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VTR 
Ventas Inc (VTR)
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Upturn Advisory Summary
01/09/2026: VTR (4-star) is a SELL. SELL since 1 days. Simulated Profits (15.85%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $85.65
1 Year Target Price $85.65
| 12 | Strong Buy |
| 5 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 58.18% | Avg. Invested days 71 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 35.18B USD | Price to earnings Ratio 141.32 | 1Y Target Price 85.65 |
Price to earnings Ratio 141.32 | 1Y Target Price 85.65 | ||
Volume (30-day avg) 20 | Beta 0.8 | 52 Weeks Range 55.41 - 81.39 | Updated Date 01/9/2026 |
52 Weeks Range 55.41 - 81.39 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 2.52% | Basic EPS (TTM) 0.53 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.29% | Operating Margin (TTM) 15.58% |
Management Effectiveness
Return on Assets (TTM) 2.14% | Return on Equity (TTM) 2.16% |
Valuation
Trailing PE 141.32 | Forward PE 128.21 | Enterprise Value 47866645425 | Price to Sales(TTM) 6.35 |
Enterprise Value 47866645425 | Price to Sales(TTM) 6.35 | ||
Enterprise Value to Revenue 8.62 | Enterprise Value to EBITDA 22.11 | Shares Outstanding 469732824 | Shares Floating 467576750 |
Shares Outstanding 469732824 | Shares Floating 467576750 | ||
Percent Insiders 0.52 | Percent Institutions 100.31 |
Upturn AI SWOT
Ventas Inc
Company Overview
History and Background
Ventas Inc. was founded in 1998 as a healthcare real estate investment trust (REIT). Initially focused on skilled nursing facilities, Ventas has evolved significantly, expanding its portfolio to include senior housing, medical office buildings, and other healthcare-related properties. Key milestones include its initial public offering (IPO) in 1999, significant acquisitions that diversified its property types and geographic reach, and strategic divestitures to refine its portfolio. Ventas has positioned itself as a leading healthcare real estate company through organic growth and strategic transactions.
Core Business Areas
- Senior Housing Operating Portfolio (SHOP): Ventas owns and leases senior housing properties, including independent living, assisted living, and memory care communities. These properties are operated by third-party managers.
- Healthcare Properties: This segment comprises medical office buildings (MOBs), hospital properties, and other healthcare facilities. Ventas typically leases these properties to healthcare providers and hospital systems on a long-term basis.
- Net Lease: Ventas leases properties to healthcare tenants on a 'net lease' basis, where tenants are responsible for most operating expenses, including property taxes, insurance, and maintenance. This segment includes a variety of healthcare-related real estate.
Leadership and Structure
Ventas Inc. is led by a Board of Directors and an executive management team. Key positions include the Chairman of the Board, Chief Executive Officer (CEO), Chief Financial Officer (CFO), and various executive vice presidents overseeing different operational and strategic areas. The company operates as a publicly traded REIT with a corporate headquarters.
Top Products and Market Share
Key Offerings
- Senior Housing Operating Portfolio (SHOP): Ventas's SHOP portfolio represents a significant portion of its assets and rental income. It includes a diversified range of senior living communities across the US, Canada, and the UK. The performance of this segment is closely tied to occupancy rates, rental income, and operational efficiency of its third-party managers. Competitors include other large healthcare REITs with similar senior housing portfolios, as well as private operators and developers.
- Medical Office Buildings (MOBs): Ventas owns a substantial portfolio of MOBs, which are leased to physicians and other healthcare providers. These properties benefit from long-term leases and stable tenant bases. Competitors include other healthcare REITs specializing in MOBs, as well as real estate development firms focused on healthcare properties.
- University-Affiliated Medical Campuses: Ventas has a strategic focus on properties adjacent to leading academic medical centers. These properties often house research facilities, specialized clinics, and healthcare services that are integrated with university medical schools. Competitors are typically other healthcare REITs with strong relationships with academic institutions.
Market Dynamics
Industry Overview
Ventas operates within the healthcare real estate sector, a critical and growing industry driven by an aging population, advancements in medical technology, and increased demand for healthcare services. The sector is characterized by stable, long-term leases, but also by regulatory changes, reimbursement policies, and operational challenges, particularly in the senior housing segment.
Positioning
Ventas is a leading diversified healthcare REIT with a significant presence in senior housing, medical office buildings, and other healthcare facilities. Its competitive advantages include its large, diversified portfolio, strong relationships with healthcare operators and providers, access to capital, and experienced management team. The company's strategy focuses on owning high-quality, well-located assets and partnering with strong operators.
