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Details	Date	Content	Source	Relevance
	Saved 2026-07-23 18:42 2d ago Published 2026-07-23 14:36 2d ago	Ventas čeká růst tržeb i FFO na akcii Ventas má ve 2. čtvrtletí vykázat růst tržeb i normalizovaného FFO na akcii, podpořený silným SHOP a vysokou obsazeností. Tížit ji ale mohou vyšší úrokové náklady a nižší příjmy z triple-net nájmů. VTR Ventas	FMP Stock News	78
Original source text Key Takeaways Ventas is expected to report year-over-year revenues and normalized FFO per share growth in Q2 2026.Strong SHOP performance, positive net move-ins and high occupancy could support quarterly results.Higher interest expenses and lower triple-net rental income may weigh on Ventas' second-quarter performance. Ventas, Inc. (VTR - Free Report) is scheduled to report second-quarter 2026 results on July 29, after market close. The quarterly results are likely to have displayed year-over-year growth in revenues and normalized funds from operations (FFO) per share. In the last reported quarter, this Chicago-based healthcare real estate investment trust (REIT) delivered a normalized FFO per share of 94 cents, beating the Zacks Consensus Estimate of 91 cents by 3.3%. The quarterly results reflected a year-over-year increase in same-store cash net operating income on the strong performance of the senior housing operating portfolio (SHOP) and outpatient medical research (OM&R) portfolio. Ventas’ normalized FFO per share surpassed the Zacks Consensus Estimate in three of the preceding four quarters and met once, with the average beat being 1.70%. The graph below depicts this surprising history: Factors at Play for VTRIn the second quarter of 2026, Ventas’ SHOP is likely to have benefited from an aging U.S. population and a rise in healthcare expenditure by this age cohort, which is generally higher than that of the average population. With the segment witnessing positive net move-ins, occupancy is expected to have remained high. A well-diversified tenant base with long-term leases is expected to have contributed well to stable rental revenue generation, boosting the top line. However, the triple-net leased properties are likely to have been affected during the to-be-reported quarter. Further, high interest expenses are expected to have cast a pall on the company’s performance to some extent. VTR’s Q2 ProjectionsThe Zacks Consensus Estimate for second-quarter 2026 revenues is currently pegged at $1.67 billion, implying a 17.36% increase from the prior-year quarter’s reported figure. The Zacks Consensus Estimate for second-quarter resident fees and services is pegged at $1.29 billion, suggesting an increase from $1.03 billion reported in the year-ago period. The consensus mark for outpatient medical & research (OM&R) portfolio rental income for the second quarter is pegged at $230.4 million, indicating an increase from $220.8 million reported in the year-ago period. Ventas’ activities during the soon-to-be-reported quarter have been adequate to gain analysts’ confidence. The Zacks Consensus Estimate for second-quarter FFO per share has increased a cent to 96 cents over the past two months. The figure implies an increase of 10.34% from the year-ago quarter’s reported number. However, the Zacks Consensus Estimate for second-quarter triple-net leased properties' rental income is pegged at $124.2 million, suggesting a decrease from $152.7 million reported in the year-ago period. What Our Quantitative Model Predicts for VTROur proven model doesn’t conclusively predict a surprise in terms of FFO per share for Ventas this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here. Ventas currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Stocks That Warrant a LookHere are two stocks from the broader REIT industry, Extra Space Storage (EXR - Free Report) and Cousins Properties (CUZ - Free Report) , that you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter. EXR, which is scheduled to report quarterly results on July 28, 2026, has an Earnings ESP of +0.39% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Cousins Properties is slated to report quarterly numbers on July 30, 2026. CUZ has an Earnings ESP of +0.45% and carries a Zacks Rank of 3 at present. Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

Original source text

Key Takeaways Ventas is expected to report year-over-year revenues and normalized FFO per share growth in Q2 2026.Strong SHOP performance, positive net move-ins and high occupancy could support quarterly results.Higher interest expenses and lower triple-net rental income may weigh on Ventas' second-quarter performance. Ventas, Inc. (VTR - Free Report) is scheduled to report second-quarter 2026 results on July 29, after market close. The quarterly results are likely to have displayed year-over-year growth in revenues and normalized funds from operations (FFO) per share.

In the last reported quarter, this Chicago-based healthcare real estate investment trust (REIT) delivered a normalized FFO per share of 94 cents, beating the Zacks Consensus Estimate of 91 cents by 3.3%. The quarterly results reflected a year-over-year increase in same-store cash net operating income on the strong performance of the senior housing operating portfolio (SHOP) and outpatient medical research (OM&R) portfolio.

Ventas’ normalized FFO per share surpassed the Zacks Consensus Estimate in three of the preceding four quarters and met once, with the average beat being 1.70%. The graph below depicts this surprising history:

Factors at Play for VTRIn the second quarter of 2026, Ventas’ SHOP is likely to have benefited from an aging U.S. population and a rise in healthcare expenditure by this age cohort, which is generally higher than that of the average population. With the segment witnessing positive net move-ins, occupancy is expected to have remained high.

A well-diversified tenant base with long-term leases is expected to have contributed well to stable rental revenue generation, boosting the top line.

However, the triple-net leased properties are likely to have been affected during the to-be-reported quarter. Further, high interest expenses are expected to have cast a pall on the company’s performance to some extent.

VTR’s Q2 ProjectionsThe Zacks Consensus Estimate for second-quarter 2026 revenues is currently pegged at $1.67 billion, implying a 17.36% increase from the prior-year quarter’s reported figure.

The Zacks Consensus Estimate for second-quarter resident fees and services is pegged at $1.29 billion, suggesting an increase from $1.03 billion reported in the year-ago period.

The consensus mark for outpatient medical & research (OM&R) portfolio rental income for the second quarter is pegged at $230.4 million, indicating an increase from $220.8 million reported in the year-ago period.

Ventas’ activities during the soon-to-be-reported quarter have been adequate to gain analysts’ confidence. The Zacks Consensus Estimate for second-quarter FFO per share has increased a cent to 96 cents over the past two months. The figure implies an increase of 10.34% from the year-ago quarter’s reported number.

However, the Zacks Consensus Estimate for second-quarter triple-net leased properties' rental income is pegged at $124.2 million, suggesting a decrease from $152.7 million reported in the year-ago period.

What Our Quantitative Model Predicts for VTROur proven model doesn’t conclusively predict a surprise in terms of FFO per share for Ventas this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here.

Ventas currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a LookHere are two stocks from the broader REIT industry, Extra Space Storage (EXR - Free Report) and Cousins Properties (CUZ - Free Report) , that you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter.

EXR, which is scheduled to report quarterly results on July 28, 2026, has an Earnings ESP of +0.39% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Cousins Properties is slated to report quarterly numbers on July 30, 2026. CUZ has an Earnings ESP of +0.45% and carries a Zacks Rank of 3 at present.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

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