Ventas Is Hitting On All Cylinders (NYSE:VTR)

Ventas Is Hitting On All Cylinders Summary Ventas has evolved into a growth REIT, driven by strong SHOP portfolio execution and disciplined acquisitions below replacement cost. VTR delivered strong normalized FFO/share growth in Q3 2025, with management raising full-year FFO and NOI growth guidance on robust SHOP performance. Despite trading above historical P/FFO, VTR’s premium is justified by accelerating FFO and NOI growth, demographic tailwinds, and a balanced risk/reward profile. I maintain a Buy rating on VTR, viewing it as a GARP stock supported by a strong balance sheet, data-driven pricing, and favorable long-term demand trends. Analyst’s Disclosure: I/we have a beneficial long position in the shares of VTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Preview: ~282 words