Ventas Stock Outlook: Is Wall Street Bullish or Bearish?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2025
0mins
Should l Buy VTR?
Source: NASDAQ.COM
Company Overview and Performance: Ventas, Inc., a Chicago-based real estate investment trust focused on senior housing, has seen its stock rise 38.8% over the past year, significantly outperforming the S&P 500 Index and industry benchmarks. Despite solid financial results, including a 13.2% revenue increase, the stock dropped 6.5% following the release of Q1 results due to increased dilutive shares.
Analyst Ratings and Future Outlook: The stock holds a consensus "Strong Buy" rating from analysts, with a mean price target of $75.84 indicating potential upside. RBC Capital analyst Michael Carroll has raised the price target to $75 while maintaining an "Outperform" rating, reflecting confidence in Ventas' growth strategy and future performance.
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Analyst Views on VTR
Wall Street analysts forecast VTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VTR is 84.21 USD with a low forecast of 74.00 USD and a high forecast of 93.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 79.840
Low
74.00
Averages
84.21
High
93.00
Current: 79.840
Low
74.00
Averages
84.21
High
93.00
About VTR
Ventas, Inc. is a real estate investment trust (REIT). The Company holds a portfolio that includes senior housing communities, outpatient medical buildings, research centers, hospitals and healthcare facilities located in North America and the United Kingdom. The Company owns approximately 1,400 properties in North America and the United Kingdom. It operates in three segments: senior housing operating portfolio (SHOP), outpatient medical and research portfolio (OM&R), and triple-net leased properties (NNN). In its SHOP segment, it owns and invests in senior housing communities. It engages third-party managers to operate the communities on its behalf. In its OM&R segment, it primarily acquires, owns, develops, leases and manages outpatient medical buildings and research centers. In its NNN segment, it invests in and owns senior housing communities, skilled nursing facilities (SNFs), long-term acute care facilities (LTACs), and freestanding inpatient rehabilitation facilities (IRFs).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ventas Reports Strong 2025 Earnings, Optimistic Outlook Ahead
- Significant Performance Growth: Ventas reported a normalized FFO of $3.48 per share for 2025, reflecting a 9% year-over-year increase at the high end of guidance, demonstrating the company's strong execution in the senior housing market.
- Robust Shareholder Returns: In 2025, Ventas achieved a total shareholder return of 35%, significantly outperforming industry benchmarks and the S&P 500, highlighting the company's ability to excel in a competitive landscape.
- Sustained Investment Plans: The company closed $2.5 billion in senior housing investments in 2025, with over $800 million already completed in 2026, indicating a proactive response to market demand.
- Optimistic Future Outlook: Management expects normalized FFO per share for 2026 to range from $3.78 to $3.88, representing an 8% year-over-year growth, while also announcing an 8% increase in quarterly dividends, further boosting investor confidence.
See More
Ventas (VTR) Announces 8.3% Increase in Quarterly Dividend to $0.52
- Dividend Increase: Ventas has declared a quarterly dividend increase from $0.48 to $0.52 per share, representing an 8.3% rise, which reflects the company's strong performance in profitability and cash flow management, thereby boosting investor confidence.
- Earnings Performance: The company reported a fourth-quarter funds from operations (FFO) of $0.89, beating expectations by $0.01, while revenue reached $1.56 billion, exceeding forecasts by $10 million, indicating its competitive position and growth potential in the market.
- Dividend Yield: The forward yield of this dividend stands at 2.61%, providing a stable return for investors, which further attracts income-seeking investors and enhances the company's market appeal.
- Shareholder Return Plan: The dividend will be payable on April 16, with a record date of March 31 and an ex-dividend date also on March 31, ensuring shareholders receive timely returns, reflecting the company's commitment to its shareholders.
See More
Ventas Reports Strong Q4 Earnings, Raises 2026 Guidance
- Earnings Beat: Ventas reported a normalized FFO of $0.89 per share for Q4, exceeding market expectations by $0.01 and reflecting a 9.9% year-over-year increase, showcasing strong performance in its senior housing portfolio.
- Revenue Growth: Q4 revenue reached $1.57 billion, surpassing analyst estimates of $1.55 billion, and increased by 5.4% from the previous quarter and 21.7% year-over-year, indicating enhanced competitiveness in the market.
