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Ventas

NYSE: VTR

Stock price

81.76 USD

(+49.8%) 5 years

Health Care REITsREIT - Healthcare Facilities

Financial Performance

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5Y price score: 64

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 57.5%

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  • Free cash flow per share

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66.9

52-week range

101.6

81.76

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Required return / cost of capital
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FCFF terminal growth rate
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Your fair value & Margin of safety

To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

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Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

4 %

Dividend Yield TTM

2.5 %

Market cap $

$ 39,749

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

151.4

Price / Book TTM

2.7

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

0.8

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

23.1 %

66.5 %

57.5 %

Free cash flow per share growth

256 %

(17.7) %

(26) %

Earnings per share growth

(6.7) %

(53.8) %

(56.8) %

Founded: 1,998

Employees: 498

Business Summary:As an S&P 500 company, Ventas operates strategically at the nexus of the dynamic healthcare and real estate industries. We stand as one of the world's foremost Real Estate Investment Trusts (REITs), utilizing financial capital to unlock property value. Our partnerships extend to leading care providers, developers, research and medical institutions, innovators, and healthcare organizations, all of whom benefit from the significant demographic trend of an aging population. For over two decades, Ventas has pursued a steadfast and effective strategy: maintaining a high-quality, diverse portfolio of assets and varied capital streams to skillfully navigate market fluctuations. A dedicated and experienced team collaborates with industry-leading partners to generate consistent, increasing cash flows and superior returns on a strong balance sheet, ultimately enriching Ventas's shareholders. As of September 30, 2020, Ventas either owned outright or managed through unconsolidated joint ventures approximately 1,200 properties.

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Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q2 (Jul 30, 2026)

1) Strategy & Leadership
- Ventas is focused on capturing multiyear NOI growth opportunities in senior housing, driven by demographic demand from the aging baby boomer population.
- The company has adopted a "1-2-3 strategy" since late 2023, which has led to strong execution and financial performance.
- The leadership emphasizes the importance of expanding the senior housing operating portfolio (SHOP) both organically and through acquisitions.

2) Financial & Segment Results
- Ventas reported a 9% year-over-year growth in FFO per share, reaching $0.97 for Q2 2026.
- Total company same-property NOI grew by 10%, with U.S. SHOP leading at 16% growth and occupancy increasing by 360 basis points year-over-year.
- The company raised its full-year normalized FFO guidance to a range of $3.85 to $3.90 per share, indicating an 8% to 10% growth for the year.

3) Operational Plans & Investment Activity
- Ventas plans to complete $4.5 billion in investments focused on senior housing in 2026, up from a previous estimate of $3 billion.
- The company has completed over $8 billion in investments since early 2024, adding 23,000 units across 174 communities to its SHOP portfolio.
- The investment strategy prioritizes U.S. senior housing acquisitions that offer attractive growth and risk-adjusted returns, with a focus on maintaining competitive advantages in deal sourcing.

4) Problems / Headwinds
- The company faces challenges such as higher interest rates and construction costs, which may impact future development opportunities.
- There is a noted need for rents to increase significantly (by 25% or more) to make new developments financially viable, given current market conditions.
- Ventas is also monitoring the performance of its outpatient medical and research portfolio, which saw a 5% same-store cash NOI growth, but is experiencing some tenant turnover.

5) Guidance & Outlook / Investor Angle
- Ventas expects to maintain its same-store SHOP NOI growth guidance at 16% for the year, with a strong outlook for the key selling season.
- The company is strategically focused on increasing its SHOP footprint to 60% of its $60 billion enterprise value by year-end.
- Investors are encouraged by the strong demographic trends and Ventas's operational execution, positioning the company for sustained growth despite market challenges.

Bottom line: Ventas is well-positioned to capitalize on the growing demand for senior housing, with a robust investment strategy and strong operational performance. The company’s focus on expanding its SHOP portfolio and maintaining financial strength suggests a favorable outlook for shareholders.

Annual Reports, Presentations And IR Contacts

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Annual report links (10K)
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Ventas — Financial Overview, Stock Price, Market Cap

Ventas is a company. Founded in 1998. As of October 9, 2026, the company's market capitalization is $39749259200 with a current stock price of $81.76.