Total Addressable Market (TAM)
The total addressable market for healthcare real estate is substantial and growing, driven by demographic trends and increasing healthcare expenditures. While specific TAM figures vary by segment (e.g., senior housing, MOBs), it is estimated to be in the hundreds of billions of dollars globally. Ventas is well-positioned within this TAM due to its diversified portfolio and scale, though it represents a fraction of the overall market, allowing for significant growth opportunities through acquisitions and development.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across senior housing, MOBs, and net lease properties.
- Strong relationships with high-quality healthcare operators and tenants.
- Scale and geographic diversification across the US, Canada, and UK.
- Experienced management team with a proven track record in healthcare real estate.
- Access to capital markets for financing growth and acquisitions.
Weaknesses
- Sensitivity to changes in healthcare regulations and reimbursement policies.
- Operational risks associated with the Senior Housing Operating Portfolio (SHOP), including labor costs and resident care.
- Reliance on third-party operators for a significant portion of its revenue.
- Interest rate sensitivity inherent to REITs.
Opportunities
- Continued growth in the senior population driving demand for senior housing.
- Expansion in outpatient and ambulatory care facilities.
- Strategic acquisitions to further diversify and enhance its portfolio.
- Potential for operational improvements and partnerships in the SHOP segment.
- Development of new healthcare facilities in growing markets.
Threats
- Economic downturns impacting healthcare spending and occupancy rates.
- Increased competition for high-quality healthcare assets.
- Changes in government healthcare policy and regulations.
- Rising interest rates increasing borrowing costs.
- Pandemics or public health crises impacting healthcare utilization and operations.
Competitors and Market Share
Key Competitors
- Welltower Inc. (WELL)
- HCP Inc. (HCP)
- Medical Properties Trust, Inc. (MPW)
Competitive Landscape
Ventas competes with other large, diversified healthcare REITs. Its advantages lie in its strong operational partnerships, diversified asset classes, and strategic focus on growth markets and sectors. Disadvantages can arise from the inherent risks in specific segments, such as the operational intensity of the SHOP portfolio compared to more passive net lease structures.
Major Acquisitions
New Senior Investment Group Inc. (Senior Housing Assets)
- Year: 2021
- Acquisition Price (USD millions): 2300
- Strategic Rationale: Acquisition of 103 senior housing properties to significantly expand Ventas's senior housing portfolio and enhance its position in independent living and assisted living, diversifying its senior housing operating portfolio.
Growth Trajectory and Initiatives
Historical Growth: Ventas has demonstrated historical growth through strategic acquisitions, portfolio diversification, and organic rent increases. Its evolution from a skilled nursing-focused REIT to a diversified healthcare real estate leader signifies its adaptability and strategic foresight.
Future Projections: Future growth projections for Ventas are typically based on analyst expectations, considering factors such as demographic trends, healthcare industry demand, interest rate environments, and the company's pipeline of potential acquisitions and developments. Analysts generally forecast continued growth in revenue and FFO, supported by a favorable aging demographic.
Recent Initiatives: Recent strategic initiatives by Ventas may include targeted acquisitions of medical office buildings, repositioning of its senior housing portfolio, strategic partnerships, and divestitures of non-core assets to focus on higher-growth segments and strengthen its balance sheet.
Summary
Ventas Inc. is a well-established and diversified healthcare REIT with a strong market position. Its core strengths lie in its large, strategically located portfolio and robust operator relationships. The company benefits from favorable demographic trends supporting demand for senior housing and medical facilities. However, Ventas must navigate regulatory changes, interest rate sensitivity, and operational challenges in its SHOP segment to maintain its growth trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Ventas Inc. Investor Relations Website
- SEC Filings (10-K, 10-Q)
- Financial News and Analysis Websites (e.g., Bloomberg, Reuters, FactSet)
- Industry Reports on Healthcare Real Estate
Disclaimers:
This analysis is based on publicly available information and may not be exhaustive. Market share data and financial figures are estimates and subject to change. This information is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ventas Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1998-05-04 | CEO - | ||
Sector Real Estate | Industry REIT - Healthcare Facilities | Full time employees 498 | Website https://www.ventasreit.com |
Full time employees 498 | Website https://www.ventasreit.com | ||
Ventas, Inc. (NYSE: VTR) is a leading S&P 500 real estate investment trust enabling exceptional environments that benefit a large and growing aging population. With approximately 1,400 properties in North America and the United Kingdom, Ventas occupies an essential role in the longevity economy. The Company's growth is fueled by its more than 850 senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments. Ventas aims to deliver outsized performance by leveraging its operational expertise, data-driven insights from its Ventas OI platform, extensive relationships and strong financial position. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities. Ventas's seasoned team of talented professionals shares a commitment to excellence, integrity and a common purpose of helping people live longer, healthier, happier lives.
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