Ventas
About: Ventas owns a diversified healthcare portfolio of almost 1,400 in-place properties spread across the senior housing, medical office, hospital, life science, and skilled nursing/post-acute care. The portfolio includes almost 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to the United States. The firm also owns mortgages and other loans, contributing about 1% of net operating income.
Employees: 498
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more call options, than puts
Call options by funds: $38.9M | Put options by funds: $27.8M
25% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 262
5% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 76
0.39% less ownership
Funds ownership: 98.57% [Q1] → 98.18% (-0.39%) [Q2]
2% less funds holding
Funds holding: 795 [Q1] → 780 (-15) [Q2]
6% less capital invested
Capital invested by funds: $29.7B [Q1] → $28B (-$1.69B) [Q2]
7% less funds holding in top 10
Funds holding in top 10: 15 [Q1] → 14 (-1) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$72
7%
upside
Avg. target
$75
11%
upside
High target
$78
15%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
JP Morgan Michael Mueller | 12%upside $76 | Overweight Maintained | 26 Aug 2025 |
Argus Research Marie Ferguson | 11%upside $75 | Buy Reiterated | 26 Aug 2025 |
Raymond James Jonathan Hughes | 15%upside $78 | Outperform Reiterated | 22 Aug 2025 |
Morgan Stanley Richard Hill | 11%upside $75 | Equal-Weight Maintained | 15 Aug 2025 |
Scotiabank Nicholas Yulico | 7%upside $72 | Sector Perform Maintained | 23 Jun 2025 |
Financial journalist opinion
Based on 16 articles about VTR published over the past 30 days
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Positive
Zacks Investment Research
5 days ago
Why Ventas (VTR) is a Top Dividend Stock for Your Portfolio
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?
Positive
Zacks Investment Research
6 days ago
Ventas Stock Gains 15.5% Year to Date: Will It Continue to Rise?
VTR stock rallies 15.5% YTD as strong SHOP growth, accretive investments and a solid balance sheet fuel momentum.
Positive
Zacks Investment Research
2 weeks ago
Ventas Selects Discovery Senior Living to Operate its 15 Communities
VTR taps Discovery Senior Living to run 15 communities, expanding a partnership aimed at boosting performance and value creation.
Negative
Seeking Alpha
2 weeks ago
Sell This REIT, Buy These Instead
Most REITs are discounted. But rare exceptions are severely overpriced. I present one expensive REIT to sell and better alternatives to consider.
Positive
The Motley Fool
2 weeks ago
3 High-Yield Healthcare Stocks to Buy Hand Over Fist in August
If you are looking at healthcare stocks for dividend ideas in August, don't get too caught up on the sector's low 1.8% dividend yield. You can do much better than that without having to take on huge risks.
Neutral
Newsfile Corp
2 weeks ago
Discovery Senior Living Selected to Operate 15 Ventas-Owned Communities, Expanding Discovery's Portfolio and Strategic Relationship
Bonita Springs, Florida--(Newsfile Corp. - August 8, 2025) - Discovery Senior Living ("Discovery" or the "Company") one of the nation's largest most trusted senior housing operators, is pleased to announce it has been selected by Ventas, Inc. ("Ventas") to assume operations of 15 senior living communities across multiple U.S. states. The transition marks an expansion of a multi-year, performance-driven relationship between the two companies and reinforces a shared commitment to operational excellence and long-term value creation.
Positive
Zacks Investment Research
3 weeks ago
Ventas (VTR) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?
Negative
Seeking Alpha
3 weeks ago
Behind The (Revised) Curve
U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.
Positive
Zacks Investment Research
3 weeks ago
Ventas Q2 FFO and Revenues Top Estimates, Same-Store Cash NOI Rises
VTR's Q2 results reflect a year-over-year rise in revenues. The total property same-store NOI improves on strong performance across the business segments.
Charts implemented using Lightweight Charts™