Ventas（VEN）株式概要ヴェンタス社（NYSE: VTR）は、S&P500種指折りの不動産投資信託会社であり、高齢化社会の進展に貢献する優れた環境を提供している。 詳細VEN ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績4/6財務の健全性1/6配当金3/6報酬当社が推定した公正価値より27.1%で取引されている 収益は年間27.72%増加すると予測されています 過去1年間で収益は83%増加しました リスク分析利払いは収益で十分にカバーされない 不安定な配当実績 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るVEN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€75.6018.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-91m10b2016201920222025202620282031Revenue US$9.7bEarnings US$412.1mAdvancedSet Fair ValueView all narrativesVentas, Inc. 競合他社Omega Healthcare InvestorsSymbol: NYSE:OHIMarket cap: US$15.0bHealthpeak PropertiesSymbol: NYSE:DOCMarket cap: US$13.8bWelltowerSymbol: NYSE:WELLMarket cap: US$152.5bAmerican Healthcare REITSymbol: NYSE:AHRMarket cap: US$9.8b価格と性能株価の高値、安値、推移の概要Ventas過去の株価現在の株価US$75.6052週高値US$76.7852週安値US$53.08ベータ0.761ヶ月の変化8.12%3ヶ月変化4.33%1年変化35.34%3年間の変化90.81%5年間の変化66.81%IPOからの変化300.85%最新ニュースDeclared Dividend • May 21First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 30th June 2026 Payment date: 16th July 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%.お知らせ • May 14Ventas, Inc. Declares Quarterly Dividend, Payable on July 16, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.52 per common share. The dividend will be payable in cash on July 16, 2026, to stockholders of record as of the close of business on June 30, 2026.お知らせ • Apr 29Ventas, Inc. Increases Earnings Guidance for the Full Year 2026Ventas, Inc. increased earnings guidance for the full year 2026. For the year, the company now expects Attributable Net Income Per Share Range of $0.56 to $0.63 against previous range of $0.52 to $0.62 and Attributable Net Income Per Share Midpoint of $0.60 against previous guidance of $0.57. The increase in the Company’s guidance is primarily the result of higher property performance led by SHOP and accretion from investment activity, partially offset by the market expectation of higher interest rates. Net income attributable to common stockholders to be in the range of $282 million to $317 million against previous range of $260 million to $310 million.お知らせ • Apr 03Ventas, Inc. to Report Q1, 2026 Results on Apr 27, 2026Ventas, Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026お知らせ • Apr 02Ventas, Inc., Annual General Meeting, May 13, 2026Ventas, Inc., Annual General Meeting, May 13, 2026.お知らせ • Feb 21Ventas, Inc. Announces Resignation of Gregory R. Liebbe as Senior Vice President, Chief Accounting Officer and Controller, Effective February 27, 2026On February 16, 2026, announced that Gregory R. Liebbe, Senior Vice President, Chief Accounting Officer and Controller, informed Ventas, Inc. (company) that he is resigning to pursue other opportunities. Mr. Liebbe's last day of employment with the company will be February 27, 2026. Mr. Liebbe's decision to resign is not the result of any disagreement with the company, including with respect to any matter relating to the company's accounting practices or financial reporting. Concurrent with Mr. Liebbe’s departure, Mr. Probst will assume the responsibilities of Chief Accounting Officer on an interim basis while the Company conducts a comprehensive search for a permanent successor.最新情報をもっと見るRecent updatesDeclared Dividend • May 21First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 30th June 2026 Payment date: 16th July 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%.お知らせ • May 14Ventas, Inc. Declares Quarterly Dividend, Payable on July 16, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.52 per common share. The dividend will be payable in cash on July 16, 2026, to stockholders of record as of the close of business on June 30, 2026.お知らせ • Apr 29Ventas, Inc. Increases Earnings Guidance for the Full Year 2026Ventas, Inc. increased earnings guidance for the full year 2026. For the year, the company now expects Attributable Net Income Per Share Range of $0.56 to $0.63 against previous range of $0.52 to $0.62 and Attributable Net Income Per Share Midpoint of $0.60 against previous guidance of $0.57. The increase in the Company’s guidance is primarily the result of higher property performance led by SHOP and accretion from investment activity, partially offset by the market expectation of higher interest rates. Net income attributable to common stockholders to be in the range of $282 million to $317 million against previous range of $260 million to $310 million.お知らせ • Apr 03Ventas, Inc. to Report Q1, 2026 Results on Apr 27, 2026Ventas, Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026お知らせ • Apr 02Ventas, Inc., Annual General Meeting, May 13, 2026Ventas, Inc., Annual General Meeting, May 13, 2026.お知らせ • Feb 21Ventas, Inc. Announces Resignation of Gregory R. Liebbe as Senior Vice President, Chief Accounting Officer and Controller, Effective February 27, 2026On February 16, 2026, announced that Gregory R. Liebbe, Senior Vice President, Chief Accounting Officer and Controller, informed Ventas, Inc. (company) that he is resigning to pursue other opportunities. Mr. Liebbe's last day of employment with the company will be February 27, 2026. Mr. Liebbe's decision to resign is not the result of any disagreement with the company, including with respect to any matter relating to the company's accounting practices or financial reporting. Concurrent with Mr. Liebbe’s departure, Mr. Probst will assume the responsibilities of Chief Accounting Officer on an interim basis while the Company conducts a comprehensive search for a permanent successor.お知らせ • Feb 06+ 1 more updateVentas, Inc. Provides Earnings Guidance for the Full Year 2026Ventas, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Attributable Net Income Per Share Range in the range of $0.52 - $0.62.お知らせ • Jan 15Ventas, Inc. to Report Q4, 2025 Results on Feb 05, 2026Ventas, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026お知らせ • Dec 11Ventas, Inc. Declares Quarterly Dividend, Payable on January 15, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on January 15, 2026, to stockholders of record as of the close of business on December 31, 2025.お知らせ • Nov 18Ventas, Inc. Announces Retirement of Peter J. Bulgarelli, Evp, Outpatient Medical & Research, Effective May 1, 2026Ventas, Inc. announced that Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research has informed the Company of his intention to retire on May 1, 2026. Ventas will commence a search process to identify a successor. Bulgarelli oversees Ventas’s Outpatient Medical & Research and Triple-Net Leased Healthcare businesses and its wholly-owned property management and leasing subsidiary, Lillibridge Healthcare Services. He joined Ventas in 2018 following a twenty-eight-year career at Jones Lang LaSalle, where he led the real estate firm’s healthcare, life sciences, higher education and public sector businesses.