Ventas, Inc.(VTR)— Stock Profile, AI Score & Financials
Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Ventas, Inc. (VTR) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks VTR using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), Ventas, Inc. reports quarterly revenue of $1.7B, net income of $72.2M. Top institutional holders of VTR by reported 13-F value include BlackRock, JPMORGAN CHASE, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. VTR trades on the NYSE exchange and files with the SEC under CIK 740260. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ventas, Inc. directly from SEC EDGAR.
AI Rank
#16
Revenue
$1.7B
Net Income
$72.2M
VTR key financials by period
Ventas, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$5.8B
—
3.5%
FY 2024
10-K
$4.9B
—
-0.2%
FY 2023
10-K
$4.5B
—
-2.6%
FY 2022
10-K
$4.1B
—
-2.3%
FY 2021
10-K
$3.8B
—
-4.2%
FY 2020
10-K
$3.8B
—
2.1%
Institutions holding VTR
Institutional investors reporting a position in Ventas, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Ventas grew Q2 2026 total revenue 22% YoY to $1.73B, driven by 32% growth in SHOP resident fees and services as occupancy and rate per room rose, while NNN segment revenue fell 18% on conversions to SHOP and dispositions.
Driven by an increase in average occupancy, revenue per occupied room, additional properties acquired and conversions of senior housing communities from the NNN segment
Outpatient Medical and Research Portfolio (OM&R)$229.3M+3.5% YoY
New leasing activity, high tenant retention and additional NOI from a development project placed in service, partially offset by dispositions
Driven by an increase in average occupancy, revenue per occupied room, additional properties acquired and conversions of senior housing communities from the NNN segment
Outpatient Medical and Research Portfolio (OM&R)$229.3M+3.5% YoY
New leasing activity, high tenant retention and additional NOI from a development project placed in service, partially offset by dispositions
Higher operating expenses driven by an increase in the number of communities in the SHOP segment, higher occupancy and inflation
Depreciation and amortization$407.7M+17.3% YoY
Primarily due to a $64.1M increase associated with recent acquisition activities in 2026 compared to 2025
Interest expense$160.0M+6.5% YoY
Driven primarily by an increase in the weighted average debt outstanding
General, administrative and professional fees$47.0M+9.6% YoY
Increase in investments and strategic initiatives and scaling of the employee base
Margins: Total NOI rose 16.5% YoY to $685.2M, led by 40.9% growth in SHOP NOI on higher occupancy and rate, partially offset by an 18.2% decline in NNN NOI from segment conversions and dispositions.
Watch Items from the Filing
Real estate impairments of $32.0M were recognized in Q2 2026 ($28.3M SHOP, $3.3M OM&R, $0.4M NNN), versus $34.9M in Q2 2025.
Ardent and Kindred each represent customer concentration risk, contributing 2.3% and 2.0% of total revenues but 5.7% and 5.1% of total NOI in Q2 2026, respectively.
Geographic concentration: California, Texas and New York represent 11.5%, 9.1% and 7.9% of total revenues, respectively.
SHOP same-store average occupancy improved to 90.9% from 87.9% YoY with RevPOR up to $5,528 from $5,265, indicating continued operating momentum.
NNN segment revenue and NOI continue shrinking (-18.2% and -18.2% YoY) as properties convert to SHOP or are disposed of, shifting the portfolio mix toward operating risk.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
