Morgan Stanley Raises Ventas (VTR) Price Target on Improving Occupancy Outlook
Morgan Stanley has increased its price target for Ventas (VTR) to $90 from $80, maintaining an Equal Weight rating. This upgrade follows strong Q4 2025 performance and expectations for further upside in 2026 due to improving occupancy and acquisition opportunities, as highlighted by CEO Debra Cafaro's comments on the company's "1-2-3 Strategy" and robust senior housing market.
Morgan Stanley Raises Ventas (VTR) Price Target on Improving Occupancy Outlook
Morgan Stanley has increased its price target for Ventas (VTR) to $90 from $80, maintaining an Equal Weight rating, following strong Q4 2025 performance and expectations of improving occupancy and potential acquisitions in 2026. Ventas’s CEO highlighted a standout year in 2025, driven by its 1-2-3 Strategy focusing on senior housing, strong demand from an aging population, and limited new supply. The company achieved a 35% total shareholder return in 2025, outperforming industry benchmarks and the S&P 500.
LTC Properties, Inc. (NYSE:LTC) Given Consensus Recommendation of "Hold" by Brokerages
LTC Properties, Inc. (NYSE:LTC) has received a consensus "Hold" rating from seven brokerage firms, with an average 12-month price target of $38.60. The company declared a monthly dividend of $0.19 per share, representing a 5.9% yield and a high dividend payout ratio of 316.67%. Insider activity shows EVP David M. Boitano recently increased his stake by 64%, purchasing 10,000 shares.
ANTIPODES PARTNERS Ltd Sells 435,646 Shares of Ventas, Inc. $VTR
ANTIPODES PARTNERS Ltd has reduced its stake in Ventas, Inc. (NYSE:VTR) by 28.4%, selling 435,646 shares. Despite the sell-off, Ventas remains the fund's 26th largest holding, and analysts maintain a "Moderate Buy" rating for the stock with an average price target of $86.87. The company recently missed quarterly EPS and revenue estimates but raised its quarterly dividend to $0.52 and set optimistic FY2026 guidance.
Ventas Announces Resignation of Chief Accounting Officer Liebbe
Ventas, Inc. announced the resignation of its Chief Accounting Officer, Gregory R. Liebbe, effective February 27, 2026. CFO Robert F. Probst will assume interim responsibilities while the company searches for a permanent successor. The company emphasized that Liebbe's departure, after 20 years, is unrelated to any accounting or financial reporting disagreements.
Ventas, Inc. Announces Resignation of Gregory R. Liebbe as Senior Vice President, Chief Accounting Officer and Controller, Effective February 27, 2026
Ventas, Inc. announced the resignation of Gregory R. Liebbe, Senior Vice President, Chief Accounting Officer, and Controller, effective February 27, 2026. His departure is for other opportunities and is not due to any disagreement with the company's accounting practices or financial reporting. Mr. Probst will assume the role of interim Chief Accounting Officer while a permanent successor is sought.
Medical Properties Q4 NFFO Beat Estimates, Revenues Rise Y/Y
Medical Properties Trust, Inc. (MPT) reported strong fourth-quarter 2025 results, with normalized funds from operations (NFFO) per share of 18 cents, beating the Zacks Consensus Estimate of 15 cents. Revenues also exceeded expectations, reaching $270.3 million, a 16.6% increase year over year. The company's chairman highlighted efforts to strengthen the balance sheet and position for future growth after portfolio transitions and the Prospect bankruptcy process.
National Healthcare Properties Reports Fourth Quarter and Full Year 2025 Results
National Healthcare Properties announced its fourth quarter and full year 2025 financial results, highlighting strong internal growth in its senior housing portfolio and stable performance in outpatient medical facilities. The company reported a net loss per share but showed significant year-over-year increases in FFO and Normalized FFO for the full year, alongside substantial same-store cash NOI growth in both segments. Additionally, the company detailed its balance sheet, capital structure, and preferred stock dividends.
