VTR

In the past six months, Ventas, Inc. (VTR) stock was impacted by several events. Q3 2025 earnings showed robust performance, exceeding expectations with a 5.12% stock increase and strong FFO and NOI growth. Q4 2025 earnings continued this trend, leading to an increased dividend and positive 2026 outlook. Q1 and Q2 2026 earnings also demonstrated strong enterprise results, with Q2 showing 10% same-store cash NOI growth and 9% normalized FFO per share growth, prompting management to raise guidance and acquisition targets. In September 2026, Ventas declared a quarterly dividend of $0.52 per common share and received a "Moderate Buy" consensus from analysts, with an average 12-month price target of $99.11. Despite strong Q2 results, the stock experienced a recent pullback, trading around $86 after reaching over $101 per share.