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Ventas, Inc. (VTR) Stock Fundamental Analysis & AI Rating 2026

VTR NYSE Real Estate Investment Trusts DE CIK: 0000740260
Recently Updated • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
82% Confidence
AGREEMENT
STRONG SELL
88% Conf
SELL
77% Conf

📊 VTR Key Takeaways

Revenue: $1.7B
Net Margin: 3.4%
Free Cash Flow: $-2.5B
Current Ratio: N/A
Debt/Equity: 0.96x
EPS: $0.11
AI Rating: STRONG SELL with 88% confidence
Ventas, Inc. (VTR) receives a SELL rating with 82% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.7B, net profit margin of 3.4%, and return on equity (ROE) of 0.4%, Ventas, Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete VTR stock analysis for 2026.

Is Ventas, Inc. (VTR) a Good Investment?

Claude

Critical interest coverage ratio of 0.2x indicates the company cannot cover interest expenses from operating income, creating severe debt service risk. Negative free cash flow of -$2.5B despite positive operations reveals unsustainable capex relative to cash generation. Extreme profit margin compression (2.1% operating margin, 0.4% ROE) signals fundamental asset quality and operational challenges.

ChatGPT

Ventas shows solid operating cash generation and a large, asset-backed balance sheet, but underlying profitability remains thin and leverage is a meaningful constraint. The extreme revenue growth appears low quality relative to margins, while negative free cash flow and very weak interest coverage raise concern about how durable earnings and capital allocation are under pressure.

Why Buy Ventas, Inc. Stock? VTR Key Strengths

Claude
  • + Positive operating cash flow of $394.6M demonstrates core business generates cash
  • + Debt-to-equity ratio of 0.96x is moderate for REIT sector and manageable leverage structure
  • + Large asset base of $27.7B provides potential restructuring or liquidation value
ChatGPT
  • + Strong operating cash flow of $1.65B provides meaningful internal funding capacity
  • + Large asset base of $27.59B and equity of $12.53B support balance sheet stability
  • + Positive net income and sharply improved diluted EPS indicate some earnings recovery

VTR Stock Risks: Ventas, Inc. Investment Risks

Claude
  • ! Interest coverage of 0.2x - operating income covers only 20% of interest expense, creating critical debt service risk
  • ! Negative free cash flow of -$2.5B indicates capital expenditures of $2.9B are unsustainable relative to operational cash generation
  • ! Minimal profitability with 2.1% operating margin and 0.4% ROE signals distressed asset portfolio
  • ! Limited cash buffer of $183.6M against $12.6B long-term debt and $14.1B total liabilities
  • ! Abnormal 25722% YoY revenue growth likely from non-recurring accounting event, not organic growth
ChatGPT
  • ! Interest coverage of 0.3x suggests earnings provide very limited cushion for debt service
  • ! Free cash flow of -$1.28B shows capital spending is materially outpacing operating cash generation
  • ! Low operating margin of 3.5% and ROE of 2.0% indicate weak underlying profitability despite reported revenue growth

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must improve above 1.5x minimum threshold for viability
  • * Free cash flow - monitor if $2.9B capex moderates toward sustainable levels
  • * Operating margin expansion - critical improvement from current 2.1% required
  • * Debt refinancing activity - watch maturity schedule and ability to access capital markets
ChatGPT
  • * Interest coverage and debt reduction progress
  • * Operating cash flow versus capital expenditure trend

Ventas, Inc. (VTR) Financial Metrics & Key Ratios

Revenue
$1.7B
Net Income
$55.9M
EPS (Diluted)
$0.11
Free Cash Flow
$-2.5B
Total Assets
$27.7B
Cash Position
$183.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

VTR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 2.1%
Net Margin 3.4%
ROE 0.4%
ROA 0.2%
FCF Margin -152.9%

VTR vs Real Estate Sector: How Ventas, Inc. Compares

How Ventas, Inc. compares to Real Estate sector averages

Net Margin
VTR 3.4%
vs
Sector Avg 20.0%
VTR Sector
ROE
VTR 0.4%
vs
Sector Avg 8.0%
VTR Sector
Current Ratio
VTR 0.0x
vs
Sector Avg 1.5x
VTR Sector
Debt/Equity
VTR 1.0x
vs
Sector Avg 1.5x
VTR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ventas, Inc. Stock Overvalued? VTR Valuation Analysis 2026

