For the quarter ended December 2025, Ventas (VTR) reported revenue of $1.57 billion, up 21.7% over the same period last year. EPS came in at $0.89, compared to $0.13 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.5 billion, representing a surprise of +4.68%. The company delivered an EPS surprise of +0.38%, with the consensus EPS estimate being $0.89.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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- Interest and other income: $7.88 million versus the two-analyst average estimate of $2.25 million. The reported number represents a year-over-year change of -5.2%.
- Revenues- Rental income- Outpatient medical & research portfolio: $226.76 million versus $229.22 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.
- Revenues- Resident fees and services: $1.19 billion versus $1.11 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +32.3% change.
- Net Earnings Per Share (Diluted): $0.15 compared to the $0.12 average estimate based on two analysts.
View all Key Company Metrics for Ventas here>>>
Shares of Ventas have returned +2.7% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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