Cantor Fitzgerald Reaffirms “Overweight” Rating for Ventas (NYSE:VTR)

Ventas (NYSE:VTR)‘s stock had its “overweight” rating reissued by stock analysts at Cantor Fitzgerald in a research note issued to investors on Monday, MarketBeat Ratings reports. They presently have a $93.00 target price on the real estate investment trust’s stock. Cantor Fitzgerald’s price target would indicate a potential upside of 10.98% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. Scotiabank upped their target price on shares of Ventas from $74.00 to $80.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. The Goldman Sachs Group began coverage on shares of Ventas in a research note on Friday, January 9th. They issued a “buy” rating and a $94.00 price objective for the company. KeyCorp raised their price objective on Ventas from $70.00 to $85.00 and gave the stock an “overweight” rating in a report on Thursday, December 4th. Wells Fargo & Company boosted their target price on Ventas from $80.00 to $88.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Finally, Citigroup raised their price target on Ventas from $80.00 to $88.00 and gave the stock a “buy” rating in a research note on Tuesday, November 11th. Fourteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $84.88.

Ventas Trading Up 1.3%

VTR opened at $83.80 on Monday. Ventas has a one year low of $58.72 and a one year high of $84.10. The company has a market cap of $39.36 billion, a P/E ratio of 155.19, a PEG ratio of 2.04 and a beta of 0.77. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.32 and a current ratio of 0.67. The business’s 50-day simple moving average is $78.25 and its 200-day simple moving average is $73.51.

Ventas (NYSE:VTR) last posted its earnings results on Thursday, February 5th. The real estate investment trust reported $0.15 earnings per share for the quarter, missing the consensus estimate of $0.89 by ($0.74). The business had revenue of ($1,229.71) million for the quarter, compared to analysts’ expectations of $1.53 billion. Ventas had a return on equity of 2.09% and a net margin of 4.31%.Ventas’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 EPS. Ventas has set its FY 2026 guidance at 3.780-3.880 EPS. As a group, equities research analysts expect that Ventas will post 3.4 EPS for the current fiscal year.

Insider Buying and Selling at Ventas

In related news, CEO Debra A. Cafaro sold 41,294 shares of Ventas stock in a transaction on Monday, November 17th. The shares were sold at an average price of $79.01, for a total value of $3,262,638.94. Following the transaction, the chief executive officer directly owned 1,145,695 shares in the company, valued at $90,521,361.95. This trade represents a 3.48% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Peter J. Bulgarelli sold 2,771 shares of the business’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $80.01, for a total transaction of $221,707.71. Following the completion of the transaction, the chief executive officer directly owned 108,717 shares in the company, valued at $8,698,447.17. This represents a 2.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 96,868 shares of company stock worth $7,574,022. 1.00% of the stock is currently owned by insiders.

Institutional Trading of Ventas

Several hedge funds have recently made changes to their positions in VTR. Norges Bank acquired a new stake in Ventas in the fourth quarter valued at about $474,571,000. Vanguard Group Inc. raised its stake in shares of Ventas by 4.1% during the 2nd quarter. Vanguard Group Inc. now owns 71,796,312 shares of the real estate investment trust’s stock worth $4,533,937,000 after buying an additional 2,854,751 shares in the last quarter. UBS Group AG lifted its holdings in shares of Ventas by 142.4% in the 3rd quarter. UBS Group AG now owns 3,507,841 shares of the real estate investment trust’s stock valued at $245,514,000 after buying an additional 2,060,770 shares during the period. Citigroup Inc. lifted its holdings in shares of Ventas by 451.9% in the 2nd quarter. Citigroup Inc. now owns 2,316,344 shares of the real estate investment trust’s stock valued at $146,277,000 after buying an additional 1,896,627 shares during the period. Finally, Lasalle Investment Management Securities LLC boosted its stake in shares of Ventas by 1,135.1% in the third quarter. Lasalle Investment Management Securities LLC now owns 1,552,880 shares of the real estate investment trust’s stock valued at $108,686,000 after buying an additional 1,427,151 shares in the last quarter. Institutional investors and hedge funds own 94.18% of the company’s stock.

Key Ventas News

Here are the key news stories impacting Ventas this week:

• Positive Sentiment: Company-reported strength in 2025 and SHOP performance — management highlighted robust same-store cash NOI growth in senior housing and accelerating senior-housing investments, supporting upside to growth expectations. Ventas Reports Strong 2025 Growth
• Positive Sentiment: Earnings-call takeaways pointed to a SHOP-driven surge and upbeat operational tone that bolsters near-term cash flow visibility. Earnings Call Highlights
• Positive Sentiment: Dividend increase and updated 2026 guidance reinforced the bull case (income + growth), prompting re‑rating discussions among analysts. Dividend Hike & Guidance Update
• Positive Sentiment: Multiple analyst actions are bullish: KeyCorp raised its price target to $90 and Cantor Fitzgerald reiterated an Overweight with a $93 target, signaling analyst confidence and likely supporting buying interest. KeyCorp Price Target Raise Cantor Fitzgerald Reiteration
• Positive Sentiment: New/expanded operating relationships and property-level activity in senior housing (e.g., Charter expansion, Village on the Isle acreage) point to deal flow and portfolio growth opportunities. Senior Living Dealbook
• Neutral Sentiment: Ventas increased its at‑the‑market (ATM) equity offering capacity — provides flexible capital for acquisitions or balance-sheet management but raises the possibility of future share issuance. ATM Offering Capacity Expanded
• Neutral Sentiment: Media roundups show a mix of analyst views — some outlets list Ventas among bullish REIT picks while others note mixed opinions; consensus momentum is leaning positive but not unanimous. Globe and Mail — Bullish Globe and Mail — Mixed Opinions
• Negative Sentiment: Reminder of the Feb. 5 quarterly EPS miss and weaker-than-expected headline EPS — investors may watch upcoming quarters for proof that SHOP strength fully offsets prior misses and justifies current multiples.

About Ventas

Ventas, Inc (NYSE: VTR) is a real estate investment trust (REIT) that specializes in healthcare-related real estate. The company acquires, owns and manages a diversified portfolio of properties serving the healthcare continuum, including senior housing communities, skilled nursing facilities, medical office buildings, life science and research centers, and other properties leased to healthcare providers and operators. Ventas generates revenue through long-term leases, property management and selective development activities focused on meeting the real estate needs of the healthcare sector.

Ventas’ business model combines property ownership with active asset management and capital markets activity.