At the archive date, Ventas, Inc. was expected to release its Q3 2026 10-Q filing on October 27, 2026. Last quarter: In Q2 FY2026, Ventas, Inc. delivered strong top-line revenue growth of 21.7% YoY to $1.73B, led by a 40.9% expansion in SHOP segment Net Operating Income, while diluted EPS stood at $0.14.
EPS Estimate
$0.17
Revenue Estimate
$1.77B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the VTR page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
SHOP segment Net Operating Income (NOI) grew 40.9% YoY to $403.5M for the three months ended June 30, 2026, propelled by resident fees increasing 32.0% YoY to $1.36B due to higher unit occupancy (88.7% vs. 86.5%) and average monthly rate expansion ($5,629 vs. $5,241).
During the six months ended June 30, 2026, Ventas acquired 61 senior housing communities in its SHOP segment for an aggregate purchase price of $2.8B, followed by two additional community acquisitions in July 2026 for $142.2M.
As of June 30, 2026, total available liquidity stood at $4.9B, including $3.5B under the revolving credit facility, $199.0M in cash, and $1.5B in unsettled equity forward sales agreements. In May 2026, the company expanded its ATM Program capacity from $2.5B to $3.0B.
Revenue
$1.73B
+21.73% YoY
EPS (Diluted)
$0.14
-6.67% YoY
Add VTR to your watchlist to keep its archived reports easy to find. New filing alerts are no longer sent.