Every material Form 8-K Ventas filed with the SEC in 2025, 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, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ventas filing is on SEC EDGAR ↗. 8-K briefs of other companies →