Ventas マネジメント
マネジメント 基準チェック /34
Ventasの CEO はDeb Cafaroで、 Mar1999年に任命され、 の在任期間は 27.17年です。 の年間総報酬は$ 17.50Mで、 6.6%給与と93.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.27%を直接所有しており、その価値は$ 114.65M 。経営陣と取締役会の平均在任期間はそれぞれ6.6年と6.8年です。
主要情報
Deb Cafaro
最高経営責任者
US$17.5m
報酬総額
| CEO給与比率 | 6.64% |
| CEO在任期間 | 27.2yrs |
| CEOの所有権 | 0.3% |
| 経営陣の平均在職期間 | 6.6yrs |
| 取締役会の平均在任期間 | 6.8yrs |
経営陣の近況
Recent updates
Ventas: Senior Housing Growth Appears Priced In
Apr 28
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.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.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.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).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.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.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).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.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.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.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.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.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.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.Why Ventas Is Poised For Strong Long-Term Returns
Apr 08Ventas: Growth Set To Continue In The Years Ahead
Nov 10Ventas: Net Operating Income Growth Concentrated In Senior Housing
Aug 25Ventas: 4 Reasons To Be Cautious As Bulls Try And Sell Demographic Boom 2.0
Jun 10Ventas: The Silver Tsunami Vs. A Decade Of Underperformance
Mar 27CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$260m |
| Dec 31 2025 | US$18m | US$1m | US$251m |
| Sep 30 2025 | n/a | n/a | US$238m |
| Jun 30 2025 | n/a | n/a | US$191m |
| Mar 31 2025 | n/a | n/a | US$142m |
| Dec 31 2024 | US$14m | US$1m | US$81m |
| Sep 30 2024 | n/a | n/a | -US$67m |
| Jun 30 2024 | n/a | n/a | -US$157m |
| Mar 31 2024 | n/a | n/a | -US$73m |
| Dec 31 2023 | US$14m | US$1m | -US$41m |
| Sep 30 2023 | n/a | n/a | US$5m |
| Jun 30 2023 | n/a | n/a | US$77m |
| Mar 31 2023 | n/a | n/a | -US$69m |
| Dec 31 2022 | US$14m | US$1m | -US$47m |
| Sep 30 2022 | n/a | n/a | -US$43m |
| Jun 30 2022 | n/a | n/a | US$16m |
| Mar 31 2022 | n/a | n/a | US$145m |
| Dec 31 2021 | US$14m | US$1m | US$49m |
| Sep 30 2021 | n/a | n/a | US$200m |
| Jun 30 2021 | n/a | n/a | US$152m |
| Mar 31 2021 | n/a | n/a | -US$91m |
| Dec 31 2020 | US$13m | US$948k | US$439m |
| Sep 30 2020 | n/a | n/a | US$340m |
| Jun 30 2020 | n/a | n/a | US$413m |
| Mar 31 2020 | n/a | n/a | US$780m |
| Dec 31 2019 | US$11m | US$1m | US$433m |
報酬と市場: Debの 総報酬 ($USD 17.50M ) は、 US市場 ($USD 14.60M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Debの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Deb Cafaro (67 yo)
27.2yrs
在職期間
US$17,501,073
報酬
Ms. Debra A. Cafaro, also known as Deb, J.D., serves as Chairman and Chief Executive Officer at Ventas, Inc. Ms. Cafaro has been Chief Executive Officer at Ventas, Inc. since March 5, 1999, Chairman since...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 27.2yrs | US$17.50m | 0.27% $ 114.7m | |
| Executive VP & CFO | 11.6yrs | US$6.46m | 0.026% $ 11.2m | |
| Executive VP of Senior Housing & Chief Investment Officer | 3.3yrs | US$6.35m | 0.032% $ 13.8m | |
| Executive VP | 6.2yrs | US$4.19m | 0.015% $ 6.6m | |
| Senior Managing Director of Investments | 1.3yrs | データなし | データなし | |
| Senior VP & Chief Information Officer | 7.3yrs | データなし | データなし | |
| Senior Vice President of Investor Relations | 4yrs | データなし | データなし | |
| Senior Vice President of Business Development | 2.2yrs | データなし | データなし | |
| Senior Advisor | 6.6yrs | US$3.85m | データなし | |
| Chief Tax Officer & Senior VP | 14.3yrs | データなし | データなし | |
| Senior Vice President of Asset Management - Seniors Housing | 10.8yrs | データなし | データなし | |
| Head of Applications | no data | データなし | データなし |
6.6yrs
平均在職期間
55.5yo
平均年齢
経験豊富な経営陣: VTRの経営陣は経験豊富で経験豊富です（平均在職期間は6.6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 27.3yrs | US$17.50m | 0.27% $ 114.7m | |
| Independent Director | 9.9yrs | US$345.00k | 0.0050% $ 2.2m | |
| Independent Director | 4.2yrs | US$330.00k | 0.00011% $ 47.4k | |
| Independent Director | 15yrs | US$315.00k | 0.0026% $ 1.1m | |
| Independent Director | 2.3yrs | US$310.00k | 0.00098% $ 422.3k | |
| Independent Director | 5.8yrs | US$330.00k | 0.0021% $ 922.2k | |
| Independent Director | 11.7yrs | US$320.00k | 0.0061% $ 2.6m | |
| Independent Director | no data | US$310.00k | 0.0012% $ 504.2k | |
| Lead Independent Director | 9.9yrs | US$384.48k | 0.0060% $ 2.6m | |
| Independent Director | 6.8yrs | US$330.00k | 0.0044% $ 1.9m | |
| Independent Director | 3.6yrs | US$310.00k | 0.00056% $ 241.3k | |
| Independent Director | 5.3yrs | US$335.00k | 0.0015% $ 650.7k |
6.8yrs
平均在職期間
61.5yo
平均年齢
経験豊富なボード: VTRの 取締役会 は 経験豊富 であると考えられます ( 6.8年の平均在任期間)。
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 | 2026/05/03 15:01 |
| 終値 | 2026/05/01 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 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
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。40
| アナリスト | 機関 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| David Rodgers | Baird |
| Amanda Sweitzer | Baird |