Highest-materiality recent filing
Ventas ups ATM equity capacity to $3.0B; all 12 directors elected at annual meeting
Amendment No. 3 to ATM Sales Agreement raises aggregate gross sales price to $3.0B, excluding prior sales.
Ventas Q1 Normalized FFO $0.94 (+9% YoY); raises FY investment outlook to $3B
Attributable Net Income $0.11 per share; Normalized FFO $0.94 per share (+9% YoY).
Ventas Q4 Normalized FFO $0.89, up 10% YoY; increases quarterly dividend
Q4 Normalized FFO per share $0.89 vs $0.81; FY 2025 Normalized FFO $3.48 vs $3.19.
Ventas reports Q3 2025 Normalized FFO $0.88 (+10% YoY); raises full-year guidance
Net Income Attributable to Common Stockholders per share $0.14 in Q3 2025.
Ventas Q2 Normalized FFO $0.87 (+9% YoY); SHOP Same-Store NOI +13%; guidance raised
Attributable Net Income per share $0.15; Normalized FFO per share $0.87, +9% YoY.
Ventas Q1 normalized FFO $0.84 (+8% YoY); credit facility expanded to $3.5B
Q1 normalized FFO per share $0.84 (+8% YoY); GAAP EPS $0.10.
Ventas reports 2024 FFO/share $3.19 (+7% YoY); increases dividend, provides 2025 guidance
Attributable Net Income per share $0.19; Normalized FFO per share $3.19, up ~7% YoY.
Ventas prices 10.6M-share forward equity offering at $63.71/share
Underwriting agreement for 10.6M shares of common stock plus 1.59M share option.
Ventas Q3 Normalized FFO $0.80 (+7% YoY), SHOP NOI +15.3%, raises guidance
Attributable net income $0.05/sh; Normalized FFO $0.80/sh (+7% YoY).
Ventas establishes new $2B at-the-market stock offering program, replacing prior $1B program
New ATM agreement allows issuance of up to $2B in common stock through multiple agents and forward purchasers.
Ventas subsidiary issues $550M of 5.000% Senior Notes due 2035
Ventas Realty, LP issued $550M aggregate principal of 5.000% Senior Notes due 2035.
Ventas Q2 normalized FFO $0.80 (+7% YoY); SHOP same-store NOI +15.2%
Normalized FFO per share $0.80, up 7% YoY.
Ventas Q1: Net loss $(0.04)/shr; Normalized FFO $0.78 (+5% YoY); guides up
Normalized FFO per share $0.78, up >5% YoY; net loss $(0.04) per share.
Ventas and Land & Buildings reach cooperation agreement; two new directors
Ventas appoints Theodore Bigman (former Morgan Stanley executive) and Joe V. Rodriguez (former Invesco CIO) to the Board.
Ventas Q4 2023 Nareit FFO $0.79 (+21.5%); FY 2023 Nareit FFO $3.26 (+15.6%); provides 2024 outlook
Q4 2023 Nareit FFO $0.79 per share (+21.5% YoY); Normalized FFO $0.76 (+4.1%).
Ventas Q3: Normalized FFO $0.75 (+6% YoY); SHOP Same-Store NOI +18%; raises FY guidance midpoint
Net loss of ($0.18) per share, including $0.18/share of non-cash impairments on assets held for sale.
Ventas Q2 Normalized FFO $0.75, same-store cash NOI +7%, SHOP +14% YoY
Net income of $0.26 per share; Normalized FFO of $0.75 per share.
Ventas Q1 Net Income $0.04/sh, Normalized FFO $0.74; same-store SHOP NOI +17.4% YoY
Net Income per share $0.04; Normalized FFO per share $0.74.
Priced Cdn$600M of 5.398% Senior Notes, Series I due 2028; expected close April 21, 2023.
Ventas Q4 net loss $0.11/share, normalized FFO $0.73; same-store NOI +8.5% YoY
Net loss attributable to common stockholders per share ($0.11); Normalized FFO per share $0.73.
J. Justin Hutchens, EVP Senior Housing, appointed as Chief Investment Officer effective Jan 23, 2023, adding responsibility for capital allocation.
Ventas Q3 2022: Net income break-even, Normalized FFO $0.76, same-store NOI +4.8%
Net income attributable to common stockholders per share $0.00; Normalized FFO per share $0.76, including ~$20M ( $0.05/sh) HHS grants.
Ventas Q2 2022 normalized FFO $0.72; same-store NOI up 3.5% above guidance
Attributable net loss per share ($0.11); normalized FFO per share $0.72.
Ventas appoints Embler to board, Gellert retires; Land & Buildings launches proxy fight
Jay M. Gellert will not stand for re-election at 2022 annual meeting after serving since 2001.
On June 15, 2026, Carey S. Roberts, Executive Vice President, General Counsel, Ethics & Compliance Officer and Corporate Secretary of Ventas, Inc. (“Ventas” or the “Company”) notified Ventas of her intention to resign from the Company effective June 26, 2026 (the “Effective Date”).
On May 12, 2026, in connection with his previously disclosed retirement on May 1, 2026, Ventas, Inc. (the “Company”) entered into a separation and release agreement with Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research, Ventas, Inc. and President and CEO, Lillibridge Healthcare Services, Inc.
On March 4, 2024, James D. (“Denny”) Shelton advised the Board of Directors (the “Board”) of Ventas, Inc. (we,” “us,” “our,” “Company” and other similar terms) that he will not stand for re-election as a director of the Company at the 2024 annual meeting of stockholders (the “2024 Annual Meeting”).
The Board has unanimously appointed Roxanne Martino, a director since 2016 and former CEO of Aurora Investment Management, as Lead Independent Director, effective following the 2024 Annual Meeting.
On March 4, 2024, Theodore R. Bigman and Joe V. Rodriguez, Jr. were appointed to the Board effective immediately.
On March 4, 2024, Theodore R. Bigman and Joe V. Rodriguez, Jr. were appointed to the Board effective immediately.
Ventas, Inc. ( “we,” “us,” “our,” the “Company” and other similar terms ) has announced that J. Justin Hutchens, current Executive Vice President, Senior Housing, has been appointed to the additional role of Chief Investment Officer, effective as of January 23, 2023.
John D. Cobb stepped down as Executive Vice President and Chief Investment Officer, also effective as of January 23, 2023.
On September 12, 2022, Robert D. Reed, a director of the Company, advised the Board that he will not stand for re-election as a director of the Company at the 2023 annual meeting of stockholders.
On September 12, 2022, Sumit Roy, President & Chief Executive Officer at Realty Income Corporation, was appointed as an independent director to the Board of Directors (the “Board”) of Ventas, Inc.
Jay M. Gellert, a director of Ventas, Inc. (the “Company”), advised the Company’s Board of Directors (the “Board”) that he will not stand for re-election as a director of the Company at the 2022 annual meeting of stockholders.
Michael J. Embler, Former Chief Investment Officer of Franklin Mutual Advisors, LLC, was appointed as an independent director to the Board effective immediately.
Max materiality 0.80 · Median 0.55 · Most common event earnings