Key Takeaways VTR shares climbed 10.9% in three months, outperforming an industry that fell 1.3%.Ventas' SHOP portfolio is seeing strong demand, aided by aging demographics and 15.9% cash NOI growth.VTR recycled capital by selling non-core assets and acquiring communities; maintained $4.1B of liquidity.Shares of Ventas (VTR) have gained 10.9% over the past three months against the industry’s 1.3% fall.Ventas’ diverse portfolio of healthcare real estate assets in key markets, including the United States and ...

Date Paid 2025 Taxable Distribution Box 1a Ordinary Dividend Box 1b Qualified Dividend (Included in Box 1a) Box 5 199A Dividend (Included in Box 1a) Box 2a Capital Gain Distr. Box 3 Nondividend Distribution Jan. 16, 2025 $0.450000 $0.430414 $0.027159 $0.403255 $0.000000 $0.019586 Apr. 17, 2025 $0.480000 $0.459109 $0.028970 $0.430139 $0.000000 $0.020891 July 17, 2025 $0.480000 $0.459109 $0.028970 $0.430139 $0.000000 $0.020891 Oct. 16, 2 ...

Company Overview - Ventas, Inc. (NYSE: VTR) is an S&P 500 company focused on creating exceptional environments for a growing aging population [4] - The company operates approximately 1,400 properties in North America and the United Kingdom, playing a vital role in the longevity economy [4] - Ventas's portfolio includes over 850 senior housing communities, outpatient medical buildings, research centers, and healthcare facilities [4] Growth Strategy - The company's growth is driven by its senior housing communities, which provide essential services to residents [4] - Ventas aims to achieve superior performance by leveraging operational expertise, data-driven insights from its Ventas OI™ platform, and strong financial relationships [4] - The commitment of Ventas's seasoned team is to help people live longer, healthier, and happier lives [4] Upcoming Earnings Release - Ventas will release its fourth quarter 2025 earnings after the close of trading on February 5, 2026 [1] - A conference call to discuss the earnings will take place on February 6, 2026, at 10:00 a.m. Eastern Time [1]

Core Insights - Ventas, Inc. (VTR) is a healthcare REIT with a market cap of $36.1 billion, focusing on senior housing, medical office buildings, life science facilities, and healthcare-related properties [1] - The company is expected to announce its fiscal Q4 earnings for 2025 soon, with analysts predicting a profit of $0.89 per share, a 9.9% increase from the previous year [2] - Ventas has consistently exceeded Wall Street's bottom-line estimates for the last four quarters, with a forecasted FFO of $3.48 per share for the current fiscal year, representing a 9.1% increase from fiscal 2024 [3] Financial Performance - In Q3, Ventas reported total revenue of $1.5 billion, a 20.4% year-over-year increase, surpassing consensus estimates by 4.2% [5] - The company's normalized FFO for Q3 was $0.88, which improved 10% from the same quarter last year, exceeding analyst expectations [5] - The strong performance was attributed to the senior housing operating portfolio (SHOP), which saw double-digit organic growth year-over-year [5] Market Performance - Over the past 52 weeks, Ventas shares have increased by 32.6%, outperforming the S&P 500 Index's 19.3% return and the State Street Real Estate Select Sector SPDR ETF's 2.3% increase [4] - Wall Street analysts have a highly optimistic outlook for VTR, with a "Strong Buy" rating from 16 out of 21 analysts, and a mean price target of $86.40, indicating a 12.3% potential upside [6]

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Core Viewpoint - iREIT+HOYA Capital focuses on income-producing asset classes, aiming to provide sustainable portfolio income, diversification, and inflation hedging [1][2]. Group 1: Investment Strategy - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]. - iREIT+HOYA Capital targets income-focused portfolios with dividend yields up to 10% [2]. Group 2: Investor Profile - The investment approach is designed for investors seeking dependable monthly income and those who prefer defensive stocks with a medium- to long-term horizon [2].

