WallStSmart
VTR

Ventas Inc

NYSE: VTR · REAL ESTATE · REIT - HEALTHCARE FACILITIES

$87.86
+0.56% today

Updated 2026-04-30

Market cap
$42.47B
P/E ratio
158.85
P/S ratio
6.95x
EPS (TTM)
$0.55
Dividend yield
2.24%
52W range
$61 – $88
Volume
3.6M

Ventas Inc (VTR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$87.86
Consensus
$86.46
-1.59%
2030 Target
$241.48
+174.85%
DCF
$90.07
+4.86% MoS
13 analysts:
8 Buy3 Hold0 Sell

Management guidance

Ventas announced an expanded senior housing investment pipeline expected to exceed $2.5 billion in 2026, with Q4 2025 results showing 15% same-store NOI expansion in their Senior Housing Operating Portfolio and 8% normalized FFO per share growth. Management approved an 8% quarterly dividend increase, signaling confidence in forward cash generation and growth trajectory.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$399.70
$9.6B Rev × 20x P/S
Base case (2030)
$241.48
$9.6B Rev × 12x P/S
Bear case (2030)
$158.21
$9.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$4.5B$4.9B$5.8B$6.6B$7.3B$8.0B$8.8B$9.6B
Revenue growth9.5%18.5%13.7%10.1%10.1%9.5%9.1%
EPS$-0.19$0.20$0.50$0.71$1.11$1.42$1.68$1.95
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$166.54$183.19$199.85$224.83$241.48

Catalysts & risks

Growth catalysts
+ $2.5B+ senior housing acquisition pipeline in 2026
+ 15% same-store NOI growth in Senior Housing Operating Portfolio (2025 momentum)
+ 8% dividend increase approved; demographic tailwinds from aging Baby Boomer population
+ Baron Capital increased stake; growing institutional confidence in external growth strategy
+ Limited new senior housing construction creates supply constraints and pricing power
Key risks
- Senior Housing Operating Portfolio exposure to operator performance and occupancy rate volatility
- Rising labor and operating costs in healthcare sector
- Interest rate sensitivity impacts cap rates and acquisition returns
- Execution risk on $2.5B investment pipeline; integration challenges
- Regulatory changes in healthcare and senior living facilities

Methodology

Ventas Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.