Wire
BNP Paribas Adjusts Ventas Price Target to $110 From $93, Maintains Outperform Rating
BNP Paribas Adjusts Ventas Price Target to $110 From $93, Maintains Outperform Rating
$VTR
$VTR
7 stories mentioning VTRUpdated 44m ago
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Wire
Scotiabank Adjusts Price Target on Ventas to $93 From $88
Ventas (VTR) has an average rating of overweight and mean price target of $97.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $90.18, Change: $-1.56, Percent Change: -1.70%
$VTR
Wire
Ventas' Growth Outlook Improves on Strong Senior-Housing Trends, RBC Says
Ventas (VTR), a health-care real estate investment trust, continues to post strong growth in its senior-housing operations and is finding attractive investment opportunities, RBC Capital Markets said Friday in a report.RBC increased its forecast for senior-housing operating income growth by about 100 basis points in 2026 and 2027 and said it still expects Ventas to complete $3 billion of acquisitions a year.The senior-housing business continues to benefit from a strong operating backdrop, including pent-up demand and limited vacancy at well-run communities, reinforcing confidence in Ventas' long-term outlook, the report said.Estimates imply core earnings growth of 9.3% in 2026, 11.3% in 2027, and 12.2% in 2028, RBC said. Occupancy in the senior-housing portfolio may rise to 93% in Q4, 94.9% in Q4 2027 and 96.1% in Q4 2028, the report said.RBC raised its price target on Ventas stock to $98 from $91 and maintained its outperform rating.Price: $88.00, Change: $-0.02, Percent Change: -0.02%
$VTR
Research
Research Alert: CFRA Keeps Buy Opinion On Shares Of Ventas, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $6 to $100, a forward P/FFO of 25.1x our 2026 FFO estimate, a premium to VTR's historical forward one-year average (20.8x) due to continued Senior Housing Operating (SHO) operational execution and current acquisition pipeline. We increase our 2026 FFO estimate by $0.13 to $3.99 and increase 2027 by $0.17 to $4.47. Management continues to be aggressive on the acquisition front closing on $1.7B in senior housing investments YTD and increasing FY 26 acquisition guidance by $500M to $3B while highlighting that 90% of these deals were relationship driven with 60% sourced off-market. We continue to see increasing deal activity in the senior housing space with management noting competition for deals has negatively impacted cap rates. We still believe 6%-6.5% yields are achievable, but could see rate compression later this year. Slowing new construction has hit the point that makes new developments more viable with 20%-40% increase in renewals possible.
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Wire
Argus Adjusts Price Target on Ventas to $92 From $88, Maintains Buy Rating
Ventas (VTR) has an average rating of buy and mean price target of $93.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $87.36, Change: $-0.21, Percent Change: -0.24%
$VTR
Wire
Evercore ISI Adjusts Price Target on Ventas to $95 From $94, Maintains Outperform Rating
Ventas (VTR) has an average rating of buy and mean price target of $93.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $87.36, Change: $-0.21, Percent Change: -0.24%
$VTR
Research
Research Alert: Ventas: Revenue Beats, $1b In New Senior Housing Properties Acquired In Q1
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:VTR reported Q1 revenue of $1.66B, up 22.0% Y/Y (+5.8% Q/Q) and $81M ahead of consensus estimates, with same-store cash NOI rising 8.7% Y/Y driven by strong Senior Housing Operating (SHO) performance (+15.4% Y/Y). Outpatient Medical and Research (OMR) contributed +2.4% NOI growth while Triple-Net (NNN) added +1.6% Y/Y growth, demonstrating diversified portfolio strength across all business segments. SHOP fundamentals remain exceptionally robust with occupancy increasing 310 bps Y/Y (+30 bps Q/Q) to 90.4% and average monthly revenue per occupied room (RevPOR) up 5.0% Y/Y to $5,512, demonstrating continued strong pricing power in senior housing markets. Cash NOI margins expanded significantly with SHOP margins increasing 170 bps to 30.0%, while OMR margins contracted 80 bps to 64.6% compared to Q1 2025 levels. The strong operational execution in SHOP continues to drive both occupancy gains and margin expansion, positioning VTR well for sustained NOI growth going forward.
$VTR
