HighGravityDataCurrent guidance
28 items
Ventas
Guidance from Ventas’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 29, 2026
Data checked
Jul 29, 2026
What changed in the Jul 29, 2026 release
Each item compared with the same item in the previous release (Apr 27, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Raised | Attributable Net Income Per Share Midpoint | for FY2026 | “$0.60” | “$0.61” | Filing ↗ |
| Narrowed | Attributable Net Income Per Share Range | for FY2026 | “$0.56” – “$0.63” | “$0.58” – “$0.63” | Filing ↗ |
| New | % Year-over-year growth (Normalized FFO) | for FY2026 | — | “8% 10%” | Filing ↗ |
| New | Disposition and loan repayment proceeds | for FY2026 | — | “~$700 million at a ~7% blended yield” | Filing ↗ |
| New | FAD capital expenditures | for FY2026 | — | “~$400 million at midpoint” | Filing ↗ |
| New | Interest and other income | for FY2026 | — | “~$8 million at midpoint” | Filing ↗ |
| New | Interest expense | for FY2026 | — | “~$646 million at midpoint” | Filing ↗ |
| Raised | Investment volume expectations for 2026 | for FY2026 | “$3 billion” | “$4.5 billion” | Filing ↗ |
| Raised | Nareit FFO Per Share Midpoint* | for FY2026 | “$3.73” | “$3.79” | Filing ↗ |
| Raised | Nareit FFO Per Share Range | for FY2026 | “$3.69” – “$3.76” | “$3.76” – “$3.81” | Filing ↗ |
| Raised | Normalized FFO Per Share Midpoint* | for FY2026 | “$3.86” | “$3.88” | Filing ↗ |
| Raised | Normalized FFO Per Share Range | for FY2026 | “$3.82” – “$3.89” | “$3.85” – “$3.90” | Filing ↗ |
| New | Weighted average diluted share count | for FY2026 | — | “506 million” | Filing ↗ |
| Raised | Weighted average diluted shares (in millions) | for FY2026 | “504” | “506” | Filing ↗ |
Show 8 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | For 2026 Attributable Net Income per share | for FY2026 | “$0.57” | — | Filing ↗ |
| Not restated | For 2026 Normalized FFO per share | for FY2026 | “$3.83” | — | Filing ↗ |
| Not restated | Interest and other income ( assumption) | for FY2026 | “~$8M at midpoint” | — | Filing ↗ |
| Not restated | Interest and other income at midpoint ( assumption) | for FY2026 | “~$8 million” | — | Filing ↗ |
| Not restated | Interest expense ( assumption) | for FY2026 | “~$636M at midpoint” | — | Filing ↗ |
| Not restated | Investments focused on senior housing included in | for FY2026 | “approximately $2.5 billion” | — | Filing ↗ |
| Not restated | SHOP segment NOI growth | for FY2026 | “significant NOI growth” | — | Filing ↗ |
| Not restated | Net Debt-to-Further Adjusted EBITDA long term targeted range | for the long term | “5.0x-6.0x” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Attributable Net Income Per Share Midpoint | “$0.61” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Attributable Net Income Per Share Range | “$0.58” – “$0.63” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| For 2026 Attributable Net Income per share | “$0.57” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| % Year-over-year growth (Normalized FFO) | “8% 10%” | for FY2026 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| Disposition and loan repayment proceeds | “~$700 million at a ~7% blended yield” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Disposition proceeds ( assumption) | “~$300 million” | for FY2026 | Company-defined | Feb 5, 2026 | 2 | Filing ↗ |
| FAD capital expenditures | “~$400 million at midpoint” | for FY2026 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| FAD capital expenditures ( assumption) | “~$400M at midpoint” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| FAD capital expenditures at midpoint ( assumption) | “~$400 million” | for FY2026 | Company-defined | Apr 27, 2026 | 1 | Filing ↗ |
| For 2026 Normalized FFO per share | “$3.83” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Interest and other income | “~$8 million at midpoint” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Interest and other income ( assumption) | “~$8M at midpoint” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Interest and other income at midpoint ( assumption) | “~$8 million” | for FY2026 | GAAP-tied | Apr 27, 2026 | 1 | Filing ↗ |
| Interest expense | “~$646 million at midpoint” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Interest expense ( assumption) | “~$636M at midpoint” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Interest expense at midpoint ( assumption) | “~$640 million” | for FY2026 | GAAP-tied | Apr 27, 2026 | 1 | Filing ↗ |
