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Ventas (VTR)
NYSE:VTR
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
-0.04Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 12, 2025
|% Change Since: 10.24%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive outlook for Ventas, with strong performance in senior housing driving significant growth in NOI and FFO per share. Record investments and a dividend increase underscore the company's confidence in its strategy and market position. However, challenges in medical office occupancy and potential NIH funding concerns present some headwinds. Overall, the sentiment leans toward optimism with a focus on strategic growth and financial strength.Company Guidance
During the Ventas earnings call, the company provided guidance for 2025, highlighting several key financial metrics and strategic objectives. Ventas anticipates normalized FFO per share growth of 7% at the midpoint, driven by strong performance in their senior housing segment, which is expected to account for over 50% of NOI by year-end. In 2024, the company achieved a full-year normalized FFO per share of $3.19, surpassing their guidance. They reported a nearly 8% total company same-store cash NOI growth, with shop same-store cash NOI increasing by 16%. Ventas also completed $2 billion in senior housing investments, contributing to a significant scale increase to $2.2 billion in annualized EBITDA. Looking ahead, the company plans to continue leveraging its competitive advantages in senior housing, targeting $1 billion in accretive senior housing investments in 2025, while maintaining a focus on enhancing financial strength and flexibility. Additionally, Ventas increased their quarterly dividend by 7%, reflecting confidence in their growth trajectory.Strong Senior Housing Performance
Shop same-store cash NOI grew nearly 16%, marking the third consecutive year of double-digit growth. Full-year same-store shop occupancy increased by 300 basis points, outperforming market benchmarks.
Record Investment in Senior Housing
Ventas completed over $2 billion in accretive investments focused on senior housing, with $1.4 billion closed in the fourth quarter alone. These investments are expected to yield 7-8% in the first year.
FFO Per Share Exceeds Guidance
Normalized FFO per share for 2024 was $3.19, exceeding the high end of the guidance range. 2025 guidance anticipates further growth with a midpoint of 7% year-over-year increase.
Dividend Increase
Ventas announced a 7% increase in quarterly dividends, reflecting confidence in continued strong performance and cash flow growth.
Improved Leverage and Liquidity
Net debt to EBITDA improved to 6.0 times, entering the long-term target range, with nearly $4 billion in liquidity by the end of 2024.
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VTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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VTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 12, 2025 | $59.94 | $64.94 | +8.34% |
| Oct 30, 2024 | $65.97 | $64.99 | -1.49% |
| Aug 01, 2024 | $54.49 | $55.57 | +1.98% |
| May 01, 2024 | $42.79 | $45.14 | +5.49% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ventas (VTR) report earnings?
Ventas (VTR) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Ventas (VTR) earnings time?
Ventas (VTR) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VTR EPS forecast?
VTR EPS forecast for the fiscal quarter 2025 (Q1) is 0.06.
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