Ventas (NYSE:VTR) Price Target Raised to $90.00 at KeyCorp

Ventas (NYSE:VTR) had its price target boosted by KeyCorp from $85.00 to $90.00 in a research note published on Tuesday,Benzinga reports. The firm currently has an overweight rating on the real estate investment trust’s stock.

A number of other brokerages have also issued reports on VTR. Citigroup lifted their price target on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Scotiabank raised their price objective on Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. Wells Fargo & Company upped their target price on shares of Ventas from $80.00 to $88.00 and gave the stock an “overweight” rating in a report on Tuesday, November 25th. UBS Group reiterated a “neutral” rating and issued a $85.00 target price on shares of Ventas in a research report on Monday. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $93.00 price target on shares of Ventas in a research report on Monday. Fourteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $84.88.

Ventas Stock Up 1.3%

Shares of NYSE VTR opened at $83.80 on Tuesday. The firm has a market cap of $39.36 billion, a price-to-earnings ratio of 155.19, a price-to-earnings-growth ratio of 2.04 and a beta of 0.77. The company’s 50-day simple moving average is $78.25 and its 200-day simple moving average is $73.51. The company has a quick ratio of 0.32, a current ratio of 0.67 and a debt-to-equity ratio of 1.03. Ventas has a 52-week low of $58.72 and a 52-week high of $84.10.

Ventas (NYSE:VTR) last released its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.74). Ventas had a return on equity of 2.09% and a net margin of 4.31%.The company had revenue of ($1,229.71) million for the quarter, compared to analyst estimates of $1.53 billion. During the same quarter last year, the company earned $0.81 EPS. The firm’s revenue for the quarter was up 21.7% on a year-over-year basis. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. Equities analysts predict that Ventas will post 3.4 EPS for the current fiscal year.

Ventas Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be given a dividend of $0.52 per share. The ex-dividend date is Tuesday, March 31st. This is an increase from Ventas’s previous quarterly dividend of $0.48. This represents a $2.08 annualized dividend and a yield of 2.5%. Ventas’s dividend payout ratio (DPR) is 385.19%.

Insider Buying and Selling at Ventas

In other news, CEO Peter J. Bulgarelli sold 2,771 shares of Ventas stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $80.01, for a total transaction of $221,707.71. Following the sale, the chief executive officer owned 108,717 shares of the company’s stock, valued at approximately $8,698,447.17. The trade was a 2.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Robert F. Probst sold 29,930 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $77.25, for a total value of $2,312,092.50. Following the completion of the transaction, the chief financial officer owned 138,434 shares in the company, valued at $10,694,026.50. This represents a 17.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 96,868 shares of company stock worth $7,574,022 in the last ninety days. 1.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Ventas

Several hedge funds and other institutional investors have recently added to or reduced their stakes in VTR. Cloud Capital Management LLC purchased a new stake in shares of Ventas during the third quarter worth $25,000. GoalVest Advisory LLC acquired a new position in Ventas during the 4th quarter worth $26,000. Wiser Advisor Group LLC purchased a new stake in Ventas during the 3rd quarter worth about $27,000. True Wealth Design LLC increased its stake in shares of Ventas by 1,557.7% during the third quarter. True Wealth Design LLC now owns 431 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 405 shares during the period. Finally, ORG Partners LLC lifted its stake in Ventas by 76.1% in the third quarter. ORG Partners LLC now owns 456 shares of the real estate investment trust’s stock worth $32,000 after acquiring an additional 197 shares during the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Ventas News Summary

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company-reported strength in 2025 and SHOP performance — management highlighted robust same-store cash NOI growth in senior housing and accelerating senior-housing investments, supporting upside to growth expectations. Ventas Reports Strong 2025 Growth
• Positive Sentiment: Earnings-call takeaways pointed to a SHOP-driven surge and upbeat operational tone that bolsters near-term cash flow visibility. Earnings Call Highlights
• Positive Sentiment: Dividend increase and updated 2026 guidance reinforced the bull case (income + growth), prompting re‑rating discussions among analysts. Dividend Hike & Guidance Update
• Positive Sentiment: Multiple analyst actions are bullish: KeyCorp raised its price target to $90 and Cantor Fitzgerald reiterated an Overweight with a $93 target, signaling analyst confidence and likely supporting buying interest. KeyCorp Price Target Raise Cantor Fitzgerald Reiteration
• Positive Sentiment: New/expanded operating relationships and property-level activity in senior housing (e.g., Charter expansion, Village on the Isle acreage) point to deal flow and portfolio growth opportunities. Senior Living Dealbook
• Neutral Sentiment: Ventas increased its at‑the‑market (ATM) equity offering capacity — provides flexible capital for acquisitions or balance-sheet management but raises the possibility of future share issuance. ATM Offering Capacity Expanded
• Neutral Sentiment: Media roundups show a mix of analyst views — some outlets list Ventas among bullish REIT picks while others note mixed opinions; consensus momentum is leaning positive but not unanimous. Globe and Mail — Bullish Globe and Mail — Mixed Opinions
• Negative Sentiment: Reminder of the Feb. 5 quarterly EPS miss and weaker-than-expected headline EPS — investors may watch upcoming quarters for proof that SHOP strength fully offsets prior misses and justifies current multiples.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.