Latest news with #Ventas
Yahoo
4 days ago
- Business
- Yahoo
JPMorgan Upgrades Ventas (VTR) to 'Overweight' with $72 Price Target
Ventas, Inc. (NYSE:VTR) is one of Goldman Sachs' top REIT stock picks. On June 23, JPMorgan upgraded Ventas' stock rating from 'Neutral' to 'Overweight'. The firm also increased the price target on Ventas shares from $70 to $72. The upgrade reflects a more positive outlook compared to the previous neutral stance. A senior couple walking hand-in-hand in a senior housing facility. One of the factors JPMorgan cited was Ventas' 'strong internal and external growth trends.' The firm particularly pointed to the company's double-digit same-store net operating income (NOI) growth in its senior housing operating portfolio (SHOP), Ventas' largest portfolio segment. JPMorgan noted that Ventas has maintained a consistent flow of acquisition opportunities, supporting external growth. The investment firm also cited good visibility for above-average normalized funds from operations (NFFO) per share growth over the next few years. Compared to Ventas's closest peer, JPMorgan noted that Ventas offers more value on an implied capitalization rate basis, though potentially with somewhat less growth potential. The firm observed that the expected external growth recovery in the overall REIT sector has not broadly materialized, making Ventas's external growth dynamics stand out. Ventas, Inc. (NYSE:VTR) is a healthcare-focused REIT with a portfolio of approximately 1,400 properties across the U.S., Canada, and the U.K., including senior housing communities, medical office buildings, and life science centers. Its growth is anchored in the senior housing operating portfolio (SHOP), which delivered double-digit NOI gains in early 2025, supported by rising occupancy and data-driven asset management. While we acknowledge the potential of VTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Goldman Sachs Healthcare Stocks: Top 10 Stock Picks and 11 Best Green Energy Penny Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
5 days ago
- Business
- Yahoo
Ventas Stock Gains 11.6% in 6 Months: Will the Trend Last?
Shares of Ventas VTR have gained 11.6% in the past six months compared with the industry's 6% growth. This Chicago-based healthcare real estate investment trust ('REIT') is well-poised to benefit from its diverse portfolio of healthcare real estate assets in the key markets of the United States and the U.K. An aging population and the rise in healthcare expenditure by senior citizens are likely to benefit the senior housing operating portfolio (SHOP). The outpatient medical portfolio is expected to gain from favorable outpatient visit trends. Ventas' accretive investments to expand its research portfolio are encouraging. Image Source: Zacks Investment Research Let us check out the possible factors behind the surge in the share price for this Zacks Rank #3 (Hold) company and see whether the trend will continue or not. The senior citizen population is expected to rise in the years ahead. As a result, the national healthcare expenditures of senior citizens, who constitute a major customer base for healthcare services and incur higher healthcare expenditures than the average population, are likely to increase in the upcoming period. With an expectation of a rising senior citizens' population in the years ahead and low new supply in its markets, Ventas is well-prepared for a compelling multiyear growth opportunity. The increasing U.S. aging population is fueling the senior housing demand for this healthcare REIT. This is expected to drive the company's top line. In 2025, Ventas expects its SHOP segment's same-store cash NOI to grow between 11% and 16%. The company expects the SHOP business to represent more than half of its total NOI by year-end 2025. Amid growing outpatient trends, Ventas is committed to capitalizing on this upside within its outpatient medical and research (OM&R) portfolio. The growth in the population aged 65 years and above is driving the increase in outpatient visits, as they make three times more visits to the doctor than the general population. Therefore, the portfolio is well-positioned to capitalize on this rising demand. The company expects the OM&R portfolio's same-store cash NOI to grow in the range of 2-3% in 2025. Ventas is carrying out accretive investments to enhance its research portfolio, which is essential for the delivery of crucial healthcare services and research related to life-saving vaccines and therapeutics. The company owns research centers in life science clusters, with a presence in some of the top-tier research university campuses. With top-rated tenants and long-lease leases, its high-quality portfolio assures steady growth in cash flows. Ventas has been making efforts to enhance its liquidity position and financial strength. As of March 31, 2025, the company had approximately $2.9 billion of liquidity. In April 2025, VTR increased its liquidity to $3.6 billion by expanding the unsecured credit facility by $750 million to $3.5 billion. Management expects continued leverage improvement in the balance of this year, driven by senior housing growth. Ventas' access to diverse capital sources through