Ventas, Inc.

NYSE:VTR Lagerbericht

Marktkapitalisierung: US$43.3b

Ventas Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Ventas wird ein jährliches Gewinn- und Umsatzwachstum von 27.1% bzw. 9.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 26% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 5.6% betragen.

Wichtige Informationen

27.1%

Wachstumsrate der Gewinne

26.02%

EPS-Wachstumsrate

Health Care REITs Gewinnwachstum24.4%
Wachstumsrate der Einnahmen9.6%
Zukünftige Eigenkapitalrendite5.65%
Analystenabdeckung

Low

Zuletzt aktualisiert12 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Apr 28

Ventas: Senior Housing Growth Appears Priced In

Summary Ventas (VTR) has marginally outperformed U.S. REIT peers in 2026, building on the strong returns achieved in 2025. This comes as VTR reported solid Q1 2026 results and lifted its full-year outlook, citing higher occupancy in senior housing and increased investment volumes. With occupancy for the U.S. portfolio already increasing in 2024-2026, the end of outsized normalized FFO growth, partially driven by occupancy gains, may come in the next few years. VTR's net operating income outside senior housing only grew 2% Y/Y, in line with long-term inflation and most REIT peers. The company is conservatively funding portfolio growth with share issuance, reducing risks in the near term, but potentially resulting in a drag on returns in the long term. Read the full article on Seeking Alpha
Narrativ-Update • Apr 24

VTR: Higher Dividend And Earnings Outlook Will Support Bullish Cash Flow Trajectory

Analysts have adjusted their price target on Ventas slightly higher to $93.10 from $92.95, reflecting updated views on fair value, discount rate, profit margin, and future P/E assumptions. What's in the News Company issued full year 2026 earnings guidance, projecting net income attributable to common stockholders of US$260 million to US$310 million, or US$0.52 to US$0.62 per share (Company guidance) Board of Directors declared a quarterly cash dividend of US$0.52 per share, described as an 8% increase, payable on April 16, 2026 to stockholders of record on March 31, 2026 (Company announcement) Management linked the dividend decision to expectations for cash flow growth and a positive outlook, which indicates how they are currently thinking about capital returns to shareholders (Company announcement) Valuation Changes Fair Value: Price target moved slightly to $93.10 from $92.95, a small upward adjustment.
Narrativ-Update • Apr 08

VTR: Higher Dividend And Earnings Outlook Will Support Bullish Future P/E

Analysts have adjusted their fair value estimate for Ventas slightly higher to $92.95 from $92.50. This reflects updated views on the discount rate, revenue growth, profit margin, and expected future P/E levels.
Narrativ-Update • Mar 25

VTR: 2026 Dividend Increase And Earnings Guidance Will Support Bullish P/E Outlook

Analysts now place Ventas' fair value at $92.50, up from $90.90. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.
Narrativ-Update • Mar 10

VTR: 2026 Earnings Outlook And Dividend Increase Will Support Balanced P/E Expectations

Analysts have nudged their price target on Ventas up by about $1, reflecting slightly adjusted fair value, discount rate, and forward P/E assumptions in their models. What's in the News Ventas issued full year 2026 earnings guidance, projecting net income attributable to common stockholders in a range of $260m to $310m, or $0.52 to $0.62 per share (company guidance).
Narrativ-Update • Feb 24

VTR: 2026 Earnings Guidance And Dividend Policy Will Support P/E Upside

Analysts have increased their price target on Ventas from $87.75 to $89.50. The change reflects small adjustments to their model assumptions regarding the discount rate, revenue growth, profit margin and future P/E expectations.
Narrativ-Update • Feb 09

VTR: Steady Fair Value And 2026 Guidance Will Support P/E Upside

Analysts have lifted their price target on Ventas from $85.65 to $87.75, citing updated assumptions that combine slightly lower revenue growth with higher expected profit margins, a reduced discount rate, and a lower future P/E multiple. What's in the News Board of Directors declared a quarterly dividend of $0.52 per share, which the company describes as an 8% increase.
Narrativ-Update • Jan 26

