Feed / VTR

Ventas, Inc.

VTR

Real Estate · 90.01 -0.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Ventas, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company-0.5% todayVolume comparison unavailable
Market group0 of 7 activeHealthcare Facility REITs · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • VTR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if VTR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Real Estate · REIT - Healthcare Facilities

No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • VTR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 16, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements133
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +18.5% year over year.
Evidence challenging the case
  • Diluted shares increased 11.1% in the latest annual period.
  • Macroeconomic conditions has repeated adverse evidence across 4 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

90.01
6m+4.4%12m+30.0%24m+43.2%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$3.8B+0.9%$0.13+2.6%
2022-12-31$4.1B+7.9%$-0.12+4.4%
2023-12-31$4.5B+8.9%$-0.10+0.5%
2024-12-31$4.9B+9.5%$0.19+2.6%
2025-12-31$5.8B+18.5%$0.54+11.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
Loss from unconsolidated entities The $4.0 million increase in Loss from unconsolidated entities for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to higher depreciation and amortization expense and interest expen…
10-Q · Apr 28, 2026
Macroeconomic conditionsmixed · 4 filings
General, administrative and professional fees The $9.6 million increase in General, administrative and professional fees for the three months ended March 31, 2026 compared to the same period in 2025 was primarily due to our expanded employee base, consistent…
10-Q · Apr 28, 2026
Pricing and mixmixed · 4 filings
The forward sales price we expect to receive upon settlement of outstanding equity forward sales agreements will be the initial forward price, net of commissions, established on or shortly after the effective date of the relevant equity forward sales agreemen…
10-Q · Apr 28, 2026
Restructuring and cost reductionsnegative · 4 filings
Nareit defines FFO as net income attributable to common stockholders (computed in accordance with GAAP) excluding gains (or losses) from sales of real estate property, including gain (or loss) on re-measurement of equity method investments and impairment writ…
10-Q · Apr 28, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 7.1× · EV/sales 9.2×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

90.01-0.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for VTR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for VTR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind VTR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BKDBrookdale Senior Living Inc.partnerFeb 6, 2026

In December 2024, we entered into agreements with Brookdale Senior Living, Inc.

ARDTArdent Health, Inc.investeeApr 28, 2026

Our investments in unconsolidated entities also includes investments in operating entities, such as Ardent Health, Inc.

Depended on by

ARDTArdent Health, Inc.distributorMay 6, 2026

Rents and leases, related party — Rents and leases, related party, consisted of lease expense related to the Ventas Master Lease and other lease agreements with Ventas for certain medical office buildings.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

VTR is currently a Follower in the organic co-movement group Healthcare Facility REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.