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Ventas
Ventas (VTR) investor relations material
Ventas Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary6 Feb, 2026
Executive summary
Achieved strong 2025 results with 9% normalized FFO per share growth, 15% same-store SHOP NOI growth, and four consecutive years of double-digit SHOP growth, with SHOP now representing over half of total NOI.
Total shareholder return reached 35% in 2025, outperforming industry benchmarks and the S&P 500.
Completed $2.5 billion in senior housing investments in 2025, expanding the portfolio and adding new operators.
Board approved an 8% increase in the quarterly dividend to $0.52 per share.
Positioned for continued multiyear growth, leveraging demographic tailwinds and a disciplined investment approach.
Financial highlights
Q4 2025 normalized FFO per share was $0.89, up 10% year-over-year; full-year normalized FFO per share reached $3.48, up 9% year-over-year and at the high end of guidance.
Total company same-store cash NOI grew 8% year-over-year in 2025; SHOP same-store cash NOI grew 15.4% for the year, led by 18% growth in the U.S.
U.S. SHOP average occupancy increased 370 basis points year-over-year in Q4 2025.
Outpatient Medical & Research segment posted 3.7% same-store cash NOI growth in Q4 2025; triple-net segment declined 1.3% in Q4.
Net debt to Further Adjusted EBITDA was 5.2x at year-end, with $5.3 billion in liquidity.
Outlook and guidance
2026 guidance: normalized FFO per share of $3.78–$3.88 (midpoint $3.83), representing 8% year-over-year growth.
Net income expected at $0.57 per share at the midpoint for 2026.
SHOP same-store NOI growth expected at 13–17% in 2026, with 15% at the midpoint and average occupancy growth of ~270 basis points.
$2.5 billion in senior housing investments planned for 2026, with $300 million in disposition proceeds anticipated.
G&A expected in the low $150 million range for 2026; FAD capital expenditures projected at ~$400 million.
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Next Ventas earnings date
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Next Ventas earnings date
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Frequently asked questions
Ventas is a leading healthcare real estate investment trust, or REIT, with ownership interests in 169 healthcare properties. The company's operating strategy focuses on acquiring real estate that can be readily repositioned to take advantage of existing or anticipated healthcare spending growth through acquisitions, management contracts and direct property ownership. As a result, Ventas has a diverse portfolio consisting of senior housing, long-term acute care hospitals, medical office buildings and ambulatory surgical centers. With a seasoned management team and deep experience in real estate and healthcare, the company is well-positioned to take advantage of industry tailwinds in the years ahead.
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