VTR
Ventas, Inc.
$79.62
-2.93%
$40.1B
No data for this timeframe.
Vol
Market Cap$40.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (84%)
Inst. Holders9 funds
Inst. Value$10.0B
Inst. Activity2 buys / 0 sells
Insider Activity1B / 4S
Insider Net $-$4.6M
Reddit Sentiment50° Neutral
SEC Reports4
Congressional1 trades
Recent Activity
Jun 5, 2026
short_volume
Short Volume: VTR — 66.4% short (0.8M / 1.2M)
Short: 810,502 | Exempt: 250 | TRF Vol: 1,221,518 | Short Ratio: 66.4% | Off-exchange volume (dark p
Jun 3, 2026
Insider
EMBLER MICHAEL J bought 2,500 shares
Director @ $78.81 ($197.0K)
May 15, 2026
SEC
Ventas filed an 8-K covering three routine items: (1) a separation agreement with retiring EVP Peter Bulgarelli for a pr
8-K — Impact 4/10
May 15, 2026
SEC
Ventas filed a prospectus supplement to increase its at-the-market (ATM) common stock offering capacity to $3.0 billion
424B5 — Impact 4/10
May 14, 2026
Insider
RAKOWICH WALTER C sold 1,152 shares
Director @ $90.20 ($103.9K)
May 13, 2026
Insider
Barnes Melody C sold 2,047 shares
Director @ $90.35 ($184.9K)
Apr 27, 2026
SEC
Ventas Q1 2026 Normalized FFO per share of $0.94 beat prior consensus of $0.91 (implied by Street history) and grew 9% Y
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
6,132,989 shares ($474.6M)
Price Targets
$96.80
+17.4% upside
Buy
Current $82.47
Low $86.00
Median $95.50
High $110.00
20 analysts
$86.00
$110.00
Analyst Ratings
7Strong Buy
14Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| May 13, 2026 | Jefferies | MAINTAIN | Buy → Buy |
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.11 ▼ -33.3% | $0.11 — $0.11 | 2 | |
| Next Q | $0.15 ▼ -28.6% | $0.13 — $0.17 | 24% YoY | 2 |
| Current FY | $0.54 ▼ -20.1% | $0.46 — $0.61 | 19% YoY | 2 |
| Next FY | $0.85 ▼ -11.5% | $0.62 — $0.99 | 58% YoY | 3 |
Latest Reports
NEUTRAL
8-K
4/10
Ventas filed an 8-K covering three routine items: (1) a separation agreement with retiring EVP Peter Bulgarelli for a pr
May 15, 2026
NEUTRAL
424B5
4/10
Ventas filed a prospectus supplement to increase its at-the-market (ATM) common stock offering capacity to $3.0 billion
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $5.9B | — |
| FMR LLC | $2.3B | — |
| MORGAN STANLEY | $490.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $480.9M | NEW |
| NORGES BANK | $474.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | EMBLER MICHAEL | BUY | $197.0K |
| May 14, 2026 | RAKOWICH WALTER | SELL | $103.9K |
| May 13, 2026 | Barnes Melody | A | $184.9K |
| May 13, 2026 | Nolan Sean | A | $184.9K |
| May 13, 2026 | NADER MARGUERITE | A | $184.9K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
9 institutional holders with $10.0B total value (129,071,591 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 75,948,003 | $5.9B | 58.8% | — |
| 2 | FMR LLC | 29,281,079 | $2.3B | 22.7% | — |
| 3 | MORGAN STANLEY | 6,344,347 | $490.9M | 4.9% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,215,043 | $480.9M | 4.8% | NEW |
| 5 | NORGES BANK | 6,132,989 | $474.6M | 4.8% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 2,158,286 | $167.0M | 1.7% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 1,624,797 | $125.7M | 1.3% | DOUBLED +3535.8% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1,015,761 | $78.6M | 0.8% | TRIM -29.4% |
| 9 | WELLS FARGO & COMPANY/MN | 351,286 | $27.2M | 0.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,132,989 | — | $474.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 44,689 | 1,624,797 | +3535.8% | $125.7M | 2025-Q4 |
| UBS Group AG | DOUBLED | 1,447,071 | 3,507,841 | +142.4% | $245.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,526,794 | 1,077,161 | -29.4% | $75.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 44,689 | — | $3.1M | 2025-Q3 |
| NORGES BANK | EXIT | 5,459,059 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 5,459,059 | — | $344.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,292,528 | 1,526,794 | -33.4% | $96.4M | 2025-Q2 |
| UBS Group AG | TRIM | 1,989,173 | 1,447,071 | -27.3% | $91.4M | 2025-Q2 |
| UBS Group AG | ADD | 1,558,450 | 1,989,173 | +27.6% | $136.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 647,258 | 1,283,478 | +98.3% | $88.3M | 2025-Q1 |