capital recycling, on-balance sheet financing and internal cash flow provides ample financial flexibility and is likely to support its growth endeavors. With the above-mentioned factors, we believe the rising trend in the stock is expected to continue in the near term. Competition from national and local operators limits its power to raise rents and drive profitability. Dependence on a few tenants poses key concerns for Ventas. Substantial debt burden adds to its woes. Some better-ranked stocks from the broader REIT sector include SBA Communications SBAC and American Tower AMT, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The Zacks Consensus Estimate for SBAC's 2025 FFO per share has moved 3 cents northward to $12.74 over the past two months. The Zacks Consensus Estimate for AMT's 2025 FFO per share has moved 2 cents northward to $10.55 over the past week. Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Tower Corporation (AMT) : Free Stock Analysis Report Ventas, Inc. (VTR) : Free Stock Analysis Report SBA Communications Corporation (SBAC) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Business Insider
6 days ago
- Business
- Business Insider
Wells Fargo Remains a Buy on Ventas (VTR)
In a report released on July 11, John Kilichowski from Wells Fargo maintained a Buy rating on Ventas, with a price target of $77.00. The company's shares closed last Friday at $64.77. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. According to TipRanks, Kilichowski is an analyst with an average return of -1.8% and a 46.67% success rate. Kilichowski covers the Real Estate sector, focusing on stocks such as Welltower, Omega Healthcare, and Healthpeak Properties. The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Ventas with a $72.78 average price target, implying a 12.37% upside from current levels. In a report released on July 10, BMO Capital also reiterated a Buy rating on the stock with a $75.00 price target. Based on Ventas' latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $1.36 billion and a net profit of $46.87 million. In comparison, last year the company earned a revenue of $1.2 billion and had a GAAP net loss of $14.31 million Based on the recent corporate insider activity of 109 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of VTR in relation to earlier this year. Most recently, in May 2025, Carey S. Roberts, the EVP and GC of VTR sold 23,500.00 shares for a total of $1,509,405.00.
Business Wire
07-07-2025
- Business
- Business Wire
Ventas Announces Second Quarter 2025 Earnings Release Date and Conference Call
CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) will issue its second quarter 2025 earnings release after the close of trading on the New York Stock Exchange on Wednesday, July 30, 2025. A conference call to discuss those earnings will be held on Thursday, July 31, 2025 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). The dial-in number for the conference call is (888) 330-3576 (or +1 (646) 960-0672 for international callers), and the participant passcode is 7655497. A live webcast can be accessed from the Investor Relations section of A telephonic replay will be available at (800) 770-2030 (or +1 (609) 800-9909 for international callers), passcode 7655497, after the earnings call and will remain available for 30 days. The webcast replay will be posted in the Investor Relations section of About Ventas 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 approximately 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.
Yahoo
01-07-2025
- Business
- Yahoo
Ventas (VTR) Could Be a Great Choice
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments. Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases. Ventas (VTR) is headquartered in Chicago, and is in the Finance sector. The stock has seen a price change of 7.23% since the start of the year. Currently paying a dividend of $0.48 per share, the company has a dividend yield of 3.04%. In comparison, the REIT and Equity Trust - Other industry's yield is 4.96%, while the S&P 500's yield is 1.57%. Looking at dividend growth, the company's current annualized dividend of $1.92 is up 6.7% from last year. Ventas has increased its dividend 1 times on a year-over-year basis over the last 5 years for an average annual increase of 0.37%. Any future dividend growth will depend on both earnings growth and the company's payout ratio; a payout ratio is the proportion of a firm's annual earnings per share that it pays out as a dividend. Right now, Ventas's payout ratio is 59%, which means it paid out 59% of its trailing 12-month EPS as dividend. Earnings growth looks solid for VTR for this fiscal year. The Zacks Consensus Estimate for 2025 is $3.44 per share, representing a year-over-year earnings growth rate of 7.84%. Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. But, not every company offers a quarterly payout. For instance, it's a rare occurrence when a tech start-up or big growth business offers their shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, VTR is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of 3 (Hold). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ventas, Inc. (VTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
