Ventas Inc

Ventas Inc

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Market Cap$41.04B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ventas IncVentas Inc154.42.32%0%6.61

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong Financial Performance: Ventas, Inc. reported a 9% year-over-year growth in normalized FFO per share, reaching $0.94, driven by a robust 15% increase in same-store property NOI within its senior housing operating portfolio (SHOP). This marks the fifth consecutive year of double-digit growth in SHOP.
Improved Full-Year Outlook: The company raised its guidance for normalized FFO per share to a range of $3.82 to $3.89, with a midpoint of $3.86. This improvement is attributed to stronger organic growth in SHOP and accretive senior housing investments, suggesting solid momentum heading into the key seasonal selling period from May to September.
Investment Opportunities and Strategy: Ventas has increased its 2026 investment volume guidance to $3 billion, emphasizing acquisition over development due to significant supply constraints in senior housing. The company closed $1.7 billion in high-quality senior housing acquisitions year-to-date, with over 90% being relationship-driven and 60% sourced off-market.

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$95.57

Target Price by Analysts

20.9% upsideVentas Target Price DetailsTarget Price
$111.41

Current Fair Value

40.9% upside

Undervalued by 40.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$41.04 Billion
Enterprise Value$53.58 Billion
Dividend Yield$1.96 (2.32%)
Earnings per Share$0.55
Beta0.76
Outstanding Shares476,185,000

Return

Return on Equity-0.27%ROE
Return on Assets-0.13%
Return on Invested Capital1.52%

Valuation & Multiples

P/E Ratio154.36P/E Ratio
PEG0PEG
Price to Sales6.59Price to Sales
Price to Book Ratio2.93Price to Book Ratio
Enterprise Value to Revenue8.74
Enterprise Value to EBIT133.5
Enterprise Value to Net Income-1494
Total Debt to Enterprise0.24
Debt to Equity0.97Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$0.12
Average shareholder expectation
Revenue Estimate
$1.58 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$0.14
Average shareholder expectation
Revenue Estimate
$1.67 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3329▲ 10.66%
Total Calls655,700▼ 9.06%
Total Puts218,300▲ 33.76%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %109.24%▲ 2.63%
Total Invested$40.67B▲ 8.07%
Investors Holding940▼ 1.00%

ESG Score

No data

About Ventas Inc

CEO: Debra Cafaro

Relevant Senate Committees

Finance

Controls federal tax policy (impacting REIT structure and profitability) and critical entitlement spending, particularly Medicare and Medicaid, which are major revenue sources for Ventas's healthcare facility tenants.

Appropriations

Directly controls federal spending, including significant allocations for healthcare programs (Medicare/Medicaid) and medical research, which are critical revenue sources for Ventas's tenants and influence demand for its properties.

Health, Education, Labor, and Pensions

Directly regulates the healthcare sector (FDA, NIH) and labor laws. Decisions on labor costs and healthcare policy significantly affect the operational expenses and profitability of Ventas's healthcare facility tenants.

Banking, Housing, and Urban Affairs

Directly regulates the financial system, including the SEC (which oversees REITs) and real estate markets (HUD). Its decisions on financial regulations and interest rates profoundly impact Ventas's cost of capital, property valuations, and financial viability.