| NORGES BANK | EXIT | 5,778,273 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,602,511 | 2,499,228 | +56.0% | $147.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 467,497 | 647,258 | +38.5% | $38.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 4,904,078 | — | $314.5M | 2024-Q3 |
15 unique insiders with 5 transactions. Net insider value: -$4.6M ($197.0K bought, $4.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | EMBLER MICHAEL J | Director | BUY | 2,500 | $78.81 | $197.0K |
| May 14, 2026 | RAKOWICH WALTER C | Director | SELL | 1,152 | $90.20 | $103.9K |
| May 13, 2026 | Barnes Melody C | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | Nolan Sean P. | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | NADER MARGUERITE M | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | Martino Roxanne M | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | LUSTIG MATTHEW J | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | Rodriguez Joe Vasquez Jr. | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | Roy Sumit | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | RAKOWICH WALTER C | Director | A | 2,047 | $90.35 | $184.9K |
| May 13, 2026 | Smith Maurice S | Director | A | 2,047 | $90.35 | $184.9K |
| May 1, 2026 | Bulgarelli Peter J. | EVP OM&R-Ventas/Pres&CEO-LHS | F | 2,346 | $88.02 | $206.5K |
| Apr 16, 2026 | Barnes Melody C | Director | A | 66.742 | $85.51 | $5.7K |
| Apr 16, 2026 | Smith Maurice S | Director | A | 59.316 | $85.51 | $5.1K |
| Apr 16, 2026 | EMBLER MICHAEL J | Director | A | 66.742 | $85.51 | $5.7K |
| Apr 16, 2026 | Roy Sumit | Director | A | 49.717 | $85.51 | $4.3K |
| Apr 16, 2026 | Martino Roxanne M | Director | A | 188.32 | $85.51 | $16.1K |
| Apr 16, 2026 | LUSTIG MATTHEW J | Director | A | 229.231 | $85.51 | $19.6K |
| Apr 16, 2026 | NADER MARGUERITE M | Director | A | 66.742 | $85.51 | $5.7K |
| Apr 16, 2026 | Rodriguez Joe Vasquez Jr. | Director | A | 41.221 | $85.51 | $3.5K |
| Apr 1, 2026 | Roy Sumit | Director | A | 381.051 | $82.01 | $31.2K |
| Apr 1, 2026 | Martino Roxanne M | Director | A | 624.924 | $82.01 | $51.3K |
| Apr 1, 2026 | Smith Maurice S | Director | A | 457.261 | $82.01 | $37.5K |
| Apr 1, 2026 | LUSTIG MATTHEW J | Director | A | 396.293 | $82.01 | $32.5K |
| Feb 11, 2026 | Roberts Carey S. | EVP and GC | SELL | 35,532 | $85.00 | $3.0M |
| Feb 11, 2026 | Roberts Carey S. | EVP and GC | A | 30,241 | $0.00 | $0.00 |
| Feb 11, 2026 | Roberts Carey S. | EVP and GC | F | 13,394 | $85.69 | $1.1M |
| Feb 11, 2026 | Probst Robert F | EVP and CFO | A | 43,800 | $0.00 | $0.00 |
| Feb 11, 2026 | Probst Robert F | EVP and CFO | F | 19,402 | $85.69 | $1.7M |
| Feb 11, 2026 | Hutchens James Justin | EVP Senior Housing and CIO | A | 39,076 | $0.00 | $0.00 |
| Feb 11, 2026 | Hutchens James Justin | EVP Senior Housing and CIO | F | 17,310 | $85.69 | $1.5M |
| Feb 11, 2026 | CAFARO DEBRA A | Chairman and CEO | A | 176,925 | $0.00 | $0.00 |
| Feb 11, 2026 | CAFARO DEBRA A | Chairman and CEO | F | 78,377 | $85.69 | $6.7M |
| Feb 11, 2026 | Bulgarelli Peter J. | EVP OM&R-Ventas/Pres&CEO-LHS | A | 31,602 | $0.00 | $0.00 |
| Feb 11, 2026 | Bulgarelli Peter J. | EVP OM&R-Ventas/Pres&CEO-LHS | F | 13,998 | $85.69 | $1.2M |
| Feb 6, 2026 | CAFARO DEBRA A | Chairman and CEO | M | 10,322 | $0.00 | $0.00 |
| Feb 6, 2026 | CAFARO DEBRA A | Chairman and CEO | SELL | 10,322 | $82.23 | $848.8K |
| Feb 6, 2026 | CAFARO DEBRA A | Chairman and CEO | M | 10,322 | $73.71 | $760.8K |
| Feb 2, 2026 | CAFARO DEBRA A | Chairman and CEO | M | 10,322 | $73.71 | $760.8K |
| Feb 2, 2026 | CAFARO DEBRA A | Chairman and CEO | SELL | 10,322 | $77.66 | $801.6K |
| Feb 2, 2026 | CAFARO DEBRA A | Chairman and CEO | M | 10,322 | $0.00 | $0.00 |
| Feb 1, 2026 | Bulgarelli Peter J. | EVP OM&R-Ventas/Pres&CEO-LHS | F | 2,340 | $77.67 | $181.7K |
| Feb 1, 2026 | CAFARO DEBRA A | Chairman and CEO | F | 7,668 | $77.67 | $595.6K |
| Feb 1, 2026 | Roberts Carey S. | EVP and GC | F | 2,239 | $77.67 | $173.9K |
| Feb 1, 2026 | Probst Robert F | EVP and CFO | F | 3,244 | $77.67 | $252.0K |
| Feb 1, 2026 | Hutchens James Justin | EVP Senior Housing and CIO | F | 2,894 | $77.67 | $224.8K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
4/10
Ventas filed an 8-K covering three routine items: (1) a separation agreement with retiring EVP Peter
May 15, 2026
NEUTRAL
424B5
4/10
Ventas filed a prospectus supplement to increase its at-the-market (ATM) common stock offering capac
May 15, 2026
BULLISH
8-K
8/10