お知らせ • Oct 30Ventas, Inc. Increases Earnings Guidance for the Full Year 2025Ventas, Inc. increased earnings guidance for the full year 2025. For the year, the company now expects attributable Net Income Per Share in the range of $0.49 - $0.52 compared to previous guidance range of $0.47 - $0.52.お知らせ • Oct 07Ventas, Inc. to Report Q3, 2025 Results on Oct 29, 2025Ventas, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025お知らせ • Sep 19Ventas Declares Quarterly Dividend, Payable on October 16, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on October 16, 2025, to stockholders of record as of the close of business on September 30, 2025.お知らせ • Jul 31Ventas, Inc. Revises Earnings Guidance for the Year 2025Ventas, Inc. revised earnings guidance for the year 2025. For the year, the company revised the Attributable Net Income Per Share Range of $0.47 - $0.52 per share compared to previous guidance of $0.43 - $0.53 per share a year ago.お知らせ • Jul 08Ventas, Inc. to Report Q2, 2025 Results on Jul 30, 2025Ventas, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025お知らせ • May 14Ventas, Inc. Declares Quarterly Cash Dividend, Payable on July 17, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on July 17, 2025 to stockholders of record as of the close of business on June 30, 2025.お知らせ • May 01Ventas, Inc. Reaffirms Earnings Guidance for the Full Year 2025Ventas, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company expects Attributable Net Income Per Share Range in the range of $0.42 - $0.53.お知らせ • Apr 05Ventas, Inc. to Report Q1, 2025 Results on Apr 30, 2025Ventas, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025お知らせ • Mar 20Ventas, Inc., Annual General Meeting, May 13, 2025Ventas, Inc., Annual General Meeting, May 13, 2025.お知らせ • Feb 13+ 1 more updateVentas, Inc. Declares Quarterly Dividend, Payable on April 17, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per share, representing a 7% increase, on the strength of the Company’s results and its positive outlook. The dividend will be payable in cash on April 17, 2025 to stockholders of record on March 31, 2025.お知らせ • Jan 17Ventas, Inc. to Report Q4, 2024 Results on Feb 12, 2025Ventas, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025お知らせ • Dec 11Ventas Declares Fourth Quarter 2024 Dividend, Payable in Cash on January 16, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on January 16, 2025 to stockholders of record as of the close of business on December 31, 2024.お知らせ • Nov 14+ 1 more updateVentas, Inc. has filed a Follow-on Equity Offering.Ventas, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 10,600,000お知らせ • Nov 02Ventas, Inc. Revises Earnings Guidance for the Year 2024Ventas, Inc. revised earnings guidance for the year 2024. For the year, the company expects net income attributable to common stockholders to be in the range of $0.09 to $0.13 compared to previous guidance of $0.07 to $0.13.Reported Earnings • Nov 01Third quarter 2024 earnings released: FFO per share: US$0.8 (vs US$0.74 in 3Q 2023)Third quarter 2024 results: FFO per share: US$0.8 (up from US$0.74 in 3Q 2023). Revenue: US$1.23b (up 7.9% from 3Q 2023). Funds from operations (FFO): US$331.5m (up 12% from 3Q 2023). FFO margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.お知らせ • Oct 05Ventas, Inc. to Report Q3, 2024 Results on Oct 30, 2024Ventas, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024Declared Dividend • Sep 20Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 1st October 2024 Payment date: 17th October 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.8%.お知らせ • Sep 19Ventas, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion.Ventas, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion. Security Name: Common Stock Security Type: Common Stock Security Features: Income Trust Transaction Features: At the Market Offeringお知らせ • Sep 18Ventas, Inc. Declares Third Quarter 2024 Dividend, Payable on October 17, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on October 17, 2024 to stockholders of record as of the close of business on October 1, 2024.お知らせ • Sep 17Ventas, Inc. (NYSE:VTR) acquired Five performing LTAC assets for approximately $190 million.Ventas, Inc. (NYSE:VTR) acquired Five performing LTAC assets for approximately $190 million on September 16, 2024. Ventas, Inc. (NYSE:VTR) completed the acquisition of Five performing LTAC assets on September 16, 2024.New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (€1.1m sold).Recent Insider Transactions • Aug 12Executive VP & CFO recently sold €1.1m worth of stockOn the 8th of August, Robert Probst sold around 20k shares on-market at roughly €53.96 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €1.9m.New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.048 (vs US$0.26 in 2Q 2023)Second quarter 2024 results: EPS: US$0.048 (down from US$0.26 in 2Q 2023). Revenue: US$1.20b (up 8.9% from 2Q 2023). Net income: US$19.4m (down 81% from 2Q 2023). Profit margin: 1.6% (down from 9.4% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.お知らせ • Aug 02Ventas, Inc. Updates Earnings Guidance for the Full Year 2024Ventas, Inc. updated earnings guidance for the full year 2024. For the year, the company expected attributable net income per share in the range of $0.07 to $0.13 as compared to previous range guidance range of $0.03 to $0.11 and attributable net income per share midpoint of $0.10 as compared to previous range guidance range of $0.07.お知らせ • Jul 17+ 1 more updateVentas, Inc. (NYSE:VTR) acquired Magnolia Springs Loveland from Life Care Companies LLC for $13.7 million.Ventas, Inc. (NYSE:VTR) acquired Magnolia Springs Loveland from Life Care Companies LLC for $13.7 million on July 15, 2024. A cash consideration of $13.7 million will be paid by Ventas, Inc. Ventas, Inc. (NYSE:VTR) completed the acquisition of Magnolia Springs Loveland from Life Care Companies LLC on July 15, 2024.Declared Dividend • May 17First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 1st July 2024 Payment date: 18th July 2024 Dividend yield will be 3.8%, which is about the same as the industry average.お知らせ • May 16Ventas, Inc. Declares Second Quarter 2024 Dividend, Payable on July 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on July 18, 2024 to stockholders of record as of the close of business on July 1, 2024.お知らせ • May 03Ventas, Inc. Updates Earnings Guidance for the Full Year 2024Ventas, Inc. updated earnings guidance for the full year 2024. For the year, the company expected attributable net income per share in the range of $0.03 to $0.11 as compared to previous range guidance range of $0.00 to $0.11 and attributable net income per share midpoint of $0.07 as compared to previous range guidance range of $0.06.Reported Earnings • May 02First quarter 2024 earnings released: US$0.035 loss per share (vs US$0.044 profit in 1Q 2023)First quarter 2024 results: US$0.035 loss per share (down from US$0.044 profit in 1Q 2023). Revenue: US$1.20b (up 12% from 1Q 2023). Net loss: US$14.3m (down 182% from profit in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Apr 04Ventas, Inc. to Report Q1, 2024 Results on May 01, 2024Ventas, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024Upcoming Dividend • Mar 21Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 18 April 2024. