21.7% on a year-over-year basis. During the same period in the prior year, the company earned $0.81 earnings per share. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. On average, analysts expect that Ventas will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be issued a $0.52 dividend. This is a boost from Ventas’s previous quarterly dividend of $0.48. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.08 annualized dividend and a dividend yield of 2.5%. Ventas’s dividend payout ratio (DPR) is presently 355.56%.

Insider Activity at Ventas

In other 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 directly owned 1,114,034 shares of the company’s stock, valued at approximately $86,515,880.44. This represents a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Robert F. Probst sold 29,930 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $77.25, for a total value of $2,312,092.50. Following the sale, the chief financial officer owned 138,434 shares in the company, valued at $10,694,026.50. The trade was a 17.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 130,459 shares of company stock valued at $10,152,803 in the last quarter. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Ventas

Several large investors have recently added to or reduced their stakes in the stock. Bridgewater Advisors Inc. boosted its holdings in shares of Ventas by 2.0% during the fourth quarter. Bridgewater Advisors Inc. now owns 6,790 shares of the real estate investment trust’s stock valued at $525,000 after acquiring an additional 133 shares during the period. Arbor Capital Management Inc. ADV lifted its position in Ventas by 0.6% in the 3rd quarter. Arbor Capital Management Inc. ADV now owns 21,716 shares of the real estate investment trust’s stock valued at $1,520,000 after purchasing an additional 137 shares during the last quarter. True Wealth Design LLC boosted its stake in Ventas by 32.0% during the 4th quarter. True Wealth Design LLC now owns 569 shares of the real estate investment trust’s stock valued at $44,000 after purchasing an additional 138 shares during the period. Cigna Investments Inc. New grew its position in Ventas by 3.3% in the 4th quarter. Cigna Investments Inc. New now owns 4,396 shares of the real estate investment trust’s stock worth $341,000 after purchasing an additional 142 shares during the last quarter. Finally, Foundations Investment Advisors LLC increased its stake in shares of Ventas by 3.3% in the third quarter. Foundations Investment Advisors LLC now owns 4,447 shares of the real estate investment trust’s stock valued at $311,000 after purchasing an additional 144 shares during the period. 94.18% of the stock is owned by institutional investors and hedge funds.

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.