Headquartered in Chicago, Illinois, Ventas, Inc. (VTR) is a leading healthcare-focused real estate investment trust (REIT) with a diversified portfolio of approximately 1,400 properties across the U.S., Canada, and the U.K. The company, currently valued at $29.7 billion by market cap, specializes in senior housing, medical office buildings, hospitals, and life sciences facilities.
The healthcare REIT is expected to announce its fiscal 2025 second-quarter earnings after the market closes on Wednesday, Jul. 30. Ahead of the event, analysts expect VTR to report an FFO of $0.85 per share on a diluted basis, up 6.3% from $0.80 per share in the year-ago quarter. The company has beaten or matched Wall Street’s FFO estimates in its last four quarterly reports.
For the current year, analysts expect VTR to report FFO of $3.45 per share, up 8.2% from $3.19 in fiscal 2024. Its FFO is expected to rise 7.8% year over year to $3.72 in fiscal 2026.
VTR shares have surged 24.7% over the past 52 weeks, outperforming the S&P 500 Index’s ($SPX) 14.5% gains and the Real Estate Select Sector SPDR Fund’s (XLRE) 3.7% gains over the same time frame.
On April 30, Ventas reported first-quarter results, and its shares fell 6.5% in the following trading session due to concerns over share dilution and alignment of future guidance with capital-raising plans. The company continued to benefit from the long-term senior housing growth trend, posting a robust 13.6% year-over-year increase in same-store cash NOI and a 13.2% rise in total revenue to $1.4 billion, surpassing Wall Street expectations. Moreover, NFFO per share rose 7.7% to $0.84.
Analysts’ consensus opinion on VTR stock is very bullish, with a “Strong Buy” rating overall. Out of 19 analysts covering the stock, 14 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and three give a “Hold.” VTR’s average analyst price target is $75.39, indicating a potential upside of 13.5% from the current levels.
