Company Overview and Performance: Ventas, Inc., a Chicago-based real estate investment trust focused on senior housing, has seen its stock rise 38.8% over the past year, significantly outperforming the S&P 500 Index and industry benchmarks. Despite solid financial results, including a 13.2% revenue increase, the stock dropped 6.5% following the release of Q1 results due to increased dilutive shares.
Analyst Ratings and Future Outlook: The stock holds a consensus "Strong Buy" rating from analysts, with a mean price target of $75.84 indicating potential upside. RBC Capital analyst Michael Carroll has raised the price target to $75 while maintaining an "Outperform" rating, reflecting confidence in Ventas' growth strategy and future performance.
Wall Street analysts forecast VTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VTR is 84.21 USD with a low forecast of 74.00 USD and a high forecast of 93.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast VTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VTR is 84.21 USD with a low forecast of 74.00 USD and a high forecast of 93.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 76.580
Low
74.00
Averages
84.21
High
93.00
Current: 76.580
Low
74.00
Averages
84.21
High
93.00
Goldman Sachs
analyst
Buy
initiated
$94
2026-01-09
Reason
Goldman Sachs
analyst
Price Target
$94
AI Analysis
2026-01-09
initiated
Buy
Reason
Goldman Sachs initiated coverage of Ventas with a Buy rating and $94 price target. Channel checks and modeling point to meaningful upside in senior housing occupancy, RevPOR, and margins, though gains are likely capped longer term by vacancy, affordability, and supply, while also improving cash flow visibility for NNN structures and senior housing REIT investment opportunities, the analyst tells investors in a research note. In contrast, lab space demand is expected to recover slowly into 2027, and Ventas' strategic shift toward greater SHOP exposure positions it to capture uncapped operating NOI upside versus traditional triple-net leases, the firm says.
Cantor Fitzgerald
NULL -> Overweight
upgrade
$85 -> $93
2026-01-05
Reason
Cantor Fitzgerald
Price Target
$85 -> $93
2026-01-05
upgrade
NULL -> Overweight
Reason
Cantor Fitzgerald raised the firm's price target on Ventas to $93 from $85 and keeps an Overweight rating on the shares. U.S. equity REITs returned 2.9% in 2025, lagging the S&P 500, but 2026 may offer optimism with a potentially more supportive macro environment and an accelerating M&A theme, the analyst tells investors in a research note. Stable supply and demand fundamentals, balance sheet strength, and a well-covered, growing 4% dividend yield make the sector attractive despite past underperformance, Cantor adds.
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Jefferies
Buy
maintain
$85 -> $93
2025-12-15
Reason
Jefferies
Price Target
$85 -> $93
2025-12-15
maintain
Buy
Reason
Jefferies raised the firm's price target on Ventas to $93 from $85 and keeps a Buy rating on the shares as part of a broader research note previewing 2026 for Healthcare REITs. The firm expects another challenging year for lab landlords as elevated market vacancy and a 9.6% decline in trailing-12-month biotech funding will drive below-average retention in 2026, the analyst tells investors in a research note. For Ventas, Jefferies notes that Senior Housing net operating income growth should be among the strongest across the REIT sector, as COVID-19 and an elevated cost of capital have slowed new construction, while demographic tailwinds continue to strengthen as the Baby Boomers age into the 80+ demographic.
KeyBanc
Austin Wurschmidt
Overweight
maintain
$70 -> $85
2025-12-04
Reason
KeyBanc
Austin Wurschmidt
Price Target
$70 -> $85
2025-12-04
maintain
Overweight
Reason
KeyBanc analyst Austin Wurschmidt raised the firm's price target on Ventas to $85 from $70 and keeps an Overweight rating on the shares. The firm continues to favor Healthcare REITs with exposure to above-average growth in senior housing operating fundamentals, and investment pipelines that support accretive external growth. While KeyBanc is incrementally constructive on companies with growing Senior Housing Operating Portfolio exposure, earnings accretion, available dry powder and operating execution may be key to gain investor confidence. The firm also expects skilled nursing fundamentals to remain attractive in 2026 but continues to monitor the reimbursement backdrop following the elimination of enhanced FMAP funding, but view rent coverage levels to be relatively healthy.
About VTR
Ventas, Inc. is a real estate investment trust (REIT). The Company holds a portfolio that includes senior housing communities, outpatient medical buildings, research centers, hospitals and healthcare facilities located in North America and the United Kingdom. The Company owns approximately 1,400 properties in North America and the United Kingdom. It operates in three segments: senior housing operating portfolio (SHOP), outpatient medical and research portfolio (OM&R), and triple-net leased properties (NNN). In its SHOP segment, it owns and invests in senior housing communities. It engages third-party managers to operate the communities on its behalf. In its OM&R segment, it primarily acquires, owns, develops, leases and manages outpatient medical buildings and research centers. In its NNN segment, it invests in and owns senior housing communities, skilled nursing facilities (SNFs), long-term acute care facilities (LTACs), and freestanding inpatient rehabilitation facilities (IRFs).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
