Ventas Management
Management Kriterienprüfungen 3/4
Ventas CEO ist Deb Cafaro , ernannt in Mar 1999, hat eine Amtszeit von 27.42 Jahren. Die jährliche Gesamtvergütung beträgt $17.50M , bestehend aus 6.6% Gehalt und 93.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.25% der Aktien des Unternehmens, im Wert von $121.17M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7.2 Jahre bzw. 7.1 Jahre.
Wichtige Informationen
Deb Cafaro
Geschäftsführender
US$17.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 6.64% |
| Amtszeit als Geschäftsführer | 27.4yrs |
| Eigentum des Geschäftsführers | 0.3% |
| Durchschnittliche Amtszeit des Managements | 7.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.1yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Aug 01
VTR: Index Additions And Earnings Outlook Will Support Steady 2026 Position
Analysts have lifted their implied fair value estimate for Ventas from about $96.80 to roughly $99.05, reflecting updated assumptions that combine slightly stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. What’s in the News for Ventas Ventas revised its full year 2026 attributable net income per share guidance to a range of $0.58 to $0.63, with a midpoint of $0.61.Seeking Alpha • Jul 12
Ventas: Ahead Of Q2 Results, Lots To Like About This Senior-Care REIT
Summary Ventas is positioned as both a dividend and growth REIT, benefiting from macro tailwinds in senior housing demand. VTR’s investment-grade balance sheet, geographic diversity, and expanding portfolio underpin its resilience and modest growth outlook. Despite a rich 23x forward earnings multiple, upside forecasts are only 7%–10%, warranting a more neutral valuation stance. Dividend coverage is strong at 1.7x AFFO/share, with a 57% payout ratio and a focus on growth and safety over yield. Read the full article on Seeking AlphaNarrative-Update • Jun 12
VTR: Senior Housing Cash Flows And Dividend Will Support Bullish 2026 Outlook
Analysts have nudged their price target for Ventas slightly higher to $96.80 from $96.65, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E that fine tune rather than overhaul their prior view. What's in the News Ventas issued an updated investor presentation ahead of participation in Nareit’s REITweek 2026 Investor Conference, highlighting operating trends and cash flow performance in its senior housing portfolio.Narrative-Update • May 29
VTR: Improved 2026 Earnings Outlook Will Support Bullish Cash Flow Trajectory
Analysts have lifted their price target on Ventas from $93.10 to $96.65 as they update their assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Ventas updated full year 2026 guidance for attributable net income per share to a range of $0.56 to $0.63, with a midpoint of $0.60, compared with the prior midpoint of $0.57 (company guidance).Narrative-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.Narrative-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.Narrative-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.Narrative-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).Narrative-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.Narrative-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.Narrative-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).Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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.Narrative-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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$263m |
| Mar 31 2026 | n/a | n/a | US$260m |
| Dec 31 2025 | US$18m | US$1m | US$251m |
| Sep 30 2025 | n/a | n/a | US$238m |
| Jun 30 2025 | n/a | n/a | US$191m |
| Mar 31 2025 | n/a | n/a | US$142m |
| Dec 31 2024 | US$14m | US$1m | US$81m |
| Sep 30 2024 | n/a | n/a | -US$67m |
| Jun 30 2024 | n/a | n/a | -US$157m |
| Mar 31 2024 | n/a | n/a | -US$73m |
| Dec 31 2023 | US$14m | US$1m | -US$41m |
| Sep 30 2023 | n/a | n/a | US$5m |
| Jun 30 2023 | n/a | n/a | US$77m |
| Mar 31 2023 | n/a | n/a | -US$69m |
| Dec 31 2022 | US$14m | US$1m | -US$47m |
| Sep 30 2022 | n/a | n/a | -US$43m |
| Jun 30 2022 | n/a | n/a | US$16m |
| Mar 31 2022 | n/a | n/a | US$145m |
| Dec 31 2021 | US$14m | US$1m | US$49m |
| Sep 30 2021 | n/a | n/a | US$200m |
| Jun 30 2021 | n/a | n/a | US$152m |
| Mar 31 2021 | n/a | n/a | -US$91m |
| Dec 31 2020 | US$13m | US$948k | US$439m |
| Sep 30 2020 | n/a | n/a | US$340m |
| Jun 30 2020 | n/a | n/a | US$413m |
| Mar 31 2020 | n/a | n/a | US$780m |
| Dec 31 2019 | US$11m | US$1m | US$433m |
Vergütung im Vergleich zum Markt: DebDie Gesamtvergütung ($USD17.50M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.50M).
Entschädigung vs. Einkommen: DebDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.
Geschäftsführer
Deb Cafaro (68 yo)
27.4yrs
Amtszeit
US$17,501,073
Vergütung
Ms. Debra A. Cafaro, also known as Deb, J.D., has been Chief Executive Officer at Ventas, Inc. since March 5, 1999, Chairman since January 28, 2003 and a Director since 1999. She was President of Ventas, I...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 27.4yrs | US$17.50m | 0.25% $ 121.2m | |
| Executive VP & CFO | 11.8yrs | US$6.46m | 0.025% $ 11.8m | |
| Executive VP of Senior Housing & Chief Investment Officer | 6.3yrs | US$6.35m | 0.030% $ 14.6m | |
| Senior Managing Director of Investments | 1.6yrs | keine Daten | keine Daten | |
| Senior VP & Chief Information Officer | 7.6yrs | keine Daten | keine Daten | |
| Senior Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Senior VP and Interim General Counsel | less than a year | keine Daten | keine Daten | |
| Senior Vice President of Business Development | 2.4yrs | keine Daten | keine Daten | |
| Senior Advisor | 6.8yrs | US$3.85m | keine Daten | |
| Chief Tax Officer & Senior VP | 14.6yrs | keine Daten | keine Daten | |
| Senior Vice President of Asset Management - Seniors Housing | 11yrs | keine Daten | keine Daten | |
| Head of Applications | no data | keine Daten | keine Daten |
7.2yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von VTR ist erfahren und erfahren (durchschnittliche Amtszeit von 7.2 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 27.6yrs | US$17.50m | 0.25% $ 121.2m | |
| Independent Director | 10.2yrs | US$345.00k | 0.0051% $ 2.5m | |
| Independent Director | 4.4yrs | US$330.00k | 0.00060% $ 288.3k | |
| Independent Director | 15.3yrs | US$315.00k | 0.0024% $ 1.2m | |
| Independent Director | 2.6yrs | US$310.00k | 0.0015% $ 735.2k | |
| Independent Director | 6.1yrs | US$330.00k | 0.0020% $ 970.7k | |
| Independent Director | 11.9yrs | US$320.00k | 0.0058% $ 2.8m | |
| Independent Director | no data | US$310.00k | 0.0017% $ 807.3k | |
| Lead Independent Director | 10.2yrs | US$384.48k | 0.0057% $ 2.8m | |
| Independent Director | 7.1yrs | US$330.00k | 0.0047% $ 2.3m | |
| Independent Director | 3.8yrs | US$310.00k | 0.00053% $ 254.7k | |
| Independent Director | 5.5yrs | US$335.00k | 0.0014% $ 692.0k |
7.1yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrener Vorstand: VTRDie Vorstandsmitglieder gelten als erfahren (7.1 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/23 01:55 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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 43 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.
| Analyst | Einrichtung |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |