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Ventas Earnings Calls
| Release date | Apr 27, 2026 |
| EPS estimate | $0.123 |
| EPS actual | $0.120 |
| EPS Surprise | -2.36% |
| Revenue estimate | 1.585B |
| Revenue actual | 1.657B |
| Revenue Surprise | 4.51% |
| Release date | Feb 05, 2026 |
| EPS estimate | $0.101 |
| EPS actual | $0.150 |
| EPS Surprise | 48.96% |
| Revenue estimate | 1.504B |
| Revenue actual | 1.566B |
| Revenue Surprise | 4.09% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.87 |
| EPS actual | $0.88 |
| EPS Surprise | 1.15% |
| Revenue estimate | 1.533B |
| Revenue actual | 1.489B |
| Revenue Surprise | -2.84% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.85 |
| EPS actual | $0.87 |
| EPS Surprise | 2.35% |
| Revenue estimate | 1.405B |
| Revenue actual | 1.421B |
| Revenue Surprise | 1.15% |
Last 4 Quarters for Ventas
Below you can see how VTR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $66.48 |
| EPS estimate | $0.85 |
| EPS actual | $0.87 |
| EPS surprise | 2.35% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $67.11 |
| Jul 25, 2025 | $66.46 |
| Jul 28, 2025 | $65.23 |
| Jul 29, 2025 | $66.83 |
| Jul 30, 2025 | $66.48 |
| Jul 31, 2025 | $67.18 |
| Aug 01, 2025 | $67.50 |
| Aug 04, 2025 | $68.28 |
| Aug 05, 2025 | $68.73 |
| 4 days before | -0.94% |
| 4 days after | 3.38% |
| On release day | 1.05% |
| Change in period | 2.41% |
| Release date | Oct 29, 2025 |
| Price on release | $69.78 |
| EPS estimate | $0.87 |
| EPS actual | $0.88 |
| EPS surprise | 1.15% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $69.96 |
| Oct 24, 2025 | $70.39 |
| Oct 27, 2025 | $71.55 |
| Oct 28, 2025 | $70.05 |
| Oct 29, 2025 | $69.78 |
| Oct 30, 2025 | $74.36 |
| Oct 31, 2025 | $73.79 |
| Nov 03, 2025 | $74.13 |
| Nov 04, 2025 | $74.92 |
| 4 days before | -0.257% |
| 4 days after | 7.37% |
| On release day | 6.56% |
| Change in period | 7.09% |
| Release date | Feb 05, 2026 |
| Price on release | $79.84 |
| EPS estimate | $0.101 |
| EPS actual | $0.150 |
| EPS surprise | 48.96% |
| Date | Price |
|---|---|
| Jan 30, 2026 | $77.67 |
| Feb 02, 2026 | $77.41 |
| Feb 03, 2026 | $77.69 |
| Feb 04, 2026 | $77.73 |
| Feb 05, 2026 | $79.84 |
| Feb 06, 2026 | $82.55 |
| Feb 09, 2026 | $82.75 |
| Feb 10, 2026 | $83.90 |
| Feb 11, 2026 | $85.69 |
| 4 days before | 2.79% |
| 4 days after | 7.33% |
| On release day | 3.39% |
| Change in period | 10.33% |
| Release date | Apr 27, 2026 |
| Price on release | $84.76 |
| EPS estimate | $0.123 |
| EPS actual | $0.120 |
| EPS surprise | -2.36% |
| Date | Price |
|---|---|
| Apr 21, 2026 | $82.11 |
| Apr 22, 2026 | $80.07 |
| Apr 23, 2026 | $82.93 |
| Apr 24, 2026 | $83.68 |
| Apr 27, 2026 | $84.76 |
| Apr 28, 2026 | $87.58 |
| Apr 29, 2026 | $87.37 |
| Apr 30, 2026 | $87.86 |
| May 01, 2026 | $88.02 |
| 4 days before | 3.22% |
| 4 days after | 3.85% |
| On release day | 3.33% |
| Change in period | 7.20% |
Ventas Earnings Call Transcript Summary of Q1 2026
Ventas reported a strong Q1 2026 driven by continued outperformance in its senior housing operating portfolio (SHOP). Key operating results: SHOP same-store NOI +15% YoY, total company same-store property NOI and normalized FFO per share each +9% YoY, U.S. SHOP occupancy up 370 bps to ~90.4% (U.S. portfolio ~87% overall), RevPOR +5% YoY, and SHOP NOI margin expansion with incremental margins around 50%. Management raised 2026 guidance: normalized FFO per share midpoint to $3.86 (range $3.82–$3.89) and increased SHOP same-store NOI midpoint to ~16%; investment guidance for senior housing increased to $3.0 billion (from $2.5B). Balance sheet and liquidity are highlighted strengths: net debt/EBITDA improved to ~5.0x and liquidity of ~$5.5 billion, supported by ~$2.4 billion of equity raised/available for 2026 investments. Management emphasized a strategic focus on scaling SHOP (now >60% of the business), the Ventas OI platform to drive operator-level improvements and lease-up/value-add execution (e.g., $540M Revel acquisition), and a multi-year secular tailwind from demographics with limited near-term new supply.