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.1%).Declared Dividend • Mar 15Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 28th March 2024 Payment date: 18th April 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.8%.お知らせ • Mar 13Ventas, Inc. Declares First Quarter 2024 Dividend, Payable on April 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on April 18, 2024 to stockholders of record as of the close of business on April 1, 2024.お知らせ • Mar 05+ 1 more updateVentas, Inc. Announces Board ChangesVentas, Inc. announced that James D. (Denny) Shelton, has decided to retire from the Board, effective immediately prior to the 2024 Annual Meeting of Stockholders. The independent directors have unanimously appointed Roxanne Martino, a Ventas director since 2016 and former CEO of Aurora Investment Management, as Lead Independent Director, effective following the 2024 Annual Meeting. Since joining the Ventas Board, Ms. Martino has brought extensive expertise in investment strategy and capital allocation, finance and accounting and business leadership. Ms. Martino also brings insights into the perspectives of institutional investors and healthcare leadership experience as Chairperson of the Ann & Robert H. Lurie Children’s Hospital of Chicago Board of Directors. From 1990 to 2016, Ms. Martino led Aurora Investment Management, a hedge fund investment firm, and its predecessor companies, including serving as Investment Committee Chair and CEO, building the firm into one of the large managers in the fund-of-funds industry with $14 billion in assets under management. She was inducted into the Invest Hedge Hall of Fame in 2015. Ventas announced that Theodore Bigman and Joe V. Rodriguez, Jr. have been appointed as independent members of the Company’s Board of Directors, effective immediately.New Risk • Feb 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 16Full year 2023 earnings released: US$0.10 loss per share (vs US$0.12 loss in FY 2022)Full year 2023 results: US$0.10 loss per share (improved from US$0.12 loss in FY 2022). Revenue: US$4.50b (up 9.3% from FY 2022). Net loss: US$41.0m (loss narrowed 14% from FY 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.お知らせ • Feb 15Ventas, Inc. Provides Earnings Guidance for the Year 2024Ventas, Inc. provided earnings guidance for the year 2024. For the year, the company expects net income attributable to common stockholders to be in the range of USD 0 to USD 47 million or USD 0.11 per share.お知らせ • Jan 24Ventas, Inc. to Report Q4, 2023 Results on Feb 14, 2024Ventas, Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024Upcoming Dividend • Dec 22Upcoming dividend of US$0.45 per share at 3.6% yieldEligible shareholders must have bought the stock before 29 December 2023. Payment date: 18 January 2024. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.9%).お知らせ • Dec 06Ventas Declares Dividend for the Fourth Quarter 2023, Payable on January 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on January 18, 2024 to stockholders of record as of the close of business on January 2, 2024.お知らせ • Nov 04Ventas, Inc. Revises Earnings Guidance for the Year 2023Ventas, Inc. revised earnings guidance for the year 2023. The company now expects attributable Net Income Per Share Range to be $0.14 - $0.17 against previous guidance of $0.22 - $0.32.Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.18 loss per share (vs US$0.003 profit in 3Q 2022)Third quarter 2023 results: US$0.18 loss per share (down from US$0.003 profit in 3Q 2022). Revenue: US$1.15b (up 11% from 3Q 2022). Net loss: US$71.1m (down US$72.4m from profit in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • Oct 19Ventas, Inc. to Report Q3, 2023 Results on Nov 02, 2023Ventas, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023Upcoming Dividend • Sep 22Upcoming dividend of US$0.45 per share at 4.2% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 12 October 2023. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (7.5%).お知らせ • Sep 14Ventas, Inc. Declares Third Quarter 2023 Dividend, Payable in Cash on October 12, 2023Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on October 12, 2023 to stockholders of record as of the close of business on October 2, 2023.お知らせ • Sep 12Land & Buildings Investment Management Sends Letter to Shareholders of VentasOn September 11, 2023, Land & Buildings Investment Management LLC announced that it has sent a letter to shareholders of Ventas Inc, stating that the fundamentals of senior housing are strengthening across multiple key pillars with accelerating demographic-driven needs-based demand, declining new competitive supply growth and waning expense headwinds, yet the Company has generated a negative total return year-to-date, underperforming Welltower by 33%, and despite the continued senior housing strength and recovery, Company has failed to outperform the Healthcare REIT Index. In addition, Land & Buildings Investment Management stated that it believes meaningful board change is necessary to restore accountability and maximize value for all stakeholders, despite its continued disappointment with management and the board, it remains open to continuing dialogue with the Company regarding opportunities to restore accountability and proper governance, improve performance and drive shareholder value for the benefit of all the Company stakeholders.お知らせ • Aug 04+ 1 more updateVentas, Inc. Provides Earnings Guidance for the Full Year 2023Ventas, Inc. provided earnings guidance for the full year 2023. For the period, the company expects Attributable Net Income Per Share Range $0.22 - $0.32 compared to previous guidance in the range of $0.20 - $0.34 and Attributable Net Income Per Share Midpoint to be $0.27 compared to previous guidance to be $0.27.Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.26 (vs US$0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.26 (up from US$0.11 loss in 2Q 2022). Revenue: US$1.11b (up 8.4% from 2Q 2022). Net income: US$103.5m (up US$145.9m from 2Q 2022). Profit margin: 9.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.お知らせ • Jul 22Ventas, Inc. to Report Q2, 2023 Results on Aug 03, 2023Ventas, Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023Upcoming Dividend • Jun 23Upcoming dividend of US$0.45 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 13 July 2023. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.4%).お知らせ • May 17Ventas, Inc. Declares Second Quarter 2023 Dividend, Payable on July 13, 2023Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on July 13, 2023 to stockholders of record as of the close of business on July 3, 2023.Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.044 (vs US$0.097 in 1Q 2022)First quarter 2023 results: EPS: US$0.044 (down from US$0.097 in 1Q 2022). Revenue: US$1.08b (up 6.4% from 1Q 2022). Net income: US$17.5m (down 55% from 1Q 2022). Profit margin: 1.6% (down from 3.8% in 1Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.お知らせ • May 09Ventas, Inc. Provides Earnings Guidance for the Full Year 2023Ventas, Inc. provided earnings guidance for the full year 2023. For the year, the company expects attributable net income per share to be between $0.20 to $0.34 and attributable Net Income Per Share Midpoint of $0.27.Buying Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €54.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings is forecast to grow by 16% in the next year.Reported Earnings • Feb 10Full year 2022 earnings released: US$0.12 loss per share (vs US$0.13 profit in FY 2021)Full year 2022 results: US$0.12 loss per share (down from US$0.13 profit in FY 2021). Revenue: US$4.13b (up 8.1% from FY 2021). Net loss: US$47.4m (down 197% from profit in FY 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Feb 10Ventas, Inc. Provides Earnings Guidance for the Year 2023Ventas, Inc. provided earnings guidance for the year 2023. For the year, the company expects attributable net income per share to be between $0.20 to $0.34.お知らせ • Jan 24Ventas, Inc. Appoints J. Justin Hutchens, Executive Vice President, Senior Housing, to Additional Role of Chief Investment OfficerVentas, Inc. announced that J. Justin Hutchens, Executive Vice President, Senior Housing, has been appointed to the additional role of Chief Investment Officer, effective immediately. In his expanded role, Hutchens will be responsible for Ventas’s capital allocation strategy and execution across the enterprise in addition to his current responsibility for the Company’s Senior Housing portfolio. He will oversee both the Senior Housing and Investments teams and continue to report directly to Ventas Chairman and CEO Debra A. Cafaro. With more than 25 years of experience in both REITs and senior housing, Hutchens has significant investment and capital allocation expertise and a record of proven success. He has led Ventas’s Senior Housing business since joining the Company in early 2020, with responsibility for more than 800 communities representing nearly half of the Company’s portfolio. Hutchens previously served as President and Chief Investment Officer of HCP and Chief Executive Officer and President of National Health Investors. Hutchens joined Ventas from HC-One, the UK’s care homes operator with over 325 locations and over 22,000 employees, where he served as Chief Executive Officer from 2017 to 2020. Hutchens will assume the responsibilities of John D. Cobb, who will be leaving the Company. Cobb has agreed to remain at the Company as a strategic advisor through mid-February.お知らせ • Jan 19Ventas, Inc. to Report Q4, 2022 Results on Feb 09, 2023Ventas, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023Upcoming Dividend • Dec 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 19 January 2023. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €52.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 05Third quarter 2022 earnings released: FFO per share: US$0.8 (vs US$0.59 in 3Q 2021)Third quarter 2022 results: FFO per share: US$0.8 (up from US$0.59 in 3Q 2021). Revenue: US$1.04b (up 6.2% from 3Q 2021). Funds from operations (FFO): US$304.2m (up 36% from 3Q 2021). FFO margin: 29% (up from 23% in 3Q 2021). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.11 loss per share (vs US$0.23 profit in 2Q 2021)Second quarter 2022 results: US$0.11 loss per share (down from US$0.23 profit in 2Q 2021). Revenue: US$1.02b (up 11% from 2Q 2021). Net loss: US$42.4m (down 149% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 7.1% while the industry in Germany is not expected to grow. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jun 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 14 July 2022. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.7%).Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.097 (vs US$0.15 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.097 (up from US$0.15 loss in 1Q 2021). Revenue: US$1.02b (up 12% from 1Q 2021). Net income: US$38.7m (up US$95.9m from 1Q 2021). Profit margin: 3.8% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 9.5% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Mar 24Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 14 April 2022. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.7%).株主還元VENDE Health Care REITsDE 市場7D-1.5%0%0%1Y35.3%0%0%株主還元を見る業界別リターン: VEN過去 1 年間で6.2 % の収益を上げたGerman Health Care REITs業界を上回りました。リターン対市場: VEN過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is VEN's price volatile compared to industry and market?VEN volatilityVEN Average Weekly Movement3.5%Health Care REITs Industry Average Movement0%Market Average Movement0%10% most volatile stocks in DE Market0%10% least volatile stocks in DE Market0%安定した株価: VEN 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: VENの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1983542Deb Cafarowww.ventasreit.comヴェンタス社（NYSE: VTR）は、S&P500種指折りの不動産投資信託会社であり、高齢化社会の進展に貢献する優れた環境を提供しています。北米と英国に約1,350の施設を有し、長寿経済において不可欠な役割を担っている。当社の成長の原動力となっているのは、800を超える高齢者向け住宅であり、入居者に価値あるサービスを提供し、サポートされた環境で生き生きと暮らしてもらうことを可能にしている。ヴェンタスのポートフォリオには、外来患者用の医療ビル、研究所、ヘルスケア施設も含まれる。当社は、比類ない運営専門知識、Ventas OIプラットフォームから得られるデータ主導の洞察、広範な関係、強固な財務基盤を活用し、卓越した業績の実現を目指しています。ヴェンタスの熟練したチームは、卓越性、誠実さ、そして人々がより長く、より健康で、より幸せな生活を送るための支援という共通の目的を共有する有能なプロフェッショナルで構成されています。もっと見るVentas, Inc. 基礎のまとめVentas の収益と売上を時価総額と比較するとどうか。VEN 基礎統計学時価総額€37.12b収益（TTM）€224.38m売上高(TTM)€5.27b164.6xPER（株価収益率7.0xP/SレシオVEN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VEN 損益計算書（TTM）収益US$6.11b売上原価US$3.64b売上総利益US$2.48bその他の費用US$2.21b収益US$260.43m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.54グロス・マージン40.49%純利益率4.26%有利子負債／自己資本比率92.2%VEN の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り53%配当性向VEN 配当は確実ですか？VEN 配当履歴とベンチマークを見るVEN 、いつまでに購入すれば配当金を受け取れますか？Ventas 配当日配当落ち日Jun 30 2026配当支払日Jul 16 2026配当落ちまでの日数37 days配当支払日までの日数53 daysVEN 配当は確実ですか？VEN 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:00終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ventas, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41 アナリスト機関Jacob KilsteinArgus Research CompanyDavid RodgersBairdAmanda SweitzerBaird38 その他のアナリストを表示
Declared Dividend • May 21First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 30th June 2026 Payment date: 16th July 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%.
