VTRMEDIUM SIGNALOPERATIONAL10-K

VTR demonstrated strong operational growth with an 18.5% revenue increase to $5.8B and expanded its property portfolio from 1,387 to 1,409 properties.

The company is executing well on its growth strategy in the aging population sector, with meaningful expansion in both revenue and property count. The increase in outstanding shares from 437M to 475M suggests equity financing was used to fund this growth, which appears to be generating positive returns given the strong financial performance.

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FINANCIAL ANALYSIS

VTR delivered robust growth across key metrics with revenue jumping 18.5% to $5.8B and net income rising 19.7% to $266.5M, while operating cash flow strengthened 23.8% to $1.6B. The company reduced its cash position by 17.5% to $741.1M, likely deploying capital for growth initiatives, while stockholders' equity grew a healthy 16.3% to $12.5B. The overall financial picture signals a company successfully executing on expansion while maintaining strong profitability and cash generation.

FINANCIAL STATEMENT CHANGES
Net Interest Income
P&L
+149.5%
$9.1M$22.6M

Net interest income grew 149.5% — benefiting from rate environment or loan book expansion.

Operating Cash Flow
Cash Flow
+23.8%
$1.3B$1.6B

Operating cash flow grew 23.8% — strong conversion of earnings to cash, healthy business fundamentals.

Net Income
P&L
+19.7%
$222.6M$266.5M

Net income grew 19.7% — bottom-line growth signals improving overall business health.

Revenue
P&L
+18.5%
$4.9B$5.8B

Revenue growing 18.5% — solid top-line momentum, watch margins for quality of growth.

Cash & Equivalents
Balance Sheet
-17.5%
$897.9M$741.1M

Cash decreased 17.5% — monitor burn rate and upcoming capital needs.

Stockholders Equity
Balance Sheet
+16.3%
$10.8B$12.5B

Equity base grew 16.3% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-06
PRIOR — 2025-02-13
ADDED
As of February 3, 2026, there were 474,965,224 shares of the registrant s common stock outstanding.
is an S P 500 company focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population.
As of December 31, 2025, we owned or had investments in 1,409 properties consisting of 1,374 properties in our reportable segments ( Segment Properties ) and 35 properties held by unconsolidated real estate entities in our non-segment operations.
We are headquartered in Chicago, Illinois with additional corporate offices in Louisville, Kentucky and New York, New York.
We elected to be taxed as a real estate investment trust ( REIT ) under Sections 856 through 860 of the Internal Revenue Code of 1986, as amended (the Code ), commencing with our taxable year ended December 31, 1999.
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REMOVED
As of February 7, 2025, there were 437,139,980 shares of the registrant s common stock outstanding.
CAUTIONARY STATEMENTS Unless otherwise indicated or except where the context otherwise requires, the terms we, us, our, Company and other similar terms in this Annual Report on Form 10-K (the Annual Report ) refer to Ventas, Inc.
i Summary Risk Factors Our business is subject to significant risks and uncertainties that make an investment in us speculative and risky.
Business BUSINESS Overview Ventas, Inc., an S P 500 company, is a real estate investment trust ( REIT ) focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population.
As of December 31, 2024, we owned or had investments in 1,387 properties consisting of 1,356 properties in our reportable business segments ( Segment Properties ) and 31 properties held by unconsolidated real estate entities in our non-segment operations.
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