Ventas

VTR

Market cap $37.9B

Ventas (VTR) reported earnings 30 days ago. What's next for the stock?

Does Ventas (VTR) have what it takes to be a top stock pick for momentum investors? Let's find out.

As of Nov. 21, 2025, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small cap REITs (-5.05%) had the worst performance in October. Micro caps (-2.81%), mid caps (-3.11%) and large caps (-4.45%) were also in negative territory albeit to a smaller degree. Only 21.66% of REIT securities had a positive total return in October.

VTR's expanding SHOP footprint, rising cash NOI and active capital recycling underscore its growth momentum.

CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today announced that Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research and Chief Executive Officer of Lillibridge Healthcare Services, has informed the Company of his intention to retire on May 1, 2026. Ventas will commence a search process to identify a successor. “Pete has been instrumental in elevating and driving excellence across our Outpatient Medical & Research and Lillibridg.

US equity real estate investment trust indexes dropped during the final week of October. The Dow Jones Equity All REIT index closed the recent week down 3.29%, while the MSCI US REIT (RMZ) index fell 2.88%. The healthcare REIT index was the sole Dow Jones US real estate property sector index to close the week in the black, recording a 1.47% gain.

Ventas, Inc. ( VTR ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Bill Grant - Senior Vice President of Investor Relations Debra Cafaro - Chairman & CEO J. Hutchens - Executive VP of Senior Housing & Chief Investment Officer Robert Probst - Executive VP & CFO Peter Bulgarelli - Executive Vice President of Outpatient Medical & Research Conference Call Participants Jonathan Hughes - Raymond James & Associates, Inc., Research Division Michael Carroll - RBC Capital Markets, Research Division Farrell Granath - BofA Securities, Research Division Vikram Malhotra - Mizuho Securities USA LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Nicholas Joseph - Citigroup Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Samuel Ademola Ohiomah - Deutsche Bank AG, Research Division Juan Sanabria - BMO Capital Markets Equity Research William John Kilichowski - Wells Fargo Securities, LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Michael Stroyeck - Green Street Advisors, LLC, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Presentation Operator Thank you for standing by.

VTR posts strong Q3 results with higher FFO and revenues, fueled by gains in senior housing and outpatient medical portfolios.

The headline numbers for Ventas (VTR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.