VTR Stock Recent News

Ventas, a healthcare REIT, has underperformed the market due to the pandemic and high interest rates. The company is starting to recover, with strong demand for its properties and favorable supply-demand fundamentals. Analysts expect Ventas to grow its FFO per unit by 7% per year, and the stock is reasonably valued with upside potential.

Ventas beats Q3'23 earnings estimates with FFO/share of $0.75 and revenue of $1.15bn. Wedbush and BMO Capital Markets upgrade or maintain outperform rating on Ventas. Ventas focuses on senior care and healthcare real estate, combining growth and security.

Ventas reported respectable third-quarter earnings, with strength in its senior housing business. Welltower reported good quarterly results as well.

Ventas's (VTR) Q3 earnings outshine estimates on better-than-anticipated revenues. The same-store cash NOI rises year over year on strong performance across the portfolio.

Ventas, Inc. (NYSE:VTR ) Q3 2023 Earnings Conference Call November 3, 2023 10:00 AM ET Company Participants BJ Grant - SVP, IR Debra Cafaro - Chairman and CEO Justin Hutchens - CIO and EVP, Senior Housing Bob Probst - EVP and CFO Pete Bulgarelli - EVP and President and CEO, Lillibridge Healthcare Services, Inc. Conference Call Participants Austin Wurschmidt - KeyBanc Capital Markets Steve Sakwa - Evercore ISI Nick Joseph - Citi Juan Sanabria - BMO Capital Markets Mike Mueller - JPMorgan Ronald Kamdem - Morgan Stanley Joshua Dennerlein - Bank of America Rich Anderson - Wedbush Michael Stroyeck - Green Street Vikram Malhotra - Mizuho Nick Yulico - Scotiabank Michael Carroll - RBC Capital Markets Operator Thank you for standing by and welcome to the Ventas Reports Third Quarter Results Conference Call. I would now like to welcome BJ Grant, Senior Vice President of Investor Relations to begin the call.

Although the revenue and EPS for Ventas (VTR) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) will issue its third quarter 2023 earnings release after the close of trading on the New York Stock Exchange on Thursday, November 2, 2023. A conference call to discuss those earnings will be held on Friday, November 3, 2023, at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). The dial-in number for the conference call is (888) 330-3576 (or +1 (646) 960-0672 for international callers), and the participant passcode i.

Senior housing is experiencing strong fundamentals with rebounding occupancy, stronger rental rates, and double-digit NOI growth. Rapid growth is expected in the 80+ year old demographic over the coming years, generating meaningful demand uplift in Senior Housing. Simultaneously, rising construction and financing costs have kept a lid on new development.

Healthcare REIT Ventas Inc. is an attractive investment for passive income investors due to long-term aging trends and post-pandemic recovery. The trust's well-managed properties generate strong cash flow, suggesting potential for dividend growth. Ventas' Senior Living segment is experiencing a strong recovery, with potential for significant net operating income growth and a re-rating of the stock.

After an unsuccessful proxy fight in 2022, the activist sets up what could be its second campaign at the big healthcare REIT.