Based on fundamental analysis, Ventas, Inc. has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
0.4%
Sector avg: 8%
Net Profit Margin
3.4%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.96x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ventas, Inc. Balance Sheet: VTR Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.96x
Debt/Assets
51.0%
Interest Coverage
0.23x
Long-term Debt
$12.6B

VTR Revenue & Earnings Growth: 5-Year Financial Trend

VTR 5-year financial data: Year 2021: Revenue $3.9B, Net Income $439.3M, EPS $1.17. Year 2022: Revenue $4.1B, Net Income $441.2M, EPS $1.17. Year 2023: Revenue $4.5B, Net Income $56.6M, EPS $0.13. Year 2024: Revenue $4.9B, Net Income -$40.9M, EPS $-0.12. Year 2025: Revenue $5.8B, Net Income -$30.3M, EPS $-0.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ventas, Inc.'s revenue has grown significantly by 51% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.10 indicates the company is currently unprofitable.

VTR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-152.9%
Free cash flow / Revenue

VTR Quarterly Earnings & Performance

Quarterly financial performance data for Ventas, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.4B $48.4M $0.10
Q3 2025 $1.2B $21.0M $0.05
Q2 2025 $1.2B $8.6M $0.01
Q1 2025 $1.2B -$12.5M $-0.04
Q3 2024 $1.1B $21.0M $0.05
Q2 2024 $1.1B $8.6M $0.01
Q1 2024 $1.1B -$12.5M $0.04
Q3 2023 $1.0B $2.5M $0.00

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ventas, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$394.6M
Cash generated from operations
Capital Expenditures
$2.9B
Investment in assets
Dividends Paid
$230.2M
Returned to shareholders

VTR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ventas, Inc. (CIK: 0000740260)

📋 Recent SEC Filings

Date Form Document Action
Apr 28, 2026 10-Q vtr-20260331.htm View →
Apr 27, 2026 8-K vtr-20260427.htm View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776456642.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776456638.xml View →
Apr 17, 2026 4 xslF345X06/wk-form4_1776456634.xml View →

Frequently Asked Questions about VTR

What is the AI rating for VTR?

Ventas, Inc. (VTR) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are VTR's key strengths?

Claude: Positive operating cash flow of $394.6M demonstrates core business generates cash. Debt-to-equity ratio of 0.96x is moderate for REIT sector and manageable leverage structure. ChatGPT: Strong operating cash flow of $1.65B provides meaningful internal funding capacity. Large asset base of $27.59B and equity of $12.53B support balance sheet stability.

What are the risks of investing in VTR?

Claude: Interest coverage of 0.2x - operating income covers only 20% of interest expense, creating critical debt service risk. Negative free cash flow of -$2.5B indicates capital expenditures of $2.9B are unsustainable relative to operational cash generation. ChatGPT: Interest coverage of 0.3x suggests earnings provide very limited cushion for debt service. Free cash flow of -$1.28B shows capital spending is materially outpacing operating cash generation.

What is VTR's revenue and growth?

Ventas, Inc. reported revenue of $1.7B.

Does VTR pay dividends?

Ventas, Inc. pays dividends, with $230.2M distributed to shareholders in the trailing twelve months.

Where can I find VTR SEC filings?

Official SEC filings for Ventas, Inc. (CIK: 0000740260) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VTR's EPS?

Ventas, Inc. has a diluted EPS of $0.11.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VTR a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Ventas, Inc. has a SELL rating with 82% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is VTR stock overvalued or undervalued?

Valuation metrics for VTR: ROE of 0.4% (sector avg: 8%), net margin of 3.4% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy VTR stock in 2026?

Our dual AI analysis gives Ventas, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VTR's free cash flow?

Ventas, Inc.'s operating cash flow is $394.6M, with capital expenditures of $2.9B. FCF margin is -152.9%.

How does VTR compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 3.4% (avg: 20%), ROE 0.4% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI