Ventas 配当と自社株買い
配当金 基準チェック /36
Ventas配当を支払う会社であり、現在の利回りは2.31%で、収益によって十分にカバーされています。
主要情報
2.3%
配当利回り
-8.4%
バイバック利回り
| 総株主利回り | -6.1% |
| 将来の配当利回り | 2.7% |
| 配当成長 | -6.7% |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 52% |
最近の配当と自社株買いの更新
Recent updates
ナラティブ更新 • Sep 03
VTR: Index Additions And Stable 2026 Guidance Support Balanced Return Profile
Analysts have adjusted their fair value estimate for Ventas to $101.86 from $99.05, reflecting updated views on the company’s discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What’s in the News for Ventas Ventas revised its full year 2026 guidance for attributable net income per share to a range of $0.58 to $0.63, with a midpoint of $0.61.ナラティブ更新 • Aug 01
VTR: Index Additions And Earnings Outlook Will Support Steady 2026 Position
Analysts have lifted their implied fair value estimate for Ventas from about $96.80 to roughly $99.05, reflecting updated assumptions that combine slightly stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. What’s in the News for Ventas Ventas revised its full year 2026 attributable net income per share guidance to a range of $0.58 to $0.63, with a midpoint of $0.61.Seeking Alpha • Jul 12
Ventas: Ahead Of Q2 Results, Lots To Like About This Senior-Care REIT
Summary Ventas is positioned as both a dividend and growth REIT, benefiting from macro tailwinds in senior housing demand. VTR’s investment-grade balance sheet, geographic diversity, and expanding portfolio underpin its resilience and modest growth outlook. Despite a rich 23x forward earnings multiple, upside forecasts are only 7%–10%, warranting a more neutral valuation stance. Dividend coverage is strong at 1.7x AFFO/share, with a 57% payout ratio and a focus on growth and safety over yield. Read the full article on Seeking Alphaナラティブ更新 • Jun 12
VTR: Senior Housing Cash Flows And Dividend Will Support Bullish 2026 Outlook
Analysts have nudged their price target for Ventas slightly higher to $96.80 from $96.65, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E that fine tune rather than overhaul their prior view. What's in the News Ventas issued an updated investor presentation ahead of participation in Nareit’s REITweek 2026 Investor Conference, highlighting operating trends and cash flow performance in its senior housing portfolio.ナラティブ更新 • May 29
VTR: Improved 2026 Earnings Outlook Will Support Bullish Cash Flow Trajectory
Analysts have lifted their price target on Ventas from $93.10 to $96.65 as they update their assumptions around revenue growth, profit margins and future P/E expectations. What's in the News Ventas updated full year 2026 guidance for attributable net income per share to a range of $0.56 to $0.63, with a midpoint of $0.60, compared with the prior midpoint of $0.57 (company guidance).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 Alpha決済の安定と成長
配当データの取得
安定した配当: VTRの配当金支払いは、過去10年間 変動性 が高かった。
増加する配当: VTRの配当金支払額は過去10年間減少しています。
配当利回り対市場
| Ventas 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (VTR) | 2.3% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.1% |
| 業界平均 (Health Care REITs) | 2.5% |
| アナリスト予想 (VTR) (最長3年) | 2.7% |
注目すべき配当: VTRの配当金 ( 2.31% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) よりも高くなっています。
高配当: VTRの配当金 ( 2.31% ) はUS市場の配当金支払者の上位 25% ( 4.11% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: VTRの配当金は、合理的な 配当性向 ( 52.2% ) により、利益によって賄われています。
株主配当金
キャッシュフローカバレッジ: 現在の現金配当性向（ 76.9% ）では、 VTRの配当金はキャッシュフローによって賄われています。
高配当企業の発掘
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 | 2026/09/13 02:14 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 6 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。43
| アナリスト | 機関 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Amanda Sweitzer | Baird |
| David Rodgers | Baird |