お知らせ • May 14Ventas, Inc. Declares Quarterly Dividend, Payable on July 16, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.52 per common share. The dividend will be payable in cash on July 16, 2026, to stockholders of record as of the close of business on June 30, 2026.
お知らせ • Apr 29Ventas, Inc. Increases Earnings Guidance for the Full Year 2026Ventas, Inc. increased earnings guidance for the full year 2026. For the year, the company now expects Attributable Net Income Per Share Range of $0.56 to $0.63 against previous range of $0.52 to $0.62 and Attributable Net Income Per Share Midpoint of $0.60 against previous guidance of $0.57. The increase in the Company’s guidance is primarily the result of higher property performance led by SHOP and accretion from investment activity, partially offset by the market expectation of higher interest rates. Net income attributable to common stockholders to be in the range of $282 million to $317 million against previous range of $260 million to $310 million.
お知らせ • Apr 03Ventas, Inc. to Report Q1, 2026 Results on Apr 27, 2026Ventas, Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
お知らせ • Apr 02Ventas, Inc., Annual General Meeting, May 13, 2026Ventas, Inc., Annual General Meeting, May 13, 2026.
お知らせ • Feb 21Ventas, Inc. Announces Resignation of Gregory R. Liebbe as Senior Vice President, Chief Accounting Officer and Controller, Effective February 27, 2026On February 16, 2026, announced that Gregory R. Liebbe, Senior Vice President, Chief Accounting Officer and Controller, informed Ventas, Inc. (company) that he is resigning to pursue other opportunities. Mr. Liebbe's last day of employment with the company will be February 27, 2026. Mr. Liebbe's decision to resign is not the result of any disagreement with the company, including with respect to any matter relating to the company's accounting practices or financial reporting. Concurrent with Mr. Liebbe’s departure, Mr. Probst will assume the responsibilities of Chief Accounting Officer on an interim basis while the Company conducts a comprehensive search for a permanent successor.
Declared Dividend • May 21First quarter dividend of US$0.52 announcedShareholders will receive a dividend of US$0.52. Ex-date: 30th June 2026 Payment date: 16th July 2026 Dividend yield will be 2.4%, which is lower than the industry average of 3.8%.
お知らせ • May 14Ventas, Inc. Declares Quarterly Dividend, Payable on July 16, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.52 per common share. The dividend will be payable in cash on July 16, 2026, to stockholders of record as of the close of business on June 30, 2026.
お知らせ • Apr 29Ventas, Inc. Increases Earnings Guidance for the Full Year 2026Ventas, Inc. increased earnings guidance for the full year 2026. For the year, the company now expects Attributable Net Income Per Share Range of $0.56 to $0.63 against previous range of $0.52 to $0.62 and Attributable Net Income Per Share Midpoint of $0.60 against previous guidance of $0.57. The increase in the Company’s guidance is primarily the result of higher property performance led by SHOP and accretion from investment activity, partially offset by the market expectation of higher interest rates. Net income attributable to common stockholders to be in the range of $282 million to $317 million against previous range of $260 million to $310 million.
お知らせ • Apr 03Ventas, Inc. to Report Q1, 2026 Results on Apr 27, 2026Ventas, Inc. announced that they will report Q1, 2026 results After-Market on Apr 27, 2026
お知らせ • Apr 02Ventas, Inc., Annual General Meeting, May 13, 2026Ventas, Inc., Annual General Meeting, May 13, 2026.
お知らせ • Feb 21Ventas, Inc. Announces Resignation of Gregory R. Liebbe as Senior Vice President, Chief Accounting Officer and Controller, Effective February 27, 2026On February 16, 2026, announced that Gregory R. Liebbe, Senior Vice President, Chief Accounting Officer and Controller, informed Ventas, Inc. (company) that he is resigning to pursue other opportunities. Mr. Liebbe's last day of employment with the company will be February 27, 2026. Mr. Liebbe's decision to resign is not the result of any disagreement with the company, including with respect to any matter relating to the company's accounting practices or financial reporting. Concurrent with Mr. Liebbe’s departure, Mr. Probst will assume the responsibilities of Chief Accounting Officer on an interim basis while the Company conducts a comprehensive search for a permanent successor.
お知らせ • Feb 06+ 1 more updateVentas, Inc. Provides Earnings Guidance for the Full Year 2026Ventas, Inc. provided earnings guidance for the full year 2026. For the year, the company expects Attributable Net Income Per Share Range in the range of $0.52 - $0.62.
お知らせ • Jan 15Ventas, Inc. to Report Q4, 2025 Results on Feb 05, 2026Ventas, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
お知らせ • Dec 11Ventas, Inc. Declares Quarterly Dividend, Payable on January 15, 2026Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on January 15, 2026, to stockholders of record as of the close of business on December 31, 2025.
