VTR Ventas Inc

$VTR Is a 1-cent guidance raise enough payoff for Ventas's $5.2B senior housing buying spree? 🏢 Ventas, an S&P 500 REIT built around about 1,000 senior housing communities and worth about $42.75B at $83.34 a share at 16:00 ET on October 27, 2026, posted third-quarter normalized FFO of $0.99 a share, up 10% from $0.90 a year earlier 🚀 Its 2026 normalized FFO guidance rose only a penny at the midpoint, to $3.87-$3.90 from $3.85-$3.90, as interest rates and foreign exchange partly offset the buying 📈 The bull case is that owned homes grow fast, with SHOP same-store cash NOI up 16% and U.S. occupancy above 90%, while NOI growth and stock-funded buys cut net debt to 4.4x further adjusted EBITDA from 5.3x a year ago 📅 Next: Management takes questions on its October 28, 2026 morning call, where the returns expected on the new buys and the size of the pipeline are the things to watch Source: SEC 8-K and Q3 earnings release, Oct 27

$VTR reported earnings after the close today. EPS missed estimates: $0.13 vs. $0.16 expected, according to Stock Meadow. What do you think?

$VTR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.13 down -7.14% YoY • Reported revenue of $1.82B up 22.87% YoY • Ventas raised FY 2026 attributable net income per share guidance to $0.64-$0.67, Nareit FFO to $3.83-$3.86, and Normalized FFO to $3.87-$3.90, primarily because of 2026 accretive senior housing investment activity.

$VTR reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: VTR has beaten EPS estimates in 3 of its last 8 reports. Analysts expect EPS of $0.16. What are you watching for?

$VTR Ventas reports Q3 tomorrow after the close. Zacks consensus is normalized FFO of 98 cents a share, up 11.4% year over year, on 1.76 billion dollars of revenue, up 18.3%. Q2 was strong. Same-store SHOP cash NOI grew 16%, occupancy up 300 basis points, RevPOR up 5%, and management raised the full year FFO guide to 3.85 to 3.90 dollars. They also lifted the 2026 senior housing investment target to 4.5 billion dollars. The print has to show the acquired growth and the same-store growth arriving at the same time.

$VTR i sold this a while back and bought coke as a replacement. So, far the trade has worked out well as I bought coke when it was trading below VTR and it has finally surpassed them in value. Also, coke has a higher dividend.