
The oldest baby boomers turn 80 this year, and the gap between senior housing demand and new supply is growing faster than most investors realize.
Ventas, Inc. is a real estate investment trust specializing in the ownership and management of health care facilities in the United States, Canada and the United Kingdom.
| Revenue (TTM) | $6.42B |
| Gross Profit (TTM) | $2.57B |
| EBITDA | $2.38B |
| Operating Margin | 14.80% |
| Return on Equity | 2.01% |
| Return on Assets | 2.17% |
| Revenue/Share (TTM) | $13.56 |
| Book Value | $28.56 |
| Price-to-Book | 3.03 |
| Price-to-Sales (TTM) | 6.86 |
| EV/Revenue | 8.87 |
| EV/EBITDA | 23.93 |
| Quarterly Earnings Growth (YoY) | -6.70% |
| Quarterly Revenue Growth (YoY) | 21.70% |
| Shares Outstanding | $512.95M |
| Float | $510.51M |
| % Insiders | 0.51% |
| % Institutions | 105.24% |
Volatility is currently expanding

The oldest baby boomers turn 80 this year, and the gap between senior housing demand and new supply is growing faster than most investors realize.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?

Baby boomers are turning 80 in waves while new senior housing construction has nearly stopped, and that collision of demographics and supply is reshaping how much income four REITs can realistically promise their investors.

Five senior housing REITs all raised their dividends in 2026, but the cash flow cushions behind those payouts vary wildly, and at least one carries a tenant whose survival is already in question.

CHICAGO--(BUSINESS WIRE)--Ventas, Inc. (NYSE: VTR) will issue its third quarter 2026 earnings release after the close of trading on the New York Stock Exchange on Tuesday, October 27, 2026. A conference call to discuss those earnings will be held on Wednesday, October 28, 2026 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). The dial-in number for the conference call is (833) 461-5787 (or +1 (585) 542-9983 for international callers), and the participant passcode is 771494992. A live webcast.

Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows.

Ventas is rated a buy yet again, supported by four consecutive earnings beats and positive FFO trends amid strong sector tailwinds. VTR's geographically diverse portfolio, ambitious 2026 investment target, and scale in senior housing and outpatient care underpin its growth thesis. Dividend coverage is robust at 1.9x, with a conservative 52% payout ratio, though yield is below sector median.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Ventas (VTR) have what it takes?

Two million Americans turn 80 in 2026, and the senior housing industry is nowhere near ready for what comes next. Three REITs are quietly capitalizing on a supply gap that took decades to build.

Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun.
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