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VTRVentas, Inc.Sell5.3·$83.89+0.52%
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Ventas, Inc. (VTR) Stock Analysis

Range Bound setup

SellModerate Confidence

Real Estate · REIT - Healthcare Facilities

Sell if holding. At $83.89, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.9%.

Ventas is an S&P 500 healthcare REIT with 1,409 properties across the U.S., Canada, and U.K., operating through three segments: Seniors Housing Operating (SHOP, 49.4% of NOI), Outpatient Medical & Research (24.7%), and Triple-net (24.6%). Revenue flows from RIDEA management... Read more

$83.89+3.9% A.UpsideScore 5.3/10#8 of 13 REIT - Healthcare Facilities
QualityF-score7 / 9FCF yield3.66%
IncomeYield2.40%(5y avg 3.31%)Payout356.36%
Stop $78.93Target $87.12(analyst − 10%)A.R:R 0.6:1
Analyst target$96.80+15.4%20 analysts
$87.12our TP
$83.89price
$96.80mean
$110

Sell if holding. At $83.89, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.9%. Chart setup: RSI 40 mid-range, Bollinger mid-band. Score 5.3/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 43d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About Ventas, Inc.

About Ventas, Inc.

Ventas's 1,409-property portfolio generated $2.4 billion in total NOI for 2025, concentrated in three healthcare-aligned property types: 752 senior housing communities in the SHOP segment (49.4% of NOI), 409 outpatient medical and research buildings in the OM&R segment (24.7%), and 213 triple-net leased healthcare facilities in the NNN segment (24.6%). California was the only state accounting for more than 10% of total revenues; Canada contributed 9.5% and the United Kingdom 1.2%.

Ventas earns revenue through three distinct structures. In the SHOP segment, the company participates directly in the financial performance of senior housing communities managed by 39 third-party operators; Atria Senior Living managed properties representing 17.7% of total 2025 NOI, Sunrise Senior Living 6.8%, and Le Groupe Maurice 5.6%. Managers receive annual fees calculated on revenue and NOI metrics with incentive provisions for performance targets. The OM&R segment leases outpatient medical buildings and research centers to health systems, universities, and biotechnology companies under fixed-term gross or modified leases; these properties generate stable NOI but expose the company to tenant credit risk without direct operational participation. The NNN segment deploys absolute-net leases to hospital operators including Ardent Health Partners (6.4% of total NOI) and Kindred Healthcare (5.8%), with rent escalators tied to the CPI or facility revenue metrics. The capital structure includes both secured and unsecured debt, and the 10-K identifies rising interest rates as a potential headwind to refinancing economics and acquisition capacity.

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The company's exposure to government funding represents a distinct risk not present in other REIT property types. University and academic medical center tenants in the OM&R segment may depend on NIH grants to partially fund rent payments; the 10-K notes that in 2025 the U.S. administration adopted substantial policy changes affecting research funding, which could impair these tenants' ability to meet lease obligations. Meanwhile, the Brookdale Senior Living lease portfolio — which accounted for 6.2% of total NOI in 2025 largely due to transitional properties — is expected to shrink materially from 2026 forward, as 42 properties converted to SHOP during 2025 and 3 more converted on January 1, 2026.

See also: Real Estate · REIT - Healthcare Facilities

From Ventas, Inc.'s most recent 10-K filing, extracted June 16, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-17
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202643d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Thin upside margin: 3.9%

Key Metrics

P/E (TTM)151.7
P/E (Fwd)98.6
Mkt Cap$40.6B
EV/EBITDA23.4
Profit Mgn4.3%
ROE2.1%
Rev Growth21.9%
Beta0.73
Dividend2.40%
Rating analysts25

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.76neutral
IV35%normal
Max Pain$100+19.2% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMPropertySeniors Housing Operating (SHOP)49%
    10-K Item 1: 'Senior housing operating portfolio (SHOP)| | $| 1,184,064 | | | 49.4 | %'
  • LOWTenantAtria Senior Living18%
    10-K Item 1: 'Atria Senior Living, Inc.| 17.7 | %| | 194 | | | 14.1 | %'
  • LOWGeographicCalifornia
    10-K Item 1: 'with properties in only one state (California) accounting for more than 10% of our total revenues for the year ended December 31, 2025'

Material Events(8-K, last 90d)

  • 2026-02-20Item 5.02MEDIUM
    SVP/Chief Accounting Officer Gregory Liebbe resigned effective Feb 27, 2026 to pursue other opportunities. CFO Robert Probst assumes CAO responsibilities on interim basis during search for permanent successor. No disagreement cited.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesMomentum 4.4<4.5A.R:R 0.6 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 43d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
40 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $78.08Resistance $89.84

Price Targets

$79
$87
A.Upside+3.9%
A.R:R0.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 4.4 (below the engine's 4.5 threshold)
! asymmetry at 0.6 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (43d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is VTR stock a buy right now?

Sell if holding. At $83.89, A.R:R 0.6:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Thin upside margin: 3.9%. Chart setup: RSI 40 mid-range, Bollinger mid-band. Prior stop was $78.93. Score 5.3/10, moderate confidence.

What is the VTR stock price target?

Take-profit target: $87.12 (+3.9% upside). Prior stop was $78.93. Stop-loss: $78.93.

What are the risks of investing in VTR?

Thin upside margin: 3.9%.

Is VTR overvalued or undervalued?

Ventas, Inc. trades at a P/E of 151.7 (forward 98.6). TrendMatrix value score: 4.4/10. Verdict: Sell.

What do analysts say about VTR?

25 analysts cover VTR with a consensus score of 4.1/5. Average price target: $97.

What does Ventas, Inc. do?Ventas is an S&P 500 healthcare REIT with 1,409 properties across the U.S., Canada, and U.K., operating through three...

Ventas is an S&P 500 healthcare REIT with 1,409 properties across the U.S., Canada, and U.K., operating through three segments: Seniors Housing Operating (SHOP, 49.4% of NOI), Outpatient Medical & Research (24.7%), and Triple-net (24.6%). Revenue flows from RIDEA management agreements with 62 senior housing operators and triple-net leases on post-acute and medical facilities.

Related stocks: SBRA (Sabra Health Care REIT, Inc.) · OHI (Omega Healthcare Investors, Inc) · WELL (Welltower Inc.) · AHR (American Healthcare REIT, Inc.) · CTRE (CareTrust REIT, Inc.)
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