Ventas, Inc.

NYSE:VTR 株式レポート

時価総額:US$43.0b

Ventas 過去の業績

過去 基準チェック /46

Ventasは、平均年間24.9%の収益成長を遂げていますが、 Health Care REITs業界の収益は、年間 成長しています。収益は、平均年間8.7% 9.6%収益成長率で 成長しています。 Ventasの自己資本利益率は2%であり、純利益率は4.3%です。

主要情報

24.87%

収益成長率

20.42%

EPS成長率

Health Care REITs 業界の成長-12.20%
収益成長率9.64%
株主資本利益率2.01%
ネット・マージン4.26%
前回の決算情報31 Mar 2026

最近の業績更新

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 08

Ventas: Growth Set To Continue In The Years Ahead

Nov 10

Ventas: Net Operating Income Growth Concentrated In Senior Housing

Aug 25

Ventas: 4 Reasons To Be Cautious As Bulls Try And Sell Demographic Boom 2.0

Jun 10

Ventas: The Silver Tsunami Vs. A Decade Of Underperformance

Mar 27

収支内訳

Ventas の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:VTR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 266,1132601870
31 Dec 255,8172511770
30 Sep 255,5442381780
30 Jun 255,2751911730
31 Mar 255,0561421670
31 Dec 244,889811630
30 Sep 244,764-671580
30 Jun 244,673-1571560
31 Mar 244,581-731530
31 Dec 234,500-411490
30 Sep 234,35951460
30 Jun 234,256771480
31 Mar 234,173-691470
31 Dec 224,154-471450
30 Sep 224,079-431400
30 Jun 224,019161350
31 Mar 223,9211451320
31 Dec 213,818491300
30 Sep 213,7602001310
30 Jun 213,7011521330
31 Mar 213,703-911300
31 Dec 203,7904391300
30 Sep 203,8473401350
30 Jun 203,9114131430
31 Mar 203,9257801580
31 Dec 193,8594331590
30 Sep 193,7814841630
30 Jun 193,7205011620
31 Mar 193,7144571560
31 Dec 183,7024091460
30 Sep 183,6687401480
30 Jun 183,6461,2521420
31 Mar 183,6071,2371390
31 Dec 173,5681,3571350
30 Sep 173,5601,1721320
30 Jun 173,5277071300
31 Mar 173,4816991290
31 Dec 163,4476501270
30 Sep 163,4105691230
30 Jun 163,3694651240
31 Mar 163,3314531250
31 Dec 153,2844071280
30 Sep 153,1713661290
30 Jun 153,0494121260

質の高い収益: VTRには$66.2M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: VTRの現在の純利益率 (4.3%)は、昨年(2.8%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: VTR過去 5 年間で収益を上げており、収益は年間24.9%増加しています。

成長の加速: VTRの過去 1 年間の収益成長率 ( 83% ) は、5 年間の平均 ( 年間24.9%を上回っています。

収益対業界: VTRの過去 1 年間の収益成長率 ( 83% ) はHealth Care REITs業界20.4%を上回りました。


株主資本利益率

高いROE: VTRの 自己資本利益率 ( 2% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/01 07:12
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
  • 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Youtubeのチュートリアルも掲載しています。

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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 KilsteinArgus Research Company
David RodgersBaird
Amanda SweitzerBaird