お知らせ • Nov 18Ventas, Inc. Announces Retirement of Peter J. Bulgarelli, Evp, Outpatient Medical & Research, Effective May 1, 2026Ventas, Inc. announced that Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research has informed the Company of his intention to retire on May 1, 2026. Ventas will commence a search process to identify a successor. Bulgarelli oversees Ventas’s Outpatient Medical & Research and Triple-Net Leased Healthcare businesses and its wholly-owned property management and leasing subsidiary, Lillibridge Healthcare Services. He joined Ventas in 2018 following a twenty-eight-year career at Jones Lang LaSalle, where he led the real estate firm’s healthcare, life sciences, higher education and public sector businesses.
お知らせ • Oct 30Ventas, Inc. Increases Earnings Guidance for the Full Year 2025Ventas, Inc. increased earnings guidance for the full year 2025. For the year, the company now expects attributable Net Income Per Share in the range of $0.49 - $0.52 compared to previous guidance range of $0.47 - $0.52.
お知らせ • Oct 07Ventas, Inc. to Report Q3, 2025 Results on Oct 29, 2025Ventas, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
お知らせ • Sep 19Ventas Declares Quarterly Dividend, Payable on October 16, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on October 16, 2025, to stockholders of record as of the close of business on September 30, 2025.
お知らせ • Jul 31Ventas, Inc. Revises Earnings Guidance for the Year 2025Ventas, Inc. revised earnings guidance for the year 2025. For the year, the company revised the Attributable Net Income Per Share Range of $0.47 - $0.52 per share compared to previous guidance of $0.43 - $0.53 per share a year ago.
お知らせ • Jul 08Ventas, Inc. to Report Q2, 2025 Results on Jul 30, 2025Ventas, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
お知らせ • May 14Ventas, Inc. Declares Quarterly Cash Dividend, Payable on July 17, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per common share. The dividend will be payable in cash on July 17, 2025 to stockholders of record as of the close of business on June 30, 2025.
お知らせ • May 01Ventas, Inc. Reaffirms Earnings Guidance for the Full Year 2025Ventas, Inc. reaffirmed earnings guidance for the full year 2025. For the year, the company expects Attributable Net Income Per Share Range in the range of $0.42 - $0.53.
お知らせ • Apr 05Ventas, Inc. to Report Q1, 2025 Results on Apr 30, 2025Ventas, Inc. announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
お知らせ • Mar 20Ventas, Inc., Annual General Meeting, May 13, 2025Ventas, Inc., Annual General Meeting, May 13, 2025.
お知らせ • Feb 13+ 1 more updateVentas, Inc. Declares Quarterly Dividend, Payable on April 17, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.48 per share, representing a 7% increase, on the strength of the Company’s results and its positive outlook. The dividend will be payable in cash on April 17, 2025 to stockholders of record on March 31, 2025.
お知らせ • Jan 17Ventas, Inc. to Report Q4, 2024 Results on Feb 12, 2025Ventas, Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
お知らせ • Dec 11Ventas Declares Fourth Quarter 2024 Dividend, Payable in Cash on January 16, 2025Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on January 16, 2025 to stockholders of record as of the close of business on December 31, 2024.
お知らせ • Nov 14+ 1 more updateVentas, Inc. has filed a Follow-on Equity Offering.Ventas, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 10,600,000
お知らせ • Nov 02Ventas, Inc. Revises Earnings Guidance for the Year 2024Ventas, Inc. revised earnings guidance for the year 2024. For the year, the company expects net income attributable to common stockholders to be in the range of $0.09 to $0.13 compared to previous guidance of $0.07 to $0.13.
Reported Earnings • Nov 01Third quarter 2024 earnings released: FFO per share: US$0.8 (vs US$0.74 in 3Q 2023)Third quarter 2024 results: FFO per share: US$0.8 (up from US$0.74 in 3Q 2023). Revenue: US$1.23b (up 7.9% from 3Q 2023). Funds from operations (FFO): US$331.5m (up 12% from 3Q 2023). FFO margin: 27% (up from 26% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 05Ventas, Inc. to Report Q3, 2024 Results on Oct 30, 2024Ventas, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
Declared Dividend • Sep 20Second quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 1st October 2024 Payment date: 17th October 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.8%.
お知らせ • Sep 19Ventas, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion.Ventas, Inc. has filed a Follow-on Equity Offering in the amount of $2 billion. Security Name: Common Stock Security Type: Common Stock Security Features: Income Trust Transaction Features: At the Market Offering
お知らせ • Sep 18Ventas, Inc. Declares Third Quarter 2024 Dividend, Payable on October 17, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on October 17, 2024 to stockholders of record as of the close of business on October 1, 2024.
お知らせ • Sep 17Ventas, Inc. (NYSE:VTR) acquired Five performing LTAC assets for approximately $190 million.Ventas, Inc. (NYSE:VTR) acquired Five performing LTAC assets for approximately $190 million on September 16, 2024. Ventas, Inc. (NYSE:VTR) completed the acquisition of Five performing LTAC assets on September 16, 2024.
New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (€1.1m sold).
Recent Insider Transactions • Aug 12Executive VP & CFO recently sold €1.1m worth of stockOn the 8th of August, Robert Probst sold around 20k shares on-market at roughly €53.96 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €1.9m.
New Risk • Aug 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Significant insider selling over the past 3 months (€1.5m sold).
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.048 (vs US$0.26 in 2Q 2023)Second quarter 2024 results: EPS: US$0.048 (down from US$0.26 in 2Q 2023). Revenue: US$1.20b (up 8.9% from 2Q 2023). Net income: US$19.4m (down 81% from 2Q 2023). Profit margin: 1.6% (down from 9.4% in 2Q 2023). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 02Ventas, Inc. Updates Earnings Guidance for the Full Year 2024Ventas, Inc. updated earnings guidance for the full year 2024. For the year, the company expected attributable net income per share in the range of $0.07 to $0.13 as compared to previous range guidance range of $0.03 to $0.11 and attributable net income per share midpoint of $0.10 as compared to previous range guidance range of $0.07.
