Ventas (VTR) reported earnings 30 days ago. What's next for the stock?
Does Ventas (VTR) have what it takes to be a top stock pick for momentum investors? Let's find out.
VTR's expanding SHOP footprint, rising cash NOI and active capital recycling underscore its growth momentum.
Ventas, Inc. ( VTR ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Bill Grant - Senior Vice President of Investor Relations Debra Cafaro - Chairman & CEO J. Hutchens - Executive VP of Senior Housing & Chief Investment Officer Robert Probst - Executive VP & CFO Peter Bulgarelli - Executive Vice President of Outpatient Medical & Research Conference Call Participants Jonathan Hughes - Raymond James & Associates, Inc., Research Division Michael Carroll - RBC Capital Markets, Research Division Farrell Granath - BofA Securities, Research Division Vikram Malhotra - Mizuho Securities USA LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Nicholas Joseph - Citigroup Inc., Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Samuel Ademola Ohiomah - Deutsche Bank AG, Research Division Juan Sanabria - BMO Capital Markets Equity Research William John Kilichowski - Wells Fargo Securities, LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Michael Stroyeck - Green Street Advisors, LLC, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Presentation Operator Thank you for standing by.
VTR posts strong Q3 results with higher FFO and revenues, fueled by gains in senior housing and outpatient medical portfolios.
Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.88 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to FFO of $0.8 per share a year ago.
While VTR's Q3 earnings are likely to have benefited from SHOP operating trends and a well-diversified tenant base, high interest expenses may have hurt it.
Ventas is a leading healthcare REIT, poised for growth due to rising senior housing demand and a strategic focus on the SHOP segment. Only WELL is the major competitor in SHOP, while the others are betting on other types of segments and triple-net leasing. Despite trading at a premium (20x P/FFO), VTR offers a compelling total return thesis, targeting a 25% upside to $86.50 and dividend growth potential.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?
VTR stock rallies 15.5% YTD as strong SHOP growth, accretive investments and a solid balance sheet fuel momentum.