Market Cap
$43.6B
VTR
Ventas, Inc.
$84.00 ▲ +0.32%
Prev close $83.73Market cap$43.6B
ConsensusStrong Buy
12-mo target$101.82 (+21.2%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Real Estate
Snapshot
The big-picture read on VTR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$37.8B
Inst. Activity
36 buys / 14 sells
Insider Activity
$197.0K buy / $3.1M sell
Insider Net $
-$2.9M
Social Sentiment
50° Neutral
SEC Reports
4
Congressional
2 trades
Price chart 30d -8.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: VTR — 63.8% short (0.5M / 0.8M)
Short: 508,046 | Exempt: 4,456 | TRF Vol: 795,784 | Short Ratio: 63.8% | Off-exchange volume (dark p
Aug 1, 2026 Insider
Wattula Andy was granted 4,314 shares
EVP OM&R-Ventas/Pres&CEO-LHS @ $93.51 ($403.4K)
Aug 1, 2026 Insider
Wattula Andy was granted 10,694 shares
EVP OM&R-Ventas/Pres&CEO-LHS @ $93.51 ($1000.0K)
Jul 16, 2026 Insider
Rodriguez Joe Vasquez Jr. was granted 48.513 shares
Director @ $95.04 ($4.6K)
Jun 30, 2026 Inst.
WCM INVESTMENT MANAGEMENT, LLC — NEW
7,824,883 shares ($698.8M)
Jun 30, 2026 Inst.
May 15, 2026 SEC SCHRODER INVESTMENT MANAGEMENT GROUP — DOUBLED
5,116,993 shares ($454.4M)
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
Ventas filed a prospectus supplement to increase its at-the-market (ATM) common stock offering capacity to $3.0 billion
424B5 — Impact 4/10
Analyst ratings buy % -3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 31, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 14, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 11, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Aug 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 22, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 7, 2026 | Barclays | INITIATE | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 5 | 0 | 0 | 81% | |
| Aug 1, 2026 | 7 | 15 | 5 | 0 | 0 | 81% | |
| Jul 1, 2026 | 7 | 15 | 4 | 0 | 0 | 85% | |
| 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% |
Price targets
Where 22 covering analysts think VTR trades over the next 12 months.
$101.82 +21.2% upside Strong Buy
Current$84.00 Low$90.00 Median$102.00 High$113.00 22 analysts
$90.00$113.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.8/10.
NEUTRAL8-K4/10
Ventas filed an 8-K covering three routine items: (1) a separation agreement with retiring EVP Peter
May 15, 2026
NEUTRAL424B54/10
Ventas filed a prospectus supplement to increase its at-the-market (ATM) common stock offering capac
May 15, 2026
BULLISH8-K8/10
Ventas Q1 2026 Normalized FFO per share of $0.94 beat prior consensus of $0.91 (implied by Street hi
Apr 27, 2026
NEUTRALDEFA14A3/10
Ventas, Inc. has filed a definitive proxy statement for its 2026 Annual Meeting of Stockholders, whi
Apr 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: VTR — 63.8% short (0.5M / 0.8M)
Short: 508,046 | Exempt: 4,456 | TRF Vol: 795,784 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: VTR — 65.0% short (0.4M / 0.6M)
Short: 405,894 | Exempt: 644 | TRF Vol: 624,303 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: VTR — 69.3% short (0.4M / 0.6M)
Short: 439,721 | Exempt: 2,638 | TRF Vol: 634,594 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: VTR — 66.4% short (0.6M / 0.9M)
Short: 623,074 | Exempt: 1,246 | TRF Vol: 937,894 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: VTR — 59.4% short (0.4M / 0.6M)
Short: 368,645 | Exempt: 302 | TRF Vol: 620,886 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.11 | $0.09–$0.13 | -9.1% | +0.0% | 0↑ 2↓ | $1.8B | 3 |
