Added to YB: 2026-04-28
Pitch date: 2026-04-24
VTR [neutral]
Ventas, Inc.
+1.74%
current return
Author Info
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Company Info
Ventas, Inc. is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population.
Market Cap
$39.8B
Pitch Price
$83.25
Price Target
N/A
Dividend
2.49%
EV/EBITDA
23.46
P/E
154.85
EV/Sales
9.05
Sector
Health Care REITs
Category
growth
Earnings Edge for Monday: Setup for Ventas, Inc.
VTR (overview): 80+ pop growing 501k/yr 2024-26, 854k/yr 2027-30 w/ 0.5% new supply drives 4 yrs double-digit SHOP NOI growth (15%+ in 2025). $2.5B acquisition pipeline (half off-market), $7.3B total in 2yrs. 2026 FFO $3.83 (+8% YoY), 8% div hike, 35% TSR. Risks: 53% SHOP NOI exposes to operator/labor risk, $3.2B equity raise dilutes, GAAP NI $0.54 vs FFO gap. Bull: 8-10% FFO CAGR to $85+. Bear: margin erosion/recession = $55-65 range
Read full article (2 min)