Ventas Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Ventas de 27.5% y 9.6% por año respectivamente. Se prevé que el BPA crezca en un 26% al año. Se espera que la rentabilidad financiera sea de 5.4% en 3 años.
Información clave
27.5%
Tasa de crecimiento de los beneficios
26.02%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Health Care REITs | 24.1% |
| Tasa de crecimiento de los ingresos | 9.6% |
| Rentabilidad financiera futura | 5.37% |
| Cobertura de analistas | Low |
| Última actualización | 15 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
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
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaSeeking 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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 8,387 | 725 | N/A | 2,353 | 3 |
| 12/31/2027 | 7,609 | 534 | N/A | 2,128 | 4 |
| 12/31/2026 | 6,849 | 284 | N/A | 1,962 | 4 |
| 3/31/2026 | 6,113 | 260 | 1,342 | 1,720 | N/A |
| 12/31/2025 | 5,817 | 251 | 1,283 | 1,647 | N/A |
| 9/30/2025 | 5,544 | 238 | 1,235 | 1,549 | N/A |
| 6/30/2025 | 5,275 | 191 | 1,230 | 1,524 | N/A |
| 3/31/2025 | 5,056 | 142 | 1,093 | 1,384 | N/A |
| 12/31/2024 | 4,889 | 81 | 1,048 | 1,330 | N/A |
| 9/30/2024 | 4,764 | -67 | 942 | 1,235 | N/A |
| 6/30/2024 | 4,673 | -157 | 882 | 1,168 | N/A |
| 3/31/2024 | 4,581 | -73 | 878 | 1,144 | N/A |
| 12/31/2023 | 4,500 | -41 | 860 | 1,120 | N/A |
| 9/30/2023 | 4,359 | 5 | 880 | 1,108 | N/A |
| 6/30/2023 | 4,256 | 77 | 895 | 1,122 | N/A |
| 3/31/2023 | 4,173 | -69 | 859 | 1,088 | N/A |
| 12/31/2022 | 4,154 | -47 | 898 | 1,120 | N/A |
| 9/30/2022 | 4,079 | -43 | 898 | 1,119 | N/A |
| 6/30/2022 | 4,019 | 16 | 848 | 1,050 | N/A |
| 3/31/2022 | 3,921 | 145 | 871 | 1,063 | N/A |
| 12/31/2021 | 3,818 | 49 | 841 | 1,026 | N/A |
| 9/30/2021 | 3,760 | 200 | 883 | 1,056 | N/A |
| 6/30/2021 | 3,701 | 152 | 1,090 | 1,259 | N/A |
| 3/31/2021 | 3,703 | -91 | 1,222 | 1,373 | N/A |
| 12/31/2020 | 3,790 | 439 | 1,302 | 1,450 | N/A |
| 9/30/2020 | 3,847 | 340 | 1,357 | 1,509 | N/A |
| 6/30/2020 | 3,911 | 413 | 1,277 | 1,429 | N/A |
| 3/31/2020 | 3,925 | 780 | 1,255 | 1,416 | N/A |
| 12/31/2019 | 3,859 | 433 | N/A | 1,438 | N/A |
| 9/30/2019 | 3,781 | 484 | N/A | 1,447 | N/A |
| 6/30/2019 | 3,720 | 501 | N/A | 1,400 | N/A |
| 3/31/2019 | 3,714 | 457 | N/A | 1,410 | N/A |
| 12/31/2018 | 3,702 | 409 | N/A | 1,381 | N/A |
| 9/30/2018 | 3,668 | 740 | N/A | 1,364 | N/A |
| 6/30/2018 | 3,646 | 1,252 | N/A | 1,416 | N/A |
| 3/31/2018 | 3,607 | 1,237 | N/A | 1,391 | N/A |
| 12/31/2017 | 3,568 | 1,357 | N/A | 1,429 | N/A |
| 9/30/2017 | 3,560 | 1,172 | N/A | 1,448 | N/A |
| 6/30/2017 | 3,527 | 707 | N/A | 1,435 | N/A |
| 3/31/2017 | 3,481 | 699 | N/A | 1,441 | N/A |
| 12/31/2016 | 3,447 | 650 | N/A | 1,355 | N/A |
| 9/30/2016 | 3,410 | 569 | N/A | 1,376 | N/A |
| 6/30/2016 | 3,369 | 465 | N/A | 1,335 | N/A |
| 3/31/2016 | 3,331 | 453 | N/A | 1,325 | N/A |
| 12/31/2015 | 3,284 | 407 | N/A | 1,399 | N/A |
| 9/30/2015 | 3,171 | 366 | N/A | 1,357 | N/A |
| 6/30/2015 | 3,049 | 412 | N/A | 1,377 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (27.5% al año) de VTR es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (27.5% al año) de VTR crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de VTR crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (9.6% al año) de VTR crezcan más despacio que el mercado de US (11.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.6% al año) de VTR crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de VTR sea baja dentro de 3 años (5.4%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/17 10:15 |
| Precio de las acciones al final del día | 2026/05/15 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ventas, Inc. está cubierta por 41 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jacob Kilstein | Argus Research Company |
| David Rodgers | Baird |
| Amanda Sweitzer | Baird |