Occupancy growth proves success of regional approach, Brookdale Senior Living CEO says as portfolio streamlining continues
Brookdale Senior Living's CEO Nick Stengle reported steady occupancy growth, attributing it to a new regional operating structure and ongoing portfolio streamlining. The company saw significant year-over-year consolidated occupancy growth in Q4 2025, reaching 82.5%, and is strategically divesting underperforming communities while reinvesting in growth markets. Stengle emphasized the success of their occupancy-focused initiatives and capital expenditure targeting, along with improvements in labor turnover.
Ventas stock reaches all-time high at 87.2 USD By Investing.com
Ventas Inc. (VTR) stock has hit an all-time high of $87.20, reflecting a strong performance with a 30.45% increase over the last year. Despite being considered overvalued by some metrics, analysts have raised price targets, citing strong rent growth and operational momentum. The company, a Health Care REIT, has maintained dividend payments for 28 years and recently amended its ATM sales agreement to increase common stock issuance.
Ventas, Inc. $VTR Shares Sold by Presima Securities ULC
Presima Securities ULC reduced its stake in Ventas, Inc. (VTR) by 17.9% in the 3rd quarter, selling 86,794 shares and holding 399,359 shares valued at $27,951,000. Other hedge funds have shown mixed activity, with some increasing and others decreasing their positions. Analysts have a "Moderate Buy" rating for Ventas with an average target price of $86.87, and the company recently increased its quarterly dividend.
Long Term Care Market Outlook 2026-2033: Size, Demand Surge,
The Long Term Care market is projected to grow from USD 1,274.02 billion in 2025 to USD 1,757.13 billion by 2032, driven by increasing demand, technological advancements, and changing consumer behaviors. This report offers a comprehensive analysis of market dynamics, competitive landscape, key segments, and strategic opportunities for businesses looking to gain a competitive edge. It covers detailed insights on regional markets, consumer behavior, pricing structures, and profiles top companies like Brookdale Senior Living Inc. and Sunrise Senior Living, LLC.
Vanguard Group Inc. Acquires 1,802,515 Shares of Ventas, Inc. $VTR
Vanguard Group Inc. increased its stake in Ventas, Inc. (NYSE:VTR) by 2.5% during the third quarter, acquiring an additional 1,802,515 shares and bringing its total holdings to over 73.5 million shares worth $5.15 billion. Other institutional investors like Citigroup, State Street Corp, Invesco Ltd., and Sumitomo Mitsui Trust Group Inc. also significantly boosted their positions. Insider activity included sales by CEO Debra A. Cafaro and EVP Carey S. Roberts, while analysts have set a "Moderate Buy" consensus rating with a target price of $86.87 for Ventas.
Rep. Gilbert Ray Cisneros, Jr. Sells Ventas, Inc. (NYSE:VTR) Shares
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold between $1,001 and $15,000 of Ventas, Inc. (NYSE:VTR) stock on January 9th. This sale comes amidst Ventas's mixed financial performance, including an EPS miss but raised FY2026 guidance and an increased quarterly dividend. The article also notes substantial insider selling from Ventas executives and highlights analyst ratings and institutional ownership of the stock.
Ventas stock reaches all-time high at 87.2 USD
Ventas Inc. (VTR) has reached an all-time high of $87.20 per share, marking a significant milestone for the healthcare REIT with a 30.45% increase over the past year. Despite its strong performance and sustained dividend payments for 28 years, the stock appears overvalued compared to analyst targets. KeyBanc, Goldman Sachs, Cantor Fitzgerald, and Evercore ISI have all recently raised their price targets for Ventas, citing strong growth and operational results.
Ventas stock reaches all-time high at 87.2 USD By Investing.com
Ventas Inc. (VTR) stock has reached an all-time high of $87.20, reflecting a strong performance with over 30% growth in the past year. Despite technical indicators suggesting it might be overbought and potentially overvalued compared to its Fair Value, recent analyst upgrades and strategic financial adjustments, such as increasing its ATM sales agreement to $2.5 billion, show continued operational momentum. The company also maintains a consistent dividend payment history.
