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Compared to Estimates, Ventas (VTR) Q4 Earnings: A Look at Key Metrics
ZACKS· 2025-02-13 00:01
Core Insights - Ventas reported $1.29 billion in revenue for Q4 2024, a year-over-year increase of 10.5%, with an EPS of $0.81 compared to -$0.21 a year ago, indicating significant improvement in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $1.26 billion by 2.23%, and the EPS also surpassed the consensus estimate of $0.80 by 1.25% [1] Revenue Breakdown - Rental income from outpatient medical & research portfolio was $216.20 million, slightly below the estimated $220.75 million, reflecting a year-over-year decrease of 2.6% [4] - Rental income from triple-net leased properties was $157.40 million, exceeding the estimate of $151.56 million, showing a year-over-year increase of 1.4% [4] - Resident fees and services generated $896.36 million, surpassing the estimated $850.11 million, with a notable year-over-year increase of 15.6% [4] - Total rental income reported was $373.60 million, slightly above the average estimate of $372.31 million [4] - Third-party capital management revenues were $4.34 million, below the estimated $4.63 million, representing a year-over-year decrease of 0.3% [4] - Interest and other income reached $8.31 million, exceeding the estimate of $5.60 million, with a significant year-over-year increase of 41.1% [4] - Income from loans and investments was $4.45 million, surpassing the estimated $2.56 million, reflecting a substantial year-over-year increase of 178% [4] Stock Performance - Ventas shares returned +2.5% over the past month, while the Zacks S&P 500 composite increased by +4.3%, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]
Ventas (VTR) Tops Q4 FFO and Revenue Estimates
ZACKS· 2025-02-12 23:26
Ventas (VTR) came out with quarterly funds from operations (FFO) of $0.81 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to FFO of $0.76 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 1.25%. A quarter ago, it was expected that this seniors housing real estate investment trust would post FFO of $0.80 per share when it actually produced FFO of $0.80, delivering no surprise.Over the last four quarte ...
Ventas(VTR) - 2024 Q4 - Annual Results
2025-02-12 21:39
Exhibit 99.1 Ventas, Inc. 300 North LaSalle Street, Suite 1600 Chicago, Illinois 60654 (877) 4-VENTAS www.ventasreit.com Contact: BJ Grant (877) 4-VENTAS as Reports 2024 Full Year Results, Provides 2025 Outlook and Increases Dividend CHICAGO – Ventas, Inc. (NYSE: VTR) ("Ventas" or the "Company") today reported results for the full year and fourth quarter ended December 31, 2024. CEO Remarks "Ventas delivered strong financial performance and growth in the fourth quarter and full year 2024 as we executed on o ...
Seeking Clues to Ventas (VTR) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-02-07 15:21
In its upcoming report, Ventas (VTR) is predicted by Wall Street analysts to post quarterly earnings of $0.80 per share, reflecting an increase of 5.3% compared to the same period last year. Revenues are forecasted to be $1.26 billion, representing a year-over-year increase of 8.1%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before ...
Ventas Stock Rises 11.7% in Six Months: Will the Trend Continue?
ZACKS· 2025-01-24 17:46
Shares of Ventas (VTR) have gained 11.7% in the past six months against the industry’s decline of 2%.This healthcare real estate investment trust (REIT) is well-positioned to gain 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 outpa ...
These 4%+ Yielding ‘Bond Proxies' Are Top Picks For Trump 2.0
Forbes· 2025-01-15 12:04
REIT. Real estate investment trust. Financial Market. Hand pressing button on screen.gettyTrump 2.0 is now only a bit less than a week off, and things are moving fast.Here’s one thing I can tell you: While everyone’s talking about tariffs, Greenland and the Panama Canal, what investors—particularly dividend investors—should be talking about is way more “boring”: The yield on the 10-year Treasury note.Because when the rubber really hits the road on the new administration, it’s the 10-year, more than anything ...
Ventas Reaches Mutually Beneficial Agreements With Brookdale
ZACKS· 2024-12-20 19:21
Ventas, Inc. (VTR) reached agreements with Brookdale Senior Living related to all assets under the current Master Lease between Ventas and Brookdale. The Master Lease was initially scheduled to expire on Dec. 31, 2025.The mutually beneficial agreements ensure a comprehensive outcome for Ventas as it implements its strategy to drive profitable growth in its senior housing business.About AgreementsThrough these agreements, Ventas is set to convert 44 select large-scale senior housing communities, which posses ...
Brookdale Improves 2025 Cash Flows by an Expected $15+ Million through Ventas Lease Amendment with Incremental Upside in 2026 and Beyond
Prnewswire· 2024-12-19 11:45
Maintains Operations of High-Performing, Cash Flow Positive, 65 Community PortfolioAnnounces Completion of Previously Announced 11 Community Portfolio AcquisitionNASHVILLE, Tenn., Dec. 19, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today announced that it has entered into mutually beneficial agreements with Ventas, Inc. ("Ventas") to amend its triple-net master lease arrangement."I am very pleased to announce another successful lease amendment which is expec ...
Ventas' Tenant Brookdale Opts Out to Exercise Lease Extension
ZACKS· 2024-12-04 18:30
Ventas, Inc. (VTR) announced that Brookdale Senior Living opted not to exercise its right to extend the Master Lease between the companies for a renewal term beginning Jan. 1, 2026. As a result, Brookdale is no longer entitled to extend the lease term for any assets that fall under the Master Lease.Brookdale is required to fulfill its obligation of paying the complete contractual rent as outlined in the Master Lease until the existing lease term that concludes on Dec. 31, 2025. Currently, the Master Lease e ...
Brookdale Senior Living Comments on Master Lease with Ventas
Prnewswire· 2024-12-04 00:16
NASHVILLE, Tenn., Dec. 3, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") confirmed today that it did not exercise its right to renew a master lease with Ventas, Inc. ("Ventas") under the existing lease renewal terms. The master lease covers 120 communities and is scheduled to mature on December 31, 2025."We have consistently said that we view lease maturities as an opportunity to position the Company for future success and to further drive shareholder value, dep ...