Core Insights - American Healthcare REIT (AHR) reported revenue of $572.94 million for Q3 2025, a 9.4% increase year-over-year, with an EPS of $0.44 compared to -$0.03 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $565.26 million by 1.36%, and the EPS also surpassed the consensus estimate of $0.42 by 4.76% [1] Revenue Breakdown - Resident fees and services generated $532.06 million, slightly below the two-analyst average estimate of $535.68 million, reflecting an 11.6% year-over-year increase [4] - Real estate revenue was reported at $40.88 million, exceeding the average estimate of $39.47 million, but showing a 13% decline year-over-year [4] Stock Performance - Over the past month, shares of American Healthcare REIT have returned +17.2%, significantly outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - American Healthcare REIT (AHR) is expected to report quarterly earnings of $0.42 per share, reflecting a year-over-year increase of 16.7% [1] - Projected revenues for AHR are anticipated to be $565.26 million, which represents a 7.9% increase from the same quarter last year [1] - The consensus EPS estimate has remained stable over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Estimates - Analysts predict 'Revenues- Resident fees and services' to be $535.68 million, showing a year-over-year increase of 12.3% [4] - The consensus estimate for 'Revenues- Real estate revenue' is $39.47 million, indicating a decline of 16% from the prior-year quarter [4] Other Financial Metrics - 'Depreciation and amortization' is forecasted to reach $42.39 million [5] - AHR shares have increased by 12% over the past month, outperforming the Zacks S&P 500 composite, which saw a 1% increase [5] - AHR holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [5]

Core Insights - Welltower reported a revenue of $2.69 billion for the quarter ended September 2025, marking a 30.7% increase year-over-year, with an EPS of $1.34 compared to $0.73 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.65 billion, resulting in a surprise of +1.36%, while the EPS also surpassed the consensus estimate of $1.30 by +3.08% [1] Revenue Breakdown - Interest income was reported at $67.22 million, slightly above the average estimate of $66.07 million, reflecting a year-over-year decline of -2.7% [4] - Other income reached $57.63 million, significantly exceeding the average estimate of $39.93 million, with a year-over-year increase of +29.2% [4] - Rental income amounted to $499.48 million, surpassing the average estimate of $473.42 million, showing a year-over-year growth of +16% [4] - Resident fees and services generated $2.06 billion, slightly above the average estimate of $2.05 billion, with a year-over-year increase of +36.4% [4] Stock Performance - Over the past month, Welltower's shares have returned +1.7%, compared to a +2.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Analysts project Welltower (WELL) will report quarterly earnings of $1.30 per share, reflecting a 17.1% year-over-year increase [1] - Revenue is expected to reach $2.65 billion, marking a 28.9% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 1.1% in the past 30 days [2] - Changes in earnings estimates are crucial for predicting investor reactions [3] Revenue Breakdown - 'Revenues- Interest income' is estimated at $66.07 million, a decrease of 4.3% year-over-year [5] - 'Revenues- Other income' is projected to be $39.93 million, down 10.5% from the previous year [5] - 'Revenues- Rental income' is expected to be $473.42 million, indicating a 10% increase year-over-year [5] - 'Revenues- Resident fees and services' is anticipated to reach $2.05 billion, reflecting a 35.6% increase from the prior year [6] - 'Depreciation and amortization' is projected at $487.61 million [6] Market Performance - Welltower shares have returned +1.5% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [6] - Welltower holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near future [6]

Core Insights - American Healthcare REIT (AHR) is expected to report quarterly earnings of $0.40 per share, reflecting a 21.2% increase year over year [1] - Analysts forecast revenues of $544.78 million, indicating an 8% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting analysts' reassessment of projections [1] Revenue Estimates - Analysts predict 'Revenues- Resident fees and services' to be $513.45 million, representing a 12.1% year-over-year increase [4] - 'Revenues- Real estate revenue' is estimated at $42.34 million, indicating a 9.1% decline from the previous year [4] Company Performance - Depreciation and amortization is expected to be $41.41 million according to analysts [4] - AHR shares have increased by 12.2% in the past month, outperforming the Zacks S&P 500 composite, which rose by 0.5% [4] - AHR holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near term [4]