Ventas stock reaches all-time high at 87.2 USD
Ventas Inc. (VTR) has reached an all-time high of $87.20, reflecting strong performance and investor confidence with a 30.45% stock price increase over the last year. Despite being in overbought territory and appearing overvalued compared to its fair value, analysts have increased price targets, citing strong rent growth and operational results. The company, a Health Care REIT, has also maintained dividend payments for 28 consecutive years and recently amended its at-the-market sales agreement.
Ventas, Inc. $VTR Stock Position Lifted by JPMorgan Chase & Co.
JPMorgan Chase & Co. increased its stake in Ventas, Inc. (NYSE:VTR) by 1.3% in the third quarter, bringing its total holding to 29.7 million shares valued at $2.08 billion. This move comes as other institutional investors also increased their positions, raising total institutional ownership to 94.18%. Despite a significant quarterly EPS miss, Ventas raised its quarterly dividend and received a "Moderate Buy" consensus rating from analysts with an average price target of $86.87.
Caprock Group LLC Purchases New Holdings in Ventas, Inc. $VTR
Caprock Group LLC initiated a new position in Ventas, Inc. (NYSE:VTR) during the third quarter, acquiring 13,194 shares valued at $898,000. Despite Ventas missing quarterly EPS estimates, its revenue saw a 21.7% year-over-year increase, and the company raised its quarterly dividend to $0.52. Insider selling has been observed, with 91,106 shares sold in the last 90 days.
Ventas, Inc. $VTR Shares Acquired by Aberdeen Group plc
Aberdeen Group plc significantly increased its stake in Ventas, Inc. (NYSE:VTR) by 8.3% in the third quarter, now owning 1,580,923 shares worth over $109 million. Other institutional investors also adjusted their holdings, while analysts maintained a "Moderate Buy" rating with a consensus target price of $86.87. Ventas also increased its quarterly dividend to $0.52 per share, and reports show insider selling activity from its CEOs.
Universal Health Realty Income Trust Hits Peak Valuation Amid Investor Scrutiny
Universal Health Realty Income Trust recently reached a one-year high in its stock price, reflecting strong investor confidence despite current economic challenges. The critical question for the REIT is whether it can maintain its four-decade dividend growth streak, given the inflation and labor shortages affecting its healthcare tenant base. Upcoming Q4 2025 earnings, expected in late February or early March, will be crucial for assessing the stock's valuation and the company's ability to sustain profitability and cash flows.
CareTrust REIT’s Record Investments Test A More Complex Growth Model
CareTrust REIT (NYSE: CTRE) has undergone a significant transformation, reporting record investments of US$1.8 billion in its latest fiscal year, including entry into the UK care home market and its first seniors housing operating (SHOP) deal. This shift moves the company from a simple triple net landlord model to a more complex, multi-platform healthcare REIT, introducing new growth opportunities but also increased operational and financial risks. While earnings and FFO per share are growing, the market is evaluating whether its expanded, more diversified platform can justify current valuation metrics given potential integration, regulatory, and execution challenges.
Analysts Conflicted on These Real Estate Names: Ventas (VTR) and Public Storage (PSA)
Analysts are presenting mixed views on two real estate companies, Ventas (VTR) and Public Storage (PSA). Morgan Stanley maintained a Hold rating on Ventas, while Truist Financial maintained a Buy rating on Public Storage. The article details analyst ratings, price targets, and success rates for the covering analysts.
Is Alexandria Real Estate Equities’ (ARE) Debt Swap Quietly Reframing Its Long‑Term Risk Profile?
Alexandria Real Estate Equities (ARE) completed a US$750 million debt swap, issuing 5.25% senior unsecured notes due 2036 and repurchasing older bonds. This move streamlines its debt profile by converting short-term commercial paper into longer-term notes, which could clarify its funding mix but does not immediately address challenges like leasing conditions or profitability. The refinancing occurs against a backdrop of a significant net loss and impairment in 2025, alongside an ongoing securities lawsuit.
Varma Mutual Pension Insurance Co Has $11.24 Million Stake in Ventas, Inc. $VTR
Varma Mutual Pension Insurance Co increased its stake in Ventas, Inc. (NYSE:VTR) by 8.7% to 160,568 shares, now valued at $11.24 million. This comes despite Ventas missing its quarterly earnings estimates, though the company provided strong FY2026 guidance and raised its dividend. Insiders have been net sellers of Ventas stock, yet institutional ownership remains very high.