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] Group 1: Investment Strategy - The service offers investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] - iREIT+HOYA Capital targets dividend yields up to 10%, aiming to provide high-yield, dividend growth investment ideas [2] Group 2: Market Position - The investment group emphasizes the importance of not succumbing to FOMO (Fear of Missing Out) regarding popular growth stocks like NVIDIA and Google, suggesting that there are many defensive stock options available [2]

Core Insights - Ventas (VTR) shares have increased by 24.5% over the past six months, significantly outperforming the industry, which saw a decline of 0.2% [1][8] Group 1: Company Performance - Ventas has a diverse portfolio of healthcare real estate assets in key markets, including the U.S. and the U.K., which positions the company to benefit from favorable industry fundamentals [2] - The senior housing operating portfolio (SHOP) is expected to see growth due to an aging population and increased healthcare spending by seniors, with the U.S. population aged 80 and above projected to grow by 28% over the next five years [5][6] - In Q3 2025, Ventas reported a 15.9% year-over-year growth in same-store cash NOI within the SHOP portfolio, indicating strong demand and healthy occupancy levels [6][8] Group 2: Financial Position - As of September 30, 2025, Ventas had approximately $4.1 billion in liquidity and improved its net debt to further adjusted EBITDA ratio to 5.3X from 6.3X year-over-year, enhancing its financial strength [10] - The company follows a disciplined capital-recycling strategy, selling non-core assets and reinvesting in premium acquisitions, which supports its financial position [9] - In Q3 2025, Ventas sold properties in its OM&R segment for $9.8 million and five senior housing communities for $68.1 million, while acquiring 20 senior housing communities for $1.1 billion [9] Group 3: Market Trends - The outpatient medical (OM) portfolio is well-positioned to benefit from increasing outpatient visit trends, with the 65+ aged population expected to grow by approximately 30% from 2020 to 2030 [7] - Analysts have a positive outlook on Ventas, with the Zacks Consensus Estimate for its 2025 FFO per share revised to $3.48, reflecting a marginal upward adjustment [3]

Core Insights - The aging population is significantly reshaping healthcare demand, creating opportunities beyond traditional pharma and biotech sectors, particularly in healthcare real estate and senior-focused service providers [2][3] Healthcare REITs - The global senior living market is projected to grow from approximately $260 billion in 2025 to nearly $389 billion by 2032, reflecting a 5.9% CAGR driven by aging populations and increased demand for assisted living and specialized care services [4] - Senior housing REITs in the U.S. are experiencing improved occupancy rates and limited new supply, which supports rental income growth, with companies like Welltower and Ventas increasing their investments in senior housing [4] Operators and Care-Focused REITs - Companies such as Ensign, Omega, and CareTrust are closely aligned with the everyday care needs of the aging population, benefiting from the demand for skilled nursing and long-term care as seniors face more complex medical conditions [5] - These operators focus on essential care delivery that cannot be postponed, contrasting with innovation-driven healthcare segments [5] Company-Specific Developments - Welltower has made significant investments, including $2.52 billion in pro-rata acquisitions for 95 senior housing properties and plans for an additional $4 billion in acquisitions, positioning itself for long-term growth [8] - Ventas is well-prepared for growth, with the U.S. population aged 80 and above expected to increase by 28% in the next five years, indicating a strong demand for senior housing [11] - CareTrust has expanded its portfolio with strategic acquisitions, including a $40 million purchase of assisted living and memory care communities, aligning with the rising demand for senior care real estate [12][13] - Omega is showing improved revenues and operating metrics, with a strategic agreement to acquire a 9.9% equity interest in a senior healthcare operating company, enhancing its position in the market [14][15]

Jefferies sets a price target of $93 for NYSE:VTR, indicating a potential increase of approximately 18.17%.Ventas' financial health is highlighted by a solid balance sheet and improved leverage, with a strong liquidity position.The company's strategic investments and portfolio expansion are driving growth, with a focus on senior housing performance and research portfolio investments.Ventas, Inc. (NYSE:VTR) is a prominent player in the healthcare real estate sector. The company is known for its extensive por ...