Earnings call transcript: Ventas misses Q3 2026 EPS as stock falls 4%

Ventas (VTR) reported mixed third-quarter 2026 results, missing Wall Street's profit target with adjusted EPS of $0.13 versus $0.16 expected, but exceeding revenue forecasts at $1.83 billion. Despite the EPS miss, the healthcare REIT highlighted strong growth in its senior housing business, with same-store cash net operating income rising 11% year-over-year and its SHOP portfolio achieving 17% growth. The company raised its full-year normalized FFO guidance, though shares still fell 4.03% following the announcement.