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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Ventas (VTR) is 8/10.
Ventas delivered Q1 normalized FFO of $0.94 per share, up 9% year-over-year, raising the full-year midpoint to $3.86 as total company same-store property-level growth reached nearly 9% and SHOP same-store NOI surged 16%. Average occupancy increased 310 basis points year-over-year to 90.4%, and senior housing investment accelerated as demographic demand and supply constraints created a multi-year tailwind. Revenue and pricing momentum continued building across the portfolio, and balance sheet and liquidity strength supported the investment thesis.
Scored from Ventas’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.29B | +10.5% | $0.13 | +159.1% | 15.2% | 4.4% | $292M |
| FY2025 Q1 | $1.36B | +13.2% | $0.11 | +413.4% | 14.6% | 3.5% | $262M |
| FY2025 Q2 | $1.42B | +18.3% | $0.15 | +218.5% | 14.3% | 4.8% | $400M |
| FY2025 Q3 | $1.49B | +20.4% | $0.14 | +205.0% | 14.9% | 4.4% | $286M |
| FY2025 Q4 | $1.57B | +21.7% | $0.15 | +15.4% | 13.0% | 4.5% | $368M |
| FY2026 Q1 | $1.66B | +22.0% | $0.11 | 0.0% | 11.6% | 3.4% | $-577M |
| FY2026 Q2 | $1.73B | +21.7% | $0.14 | -6.7% | 13.4% | 4.1% | — |
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