Ventas (NYSE:VTR) Issues FY 2026 Earnings Guidance

Ventas (NYSE:VTR) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 3.820-3.890 for the period, compared to the consensus EPS estimate of 3.880. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on VTR. UBS Group raised their target price on shares of Ventas from $85.00 to $93.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. KeyCorp raised their target price on shares of Ventas from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. Raymond James Financial began coverage on shares of Ventas in a research note on Tuesday. They issued an “outperform” rating and a $94.00 target price on the stock. Royal Bank Of Canada raised their target price on shares of Ventas from $91.00 to $98.00 and gave the company an “outperform” rating in a research note on Monday, May 4th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $100.00 target price on shares of Ventas in a research note on Tuesday. Fifteen investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Ventas has a consensus rating of “Moderate Buy” and a consensus price target of $96.41.

Ventas Stock Down 2.0%

Ventas stock opened at $82.21 on Thursday. The company’s 50 day simple moving average is $85.15 and its 200 day simple moving average is $82.58. Ventas has a fifty-two week low of $61.76 and a fifty-two week high of $91.06. The firm has a market capitalization of $39.97 billion, a price-to-earnings ratio of 149.48, a PEG ratio of 1.80 and a beta of 0.71. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.25 and a quick ratio of 0.25.

Ventas (NYSE:VTR) last released its quarterly earnings data on Monday, April 27th. The real estate investment trust reported $0.11 earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.01). Ventas had a return on equity of 2.09% and a net margin of 4.25%.The firm had revenue of $1.65 billion for the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the previous year, the business earned $0.84 EPS. The firm’s revenue was up 22.0% compared to the same quarter last year. Ventas has set its FY 2026 guidance at 3.820-3.890 EPS. As a group, sell-side analysts anticipate that Ventas will post 3.88 EPS for the current year.

Ventas Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 16th. Shareholders of record on Tuesday, June 30th will be paid a $0.52 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.08 dividend on an annualized basis and a yield of 2.5%. Ventas’s payout ratio is presently 378.18%.

Insider Buying and Selling

In other news, Director Michael J. Embler acquired 2,500 shares of Ventas stock in a transaction dated Wednesday, June 3rd. The stock was bought at an average cost of $78.81 per share, with a total value of $197,025.00. Following the completion of the transaction, the director directly owned 19,202 shares of the company’s stock, valued at approximately $1,513,309.62. This represents a 14.97% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Walter C. Rakowich sold 1,152 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $90.20, for a total transaction of $103,910.40. Following the completion of the sale, the director directly owned 28,349 shares in the company, valued at approximately $2,557,079.80. This represents a 3.90% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.53% of the company’s stock.

Hedge Funds Weigh In On Ventas

A number of institutional investors have recently added to or reduced their stakes in VTR. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Ventas by 32,509.3% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,648,776 shares of the real estate investment trust’s stock worth $359,722,000 after buying an additional 4,634,520 shares during the last quarter. UBS Group AG increased its holdings in Ventas by 142.4% during the third quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock worth $245,514,000 after buying an additional 2,060,770 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in Ventas by 27.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,176,254 shares of the real estate investment trust’s stock worth $710,060,000 after buying an additional 2,000,341 shares during the last quarter. Morgan Stanley increased its holdings in Ventas by 19.9% during the fourth quarter. Morgan Stanley now owns 6,344,347 shares of the real estate investment trust’s stock worth $490,926,000 after buying an additional 1,051,836 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in Ventas by 21.5% during the third 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. 94.18% of the stock is currently 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.