Skip to main content

Ventas, Inc. (VTR) Stock Analysis

Range Bound setup

SellHigh Confidence

Real Estate · REIT - Healthcare Facilities

Sell if holding. Analyst target reached at $88.50 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.8% away).

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

$88.50+0.8% A.UpsideScore 5.2/10#6 of 13 REIT - Healthcare Facilities
QualityF-score7 / 9FCF yield3.45%
IncomeYield2.26%(5y avg 3.33%)Payout356.36%
Stop $85.02Target $89.24(resistance)A.R:R -0.3:1
Analyst target$95.40+7.8%20 analysts
$89.24our TP
$88.50price
$95.40mean
$86
$102

Sell if holding. Analyst target reached at $88.50 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.8% away). Chart setup: RSI 53 mid-range, Bollinger mid-band. Score 5.2/10, high confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Recent Developments — Ventas, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Analyst target reached - limited upside remaining
Near 52-week high (2.8% away)
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2)

Key Metrics

P/E (TTM)160.6
P/E (Fwd)104.3
Mkt Cap$43.0B
EV/EBITDA24.4
Profit Mgn4.3%
ROE2.1%
Rev Growth21.9%
Beta0.76
Dividend2.26%
Rating analysts25

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.26bullish
IV33%normal

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. Full disclaimer

Rating Breakdown

1 floor-breaker

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Analyst Target
4.0
P Ocf
4.5
Ps
5.5
P/OCF: 25.0x (FFO proxy — REITs gated off P/E)
GatesA.R:R -0.3=NEGATIVEMomentum 5.7>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 70d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $80.51Resistance $91.06

Price Targets

$85
$89
A.Upside+0.8%
A.R:R-0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-3.0% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (70d)

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. Analyst target reached at $88.50 — A.R:R is negative (-0.3) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Near 52-week high (2.8% away). Chart setup: RSI 53 mid-range, Bollinger mid-band. Prior stop was $85.02. Score 5.2/10, high confidence.

What is the VTR stock price target?

Take-profit target: $89.24 (+0.8% upside). Prior stop was $85.02. Stop-loss: $85.02.

What are the risks of investing in VTR?

Analyst target reached - limited upside remaining; Near 52-week high (2.8% away); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2).

Is VTR overvalued or undervalued?

Ventas, Inc. trades at a P/E of 160.6 (forward 104.3). TrendMatrix value score: 3.7/10. Verdict: Sell.

What do analysts say about VTR?

25 analysts cover VTR with a consensus score of 4.1/5. Average price target: $95.

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: OHI (Omega Healthcare Investors, Inc) · SBRA (Sabra Health Care REIT, Inc.) · WELL (Welltower Inc.) · AHR (American Healthcare REIT, Inc.) · DOC (Healthpeak Properties, Inc.)