| Next Q | $0.13 | $0.12–$0.15 | 5.1% | -11.1% | — | $1.8B | 3 |
| Current FY | $0.44 | $0.44–$0.44 | -2.5% | -27.9% | 0↑ 1↓ | $7.0B | 1 |
| Next FY | $0.79 | $0.68–$0.90 | 79.6% | -3.3% | 0↑ 1↓ | $7.8B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.110 | — |
| 7d ago | $0.120 | -0.010 |
| 30d ago | $0.110 | — |
| 60d ago | $0.150 | -0.040 |
| 90d ago | $0.150 | -0.040 |
Institutional ownership
Which big funds own VTR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.8B total value (425,402,200 shares) as of 2026-Q2. Top holders: BlackRock,, JPMORGAN, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 55,781,968 | $5.0B | 13.1% | — |
| JPMORGAN CHASE & CO | 43,693,905 | $3.9B | 10.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 42,627,293 | $3.8B | 10.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 31,759,575 | $2.8B | 7.5% | — |
| STATE STREET CORP | 30,526,195 | $2.7B | 7.2% | — |
| FMR LLC | 26,246,531 | $2.3B | 6.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 13,969,657 | $1.2B | 3.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 14,008,360 | $1.2B | 3.3% | — |
| Capital World Investors | 11,665,969 | $1.0B | 2.7% | — |
| APG Asset Management US Inc. | 11,314,857 | $1.0B | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | NEW | — | 7,824,883 | — | $698.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 2,511,625 | 5,116,993 | +103.7% | $454.4M |
| NORGES BANK | NEW | — | 4,993,179 | — | $443.4M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,549,214 | 4,396,344 | +72.5% | $390.4M |
| Daiwa Securities Group Inc. | TRIM | 5,382,664 | 3,342,565 | -37.9% | $296.8M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 1,492,100 | 2,856,207 | +91.4% | $253.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 396,563 | 2,566,715 | +547.2% | $227.9M |
| UBS Group AG | TRIM | 3,791,031 | 1,643,978 | -56.6% | $146.0M |
| CITADEL ADVISORS LLC | DOUBLED | 547,353 | 1,434,026 | +162.0% | $127.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 2,261 | 1,284,685 | +56719.3% | $114.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$2.9M — $197.0K bought, $3.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Wattula Andy | EVP OM&R-Ventas/Pres&CEO-LHS | AWARD | 4,314 | $93.51 | $403.4K |
| Aug 1, 2026 | Wattula Andy | EVP OM&R-Ventas/Pres&CEO-LHS | AWARD | 10,694 | $93.51 | $1000.0K |
| Jul 16, 2026 | Rodriguez Joe Vasquez Jr. | Director | AWARD | 48.513 | $95.04 | $4.6K |
| Jul 16, 2026 | Smith Maurice S | Director | AWARD | 56.195 | $95.04 | $5.3K |
| Jul 16, 2026 | NADER MARGUERITE M | Director | AWARD | 71.615 | $95.04 | $6.8K |
| Jul 16, 2026 | Roy Sumit | Director | AWARD | 47.088 | $95.04 | $4.5K |
| Jul 16, 2026 | Roy Sumit | Director | AWARD | 71.615 | $95.04 | $6.8K |
| Jul 16, 2026 | Barnes Melody C | Director | AWARD | 71.615 | $95.04 | $6.8K |
| Jul 16, 2026 | Martino Roxanne M | Director | AWARD | 173.886 | $95.04 | $16.5K |
| Jul 16, 2026 | LUSTIG MATTHEW J | Director | AWARD | 209.667 | $95.04 | $19.9K |
Congressional trades
VTR trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Ventas Inc | Jul 22, 2026(117d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Ventas Inc | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VTR.
Shares short
19,779,274
Settlement Sep 15, 2026
Change vs prior
-2.9%
Semi-monthly cycle
Days to cover
6.2
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All VTR filing & press-release reports (4)
- 8-K reportMay 15, 2026
- 424B5 reportMay 15, 2026
- 8-K reportApr 27, 2026
- DEFA14A reportApr 1, 2026