Ventas is experiencing robust revenue growth, with Q2 2026 revenue up 21.7% YoY to $1.7B, driven by SHOP performance and acquisitions. However, the company's cash flow quality is concerning: AFFO turned deeply negative at -$489.7M in Q2 2026, and capital expen...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 21.7% YoY to $1.7B in Q2 2026, but NOI margin contracted to 39.8% from 43.2% in Q2 2024, indicating persistent cost pressures.
Multiple analysts have issued "Buy" ratings for VTR, with a consensus rating of "Moderate Buy" and several recent upgrades and price target increases. The strong analyst sentiment signals confidence in the company’s trajectory.
Ventas has demonstrated year‑over‑year revenue growth of approximately 21.7%, outpacing U.S. market benchmarks. This robust top‑line expansion supports continued scale and market share gains.
The company has shown improving profit margins and a return to profitability, with Funds From Operations (FFO) rising significantly. Consistent EPS beats in recent quarters further underscore operational strength.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.14-1.6% vs $0.14 | $1.7B+2.9% vs $1.7B |
Q2 2026 Apr 27, 2026 | $0.11-10.5% vs $0.12 | $1.7B+4.5% vs $1.6B |
Q1 2026 Feb 5, 2026 | $0.15+49.0% vs $0.10 | $1.6B+4.1% vs $1.5B |
Q4 2025 Oct 29, 2025 | $0.14+52.2% vs $0.09 | $1.5B+3.6% vs $1.4B |
Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows.
Ventas is rated a buy yet again, supported by four consecutive earnings beats and positive FFO trends amid strong sector tailwinds. VTR's geographically diverse portfolio, ambitious 2026 investment target, and scale in senior housing and outpatient care underpin its growth thesis. Dividend coverage is robust at 1.9x, with a conservative 52% payout ratio, though yield is below sector median.
Ventas offers compelling long-term growth, driven by its dominant senior housing portfolio and favorable demographic tailwinds. VTR's Q2 2026 results showed 10% same-store cash NOI growth and 9% normalized FFO/share growth, with robust SHOP segment performance. Management raised 2026 FFO/share guidance and acquisition targets, leveraging a strong balance sheet and data-driven platform for continued expansion.
Welltower, AGNC Investment, Ventas, Prologis, and Realty Income are the five Real Estate stocks to watch today, according to MarketBeat's stock screener tool. Real estate stocks are shares of publicly traded companies that own, develop, manage, or finance real estate properties and projects. For stock market investors, they provide exposure to the real estate sector
Benchmark VTR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ventas, Inc. (VTR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.73 | $40.71B | 155.06 | 18.47% | 4.31% | 2.15% | 2.22% | |
| $227.20 | $163.71B | 163.45 | 35.82% | 10.67% | 3.08% | — | |
| $17.43 | $6.11B | -24.55 | -6.92% | -7.59% | -1.91% | — | |
| $45.23 | $13.47B | 23.31 | 13.95% | 66.43% | 15.76% | — | |
| $19.20 | $4.84B | 30.00 | 10.15% | 7.61% | 2.34% | — | |
| $65.08 | $3.15B | 21.55 | 12.93% | 38.47% | 10.85% | — |
Ventas, Inc. (VTR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ventas, Inc. (VTR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
Jun 15, 2026·SEC
May 15, 2026·SEC
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Ventas, Inc. (VTR) stock FAQ — growth, dividends, profitability & financials explained
Ventas, Inc. (VTR) reported $6.44B in revenue for fiscal year 2025. This represents a 150% increase from $2.58B in 1996.
Ventas, Inc. (VTR) grew revenue by 18.5% over the past year. This is strong growth.
Yes, Ventas, Inc. (VTR) is profitable, generating $266.3M in net income for fiscal year 2025 (4.3% net margin).
Yes, Ventas, Inc. (VTR) pays a dividend with a yield of 2.22%. This makes it attractive for income-focused investors.
Ventas, Inc. (VTR) has a return on equity (ROE) of 2.1%. This is below average, suggesting room for improvement.
Ventas, Inc. (VTR) generated Funds From Operations (FFO) of $1.75B in the trailing twelve months. FFO is the primary profitability metric for REITs.