Illinois Municipal Retirement Fund Decreases Position in Ventas, Inc. $VTR
The Illinois Municipal Retirement Fund reduced its stake in Ventas, Inc. (VTR) by 23.1% in Q3, selling 31,513 shares and now holding 104,893 shares valued at $7.341 million. Other institutional investors also adjusted their positions in the healthcare REIT. While Ventas missed its Q4 EPS expectations, the company increased its quarterly dividend and received mostly positive ratings from Wall Street analysts, with a consensus target price of $86.87.
Ventas amends ATM sales agreement, increases available common stock to $2.5 billion
Ventas, Inc. has amended its at-the-market (ATM) sales agreement, significantly increasing the available common stock for issuance to $2.5 billion. The amendment, filed on Monday, excludes previously sold shares and adds M&T Securities, Inc. as a sales agent to an existing group of financial institutions. This development follows Ventas's strong financial performance in Q4 2025, which saw an EPS of $0.15 and revenue of $1.57 billion, leading to Evercore ISI raising its price target for the company.
Ventas (NYSE:VTR) EVP Carey Roberts Sells 35,532 Shares
Ventas (NYSE:VTR) EVP Carey Roberts sold 35,532 shares of the company's stock for over $3 million, reducing his position by nearly a third. This transaction follows Ventas's reported quarterly earnings miss but also comes after the company increased its quarterly dividend and issued strong FY2026 guidance. Institutional investors hold a significant portion of Ventas's stock, and analysts maintain a "Moderate Buy" rating with an average target price of $86.31.
Medical Properties Trust, Inc. (NYSE:MPT) Declares Quarterly Dividend of $0.09
Medical Properties Trust, Inc. (NYSE:MPT) has declared a quarterly dividend of $0.09 per share, to be paid on April 9th to stockholders of record on March 12th. This dividend represents an annualized yield of 6.5%. The company, a healthcare REIT, experienced a 2.1% drop in its stock price, opening at $5.58, and has a market capitalization of $3.36 billion.
Welltower Inc. $WELL Stake Increased by Metis Global Partners LLC
Metis Global Partners LLC significantly increased its stake in Welltower Inc. (NYSE:WELL) by 33.7% during the third quarter, owning 179,077 shares valued at $31.9 million. This makes Welltower their 19th largest position, accounting for 0.8% of their portfolio. Other major investors like State Street Corp and Norges Bank also adjusted their holdings, while analysts maintain a "Moderate Buy" rating with a consensus target price of $207.33 for the real estate investment trust.
Metis Global Partners LLC Acquires 26,080 Shares of Ventas, Inc. $VTR
Metis Global Partners LLC increased its stake in Ventas, Inc. by 28.7% during the third quarter, purchasing an additional 26,080 shares, bringing its total ownership to 116,974 shares valued at $8.19 million. Despite the company missing its EPS target for the quarter, it raised its quarterly dividend and provided strong FY2026 guidance. Institutional investors collectively own 94.18% of Ventas's stock, even as some insiders recently sold shares.
Rhumbline Advisers Lowers Holdings in Ventas, Inc. $VTR
Rhumbline Advisers reduced its stake in Ventas, Inc. (NYSE:VTR) by 3.4% in the third quarter, holding 850,915 shares valued at $59.6 million, while institutional investors collectively own 94.18% of the stock. Ventas missed Q3 earnings estimates but provided positive FY2026 guidance and increased its quarterly dividend. Despite notable insider selling, analysts maintain a "Moderate Buy" consensus with an average price target of $85.38.
Krilogy Financial LLC Purchases New Holdings in Ventas, Inc. $VTR
Krilogy Financial LLC has acquired a new stake in Ventas, Inc. (NYSE:VTR) during the third quarter, purchasing 12,254 shares valued at approximately $919,000. This comes as several other institutional investors have also adjusted their holdings in the healthcare REIT. Additionally, recent insider selling by CFO Robert F. Probst and CEO Peter J. Bulgarelli has been disclosed, while Wall Street analysts have largely maintained "Buy" or "Overweight" ratings for the stock, with an average price target of $85.38.
