Ventas, Inc. (VTR) Sets New Price Target by RBC Capital

Core Viewpoint - Ventas, Inc. is a leading real estate investment trust (REIT) focusing on senior housing and healthcare properties, with a diverse portfolio that includes senior housing communities, medical office buildings, and hospitals [1] Group 1: Financial Performance - Ventas reported an "outstanding year" in 2025, driven by its senior housing segment, with a 9% increase in normalized funds from operations (FFO) per share and a 15% growth in same-store SHOP cash net operating income (NOI) [3] - The company's enterprise value exceeded $50 billion, with fourth-quarter annualized NOI and SHOP NOI reaching $2.5 billion and $1.3 billion, respectively [4] Group 2: Market Position and Strategy - Ventas competes with other REITs like Welltower and Healthpeak Properties in the healthcare real estate sector [1] - The company employs a "1, 2, 3 strategy" focusing on senior housing growth, value-creating investments, and portfolio cash flow, which has contributed to its financial success [3] Group 3: Stock Performance and Analyst Insights - On February 10, 2026, RBC Capital set a new price target of $91 for VTR, suggesting a potential increase of about 9.92% from its trading price of $82.79 at that time [2] - The stock's current price is $82.87, showing a slight increase of 0.15% from the previous day, with fluctuations between $82.67 and $83.14 during the trading day [2] Group 4: Future Outlook - Ventas has increased its quarterly dividend and expects continued growth in 2026, led by its Senior Housing Operating Portfolio (SHOP) [4]