Every material Form 8-K Ventas has filed with the SEC since August 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ventas reported third-quarter 2026 results with total revenues of $1.83 billion, up from $1.49 billion a year earlier, and normalized FFO of $0.99 per share, up from $0.90. GAAP net income attributable to common stockholders fell to $0.13 per share from $0.14, while the company raised its full-year 2026 guidance, primarily due to senior housing investment activity.
Q3 normalized FFO per share was $0.99 versus $0.90 a year earlier; Nareit FFO was $1.01 versus $0.88.
Q3 net income attributable to common stockholders was $0.13 per share versus $0.14, down 7%.
2026 normalized FFO per share guidance range was raised to $3.87 to $3.90 from $3.85 to $3.90, with the midpoint at $3.89 versus $3.88.
Ventas closed $1.2 billion of senior housing investments in the third quarter and $5.2 billion year to date; net debt to further adjusted EBITDA was 4.4x.
Ventas, Inc. approved the appointment of Laurida Sayed as Senior Vice President, Chief Accounting Officer and Controller, effective on or around October 5, 2026. CFO Robert F. Probst, who has been serving as interim Chief Accounting Officer, will stop in that role and remain Chief Financial Officer. The filing describes a routine finance leadership change with compensation terms disclosed but no change to reported results.
Laurida Sayed, age 44, was approved on September 10, 2026 as Chief Accounting Officer and Controller, effective on or around October 5, 2026.
Sayed's offer letter provides a $500,000 annual base salary and a target annual bonus of 60% of base salary.
Sayed receives a $150,000 one-time cash sign-on bonus and restricted stock units with a $350,000 grant date fair value that vest ratably over three years.
Robert F. Probst will remain Chief Financial Officer and stops serving as interim Chief Accounting Officer on the effective date.
Ventas reported second-quarter 2026 results with normalized FFO of $0.97 per share, up from $0.89 a year earlier, while net income attributable to common stockholders was $0.14 per share, down from $0.15. The company raised its full-year 2026 normalized FFO guidance to $3.85-$3.90 per share and increased its investment volume expectation to $4.5 billion, which it said reflects higher senior housing investment activity.
Q2 2026 total revenues were $1.73 billion, compared with $1.42 billion in Q2 2025.
Q2 normalized FFO was $0.97 per share, up 9% year over year; attributable net income was $0.14 per share, down 7%.
Full-year 2026 normalized FFO guidance rose to $3.85-$3.90 per share from $3.82-$3.89.
Expected 2026 investment volume was raised to $4.5 billion from $3 billion; $3.4 billion of investments closed year to date.
Ventas said its executive vice president, general counsel and corporate secretary, Carey S. Roberts, intends to resign effective June 26, 2026, to join Blackstone as Senior Managing Director and General Counsel for Real Estate. Kevin M. Bohl, a senior vice president and deputy general counsel who has been with Ventas since 2011, will serve as interim general counsel, ethics and compliance officer and corporate secretary from that date.
Carey S. Roberts gives notice of resignation effective June 26, 2026 and remains in role until then
Roberts intends to join Blackstone, Inc. as Senior Managing Director and General Counsel - Real Estate
Kevin M. Bohl assumes interim General Counsel, Ethics & Compliance Officer and Corporate Secretary duties as of the Effective Date
Bohl has been with Ventas since 2011 and currently serves as Senior Vice President, Deputy General Counsel and Assistant Corporate Secretary
Ventas amended its at-the-market stock sale agreement, making $3.0 billion of common stock available for issuance, excluding shares sold before the amendment. That capacity could add shares outstanding, though the filing does not say any shares have been sold under it. At its May 13, 2026 annual meeting, shareholders elected all 12 director nominees, approved executive pay in an advisory vote, and ratified KPMG LLP as auditor for 2026.
Amendment No. 3, dated May 15, 2026, sets the aggregate gross sales price of common stock available under the sales agreement at $3,000,000,000.
At the May 13, 2026 annual meeting, 444,592,209 shares, or 93.50%, were represented.
Advisory say-on-pay vote: 392,256,709 votes for and 35,413,128 against; KPMG LLP ratified with 437,540,505 votes for.
Peter J. Bulgarelli, Executive Vice President, Outpatient Medical & Research, retired May 1, 2026; his separation agreement provides a prorated 2026 bonus based on target performance.
