With a market cap of $30.6 billion, Ventas, Inc. (VTR) is a leading healthcare REIT with a diverse portfolio of approximately 1,400 properties across the U.S., Canada, and the U.K. Focused on serving the growing aging population, Ventas invests in senior housing communities, medical office buildings, research & innovation centers, and healthcare facilities. 

Companies valued at more than $10 billion are generally considered “large-cap” stocks, and Ventas fits this criterion perfectly. Leveraging its operational expertise, strategic partnerships, and data-driven insights, the company delivers strong performance while enabling healthier, longer, and more fulfilling lives.

Despite this, shares of the Chicago, Illinois-based company have fallen 5.6% from its 52-week high of $71.36. VTR stock has risen 7.5% over the past three months, outperforming the Real Estate Select Sector SPDR Fund’s (XLRE) marginal return during the same period.

Longer term, the seniors housing REIT’s shares have increased 14.5% on a YTD basis, outpacing XLRE's 3.3% gain. Moreover, the stock has gained nearly 5% over the past 52 weeks, compared to XLRE's 6.3% drop over the same time frame.

VTR stock has been trading above its 200-day moving average since last year.

Shares of Ventas recovered 1.1% following its Q2 2025 results on Jul. 30. The company posted normalized FFO of $0.87 per share, beating the consensus estimate and rising 9% year-over-year, alongside revenues of $1.42 billion, which surpassed estimates and grew 18.3%. Strong performance in the senior housing operating portfolio (SHOP), with same-store NOI up 13.3% and occupancy climbing 240 bps to 87.6%. 

Further, Ventas boosted its 2025 normalized FFO guidance to $3.41 per share - $3.46 per share and raised its senior housing investment outlook to $2.0 billion.

In contrast, its rival, Welltower Inc. (WELL) has outpaced VTR stock. WELL stock has soared 31.9% on a YTD basis and 30.2% over the past 52 weeks. 

Despite VTR’s underperformance relative to its industry peers, analysts are bullish, with a consensus rating of "Strong Buy" from 20 analysts. The mean price target of $77.39 represents a premium of 14.9% to current levels.