The earnings call highlighted strong growth in key areas such as SHOP and outpatient medical, with raised guidance and strategic investments enhancing financial outlook. However, there were minor challenges in the research segment and impacts from asset dispositions, but these were not significant enough to outweigh the positive performance.

Company Guidance -

Q3 2025

During Ventas' Second Quarter 2025 Earnings Call, CEO Debra A. Cafaro reported strong financial performance, driven by the company's 1-2-3 strategy focused on organic growth, strategic investments in senior housing, and portfolio optimization. The quarter saw a 9% year-over-year increase in normalized FFO per share and a 7% rise in same-store cash NOI. The company raised its full-year normalized FFO guidance midpoint to $3.44 per share, projecting 8% year-over-year growth. Ventas' Senior Housing Operating Portfolio (SHOP) showed an 18% same-store cash NOI growth, while the senior housing investment volume guidance for 2025 was increased to $2 billion, reflecting a robust investment pipeline. The company's outpatient medical and research portfolio benefited from the growing over-65 demographic, with leasing and occupancy improvements contributing to expected NOI growth in the second half. Ventas continues to capitalize on favorable market dynamics with a focus on high-quality senior housing acquisitions, supported by strong relationships with operators and a strategically expanded SHOP footprint, which is anticipated to represent over half of the business by year-end.

Strong Earnings Growth and Raised Guidance

Year-over-year normalized FFO per share grew 9% while total company same-store cash NOI increased 7%. Full year normalized FFO guidance midpoint raised to $3.44 per share, representing an 8% year-over-year FFO per share growth.

SHOP Revenue and Occupancy Improvement

SHOP communities in the U.S. delivered 18% same-store cash NOI growth in Q2, with revenue growth over 8% and a 60 basis point improvement in average occupancy in June.

Increased Senior Housing Investment

Raised full year 2025 senior housing investment volume guidance to $2 billion with expected low to mid-teens unlevered IRR expectations.

Robust Leasing in Outpatient Medical

Outpatient medical segment showed same-store cash NOI growth of 2.2%, with 1 million square feet of new and renewal deals executed in Q2.

Ventas (VTR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.14 / -	0.05	―	―	―
Jul 30, 2025	2025 (Q2)	0.14 / 0.15	0.05	200.00% (+0.10)
Apr 30, 2025	2025 (Q1)	0.10 / 0.10	-0.04	350.00% (+0.14)
Feb 12, 2025	2024 (Q4)	0.06 / 0.13	-0.23	156.52% (+0.36)
Oct 30, 2024	2024 (Q3)	-0.02 / 0.05	-0.18	127.78% (+0.23)
Aug 01, 2024	2024 (Q2)	0.04 / 0.05	0.26	-80.77% (-0.21)
May 01, 2024	2024 (Q1)	-0.33 / -0.04	0.04	-200.00% (-0.08)
Feb 14, 2024	2023 (Q4)	-0.16 / -0.23	-0.11	-109.09% (-0.12)
Nov 02, 2023	2023 (Q3)	-0.02 / -0.18	0	―
Aug 03, 2023	2023 (Q2)	0.02 / 0.26	-0.11	336.36% (+0.37)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$66.48	$67.18	+1.05%
Apr 30, 2025	$69.54	$65.04	-6.47%
Feb 12, 2025	$59.07	$63.99	+8.33%
Oct 30, 2024	$65.01	$64.04	-1.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ventas Inc (VTR) report earnings?

Ventas Inc (VTR) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Ventas Inc (VTR) earnings time?

Ventas Inc (VTR) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VTR EPS forecast?

VTR EPS forecast for the fiscal quarter 2025 (Q3) is 0.14.

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