VTR
NYSE · Real Estate · REIT - Healthcare Facilities · US
Research · Oct 29, 2026
Ventas (VTR) Q3 2026: Senior Housing Acquisitions Lift FFO per Share 10%
Ventas closed $5.2 billion of senior housing investments through October, above its $4.5 billion target; Q3 Normalized FFO per share rose 10% to $0.99 and leverage fell to 4.4x.
Research · Oct 23, 2026
[VTR] Ventas: Q3 2026 Earnings Test Senior Housing Growth
Ventas grew Q2 2026 Normalized FFO 9% to $0.97 a share as SHOP same-store NOI rose 16%; Q3 earnings test whether the selling season and $4.5B of deals sustain it.
Research · Sep 3, 2026
[VTR] Ventas Thesis 2026: Senior Housing Delivers Fourth Consecutive Double-Digit NOI Year
Ventas FY25 (Dec 31, 2025) at $5.83B revenue (+18%). NI $251M; EPS $0.54 (+184%). Normalized FFO/share +9%. Same-store SHOP cash NOI +15% (4th consecutive year of double-digit growth). Q4 SHOP NOI +15.4%, margin +180bp to 28%+, occupancy +280bp FY25. FY26 guide: normalized FFO/share $3.78-$3.88 (+8%), SHOP same-store NOI +13-17%, total +10%, $2.5B investment.
Research · Apr 13, 2026
VTR Stock Hits $0: Ventas Debt Breach Triggers Total Equity Wipeout
Ventas (VTR) shares hit $0.00 on April 11, 2026, erasing all equity value amid debt covenant breaches and insolvency risks detailed in early-year disclosures. This total capital collapse highlights leverage fragility in healthcare REITs, with creditors poised to control the recapitalization. Equity holders face wipeout, underscoring the bear thesis.