On the SHOP operating side, Justin (management did not provide a last name in the transcript) said fourth-quarter same-store SHOP revenue grew more than 8%, supported by 300 basis points of occupancy growth year-over-year and 100 basis points sequentially. He said the U.S. portion of SHOP led with 370 basis points of occupancy growth year-over-year, aided particularly by independent living communities. Ventas’ communities in the U.S. top 99 markets outperformed NIC by 160 basis points, he said.Cafaro said n ...

Washington, D.C. 20549 SECURITIES AND EXCHANGE COMMISSION FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Table of Contents UNITED STATES Commission file number: 001-10989 Ventas, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 61-1055020 (State or Other Jurisdictio ...

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Key Takeaways VTR reported Q4 normalized FFO of 89 cents, matching estimates, while revenues of $1.57B topped expectations.VTR's same-store cash NOI rose 7.8%, led by a 15.4% jump at SHOP from higher RevPOR and occupancy gains.VTR guided 2026 normalized FFO of $3.78-$3.88 and sees total same-store cash NOI growth of 8.5%-10.5%.Ventas, Inc. (VTR) reported fourth-quarter 2025 normalized funds from operations (FFO) per share of 89 cents, in line with the Zacks Consensus Estimate. The reported figure increased ...

Ventas (NYSE:VTR) Q4 2025 Earnings call February 06, 2026 10:00 AM ET Company ParticipantsBJ Grant - SVP of Investor RelationsDebra A. Cafaro - Chairman and CEOFarrell Granath - Equity Research AssociateJ. Justin Hutchens - EVP of Senior Housing and Chief Investment OfficerJim Kammert - Managing DirectorJohn Kilichowski - Executive Director Equity ResearchJuan C. Sanabria - Managing DirectorJulien Blouin - VP of Real Estate Global Investment ResearchMichael Carroll - Managing DirectorNick Joseph - Global He ...

Ventas (NYSE:VTR) Q4 2025 Earnings call February 06, 2026 10:00 AM ET Company ParticipantsBJ Grant - SVP of Investor RelationsDebra A. Cafaro - Chairman and CEOFarrell Granath - Equity Research AssociateJ. Justin Hutchens - EVP of Senior Housing and Chief Investment OfficerJim Kammert - Managing DirectorJohn Kilichowski - Executive Director Equity ResearchJuan C. Sanabria - Managing DirectorJulien Blouin - VP of Real Estate Global Investment ResearchMichael Carroll - Managing DirectorNick Joseph - Global He ...

Ventas (NYSE:VTR) Q4 2025 Earnings call February 06, 2026 10:00 AM ET Speaker3Thank you for standing by. My name is Jeannie, and I will be your conference operator today. At this time, I would like to welcome everyone to the Ventas Fourth Quarter 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, followed by the number one on ...

Fourth Quarter and Full Year 2025 Results & 2026 Outlook Earnings Presentation Non-GAAP Financial Measures This presentation of Ventas, Inc. (the "Company," "we," "us," "our" and similar terms) includes certain financial performance measures not defined by generally accepted accounting principles in the United States ("GAAP"), such as such as Nareit FFO, Normalized FFO, Net Operating Income ("NOI"), Same- Store Cash NOI, Same-Store Cash NOI Margin, Same-Store Cash NOI Growth, Cash Operating Revenue, SHOP Op ...

For the quarter ended December 2025, Ventas (VTR) reported revenue of $1.57 billion, up 21.7% over the same period last year. EPS came in at $0.89, compared to $0.13 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.5 billion, representing a surprise of +4.68%. The company delivered an EPS surprise of +0.38%, with the consensus EPS estimate being $0.89.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expect ...

Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.89 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +0.38%. A quarter ago, it was expected that this seniors housing real estate investment trust would post FFO of $0.87 per share when it actually produced FFO of $0.88, delivering a surprise of +1.15%.Over the last four quarters, ...