Ventas, Inc. (VTR)

Ventas, Inc. stock has experienced positive performance over the past six months and year. Insider selling by executives between May and July 2025 raised governance concerns and coincided with a stock price decline. Ventas declared a quarterly dividend of $0.48 per common share, payable on January 15, 2026, to investors of record on December 31, 2025.

Demand for Ventas, Inc.'s products and services exhibits some seasonality but is largely driven by long-term demographic trends. Resident demand for senior housing remained strong in the third quarter of 2025, and the senior housing operating portfolio outperformed historical seasonal trends in the fourth quarter of 2024. The increasing population of individuals aged 80 and above is expected to lead to continued demand for senior housing.

Ventas, Inc. is an S&P 500 REIT specializing in healthcare and senior living properties, operating within the Real Estate sector. Its portfolio includes the Senior Housing Operating Portfolio (SHOP) with senior living communities managed by third-party operators, Triple-Net Leased Properties leased to healthcare operators under long-term agreements, and Medical Office Buildings (MOBs) and Life Science Properties near major academic and research institutions.

Ventas, Inc. has approximately 1,400 properties located across North America and the United Kingdom, including a significant presence in the United States and Canada.

Ventas's brand reputation has been influenced by strong financial performance and some governance concerns. Strong financial performance and growth in the third quarter of 2025 was driven by its senior housing operating portfolio. Insider sales by executives raised governance concerns and potentially impacted investor sentiment, despite analysts generally maintaining a bullish outlook on Ventas.

The ownership of Ventas, Inc. is predominantly held by institutional investors, who collectively held 85.79% of the company's shares as of March 2025. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and JPMorgan Chase & Co.