Ventas Q1 2026 Normalized FFO per share of $0.94 beat prior consensus of $0.91 (implied by Street hi
Apr 27, 2026
NEUTRAL
DEFA14A
3/10
Ventas, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting of Stockholders, whi
Apr 1, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (84% buy). Based on 25 analysts: 7 strong buy, 14 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$96.80 mean target
+17.4% upside
Buy (1.52)
$86.00 Low
$110.00 High
| Metric | Value |
|---|---|
| Current Price | $82.47 |
| Target Low | $86.00 |
| Target Mean | $96.80 |
| Target Median | $95.50 |
| Target High | $110.00 |
| # Analysts | 20 |
| Recommendation | Buy (1.52) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.11 | $0.11 | $0.11 | — | -33.3% | 0↑ 2↓ | $1.7B | 17.8% | 2 |
| Next Q 2026-09-30 |
$0.15 | $0.13 | $0.17 | 24.0% | -28.6% | 0↑ 2↓ | $1.7B | 15.8% | 2 |
| Current FY 2026-12-31 |
$0.54 | $0.46 | $0.61 | 18.6% | -20.1% | 0↑ 1↓ | $6.9B | 17.9% | 2 |
| Next FY 2027-12-31 |
$0.85 | $0.62 | $0.99 | 58.3% | -11.5% | 0↑ 2↓ | $7.6B | 11.2% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.110 | |
| 7d ago | $0.110 | |
| 30d ago | $0.165 | -0.055 |
| 60d ago | $0.165 | -0.055 |
| 90d ago | $0.165 | -0.055 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| May 13, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 4, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 4, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 26, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 20, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 4, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Feb 11, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 10, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 9, 2026 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| May 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Apr 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Mar 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Feb 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% | |
| Jan 1, 2026 | 7 | 14 | 4 | 0 | 0 | 84% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Ventas Inc | Feb 16, 2026 (39d) |
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 3, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 5, 2026
short_volume
Short Volume: VTR — 66.4% short (0.8M / 1.2M)
Short: 810,502 | Exempt: 250 | TRF Vol: 1,221,518 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: VTR — 61.4% short (0.7M / 1.2M)
Short: 742,890 | Exempt: 520 | TRF Vol: 1,209,084 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: VTR — 62.6% short (0.5M / 0.9M)
Short: 548,890 | Exempt: 1,263 | TRF Vol: 877,035 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: VTR — 60.5% short (0.5M / 0.8M)
Short: 513,243 | Exempt: 14,663 | TRF Vol: 848,874 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: VTR — 71.9% short (0.7M / 1.0M)
Short: 703,593 | Exempt: 424 | TRF Vol: 978,556 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VTR — 59.0% short (0.7M / 1.1M)
Short: 672,504 | Exempt: 716 | TRF Vol: 1,138,970 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: VTR — 76.3% short (0.8M / 1.1M)
Short: 802,502 | Exempt: 1,182 | TRF Vol: 1,051,551 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VTR — 57.2% short (1.0M / 1.8M)
Short: 1,000,820 | Exempt: 750 | TRF Vol: 1,751,111 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: VTR — 74.9% short (1.2M / 1.6M)
Short: 1,185,190 | Exempt: 0 | TRF Vol: 1,582,610 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VTR — 74.4% short (1.1M / 1.5M)
Short: 1,081,815 | Exempt: 75 | TRF Vol: 1,453,990 | Short Ratio: 74.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: VTR — 59.0% short (0.9M / 1.6M)
Short: 948,484 | Exempt: 476 | TRF Vol: 1,606,679 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: VTR — 6.0M shares, 112,114 trades
Week starting 2026-05-18. Total ATS volume: 5,983,930 shares across 112,114 trades.
May 15, 2026
short_volume
Short Volume: VTR — 69.7% short (0.8M / 1.1M)
Short: 772,201 | Exempt: 0 | TRF Vol: 1,108,401 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: VTR — 58.0% short (0.7M / 1.2M)
Short: 670,661 | Exempt: 434 | TRF Vol: 1,156,728 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: VTR — 68.4% short (1.6M / 2.4M)
Short: 1,630,967 | Exempt: 3,533 | TRF Vol: 2,384,953 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)