Ventas Reports 2026 Third Quarter Results
Key Highlights
- ➤Normalized FFO $0.99 per share, up 10% year-over-year
- ➤2026 guidance raised; Normalized FFO midpoint increases to $3.89
- ➤Senior housing investments reached $5.2 billion year to date
- ➤Total Company NOI grew 18% year-over-year
- ➤U.S. SHOP same-store cash NOI rose 17%; occupancy exceeded 90%
Expert Statements
Debra A. Cafaro, Chairman and CEO of Ventas
“Ventas delivered strong enterprise results and growth in the third quarter, as we executed our 1-2-3 strategy and drove outperformance at scale.”
Debra A. Cafaro, Chairman and CEO of Ventas
“Our large and growing Senior Housing Operating Portfolio (“SHOP”) powered the Company’s organic property growth, and we used our differentiated platform, operating expertise and data advantages to generate results that significantly outperformed industry benchmarks,”
Debra A. Cafaro, Chairman and CEO of Ventas
“Additionally, we are aggressively expanding our SHOP business through attractive acquisitions designed to increase our enterprise growth and enhance the Company’s multiyear growth outlook.”
Debra A. Cafaro, Chairman and CEO of Ventas
“We have closed over $5 billion of investments focused on U.S. senior housing year to date.”
Debra A. Cafaro, Chairman and CEO of Ventas
“We have significant momentum in the market, and we are currently advancing our robust pipeline of actionable SHOP investment opportunities.”
Debra A. Cafaro, Chairman and CEO of Ventas
“With our commitment to helping people live longer, healthier and happier lives, we are well positioned to serve the secular demand from a wave of Baby Boomers turning 80 over the coming decade.”
Debra A. Cafaro, Chairman and CEO of Ventas
“We are again raising our full year earnings guidance primarily because of our 2026 investment activity.”
Debra A. Cafaro, Chairman and CEO of Ventas
“Our business and team are built to meet this moment, and we are focused on creating value for stakeholders,”
Ventas, Inc. (NYSE: VTR) (“Ventas” or the “Company”) today reported results for the third quarter ended September 30, 2026.
“Ventas delivered strong enterprise results and growth in the third quarter, as we executed our 1-2-3 strategy and drove outperformance at scale. Our large and growing Senior Housing Operating Portfolio (“SHOP”) powered the Company’s organic property growth, and we used our differentiated platform, operating expertise and data advantages to generate results that significantly outperformed industry benchmarks,” said Debra A. Cafaro, Ventas Chairman and CEO.
Get started
Create a free account to read the full story.