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VTRVentas, Inc.Hold5.4·$82.62+3.77%
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Ventas, Inc. (VTR) Stock Analysis

HoldHigh Confidence

Real Estate · REIT - Healthcare Facilities

Hold if already holding. Not a fresh buy at $82.62, but acceptable to hold if already in. Reasons: Thin upside margin: 5.5%; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2).

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

$82.62+5.5% A.UpsideScore 5.4/10#6 of 13 REIT - Healthcare Facilities
QualityF-score7 / 9FCF yield3.83%
IncomeYield2.51%(5y avg 3.31%)Payout356.36%
Stop $77.67Target $87.12(analyst − 10%)A.R:R 0.9:1
Analyst target$96.80+17.2%20 analysts
$87.12our TP
$82.62price
$96.80mean
$110

Hold if already holding. Not a fresh buy at $82.62, but acceptable to hold if already in. Reasons: Thin upside margin: 5.5%; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2). Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.4/10, high confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 50d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202650d to earnings· next earnings call

Thesis

Rewards
Positive news sentiment (+0.67)
Risks
Thin upside margin: 5.5%
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2)
Sector modifier (Real Estate): -1.2

Key Metrics

P/E (TTM)144.8
P/E (Fwd)94.0
Mkt Cap$38.7B
EV/EBITDA22.6
Profit Mgn4.3%
ROE2.1%
Rev Growth21.9%
Beta0.73
Dividend2.51%
Rating analysts25

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.29bullish
IV52%elevated

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.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesMomentum 4.4<4.5A.R:R 0.9 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 50d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
35 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $78.08Resistance $91.06

Price Targets

$78
$87
A.Upside+5.4%
A.R:R0.9:1

Position Sizing

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

Risk Alerts

! NEWS_MOD=+1: SELL_IF_HOLDING → HOLD_IF_HOLDING
! momentum at 4.4 (below the engine's 4.5 threshold)
! asymmetry at 0.9 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (50d)

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?

Hold if already holding. Not a fresh buy at $82.62, but acceptable to hold if already in. Reasons: Thin upside margin: 5.5%; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2). Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $87.12 (+5.4%), stop $77.67 (−6.4%), A.R:R 0.9:1. Score 5.4/10, high confidence.

What is the VTR stock price target?

Take-profit target: $87.12 (+5.5% upside). Target $87.12 (+5.4%), stop $77.67 (−6.4%), A.R:R 0.9:1. Stop-loss: $77.67.

What are the risks of investing in VTR?

Thin upside margin: 5.5%; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.2); Sector modifier (Real Estate): -1.2.

Is VTR overvalued or undervalued?

Ventas, Inc. trades at a P/E of 144.8 (forward 94.0). TrendMatrix value score: 5.1/10. Verdict: Hold.

What do analysts say about VTR?

25 analysts cover VTR with a consensus score of 4.1/5. Average price target: $97.

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) · WELL (Welltower Inc.) · SBRA (Sabra Health Care REIT, Inc.) · AHR (American Healthcare REIT, Inc.) · CTRE (CareTrust REIT, Inc.)
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