Ventas reported first-quarter 2026 results that improved year over year, with total revenue of $1.66 billion, up from $1.36 billion, and normalized FFO of $0.94 per share, up from $0.86. The company raised its full-year 2026 guidance for per share Attributable Net Income, Nareit FFO and Normalized FFO, and increased its 2026 senior housing investment target to $3 billion.
Q1 2026 Attributable Net Income was $0.11 per diluted share, up from $0.10 a year earlier; Normalized FFO was $0.94, up from $0.86
Full-year 2026 Normalized FFO guidance midpoint rose to $3.86 per share from $3.83; the range is now $3.82 to $3.89
2026 investment volume expectation increased to $3 billion from $2.5 billion; $1.7 billion of senior housing investments closed year to date through April 2026
Net Debt-to-Further Adjusted EBITDA was 5.0x at March 31, 2026, and liquidity was $5.5 billion
Ventas said its Senior Vice President, Chief Accounting Officer and Controller, Gregory R. Liebbe, is resigning to pursue other opportunities, with his last day set for February 27, 2026. The company said the resignation is not due to any disagreement, including on accounting practices or financial reporting. CFO Robert F. Probst will serve as interim Chief Accounting Officer while Ventas searches for a permanent successor.
Gregory R. Liebbe, SVP, Chief Accounting Officer and Controller, resigned; last day is February 27, 2026
Liebbe informed the company of his resignation on February 16, 2026
The company states the departure is not related to any disagreement on accounting or financial reporting
Robert F. Probst, EVP and CFO, will act as interim Chief Accounting Officer during a comprehensive search
Ventas reported fourth-quarter and full-year 2025 results that showed higher revenue, net income and per-share measures than a year earlier. The company also gave 2026 per-share guidance above its 2025 results and declared a quarterly dividend of $0.52, an 8% increase.
Q4 2025 total revenues were $1.57 billion, up from $1.29 billion in Q4 2024; Q4 Attributable Net Income per share was $0.15 versus $0.13.
Full-year 2025 Normalized FFO per share was $3.48, up 9% from $3.19; Nareit FFO per share was $3.50, up 11%.
2026 Normalized FFO per share guidance midpoint is $3.83, based on a methodology change that excludes stock-based compensation expense starting in Q1 2026.
Quarterly dividend of $0.52 per share is payable April 16, 2026 to holders of record on March 31, 2026.
Ventas Realty, Limited Partnership, a subsidiary of Ventas, Inc., amended its credit agreement on January 7, 2026. The amendment raises the unsecured term loan from $500 million to $700 million, adds a $550 million delayed draw term loan facility, and allows total borrowing capacity to be increased to up to $1.75 billion, subject to conditions. Proceeds will repay the 2023 credit agreement in full, which will then terminate.
Term Loan Facility increased from $500 million to $700 million
New unsecured delayed draw term loan facility of $550 million
Aggregate borrowing capacity may be increased to up to $1.75 billion, subject to conditions
Term loan proceeds will repay the 2023 Credit Agreement, dated September 6, 2023, in full
Ventas, Inc. disclosed that Peter J. Bulgarelli, Executive Vice President of Outpatient Medical & Research and CEO of Lillibridge Healthcare Services, plans to retire on May 1, 2026, and will remain in his role until then. The company will search for a successor and says the advance notice gives time for an orderly transition of his duties.
Peter J. Bulgarelli plans to retire effective May 1, 2026, and remains in his role through that date.
Ventas will commence a search process to identify a successor.
Bulgarelli oversees the Outpatient Medical & Research and Triple-Net Leased Healthcare businesses and Lillibridge Healthcare Services; he joined Ventas in 2018.
Ventas reported third-quarter 2025 results with normalized FFO of $0.88 per share, up 10% from $0.80 a year earlier, and net income attributable to common stockholders of $66.0 million, versus $19.2 million in the prior-year quarter. The company raised its full-year 2025 guidance for normalized FFO per share to a range of $3.45 to $3.48 from $3.41 to $3.46, and lifted its senior housing investment volume expectation to $2.5 billion from $2.0 billion.
Q3 2025 total revenues were $1.49 billion, up from $1.24 billion in Q3 2024.
Q3 2025 same-store cash NOI for the senior housing operating portfolio (SHOP) grew 16% year over year, with same-store cash NOI margin up 200 basis points.
Full-year 2025 normalized FFO per share guidance midpoint rose to $3.47 from $3.44 as of July 30, 2025.
Net debt to further adjusted EBITDA improved to 5.3x at September 30, 2025, a 1.0x improvement from Q3 2024.
