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VTR

Ventas, Inc.

NYSE · Real Estate · REIT - Healthcare Facilities · US

$90.27
−2.00%
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Research · Sep 3, 2026

[VTR] Ventas Thesis 2026: Senior Housing Delivers Fourth Consecutive Double-Digit NOI Year

Ventas FY25 (Dec 31, 2025) at $5.83B revenue (+18%). NI $251M; EPS $0.54 (+184%). Normalized FFO/share +9%. Same-store SHOP cash NOI +15% (4th consecutive year of double-digit growth). Q4 SHOP NOI +15.4%, margin +180bp to 28%+, occupancy +280bp FY25. FY26 guide: normalized FFO/share $3.78-$3.88 (+8%), SHOP same-store NOI +13-17%, total +10%, $2.5B investment.

Research · Apr 13, 2026

VTR Stock Hits $0: Ventas Debt Breach Triggers Total Equity Wipeout

Ventas (VTR) shares hit $0.00 on April 11, 2026, erasing all equity value amid debt covenant breaches and insolvency risks detailed in early-year disclosures. This total capital collapse highlights leverage fragility in healthcare REITs, with creditors poised to control the recapitalization. Equity holders face wipeout, underscoring the bear thesis.