VTR: Steady Fair Value And Higher 2025 Guidance Will Support P/E Upside

Analysts have kept their fair value estimate for Ventas steady at US$85.65, with only marginal tweaks to inputs such as the discount rate, profit margin and forward P/E assumptions that guide the updated price target rationale. What's in the News Ventas updated its full-year 2025 earnings guidance, with attributable net income per share now expected in a range of US$0.49 to US$0.52, compared with the prior range of US$0.47 to US$0.52 (Key Developments).
Narrativ-Update • Jan 12

VTR: Raised 2025 Earnings Guidance Will Support Attractive Forward P/E Upside

Analysts now set their fair value estimate for Ventas at $85.65, up slightly from $85.15. This reflects small adjustments to assumptions for the discount rate, revenue growth, profit margin, and forward P/E ratio.
Narrativ-Update • Dec 27

VTR: Full Year 2025 Guidance Will Support Steady Earnings Outlook

Analysts have modestly raised their price target on Ventas to approximately 85.15 dollars from 84.70 dollars, reflecting slightly lower discount rate assumptions and a marginally higher long term valuation multiple. What's in the News Raised full year 2025 earnings guidance, increasing expected attributable net income per share to a range of 0.49 to 0.52 dollars from the prior 0.47 to 0.52 dollars (company guidance) Valuation Changes Fair Value: risen slightly from 84.70 dollars to 85.15 dollars per share, reflecting a modest upward adjustment in intrinsic valuation.
Narrativ-Update • Dec 13

VTR: Full Year 2025 Guidance Will Support Improved Profitability Outlook

Analysts have modestly raised their price target on Ventas from 82.95 dollars to 84.70 dollars, citing slightly faster anticipated revenue growth, marginally improved profit margins, and a lower discount rate that together support a higher future earnings multiple. What's in the News Ventas raised its full year 2025 earnings guidance, now expecting attributable net income per share of 0.49 to 0.52 dollars, up from the prior range of 0.47 to 0.52 dollars (company guidance) Valuation Changes Fair Value Estimate has risen slightly to 84.70 dollars from 82.95 dollars, reflecting a modestly higher intrinsic valuation.
Narrativ-Update • Nov 29

VTR: Full Year 2025 Guidance Will Drive Improved Profitability Outlook

Analysts have raised their price target for Ventas from $79.90 to $82.95, citing stronger revenue growth and improved profit margin projections as key factors supporting the upward revision. What's in the News Ventas, Inc.
Narrativ-Update • Nov 15

VTR: Full Year 2025 Guidance Update Will Support Balanced Valuation Outlook

Analysts have revised their price target for Ventas upward from $78.25 to $79.90. They cite slight improvements in fair value estimates and lower discount rates as reasons for the adjustment.
Narrativ-Update • Nov 01

VTR: Future Expansion And Stable Income Will Balance Sector Opportunities And Risks

Analysts have raised their price target for Ventas from $77.39 to $78.25. This reflects increased optimism about the company’s revenue growth prospects and modest adjustments in profitability expectations.
Narrativ-Update • Aug 27

Increasing Aging Demand Will Reshape Senior Housing And Medical Offices

Ventas’s consensus analyst price target saw a marginal increase to $77.28, with minimal changes in both future P/E and net profit margin, indicating little shift in the company’s underlying valuation metrics. What's in the News Ventas raised its 2025 earnings guidance, now expecting attributable net income per share of $0.47–$0.52, compared to the prior range of $0.43–$0.53.
Seeking Alpha • Apr 08

Why Ventas Is Poised For Strong Long-Term Returns

Summary Ventas is a well-run REIT that's experiencing high growth, particularly in its SHOP portfolio. It carries a strong balance sheet and management has resumed meaningful dividend growth. The recent dip in price has brought the yield to 3%. Combined with high single digit FFO/share growth, VTR could deliver potential market-beating total returns. Read the full article on Seeking Alpha
Seeking Alpha • Nov 10