Cibc World Market Inc. Grows Position in Ventas, Inc. $VTR
Cibc World Market Inc. increased its stake in Ventas, Inc. (NYSE:VTR) by 49.0% during the third quarter, bringing its total holdings to 269,789 shares valued at $18.88 million. Other institutional investors also adjusted their positions in Ventas, and several analysts have issued "Buy" or "Overweight" ratings for the stock, with a consensus price target of $85.38. The company recently announced an increased quarterly dividend of $0.52 per share to be paid on April 16th.
Alexandria Balances Investor Lawsuit With Large Debt Refinancing Shift
Alexandria Real Estate Equities (NYSE:ARE) is facing an investor lawsuit over alleged misrepresentation of Long Island City property metrics, while simultaneously undertaking a significant debt refinancing. The company is upsizing a tender offer for existing notes and issuing new $750 million senior notes at 5.25% due 2036 to replace short-term commercial paper. These developments come after a substantial share price decline and introduce legal and financial complexities for the REIT.
National Healthcare Properties Announces Release Date for Fourth Quarter and Full Year 2025 Results
National Healthcare Properties, Inc. (NHP) announced it will release its fourth quarter and full year 2025 financial results before market open on Friday, February 20, 2026. The company's leadership will host a recorded webcast at 1:00 p.m. ET on the same day. NHP is a publicly registered real estate investment trust specializing in healthcare real estate.
Candriam S.C.A. Has $3.25 Million Position in Ventas, Inc. $VTR
Candriam S.C.A. significantly reduced its stake in Ventas, Inc. (NYSE:VTR) by 85.3% in the third quarter, now holding 46,360 shares valued at $3.25 million. Despite missing EPS estimates, Ventas reported strong revenue growth, raised its quarterly dividend to $0.52, and provided positive FY2026 guidance. Analysts generally maintain bullish ratings on the stock, with a "Moderate Buy" average and an average price target of $85.38.
Ventas outlines 13–17% SHOP NOI growth target for 2026 while expanding senior housing investments
Ventas aims for 13-17% growth in Senior Housing Operating Portfolio (SHOP) Net Operating Income (NOI) in 2026, driven by continued recovery in senior housing fundamentals. The company is actively expanding its senior housing investments, including acquisitions and joint ventures, across various care settings. This strategy is expected to enhance long-term value for shareholders.
Welltower's Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
Welltower Inc. (WELL) surpassed Q4 2025 normalized FFO and revenue estimates, reporting $1.45 FFO per share against a $1.44 consensus and $3.18 billion in revenues against $2.71 billion. The company's total portfolio same-store net operating income (SSNOI) significantly increased by 15% year-over-year, largely driven by a 20.4% SSNOI growth in its seniors housing operating portfolio. Welltower also provided a positive outlook for 2026, with normalized FFO per share guidance of $6.09-$6.25, exceeding the Zacks Consensus Estimate.
Welltower's Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
Welltower Inc. (WELL) reported strong fourth-quarter and full-year 2025 results, with normalized FFO per share and revenues surpassing Zacks Consensus Estimates. The company saw significant year-over-year growth in total portfolio same-store net operating income, driven by its seniors housing operating portfolio. Welltower also provided optimistic guidance for its 2026 normalized FFO per share, exceeding analyst expectations.
RBC Capital Keeps Their Buy Rating on Ventas (VTR)
RBC Capital has maintained its Buy rating on Ventas (VTR) with a price target of $91.00, following the company's shares closing at $82.75. Analyst Michael Carroll, a 5-star analyst, covers the Real Estate sector and has an average return of 7.5%. This follows Ventas's Q3 earnings report showing a significant increase in revenue and net profit compared to the previous year.
Analysts’ Opinions Are Mixed on These Real Estate Stocks: Ventas (VTR) and Phillips Edison & Company (PECO)
Analysts have issued mixed opinions on two real estate stocks, Ventas (VTR) and Phillips Edison & Company (PECO). Ventas received a "Strong Buy" consensus with a 5.4% upside from KeyBanc and Bank of America Securities. Phillips Edison & Company, however, garnered a "Moderate Buy" consensus with a 5.9% upside, with KeyBanc maintaining a "Hold" rating.