- Positive Outlook: Ventas expects normalized FFO per share for 2026 to be between $3.78 and $3.88, significantly above the average analyst estimate of $3.47, based on approximately $2.5 billion in senior housing investments and $300 million in disposition proceeds.
- Dividend Increase: The company raised its quarterly dividend by 8% to $0.52 per share, reflecting confidence in future cash flow growth and enhancing investor return expectations.
See More
Ventas Scheduled to Announce Q4 Earnings on February 5th
- Earnings Announcement: Ventas (VTR) is set to release its Q4 earnings on February 5th after market close, with consensus estimates predicting a funds from operations (FFO) of $0.88 per share and revenues of $1.55 billion, indicating the company's solid performance in the healthcare REIT sector.
- Market Performance Insight: Ventas has recently reached 52-week highs, reflecting investor confidence in its growth potential, and analysts maintain an optimistic outlook on its ongoing market performance, which may attract more investor interest.
- Financing Activity: The company announced the pricing of a $500 million senior notes offering, a move that not only provides funding for future expansions and investments but also strengthens its competitive position in the healthcare real estate market.
- Industry Conference Participation: Ventas presented at the REITworld 2025 Annual Conference, showcasing its active engagement in the industry and its understanding of future market trends, further solidifying its status as a leading healthcare REIT.
See More
Duff & Phelps Increases Stake in First Industrial Realty Trust
- Increased Holdings: According to a SEC filing dated January 26, 2026, Duff & Phelps increased its stake in First Industrial Realty Trust by 735,333 shares during Q4 2025, with an estimated transaction value of $41.04 million, indicating ongoing confidence in the REIT.
- Shareholding Status: Following the increase, Duff & Phelps now holds a total of 2,184,408 shares in First Industrial, valued at $125.10 million, representing 1.42% of its 13F U.S. equity holdings, highlighting the REIT's significance in its portfolio.
- Financial Performance: First Industrial experienced negative year-over-year net income growth in Q3 2025, yet revenue has continued to grow, with share prices rising approximately 14% in 2025, although growth has slowed recently, reflecting cautious optimism in the market regarding its future.
- Financing Flexibility: The company successfully refinanced a $425 million loan and another $300 million loan on January 22, 2026, extending maturity dates and allowing for interest-only payments, which provides greater financial flexibility for future investments, especially amid a sluggish real estate market.
See More
Duff & Phelps Acquires Additional Shares in First Industrial Realty Trust
- Share Acquisition: Duff & Phelps increased its stake in First Industrial Realty Trust (FR) by 735,333 shares in Q4 2026, with an estimated trade value of $41.04 million, indicating a sustained interest in the REIT market.
- Holding Status: Following this acquisition, Duff & Phelps' total holdings in FR reached 2,184,408 shares valued at $125.10 million, demonstrating commitment to the sector despite FR not being among its top 15 holdings.
- Market Conditions: The real estate sector is currently challenged by limited supply, slower construction, and declining property purchase demand, yet FR's stock rose approximately 14% in 2025, although growth has recently slowed, reflecting market uncertainties.
- Financial Flexibility: On January 22, 2026, FR announced the successful refinancing of a $425 million loan and another $300 million loan, extending maturity dates and allowing for interest-only payments, thereby providing greater financial flexibility for future investments.
See More
Ventas Reports Strong 2025 Earnings, Optimistic Outlook Ahead
- Significant Performance Growth: Ventas reported a normalized FFO of $3.48 per share for 2025, reflecting a 9% year-over-year increase at the high end of guidance, demonstrating the company's strong execution in the senior housing market.
- Robust Shareholder Returns: In 2025, Ventas achieved a total shareholder return of 35%, significantly outperforming industry benchmarks and the S&P 500, highlighting the company's ability to excel in a competitive landscape.
- Sustained Investment Plans: The company closed $2.5 billion in senior housing investments in 2025, with over $800 million already completed in 2026, indicating a proactive response to market demand.
- Optimistic Future Outlook: Management expects normalized FFO per share for 2026 to range from $3.78 to $3.88, representing an 8% year-over-year growth, while also announcing an 8% increase in quarterly dividends, further boosting investor confidence.
See More
Ventas (VTR) Announces 8.3% Increase in Quarterly Dividend to $0.52
- Dividend Increase: Ventas has declared a quarterly dividend increase from $0.48 to $0.52 per share, representing an 8.3% rise, which reflects the company's strong performance in profitability and cash flow management, thereby boosting investor confidence.
