Ventas (VTR) reported $1.49 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 20.4%. EPS of $0.88 for the same period compares to $0.05 a year ago.
The reported revenue represents a surprise of +3.86% over the Zacks Consensus Estimate of $1.43 billion. With the consensus EPS estimate being $0.87, the EPS surprise was +1.15%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ventas performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Resident fees and services: $1.09 billion compared to the $1.05 billion average estimate based on three analysts. The reported number represents a change of +28.7% year over year.
- Revenues- Interest and other income: $4.18 million versus $2.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -49% change.
- Revenues- Rental income- Outpatient medical & research portfolio: $226.2 million versus the three-analyst average estimate of $224.12 million. The reported number represents a year-over-year change of +2.4%.
- Revenues- Income from loans and investments: $5.52 million compared to the $4.35 million average estimate based on two analysts. The reported number represents a change of +193.7% year over year.
- Revenues- Rental income: $386.25 million compared to the $372.06 million average estimate based on two analysts. The reported number represents a change of +2.6% year over year.
- Revenues- Third party capital management revenues: $4.49 million compared to the $4.41 million average estimate based on two analysts. The reported number represents a change of +2.3% year over year.
- Revenues- Rental income- Triple-net leased properties: $160.05 million versus the two-analyst average estimate of $149.42 million. The reported number represents a year-over-year change of +3%.
- Net Earnings Per Share (Diluted): $0.14 versus $0.10 estimated by three analysts on average.
View all Key Company Metrics for Ventas here>>>
Shares of Ventas have returned +0.1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Ventas, Inc. (VTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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