Ventas (VTR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Ventas reported $1.36 billion in revenue for Q1 2025, a 13.2% year-over-year increase, with an EPS of $0.84 compared to -$0.03 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.3 billion by 4.08%, and the EPS also surpassed the consensus estimate of $0.82 by 2.44% [1] Revenue Breakdown - Resident fees and services generated $968.90 million, exceeding the average estimate of $908.96 million, reflecting a 19.1% year-over-year increase [4] - Interest and other income was $3.08 million, slightly below the average estimate of $3.12 million, showing a significant year-over-year decline of 54.6% [4] - Rental income from outpatient medical & research portfolio reached $221.32 million, surpassing the estimate of $216.86 million, with a year-over-year change of 1.1% [4] - Income from loans and investments was $4.32 million, slightly below the estimate of $4.38 million, but marked a substantial year-over-year increase of 235.5% [4] - Total rental income was $377.43 million, slightly above the estimate of $376.53 million [4] - Third-party capital management revenues were $4.34 million, slightly below the estimate of $4.39 million, with a year-over-year change of 0.9% [4] - Triple-net leased rental income was $156.11 million, slightly below the estimate of $157.21 million, reflecting a year-over-year change of 0.5% [4] - Net Earnings Per Share (Diluted) was $0.10, exceeding the average estimate of $0.09 [4] Stock Performance - Ventas shares returned -0.2% over the past month, matching the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]