Ventas: Growth Set To Continue In The Years Ahead

Summary Ventas is a healthcare REIT focused on senior housing, outpatient medical & research, and triple-net lease properties. The Q3 2024 results were solid and the company increased its normalized FFO midpoint outlook. With a valuation above private market alternatives and distressed peers, Ventas is tapping debt and equity markets to grow its portfolio and increase normalized FFO. Senior housing should continue to drive net operating income growth as occupancy in the US portfolio keeps rising. Key risks to consider include a potential increase in senior housing supply in the coming years, as well as Ventas's premium enterprise-level valuation. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Ventas: Net Operating Income Growth Concentrated In Senior Housing

Summary Ventas is a healthcare REIT focused on Senior Housing, Outpatient Medical & Research, and Net Lease properties, primarily in the United States. The REIT has outperformed the Vanguard Real Estate Index Fund ETF in 2024 with a 22% total return. While Q2 2024 results were excellent and the company increased its guidance, I think the normalized FFO multiple and market-implied cap rate are quite elevated. I propose complementing your long stock position with covered calls. Key risks to consider include growth concentrated in senior housing, low gearing following the recent stock rally, and little floating rate debt, limiting benefits from Fed rate cuts. Read the full article on Seeking Alpha
Seeking Alpha • Jun 10

Ventas: 4 Reasons To Be Cautious As Bulls Try And Sell Demographic Boom 2.0

Summary "Silver Tsunami" refers to the aging baby boomer generation. Ventas, Inc. has been benefitting from this in the last 12 months and expects to benefit over the next 5 as well. We give you our Debbie Downer take with 4 reasons to be cautious. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:VTR - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20288,387700N/A2,3533
12/31/20277,609524N/A2,1284
12/31/20266,849284N/A1,9624
3/31/20266,1132601,3421,720N/A
12/31/20255,8172511,2831,647N/A
9/30/20255,5442381,2351,549N/A
6/30/20255,2751911,2301,524N/A
3/31/20255,0561421,0931,384N/A
12/31/20244,889811,0481,330N/A
9/30/20244,764-679421,235N/A
6/30/20244,673-1578821,168N/A
3/31/20244,581-738781,144N/A
12/31/20234,500-418601,120N/A
9/30/20234,35958801,108N/A
6/30/20234,256778951,122N/A
3/31/20234,173-698591,088N/A
12/31/20224,154-478981,120N/A
9/30/20224,079-438981,119N/A
6/30/20224,019168481,050N/A
3/31/20223,9211458711,063N/A
12/31/20213,818498411,026N/A
9/30/20213,7602008831,056N/A
6/30/20213,7011521,0901,259N/A
3/31/20213,703-911,2221,373N/A
12/31/20203,7904391,3021,450N/A
9/30/20203,8473401,3571,509N/A
6/30/20203,9114131,2771,429N/A
3/31/20203,9257801,2551,416N/A
12/31/20193,859433N/A1,438N/A
9/30/20193,781484N/A1,447N/A
6/30/20193,720501N/A1,400N/A
3/31/20193,714457N/A1,410N/A
12/31/20183,702409N/A1,381N/A
9/30/20183,668740N/A1,364N/A
6/30/20183,6461,252N/A1,416N/A
3/31/20183,6071,237N/A1,391N/A
12/31/20173,5681,357N/A1,429N/A
9/30/20173,5601,172N/A1,448N/A
6/30/20173,527707N/A1,435N/A
3/31/20173,481699N/A1,441N/A
12/31/20163,447650N/A1,355N/A
9/30/20163,410569N/A1,376N/A
6/30/20163,369465N/A1,335N/A
3/31/20163,331453N/A1,325N/A
12/31/20153,284407N/A1,399N/A
9/30/20153,171366N/A1,357N/A
6/30/20153,049412N/A1,377N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: VTRDas prognostizierte Gewinnwachstum (27.1% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: VTRDie Erträge des Unternehmens (27.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: VTREs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: VTRDie Einnahmen des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: VTRDie Einnahmen des Unternehmens (9.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: VTRDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (5.6%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/13 18:28
Aktienkurs zum Tagesende2026/05/13 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Ventas, Inc. wird von 41 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jacob KilsteinArgus Research Company
David RodgersBaird
Amanda SweitzerBaird