Ventas Earnings Preview: Analysts Expect 6.3% YoY Increase in FFO

Ventas Inc. is expected to announce its Q2 2025 earnings on July 30. Analysts predict FFO per share of $0.85, a 6.3% increase from the previous year. The company has beaten or matched FFO estimates in its last four quarterly reports. VTR shares have surged 24.7% over the past 52 weeks, outperforming the S&P 500 Index. Analysts have a "Strong Buy" rating on the stock, with an average price target of $75.39, indicating a potential upside of 13.5% from the current levels.

Ventas Inc. (VTR), a leading healthcare-focused real estate investment trust (REIT), is set to release its fiscal 2025 second-quarter earnings after the market closes on Wednesday, July 30. Analysts are anticipating a Funds from Operations (FFO) per share of $0.85, representing a 6.3% increase from the $0.80 reported in the year-ago quarter [1].

Ventas has consistently beaten or matched Wall Street's FFO estimates in its last four quarterly reports, demonstrating its ability to deliver strong financial performance. For the current fiscal year, analysts expect the company to report an FFO of $3.45 per share, up 8.2% from $3.19 in fiscal 2024. The FFO is projected to rise 7.8% year over year to $3.72 in fiscal 2026 [1].

VTR shares have surged 24.7% over the past 52 weeks, outperforming the S&P 500 Index's 14.5% gains and the Real Estate Select Sector SPDR Fund's (XLRE) 3.7% gains over the same period [1]. The company's strong performance has been driven by the long-term senior housing growth trend, as evidenced by a 13.6% year-over-year increase in same-store cash NOI and a 13.2% rise in total revenue to $1.4 billion in the first quarter [1].

Analysts' consensus opinion on VTR stock is very bullish, with a "Strong Buy" rating overall. Out of 19 analysts covering the stock, 14 advise a "Strong Buy" rating, two suggest a "Moderate Buy," and three give a "Hold." The average analyst price target is $75.39, indicating a potential upside of 13.5% from the current levels [1].

On April 30, Ventas reported its first-quarter results, which saw shares fall 6.5% in the following trading session due to concerns over share dilution and alignment of future guidance with capital-raising plans. Despite this, the company continued to benefit from the long-term senior housing growth trend [1].

Ventas, Inc. (NYSE:VTR) has been assigned a consensus rating of "Buy" from the twelve analysts that are covering the stock, with two analysts rating the stock with a hold rating, eight giving a buy rating, and two giving a strong buy rating [2]. The average 1-year price target among brokerages that have updated their coverage on the stock in the last year is $72.90 [2].

Institutional investors and hedge funds have also shown interest in VTR, with recent acquisitions of new positions and increases in ownership stakes [2]. The company's strong fundamentals and growth prospects make it an attractive investment opportunity for both retail and institutional investors.

References:
[1] https://www.barchart.com/story/news/33547062/ventas-earnings-preview-what-to-expect
[2] https://www.marketbeat.com/instant-alerts/ventas-inc-nysevtr-receives-consensus-recommendation-of-buy-from-analysts-2025-07-21/