お知らせ • Jul 17+ 1 more updateVentas, Inc. (NYSE:VTR) acquired Magnolia Springs Loveland from Life Care Companies LLC for $13.7 million.Ventas, Inc. (NYSE:VTR) acquired Magnolia Springs Loveland from Life Care Companies LLC for $13.7 million on July 15, 2024. A cash consideration of $13.7 million will be paid by Ventas, Inc. Ventas, Inc. (NYSE:VTR) completed the acquisition of Magnolia Springs Loveland from Life Care Companies LLC on July 15, 2024.
Declared Dividend • May 17First quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 1st July 2024 Payment date: 18th July 2024 Dividend yield will be 3.8%, which is about the same as the industry average.
お知らせ • May 16Ventas, Inc. Declares Second Quarter 2024 Dividend, Payable on July 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on July 18, 2024 to stockholders of record as of the close of business on July 1, 2024.
お知らせ • May 03Ventas, Inc. Updates Earnings Guidance for the Full Year 2024Ventas, Inc. updated earnings guidance for the full year 2024. For the year, the company expected attributable net income per share in the range of $0.03 to $0.11 as compared to previous range guidance range of $0.00 to $0.11 and attributable net income per share midpoint of $0.07 as compared to previous range guidance range of $0.06.
Reported Earnings • May 02First quarter 2024 earnings released: US$0.035 loss per share (vs US$0.044 profit in 1Q 2023)First quarter 2024 results: US$0.035 loss per share (down from US$0.044 profit in 1Q 2023). Revenue: US$1.20b (up 12% from 1Q 2023). Net loss: US$14.3m (down 182% from profit in 1Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 04Ventas, Inc. to Report Q1, 2024 Results on May 01, 2024Ventas, Inc. announced that they will report Q1, 2024 results After-Market on May 01, 2024
Upcoming Dividend • Mar 21Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 18 April 2024. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (8.1%).
Declared Dividend • Mar 15Fourth quarter dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 28th March 2024 Payment date: 18th April 2024 Dividend yield will be 4.3%, which is higher than the industry average of 3.8%.
お知らせ • Mar 13Ventas, Inc. Declares First Quarter 2024 Dividend, Payable on April 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on April 18, 2024 to stockholders of record as of the close of business on April 1, 2024.
お知らせ • Mar 05+ 1 more updateVentas, Inc. Announces Board ChangesVentas, Inc. announced that James D. (Denny) Shelton, has decided to retire from the Board, effective immediately prior to the 2024 Annual Meeting of Stockholders. The independent directors have unanimously appointed Roxanne Martino, a Ventas director since 2016 and former CEO of Aurora Investment Management, as Lead Independent Director, effective following the 2024 Annual Meeting. Since joining the Ventas Board, Ms. Martino has brought extensive expertise in investment strategy and capital allocation, finance and accounting and business leadership. Ms. Martino also brings insights into the perspectives of institutional investors and healthcare leadership experience as Chairperson of the Ann & Robert H. Lurie Children’s Hospital of Chicago Board of Directors. From 1990 to 2016, Ms. Martino led Aurora Investment Management, a hedge fund investment firm, and its predecessor companies, including serving as Investment Committee Chair and CEO, building the firm into one of the large managers in the fund-of-funds industry with $14 billion in assets under management. She was inducted into the Invest Hedge Hall of Fame in 2015. Ventas announced that Theodore Bigman and Joe V. Rodriguez, Jr. have been appointed as independent members of the Company’s Board of Directors, effective immediately.
New Risk • Feb 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 16Full year 2023 earnings released: US$0.10 loss per share (vs US$0.12 loss in FY 2022)Full year 2023 results: US$0.10 loss per share (improved from US$0.12 loss in FY 2022). Revenue: US$4.50b (up 9.3% from FY 2022). Net loss: US$41.0m (loss narrowed 14% from FY 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 15Ventas, Inc. Provides Earnings Guidance for the Year 2024Ventas, Inc. provided earnings guidance for the year 2024. For the year, the company expects net income attributable to common stockholders to be in the range of USD 0 to USD 47 million or USD 0.11 per share.
お知らせ • Jan 24Ventas, Inc. to Report Q4, 2023 Results on Feb 14, 2024Ventas, Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
Upcoming Dividend • Dec 22Upcoming dividend of US$0.45 per share at 3.6% yieldEligible shareholders must have bought the stock before 29 December 2023. Payment date: 18 January 2024. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.9%).
お知らせ • Dec 06Ventas Declares Dividend for the Fourth Quarter 2023, Payable on January 18, 2024Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on January 18, 2024 to stockholders of record as of the close of business on January 2, 2024.
お知らせ • Nov 04Ventas, Inc. Revises Earnings Guidance for the Year 2023Ventas, Inc. revised earnings guidance for the year 2023. The company now expects attributable Net Income Per Share Range to be $0.14 - $0.17 against previous guidance of $0.22 - $0.32.
Reported Earnings • Nov 03Third quarter 2023 earnings released: US$0.18 loss per share (vs US$0.003 profit in 3Q 2022)Third quarter 2023 results: US$0.18 loss per share (down from US$0.003 profit in 3Q 2022). Revenue: US$1.15b (up 11% from 3Q 2022). Net loss: US$71.1m (down US$72.4m from profit in 3Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 19Ventas, Inc. to Report Q3, 2023 Results on Nov 02, 2023Ventas, Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
Upcoming Dividend • Sep 22Upcoming dividend of US$0.45 per share at 4.2% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 12 October 2023. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (7.5%).
お知らせ • Sep 14Ventas, Inc. Declares Third Quarter 2023 Dividend, Payable in Cash on October 12, 2023Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on October 12, 2023 to stockholders of record as of the close of business on October 2, 2023.
