Ventas, Inc.

NYSE:VTR 株式レポート

時価総額：US$44.0b

Ventas 将来の成長

Future 基準チェック /36

Ventas利益と収益がそれぞれ年間27.5%と9.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.4% 26%なると予測されています。

主要情報

27.5%

収益成長率

26.02%

EPS成長率

Health Care REITs 収益成長24.2%
収益成長率9.6%
将来の株主資本利益率5.37%
アナリストカバレッジ

Low

最終更新日14 May 2026

今後の成長に関する最新情報

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
Seeking 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 Alpha
Seeking 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
Seeking 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 Alpha

業績と収益の成長予測

NYSE:VTR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,387725N/A2,3533
12/31/20277,609534N/A2,1284
12/31/20266,849284N/A1,9624
3/31/20266,1132601,3421,720N/A
12/31/20255,8172511,2831,647N/A
9/30/20255,5442381,2351,549N/A
6/30/20255,2751911,2301,524N/A
3/31/20255,0561421,0931,384N/A
12/31/20244,889811,0481,330N/A
9/30/20244,764-679421,235N/A
6/30/20244,673-1578821,168N/A
3/31/20244,581-738781,144N/A
12/31/20234,500-418601,120N/A
9/30/20234,35958801,108N/A
6/30/20234,256778951,122N/A
3/31/20234,173-698591,088N/A
12/31/20224,154-478981,120N/A
9/30/20224,079-438981,119N/A
6/30/20224,019168481,050N/A
3/31/20223,9211458711,063N/A
12/31/20213,818498411,026N/A
9/30/20213,7602008831,056N/A
6/30/20213,7011521,0901,259N/A
3/31/20213,703-911,2221,373N/A
12/31/20203,7904391,3021,450N/A
9/30/20203,8473401,3571,509N/A
6/30/20203,9114131,2771,429N/A
3/31/20203,9257801,2551,416N/A
12/31/20193,859433N/A1,438N/A
9/30/20193,781484N/A1,447N/A
6/30/20193,720501N/A1,400N/A
3/31/20193,714457N/A1,410N/A
12/31/20183,702409N/A1,381N/A
9/30/20183,668740N/A1,364N/A
6/30/20183,6461,252N/A1,416N/A
3/31/20183,6071,237N/A1,391N/A
12/31/20173,5681,357N/A1,429N/A
9/30/20173,5601,172N/A1,448N/A
6/30/20173,527707N/A1,435N/A
3/31/20173,481699N/A1,441N/A
12/31/20163,447650N/A1,355N/A
9/30/20163,410569N/A1,376N/A
6/30/20163,369465N/A1,335N/A
3/31/20163,331453N/A1,325N/A
12/31/20153,284407N/A1,399N/A
9/30/20153,171366N/A1,357N/A
6/30/20153,049412N/A1,377N/A

アナリストによる今後の成長予測

収入対貯蓄率: VTRの予測収益成長率 (年間27.5% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: VTRの収益 ( 27.5% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: VTRの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: VTRの収益 ( 9.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: VTRの収益 ( 9.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VTRの 自己資本利益率 は、3年後には低くなると予測されています ( 5.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/15 22:56
終値2026/05/15 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Company
David RodgersBaird
Amanda SweitzerBaird