Senior housing growth - Co said Q2 Same-Store Cash NOI in its senior housing operating portfolio rose 16% yr/yr, driven by 9% growth in operating revenue and higher occupancy
Investment activity - Ventas closed $2.2 bln of senior housing investments in Q2 and $3.4 bln year to date, which it expects to increase growth rate on a multiyear basis
Demand trends - Co cited strong and strengthening demographic demand for senior housing, with new supply at historic lows
Updated 2026 outlook
Ventas raises 2026 investment volume expectations to $4.5 bln from $3 bln
Company lifts 2026 Nareit FFO per share guidance to $3.76-$3.81 from $3.69-$3.76
Ventas expects 2026 Normalized FFO per share of $3.85-$3.90, up from $3.82-$3.89
Key details and analyst coverage
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.73 bln
$1.68 bln (8 Analysts)
Q2 Normalized FFO Per Share
$0.97
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
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