Financial Performance
5Y price score: 99
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: 59.8%
US$ Per
Share
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66.3
52-week range
101.6
Your model inputs
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.
Forecast:
Valuation
Free Cash Flow Yield
3.5 %
Dividend Yield TTM
2.1 %
Market cap $
$ 45,613
Price / Earnings TTM
173.7
Price / Book TTM
3.1
PEG TTM
(26.1)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
41.4 %
86.7 %
59.8 %
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:
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
Go to the websiteVentas — Financial Overview, Stock Price, Market Cap
Ventas is a company. Founded in 1998. As of August 26, 2026, the company's market capitalization is $45612469400 with a current stock price of $93.82.