Citigroup Adjusts Ventas Price Target to $96 From $88, Maintains Buy Rating
Citigroup has increased its price target for Ventas (VTR) to $96 from $88, while reiterating a Buy rating on the stock. This adjustment reflects continued analyst confidence in the healthcare REIT. The article also lists several other financial institutions that have recently updated their price targets and ratings for Ventas.
Ventas, Inc. $VTR Shares Sold by Impax Asset Management Group plc
Impax Asset Management Group plc reduced its stake in Ventas, Inc. (NYSE:VTR) by 7.0% in the third quarter, selling 18,802 shares and holding 249,885 shares valued at $17.49 million. The article also details insider stock sales by Ventas CEOs, recent financial performance, a dividend increase, and analyst ratings, with the company currently having a "Moderate Buy" consensus. Despite a recent EPS miss, strong 2025 guidance and positive analyst actions reinforce a bullish outlook for the healthcare REIT.
Argus Research Maintains Ventas Inc(VTR.US) With Buy Rating, Raises Target Price to $88
Argus Research has reiterated its "Buy" rating for Ventas Inc (VTR.US) and increased the price target to $88. This adjustment reflects the firm's continued confidence in the healthcare real estate investment trust.
KeyBanc raises Ventas stock price target to $90 on strong rent growth
KeyBanc Capital Markets has increased its price target for Ventas (NYSE:VTR) to $90 from $85, maintaining an Overweight rating due to strong rent growth and operating momentum in the company's senior housing portfolio. This revision follows Ventas's strong fourth-quarter results and positive 2026 guidance, which highlighted approximately 8% in-place rent increases for early 2026. Other firms like Goldman Sachs, Evercore ISI, and Cantor Fitzgerald have also raised their price targets or reiterated positive ratings, citing robust performance and strategic financial adjustments by Ventas.
Charter Senior Living Expands Portfolio with Management of Two Ventas Communities
Charter Senior Living has expanded its partnership with Ventas, Inc. by taking over the management of two new senior living communities: Fox Hollow Senior Living in Pinehurst, NC, and The Legacy of Anderson in Anderson, SC. This addition increases Charter's portfolio to over 73 communities nationwide. The company aims to prioritize operational excellence and resident experience in these new locations.
Analysts’ Opinions Are Mixed on These Real Estate Stocks: Ventas (VTR) and Park Hotels & Resorts (PK)
Analysts have issued mixed opinions on real estate stocks Ventas (VTR) and Park Hotels & Resorts (PK). While Ventas received a reiterated Buy rating from Cantor Fitzgerald, with a price target implying a 7.8% upside, Park Hotels & Resorts maintained a Hold rating from Morgan Stanley. The general street consensus for Ventas is a Strong Buy, whereas for Park Hotels & Resorts, it is a Hold.
KeyBanc raises Ventas stock price target to $90 on strong rent growth
KeyBanc Capital Markets has increased its price target for Ventas (NYSE:VTR) to $90 from $85, maintaining an Overweight rating, following strong Q4 results and a positive 2026 outlook driven by 8% in-place rent increases in senior housing. Other firms like Goldman Sachs, Evercore ISI, and Cantor Fitzgerald also raised their targets, reflecting Ventas's strong operating momentum and strategic adjustments. The company reported a 50% EPS surprise and revenue outperformance in Q4 2025 and increased its ATM sales agreement to $2.5 billion.
KeyBanc raises Ventas stock price target to $90 on strong rent growth
KeyBanc Capital Markets increased its price target for Ventas (NYSE:VTR) to $90 from $85, maintaining an Overweight rating, following strong fourth-quarter results and positive 2026 guidance. The healthcare REIT is experiencing significant in-place rent growth of about 8% in its senior housing portfolio, alongside an improving supply and demand dynamic. Other firms like Goldman Sachs, Evercore ISI, and Cantor Fitzgerald also raised price targets or reiterated Buy/Overweight ratings, citing strong performance and future growth prospects.
