Every material Form 8-K Ventas filed with the SEC in 2026, 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
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 →