Ventas reported second-quarter 2025 normalized FFO of $0.87 per share, up 9% from $0.80 a year earlier, and attributable net income of $0.15 per share, up from $0.05. The REIT raised its full-year 2025 normalized FFO per share guidance midpoint to $3.44 from $3.41 and increased its 2025 investment volume expectation to $2 billion from $1.5 billion, which points to higher expected earnings for shareholders.
Q2 2025 normalized FFO per share was $0.87, compared with $0.80 in Q2 2024; Nareit FFO per share was $0.86, compared with $0.77.
Full-year 2025 normalized FFO per share guidance range was raised to $3.41 to $3.46 from $3.36 to $3.46, with the midpoint at $3.44 versus $3.41 previously.
Senior housing operating portfolio same-store cash NOI grew 13% year over year in the second quarter.
2025 investment volume expectation was increased to $2 billion from $1.5 billion; liquidity was $4.7 billion as of June 30, 2025.
Ventas reported first-quarter 2025 results, with net income attributable to common stockholders of $0.10 per diluted share, compared with a loss of $0.04 a year earlier, and normalized FFO of $0.84 per share, up 8%. The company also raised its 2025 senior housing investment volume guidance to $1.5 billion from $1 billion and expanded its unsecured revolving credit facility to $3.5 billion, with an option to increase it to $4.5 billion.
Total revenues were $1.36 billion for the quarter ended March 31, 2025, up from $1.20 billion a year earlier.
Normalized FFO per share was $0.84, compared with $0.78 in the first quarter of 2024; full-year 2025 normalized FFO guidance of $3.35 to $3.46 per share was reaffirmed.
The revolving commitments increased from $2.75 billion to $3.5 billion under an amendment dated April 29, 2025, with Bank of America, N.A. as administrative agent.
The company raised its 2025 senior housing investment volume guidance to $1.5 billion from $1 billion, with the added investments expected to be weighted to the second half.
Ventas reported full-year 2024 results, with Normalized FFO per share up 7% to $3.19 and attributable net income of $0.19 per share, compared with a loss of $0.10 per share in 2023. The company also gave 2025 Normalized FFO guidance of $3.35 to $3.46 per share and raised its quarterly dividend 7% to $0.48 per share, which may matter to shareholders because it points to expected profit growth and higher cash payouts.
Q4 2024 attributable net income was $0.13 per share, versus a loss of $0.23 per share in Q4 2023.
Full-year 2024 total revenues were $4.92 billion, up from $4.50 billion in 2023.
2025 Normalized FFO guidance range is $3.35 to $3.46 per share, compared with $3.19 in 2024.
Quarterly dividend increased to $0.48 per share, payable April 17, 2025 to holders of record on March 31, 2025.
Ventas reported third-quarter 2024 normalized FFO of $0.80 per share, up from $0.75 a year earlier, and net income attributable to common stockholders of $0.05 per share versus a loss of $0.18 per share in the prior-year quarter. The company raised its full-year 2024 guidance, lifting the low end of its normalized FFO per share range to $3.14 from $3.12 and moving the midpoint to $3.16 from $3.15, which gives shareholders a higher expected earnings base for the year.
Q3 2024 normalized FFO per share of $0.80, up 7% from $0.75 in Q3 2023
Q3 2024 net income attributable to common stockholders of $0.05 per share, compared with a loss of $0.18 per share a year earlier
Full-year 2024 normalized FFO per share guidance range updated to $3.14-$3.18 from $3.12-$3.18 as of October 30, 2024
Year to date, the company closed about $1.4 billion of senior housing investments and placed $300 million more under contract
Ventas reported second-quarter 2024 results on August 1, 2024. Attributable net income fell to $0.05 per share from $0.26 a year earlier, while normalized FFO rose 7% to $0.80 per share and total revenues rose to $1.2 billion from $1.1 billion. The company raised its full-year 2024 normalized FFO per share guidance midpoint to $3.15 from $3.14 and its attributable net income per share midpoint to $0.10 from $0.07.
Q2 2024 attributable net income of $0.05 per share, down 81% from $0.26 in Q2 2023
Q2 2024 normalized FFO of $0.80 per share, up 7% from $0.75; Nareit FFO fell 25% to $0.77
Full-year 2024 normalized FFO per share guidance midpoint raised to $3.15 from $3.14
Year-to-date investments of about $350 million in senior housing, funded by about $500 million of equity issuance
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