- Earnings Performance: The company reported a fourth-quarter funds from operations (FFO) of $0.89, beating expectations by $0.01, while revenue reached $1.56 billion, exceeding forecasts by $10 million, indicating its competitive position and growth potential in the market.
- Dividend Yield: The forward yield of this dividend stands at 2.61%, providing a stable return for investors, which further attracts income-seeking investors and enhances the company's market appeal.
- Shareholder Return Plan: The dividend will be payable on April 16, with a record date of March 31 and an ex-dividend date also on March 31, ensuring shareholders receive timely returns, reflecting the company's commitment to its shareholders.
See More
Ventas Reports Strong Q4 Earnings, Raises 2026 Guidance
- Earnings Beat: Ventas reported a normalized FFO of $0.89 per share for Q4, exceeding market expectations by $0.01 and reflecting a 9.9% year-over-year increase, showcasing strong performance in its senior housing portfolio.
- Revenue Growth: Q4 revenue reached $1.57 billion, surpassing analyst estimates of $1.55 billion, and increased by 5.4% from the previous quarter and 21.7% year-over-year, indicating enhanced competitiveness in the market.
- Positive Outlook: Ventas expects normalized FFO per share for 2026 to be between $3.78 and $3.88, significantly above the average analyst estimate of $3.47, based on approximately $2.5 billion in senior housing investments and $300 million in disposition proceeds.
- Dividend Increase: The company raised its quarterly dividend by 8% to $0.52 per share, reflecting confidence in future cash flow growth and enhancing investor return expectations.
See More
Ventas Scheduled to Announce Q4 Earnings on February 5th
- Earnings Announcement: Ventas (VTR) is set to release its Q4 earnings on February 5th after market close, with consensus estimates predicting a funds from operations (FFO) of $0.88 per share and revenues of $1.55 billion, indicating the company's solid performance in the healthcare REIT sector.
- Market Performance Insight: Ventas has recently reached 52-week highs, reflecting investor confidence in its growth potential, and analysts maintain an optimistic outlook on its ongoing market performance, which may attract more investor interest.
- Financing Activity: The company announced the pricing of a $500 million senior notes offering, a move that not only provides funding for future expansions and investments but also strengthens its competitive position in the healthcare real estate market.
- Industry Conference Participation: Ventas presented at the REITworld 2025 Annual Conference, showcasing its active engagement in the industry and its understanding of future market trends, further solidifying its status as a leading healthcare REIT.
See More
Duff & Phelps Increases Stake in First Industrial Realty Trust
- Increased Holdings: According to a SEC filing dated January 26, 2026, Duff & Phelps increased its stake in First Industrial Realty Trust by 735,333 shares during Q4 2025, with an estimated transaction value of $41.04 million, indicating ongoing confidence in the REIT.
- Shareholding Status: Following the increase, Duff & Phelps now holds a total of 2,184,408 shares in First Industrial, valued at $125.10 million, representing 1.42% of its 13F U.S. equity holdings, highlighting the REIT's significance in its portfolio.
- Financial Performance: First Industrial experienced negative year-over-year net income growth in Q3 2025, yet revenue has continued to grow, with share prices rising approximately 14% in 2025, although growth has slowed recently, reflecting cautious optimism in the market regarding its future.
- Financing Flexibility: The company successfully refinanced a $425 million loan and another $300 million loan on January 22, 2026, extending maturity dates and allowing for interest-only payments, which provides greater financial flexibility for future investments, especially amid a sluggish real estate market.
See More
Duff & Phelps Acquires Additional Shares in First Industrial Realty Trust
- Share Acquisition: Duff & Phelps increased its stake in First Industrial Realty Trust (FR) by 735,333 shares in Q4 2026, with an estimated trade value of $41.04 million, indicating a sustained interest in the REIT market.
- Holding Status: Following this acquisition, Duff & Phelps' total holdings in FR reached 2,184,408 shares valued at $125.10 million, demonstrating commitment to the sector despite FR not being among its top 15 holdings.
- Market Conditions: The real estate sector is currently challenged by limited supply, slower construction, and declining property purchase demand, yet FR's stock rose approximately 14% in 2025, although growth has recently slowed, reflecting market uncertainties.
- Financial Flexibility: On January 22, 2026, FR announced the successful refinancing of a $425 million loan and another $300 million loan, extending maturity dates and allowing for interest-only payments, thereby providing greater financial flexibility for future investments.
See More