Core Insights - Ventas reported revenue of $1.42 billion for the quarter ended June 2025, marking an 18.3% increase year-over-year, with EPS at $0.87 compared to $0.05 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.37 billion, resulting in a surprise of +3.47%, while the EPS also surpassed the consensus estimate of $0.85 by +2.35% [1] Revenue Breakdown - Resident fees and services generated $1.03 billion, exceeding the average estimate of $977.05 million, reflecting a year-over-year increase of +26.3% [4] - Interest and other income amounted to $5.87 million, surpassing the average estimate of $2.98 million, with a year-over-year change of +21.7% [4] - Rental income from outpatient medical & research portfolio was $220.81 million, slightly below the average estimate of $222.56 million, showing a +0.9% year-over-year change [4] - Income from loans and investments reached $4.4 million, exceeding the average estimate of $4.31 million, with a significant year-over-year increase of +206.1% [4] - Total rental income was $373.52 million, slightly below the average estimate of $376.31 million [4] - Third-party capital management revenues were $4.4 million, in line with the average estimate of $4.38 million, reflecting a +1.5% change year-over-year [4] - Rental income from triple-net leased properties was $152.7 million, slightly below the average estimate of $153.51 million, indicating a -0.8% change year-over-year [4] - Net Earnings Per Share (Diluted) was reported at $0.15, exceeding the average estimate of $0.13 [4] Stock Performance - Ventas shares have returned +6.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Wall Street analysts expect Ventas (VTR) to report quarterly earnings of $0.85 per share, reflecting a year-over-year increase of 6.3% [1] - Revenues are projected to be $1.37 billion, which represents a 14.3% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [1] Revenue Estimates - Analysts estimate 'Revenues- Rental income- Outpatient medical & research portfolio' to be $222.56 million, showing a 1.7% increase from the prior year [4] - 'Revenues- Interest and other income' is expected to be $2.98 million, indicating a significant decrease of 38.2% from the previous year [4] - 'Revenues- Resident fees and services' are projected to reach $977.05 million, reflecting a 19.5% increase year-over-year [5] - 'Revenues- Rental income- Triple-net leased' is estimated at $153.51 million, showing a slight decrease of 0.3% from the year-ago quarter [5] - 'Revenues- Third party capital management revenues' are expected to be $4.38 million, indicating a 1.1% increase from the prior year [6] Other Financial Metrics - Depreciation and amortization is projected to reach $319.33 million [6] - Ventas shares have increased by 3.3% over the past month, compared to a 3.6% increase in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]

Group 1 - Healthpeak is expected to report quarterly earnings of $0.46 per share, reflecting a year-over-year increase of 2.2% [1] - Revenues are projected to be $697.54 million, which is a 0.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts have reevaluated their initial estimates [1][2] Group 2 - Analysts estimate 'Revenues- Interest income and other' to reach $15.84 million, showing a significant year-over-year change of +102.3% [4] - The consensus estimate for 'Revenues- Rental and related revenues' is $539.47 million, indicating a decrease of -1.3% from the previous year [4] - 'Revenues- Resident fees and services' are estimated at $150.98 million, suggesting a year-over-year increase of +7.2% [4] Group 3 - 'Depreciation and amortization' is projected to be $265.84 million [5] - Healthpeak shares have increased by +7.1% over the past month, outperforming the Zacks S&P 500 composite, which moved +5.4% [5] - Healthpeak holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near future [5]

Core Insights - American Healthcare REIT (AHR) reported revenue of $540.6 million for Q1 2025, marking an 8.2% year-over-year increase and exceeding the Zacks Consensus Estimate of $538.59 million by 0.37% [1] - The company achieved an EPS of $0.38, a significant improvement from -$0.04 a year ago, and surpassed the consensus EPS estimate of $0.37 by 2.70% [1] Revenue Breakdown - Resident fees and services generated $497.18 million, slightly above the average estimate of $495.43 million from two analysts [4] - Real estate revenue was reported at $43.43 million, which fell short of the average estimate of $44.43 million from two analysts [4] Stock Performance - Over the past month, shares of American Healthcare REIT have returned +12.3%, outperforming the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]