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$VTR

9 stories mentioning VTRUpdated 30d ago

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Wire

Ventas Earnings Growth Supported by Strong Senior Housing Trends, RBC Says

Ventas (VTR) continues to deliver "solid earnings growth" supported by strong senior housing operating portfolio trends and an improving "investment outlook" following its Q2 results, RBC Capital Markets said in a note Friday.RBC raised earnings estimates to $3.90 per share for 2026; $4.38 for 2027, and $4.88 for 2028. The higher outlook "largely" reflects Ventas increasing its 2026 investment target to $4.5 billion from $3 billion, with the additional $1.5 billion expected to contribute about $0.05 per share of funds from operations, according to the note.Ventas completed $3.2 billion of investments through midyear and continues to find deals with yields in the "mid-6.0%" range, the report said, adding that core earnings are now expected to grow 9.7% in 2026; 12.3% in 2027, and 11.3% in 2028.RBC also said it expects Ventas to "slowly increase" the exposure to its senior housing operating portfolio through acquisitions and "organic growth."RBC reiterated its outperform rating on the stock and raised its price target to $99 from $98.Price: $91.46, Change: $+1.16, Percent Change: +1.29%

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Wire

Evercore ISI Adjusts Price Target on Ventas to $101 From $96, Maintains Outperform Rating

Ventas (VTR) has an average rating of overweight and mean price target of $100.71, according to analysts polled by FactSet.Price: $93.60, Change: $+0.09, Percent Change: +0.10%

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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
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.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.Price: $87.36, Change: $-0.21, Percent Change: -0.24%

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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.Price: $87.36, Change: $-0.21, Percent Change: -0.24%

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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

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