Ventas (NYSE:VTR) Updates FY 2026 Earnings Guidance

Ventas (NYSE:VTR) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 3.850-3.900 for the period, compared to the consensus EPS estimate of 3.880. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on VTR. Barclays assumed coverage on Ventas in a research report on Tuesday, July 7th. They set an “equal weight” rating and a $99.00 price target for the company. Citigroup upped their price objective on Ventas from $100.00 to $110.00 and gave the stock a “buy” rating in a research note on Tuesday. BMO Capital Markets reissued an “outperform” rating and issued a $100.00 price objective on shares of Ventas in a report on Monday, May 4th. Evercore restated an “outperform” rating and set a $95.00 price objective on shares of Ventas in a research note on Wednesday, April 29th. Finally, UBS Group lifted their price target on Ventas from $85.00 to $93.00 and gave the stock a “neutral” rating in a report on Monday, May 4th. Fifteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $97.56.

Ventas Stock Up 0.2%

Shares of VTR opened at $91.07 on Wednesday. The firm has a market cap of $46.71 billion, a P/E ratio of 168.64, a price-to-earnings-growth ratio of 1.95 and a beta of 0.69. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.44 and a current ratio of 0.44. Ventas has a 52 week low of $66.38 and a 52 week high of $101.60. The firm’s 50-day simple moving average is $89.10 and its 200 day simple moving average is $85.85.

Ventas Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 16th. Investors of record on Tuesday, June 30th were paid a $0.52 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $2.08 annualized dividend and a yield of 2.3%. Ventas’s payout ratio is 385.19%.

Insider Buying and Selling at Ventas

In other Ventas news, Director Walter C. Rakowich sold 1,152 shares of the 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 transaction, the director owned 28,349 shares in the company, valued at $2,557,079.80. This trade represents a 3.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Michael J. Embler bought 2,500 shares of Ventas stock in a transaction dated Wednesday, June 3rd. The stock was acquired at an average cost of $78.81 per share, with a total value of $197,025.00. Following the transaction, the director owned 19,202 shares of the company’s stock, valued at $1,513,309.62. This trade represents a 14.97% increase in their position. The SEC filing for this purchase provides additional information. 0.53% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ventas

A number of hedge funds and other institutional investors have recently made changes to their positions in VTR. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position 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 in the last quarter. UBS Group AG increased its position in shares of 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 worth $245,514,000 after purchasing an additional 2,060,770 shares during the period. Price T Rowe Associates Inc. MD raised its stake in Ventas by 27.9% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,176,254 shares of the real estate investment trust’s stock valued at $710,060,000 after purchasing an additional 2,000,341 shares in the last quarter. Morgan Stanley raised its stake in Ventas by 19.9% in the fourth quarter. Morgan Stanley now owns 6,344,347 shares of the real estate investment trust’s stock valued at $490,926,000 after purchasing an additional 1,051,836 shares in the last quarter. Finally, Invesco Ltd. lifted its position 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 purchasing an additional 1,034,634 shares during the period. 94.18% of the stock is currently 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.