Ventas Gestione
Criteri Gestione verificati 3/4
Ventas Il CEO è Deb Cafaro, nominato in Mar1999, e ha un mandato di 27.17 anni. la retribuzione annua totale è $ 17.50M, composta da 6.6% di stipendio e 93.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.27% delle azioni della società, per un valore di $ 115.41M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7 anni e 6.8 anni.
Informazioni chiave
Deb Cafaro
Amministratore delegato
US$17.5m
Compenso totale
| Percentuale dello stipendio del CEO | 6.64% |
| Mandato del CEO | 27.2yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 7yrs |
| Durata media del Consiglio di amministrazione | 6.8yrs |
Aggiornamenti recenti sulla gestione
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
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$433m |
Compensazione vs Mercato: La retribuzione totale di Deb ($USD 17.50M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Deb è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Deb Cafaro (67 yo)
27.2yrs
Mandato
US$17,501,073
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 27.2yrs | US$17.50m | 0.27% $ 115.4m | |
| Executive VP & CFO | 11.6yrs | US$6.46m | 0.026% $ 11.3m | |
| Executive VP of Senior Housing & Chief Investment Officer | 3.3yrs | US$6.35m | 0.032% $ 13.9m | |
| Executive VP | 6.2yrs | US$4.19m | 0.015% $ 6.6m | |
| Senior Managing Director of Investments | 1.3yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Information Officer | 7.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Business Development | 2.2yrs | Nessun dato | Nessun dato | |
| Senior Advisor | 6.6yrs | US$3.85m | Nessun dato | |
| Chief Tax Officer & Senior VP | 14.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Asset Management - Seniors Housing | 10.8yrs | Nessun dato | Nessun dato | |
| Head of Applications | no data | Nessun dato | Nessun dato |
7.0yrs
Durata media
55.5yo
Età media
Gestione esperta: Il team dirigenziale di VTR è esperto e expertise (durata media dell'incarico 7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 27.3yrs | US$17.50m | 0.27% $ 115.4m | |
| Independent Director | 9.9yrs | US$345.00k | 0.0054% $ 2.3m | |
| Independent Director | 4.2yrs | US$330.00k | 0.0030% $ 1.3m | |
| Independent Director | 15yrs | US$315.00k | 0.0026% $ 1.1m | |
| Independent Director | 2.3yrs | US$310.00k | 0.0016% $ 698.4k | |
| Independent Director | 5.8yrs | US$330.00k | 0.0044% $ 1.9m | |
| Independent Director | 11.7yrs | US$320.00k | 0.0068% $ 3.0m | |
| Independent Director | no data | US$310.00k | 0.0018% $ 767.8k | |
| Lead Independent Director | 9.9yrs | US$384.48k | 0.0060% $ 2.6m | |
| Independent Director | 6.8yrs | US$330.00k | 0.0050% $ 2.2m | |
| Independent Director | 3.6yrs | US$310.00k | 0.00056% $ 242.9k | |
| Independent Director | 5.3yrs | US$335.00k | 0.0015% $ 655.0k |
6.8yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VTR sono considerati esperti (durata media dell'incarico 6.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 13:52 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ventas, Inc. è coperta da 41 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jacob Kilstein | Argus Research Company |
| David Rodgers | Baird |
| Amanda Sweitzer | Baird |