| Investment volume expectations for 2026 | “$4.5 billion” | for FY2026 | Company-defined | Apr 27, 2026 | 2 | Filing ↗ |
| Investments focused on senior housing included in | “approximately $2.5 billion” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Nareit FFO Per Share Midpoint* | “$3.79” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Nareit FFO Per Share Range | “$3.76” – “$3.81” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Non-cash stock-based compensation expense impact on Normalized FFO per share | “$0.08 per share for the full year” | for FY2026 | GAAP-tied | Feb 5, 2026 | 1 | Filing ↗ |
| Normalized FFO Per Share Midpoint* | “$3.88” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Normalized FFO Per Share Range | “$3.85” – “$3.90” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
| Quarterly dividend | “$0.52 per share” | for FY2026 | Declared action | Feb 5, 2026 | 1 | Filing ↗ |
| SHOP segment NOI growth | “significant NOI growth” | for FY2026 | Company-defined | Feb 5, 2026 | 1 | Filing ↗ |
| Weighted average diluted share count | “506 million” | for FY2026 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Weighted average diluted share count ( assumption) | “504 million” | for FY2026 | GAAP-tied | Feb 5, 2026 | 2 | Filing ↗ |
| Weighted average diluted shares (in millions) | “506” | for FY2026 | GAAP-tied | Feb 5, 2026 | 3 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net Debt-to-Further Adjusted EBITDA long term targeted range | “5.0x-6.0x” | for the long term | Company-defined | Feb 12, 2025 | 1 | Filing ↗ |
No period stated
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Quarterly dividend | “$0.48 per share” | — | Declared action | Feb 12, 2025 | 1 | Filing ↗ |
How one item moved
Weighted average diluted shares (in millions), for FY2025 — every statement across the year, each linked to its filing.
How your Logistics & diversified REITs sector group guides
12 companies in Logistics & diversified REITs. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Prologis | Oct 15, 2026 | 18 changes |
| Simon Property Group | Aug 10, 2026 | 17 changes |
| Realty Income | Aug 5, 2026 | 8 changes |
| Equinix | Jul 29, 2026 | 26 changes |
| Public Storage | Jul 29, 2026 | 19 changes |
| Ventas | Jul 29, 2026 | 14 changes |
| American Tower | Jul 28, 2026 | 39 changes |
| Extra Space Storage | Jul 28, 2026 | 6 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|
| Attributable Net Income Per Share Midpoint | 3 statements | 4 statements | 1 statement | — | — |
| Attributable Net Income Per Share Range | 4 statements | 5 statements | 1 statement | — | — |
| Net Debt-to-Further Adjusted EBITDA long term targeted range | — | — | — | 1 statement | — |
| Net income attributable to common stockholders ($ millions) | — | 1 statement | — | — | — |
| Net income attributable to common stockholders per share (FY 2025 reconciliation table) | — | 2 statements | — | — | — |
The full record for Ventas and its Logistics & diversified REITs peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 29, 2026 | FY2026 Q2 | 0000740260-26-000022 | 14 | Open filing ↗ |
| Apr 27, 2026 | FY2026 Q1 | 0000740260-26-000016 | 13 | Open filing ↗ |
| Feb 5, 2026 | FY2025 Q4 | 0000740260-26-000003 | 20 | Open filing ↗ |
| Oct 29, 2025 | FY2025 Q3 | 0000740260-25-000274 | 14 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000740260-25-000228 | 20 | Open filing ↗ |
| Apr 29, 2025 | FY2025 Q1 | 0001104659-25-042582 | 19 | Open filing ↗ |
| Feb 12, 2025 | FY2024 Q4 | 0000740260-25-000049 | 27 | Open filing ↗ |
| Oct 30, 2024 | FY2024 Q3 | 0000740260-24-000246 | 13 | Open filing ↗ |
Not located in filing
5 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 5 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Normalized FFO % Year-over-year growth = 7% - 9% | span gate: value not verbatim in filing | Apr 27, 2026 |
| Normalized FFO % Year-over-year growth = 6% - 9% | span gate: value not verbatim in filing | Feb 5, 2026 |
| Normalized FFO % Year-over-year growth (Low-High) = 8% - 9% | span gate: value not verbatim in filing | Oct 29, 2025 |
| Normalized FFO % Year-over-year growth (Low-High) = 5% - 8% | span gate: value not verbatim in filing | Apr 29, 2025 |
| % Year-over-year growth (Normalized FFO) = 5% to 6% | span gate: value not verbatim in filing | Oct 30, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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