Ventas, Inc. (VTR) Q4 2025 Earnings Call Transcript

Ventas, Inc. (VTR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 6, 2026

Ventas Q4 FFO Meet, Revenues Beat Estimates, Same-Store Cash NOI Rises

VTR posts strong Q4 FFO results with higher FFO and revenues, fueled by gains in SHOP and OM&R offsetting a dip in triple-net results.

Zacks Investment Research • Feb 6, 2026

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

NAV Monitor: U.S. REITs End January At Median 16.2% Discount To Net Asset Value

Seeking Alpha • Feb 6, 2026

Ventas Reports Fourth Quarter and Full Year 2025 Results, Provides 2026 Outlook and Increases Dividend

CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today reported results for the full year and fourth quarter ended December 31, 2025. CEO Remarks “Ventas delivered strong performance and enterprise growth in the fourth quarter and full year 2025. We executed our strategy to drive organic and external growth in senior housing and increased our participation in this multiyear growth opportunity,” said Debra A. Cafaro, Ventas Chairman and CEO. “In 2025, we grew Same-S.

Business Wire • Feb 5, 2026

Ventas (VTR) Reports Q4 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Ventas (VTR) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 6, 2026

Ventas (VTR) Matches Q4 FFO Estimates

Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.89 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.81 per share a year ago.

Zacks Investment Research • Feb 5, 2026

Ahead of Ventas (VTR) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Ventas (VTR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Feb 3, 2026

What's in the Offing for Ventas Stock This Earnings Season?

VTR's Q4 earnings are expected to show solid revenue and FFO growth, driven by SHOP & OM&R portfolio strength despite weakness in triple-net leased properties.

Zacks Investment Research • Feb 2, 2026

Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

Ventas Stock Gains 10.9% in Three Months: Will it Continue to Rise?

VTR shares are up 10.9% in three months, fueled by senior housing demand, outpatient trends, accretive investments and a stronger balance sheet.

Zacks Investment Research • Jan 21, 2026