Ventas, Inc. (VTR) earnings on July 29, 2026
Prior outlook: Optimistic Outcome: Missed
The stock jumped early but crashed to close 5.9% lower, giving back recent gains despite limited analyst optimism.
VTR price around the earnings
91.92
Change: -5.9%
2026-07-30, 20:00 UTC
Start of the measured window
End of the measured window
90.95
93.73
96.50
99.28
97.72
July 29, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Missed
- Thesis published
Stock saw recent positive trajectory shift and run-up into earnings, despite limited analyst upside.
Context analyzed before publication
- Trend
- Recent trajectory scores show a strong positive shift and run-up, indicating conditions after a strong recent rise into the event.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.65
- Analysts covering the stock
- 22
- Average price target
- 98.27
- Lowest price target
- 86
- Highest price target
- 114
- Upside to price target
- 0.9%
- Quarterly earnings growth
- 19.3%
- Revenue growth
- 21.9%
- Forward EPS
- 0.85
- Trailing EPS
- 0.55
- Analyst moves in the last 60 days
- 5
- Strong buy: 4
- Buy: 14
- Hold: 4
- Sell: 0
- Strong sell: 1
- Strong buy
- 4
- Buy
- 14
- Hold
- 4
- Sell
- 0
- Strong sell
- 1
- July 22, 2026 · Mizuho: Maintains rating (Outperform → Outperform)
- July 7, 2026 · Barclays: Initiates coverage (Overweight → Equal-Weight)
- July 1, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- June 18, 2026 · Scotiabank: Maintains rating (Sector Perform → Sector Perform)
- June 1, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (3)
- Mizuho Maintains Outperform on Ventas, Raises Price Target to $104 (opens in a new tab) — Benzinga
- Barclays Initiates Coverage On Ventas with Equal-Weight Rating, Announces Price Target of $99 (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains Outperform on Ventas, Raises Price Target to $96 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 98.13
- Average true range (ATR)
- 2%
- Distance to 52-week high
- -3.1%
- 14-day change (14d)
- +6.2%
- 30-day change (32d)
- +10.2%
- 30-day relative strength
- +8.7%
- SPY change (32d)
- +1.6%
- Nearest support
- 98.05
- Distance to nearest support
- 0.1%
- Nearest resistance
- 98.58
- Distance to nearest resistance
- 0.5%
- Volume accumulation ratio (14d / 46d)
- 0.69
- Minor: 98.05 (0.1% away, 0.04 ATR, 4 touches)
- Mid: 97.63 (0.5% away, 0.25 ATR, 3 touches)
- Mid: 97.09 (1.1% away, 0.53 ATR, 10 touches)
- Mid: 98.58 (0.5% away, 0.23 ATR, 4 touches)
- Mid: 100.06 (2% away, 0.98 ATR, 5 touches)
- Minor: 100.52 (2.4% away, 1.22 ATR, 1 touches)
Trends
Evidence
- Average earnings surprise
- +48.0%
- April 27, 2026: actual EPS 0.1 vs estimate 0.1 (surprise -1.4%)
- February 5, 2026: actual EPS 0.13 vs estimate 0.09 (surprise +40.9%)
- October 29, 2025: actual EPS 0.12 vs estimate 0.05 (surprise +141.9%)
- July 30, 2025: actual EPS 0.15 vs estimate 0.14 (surprise +10.4%)
Expected move
- Implied move
- +1.4%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.9%
- 75th percentile move
- 5.8%
- 90th percentile move
- 6.8%
- Up / down moves
- 12 / 8
- Average up move
- +3.5%
- Average down move
- -3.2%
Monitoring and close
What Ventas, Inc. reported
- Status
- Finished
| Actual EPS | 0.17 |
|---|---|
| EPS estimate | 0.11 |
| EPS surprise | +54.5% |
Ventas beat Q2 FFO and revenue estimates on strong SHOP growth. Raised FY2026 FFO guidance, but shares fell 8% on dilution concerns.
Sources (9)
- Ventas Q2 FFO & Revenues Beat Estimates on Strong SHOP Growth (opens in a new tab) — Zacks
- Ventas, Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Ventas (VTR) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (opens in a new tab) — Zacks
- Ventas (VTR) Beats Q2 FFO and Revenue Estimates (opens in a new tab) — Zacks
- Ventas (NYSE:VTR) Beats Q2 Estimates, Shares Slide on Aggressive Capital Deployment (opens in a new tab) — ChartMill
- Ventas Raises FY2026 FFO Guidance from $3.82-$3.89 to $3.85-$3.90 vs $3.85 Est (opens in a new tab) — Benzinga
- Ventas Q2 FFO $0.97 Beats $0.95 Estimate, Sales $1.730B Beat $1.680B Estimate (opens in a new tab) — Benzinga
- Ventas Reports 2026 Second Quarter Results (opens in a new tab) — Yahoo
- Earnings per share: $0.17 vs $0.11 expected — above expectations. — Yahoo Finance
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Missed
- Consolidated
- -5.9%
- Max favorable move (MFE)
- 0.3%
- Max adverse move (MAE)
- 7%