お知らせ • Sep 12Land & Buildings Investment Management Sends Letter to Shareholders of VentasOn September 11, 2023, Land & Buildings Investment Management LLC announced that it has sent a letter to shareholders of Ventas Inc, stating that the fundamentals of senior housing are strengthening across multiple key pillars with accelerating demographic-driven needs-based demand, declining new competitive supply growth and waning expense headwinds, yet the Company has generated a negative total return year-to-date, underperforming Welltower by 33%, and despite the continued senior housing strength and recovery, Company has failed to outperform the Healthcare REIT Index. In addition, Land & Buildings Investment Management stated that it believes meaningful board change is necessary to restore accountability and maximize value for all stakeholders, despite its continued disappointment with management and the board, it remains open to continuing dialogue with the Company regarding opportunities to restore accountability and proper governance, improve performance and drive shareholder value for the benefit of all the Company stakeholders.
お知らせ • Aug 04+ 1 more updateVentas, Inc. Provides Earnings Guidance for the Full Year 2023Ventas, Inc. provided earnings guidance for the full year 2023. For the period, the company expects Attributable Net Income Per Share Range $0.22 - $0.32 compared to previous guidance in the range of $0.20 - $0.34 and Attributable Net Income Per Share Midpoint to be $0.27 compared to previous guidance to be $0.27.
Reported Earnings • Aug 04Second quarter 2023 earnings released: EPS: US$0.26 (vs US$0.11 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.26 (up from US$0.11 loss in 2Q 2022). Revenue: US$1.11b (up 8.4% from 2Q 2022). Net income: US$103.5m (up US$145.9m from 2Q 2022). Profit margin: 9.4% (up from net loss in 2Q 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 22Ventas, Inc. to Report Q2, 2023 Results on Aug 03, 2023Ventas, Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023
Upcoming Dividend • Jun 23Upcoming dividend of US$0.45 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 June 2023. Payment date: 13 July 2023. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (7.4%).
お知らせ • May 17Ventas, Inc. Declares Second Quarter 2023 Dividend, Payable on July 13, 2023Ventas, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.45 per common share. The dividend will be payable in cash on July 13, 2023 to stockholders of record as of the close of business on July 3, 2023.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.044 (vs US$0.097 in 1Q 2022)First quarter 2023 results: EPS: US$0.044 (down from US$0.097 in 1Q 2022). Revenue: US$1.08b (up 6.4% from 1Q 2022). Net income: US$17.5m (down 55% from 1Q 2022). Profit margin: 1.6% (down from 3.8% in 1Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Health Care REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 119 percentage points per year, which is a significant difference in performance.
お知らせ • May 09Ventas, Inc. Provides Earnings Guidance for the Full Year 2023Ventas, Inc. provided earnings guidance for the full year 2023. For the year, the company expects attributable net income per share to be between $0.20 to $0.34 and attributable Net Income Per Share Midpoint of $0.27.
Buying Opportunity • Mar 11Now 20% undervaluedOver the last 90 days, the stock is up 2.1%. The fair value is estimated to be €54.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings is forecast to grow by 16% in the next year.
Reported Earnings • Feb 10Full year 2022 earnings released: US$0.12 loss per share (vs US$0.13 profit in FY 2021)Full year 2022 results: US$0.12 loss per share (down from US$0.13 profit in FY 2021). Revenue: US$4.13b (up 8.1% from FY 2021). Net loss: US$47.4m (down 197% from profit in FY 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 10Ventas, Inc. Provides Earnings Guidance for the Year 2023Ventas, Inc. provided earnings guidance for the year 2023. For the year, the company expects attributable net income per share to be between $0.20 to $0.34.
お知らせ • Jan 24Ventas, Inc. Appoints J. Justin Hutchens, Executive Vice President, Senior Housing, to Additional Role of Chief Investment OfficerVentas, Inc. announced that J. Justin Hutchens, Executive Vice President, Senior Housing, has been appointed to the additional role of Chief Investment Officer, effective immediately. In his expanded role, Hutchens will be responsible for Ventas’s capital allocation strategy and execution across the enterprise in addition to his current responsibility for the Company’s Senior Housing portfolio. He will oversee both the Senior Housing and Investments teams and continue to report directly to Ventas Chairman and CEO Debra A. Cafaro. With more than 25 years of experience in both REITs and senior housing, Hutchens has significant investment and capital allocation expertise and a record of proven success. He has led Ventas’s Senior Housing business since joining the Company in early 2020, with responsibility for more than 800 communities representing nearly half of the Company’s portfolio. Hutchens previously served as President and Chief Investment Officer of HCP and Chief Executive Officer and President of National Health Investors. Hutchens joined Ventas from HC-One, the UK’s care homes operator with over 325 locations and over 22,000 employees, where he served as Chief Executive Officer from 2017 to 2020. Hutchens will assume the responsibilities of John D. Cobb, who will be leaving the Company. Cobb has agreed to remain at the Company as a strategic advisor through mid-February.
お知らせ • Jan 19Ventas, Inc. to Report Q4, 2022 Results on Feb 09, 2023Ventas, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 09, 2023
Upcoming Dividend • Dec 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 December 2022. Payment date: 19 January 2023. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.6%).
Buying Opportunity • Dec 20Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.7%. The fair value is estimated to be €52.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 05Third quarter 2022 earnings released: FFO per share: US$0.8 (vs US$0.59 in 3Q 2021)Third quarter 2022 results: FFO per share: US$0.8 (up from US$0.59 in 3Q 2021). Revenue: US$1.04b (up 6.2% from 3Q 2021). Funds from operations (FFO): US$304.2m (up 36% from 3Q 2021). FFO margin: 29% (up from 23% in 3Q 2021). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.11 loss per share (vs US$0.23 profit in 2Q 2021)Second quarter 2022 results: US$0.11 loss per share (down from US$0.23 profit in 2Q 2021). Revenue: US$1.02b (up 11% from 2Q 2021). Net loss: US$42.4m (down 149% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 7.1% while the industry in Germany is not expected to grow. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 14 July 2022. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.7%).
Reported Earnings • May 06First quarter 2022 earnings released: EPS: US$0.097 (vs US$0.15 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.097 (up from US$0.15 loss in 1Q 2021). Revenue: US$1.02b (up 12% from 1Q 2021). Net income: US$38.7m (up US$95.9m from 1Q 2021). Profit margin: 3.8% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 9.5% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 31 March 2022. Payment date: 14 April 2022. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.7%).
