Ventas price target raised to $95 from $90 at KeyBanc

KeyBanc raised the firm’s price target on Ventas (VTR) to $95 from $90 and keeps an Overweight rating on the shares. The firm cites an increase in its outlook for Ventas’ SHOP segment and upside from investments. With easier comparisons in the coming quarters following last year’s unexpected move-outs in late March and expense growth pressure from weather-related costs in early 2026, SSNOI growth appears poised to accelerate, adds KeyBanc.