Ventas, Inc. (VTR)

Over the past six months, Ventas, Inc. has experienced several notable stock events. As of October 20, 2025, the share price was $71.50, a 10.56% increase from October 21, 2024. The stock gained 5% against the industry's decline of 5.3% over the past six months as of May 29, 2025. In Q2 2025, Ventas reported strong earnings growth, with normalized FFO of $0.87 per share, surpassing estimates and representing 9% year-over-year growth. Revenue for Q2 2025 was $1.42 billion, exceeding estimates. Ventas raised its full-year 2025 normalized FFO guidance and increased investment volume expectations for 2025. A quarterly dividend of $0.48 per common share was declared. The Senior Housing Operating Portfolio (SHOP) demonstrated robust performance, with same-store cash NOI increasing 13% year-over-year in Q2 2025, and occupancy levels accelerated.

Demand for Ventas, Inc.'s products and services, particularly within its Senior Housing Operating Portfolio (SHOP), exhibits seasonality. The "key selling season" significantly influences occupancy levels. Strong demand in Q1 2024 led to elevated move-ins and accelerated occupancy. Q2 2025 also saw robust resident demand. Ventas anticipates higher SHOP same-store cash NOI year-over-year growth in the second half of 2025 due to the timing of this key selling season. The company is well-positioned to benefit from the secular demand driven by a large and growing aging population.

Ventas, Inc. is an S&P 500 REIT specializing in research, medicine, and healthcare facilities, catering to the aging population. It operates in the Real Estate sector, specifically Real Estate Investment Trusts. The company owns and leases healthcare real estate assets, including senior housing, medical buildings, and research centers. Revenue comes from rental payments and operating income from managed properties.

Ventas, Inc. has a geographically diverse portfolio of approximately 1,400 properties across North America (United States and Canada) and the United Kingdom.

In the past year, Ventas's strong financial performance and strategic positioning within the healthcare real estate market have been highlighted. The company released its 2024-2025 Corporate Sustainability Report on September 8, 2025, which generally contributes positively to brand image.

Ventas, Inc. is predominantly owned by institutional shareholders, who hold 98.19% of the company's stock. Ventas insiders own 43.20%, while retail investors hold 0.00%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., JPMorgan Chase & Co, State Street Corp, and Fmr Llc. The largest individual shareholder is Matthew J. Lustig, who owns 29.73% of the company.