HighGravityDataVentas — Feb 5, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000740260-26-000003
Showing in the filing
Investments focused on senior housing included in
“approximately $2.5 billion”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 20
Quarterly dividend per common share for Q1 FY2026
“$0.52”
Attributable Net Income Per Share Range for FY2026
“$0.52” – “$0.62”
Quarterly dividend for FY2026
“$0.52 per share”
Quarterly dividend increase for Q1 FY2026
“8% increase”
Attributable Net Income Per Share Midpoint for FY2026
“$0.57”
Nareit FFO Per Share Range for FY2026
“$3.63” – “$3.73”
Nareit FFO Per Share Midpoint* for FY2026
“$3.68”
Normalized FFO Per Share Range for FY2026
“$3.78” – “$3.88”
Normalized FFO Per Share Midpoint* for FY2026
“$3.83†”
SHOP segment NOI growth for FY2026
“significant NOI growth”
For 2026 Attributable Net Income per share for FY2026
“$0.57”
For 2026 Normalized FFO per share for FY2026
“$3.83”
Investments focused on senior housing includ… for FY2026
“approximately $2.5 billion”
Weighted average diluted shares (in millions) for FY2026
“503”
Disposition proceeds ( assumption) for FY2026
“~$300 million”
Interest expense ( assumption) for FY2026
“~$636M at midpoint”
Interest and other income ( assumption) for FY2026
“~$8M at midpoint”
Weighted average diluted share count ( assum… for FY2026
“503 million”
FAD capital expenditures ( assumption) for FY2026
“~$400M at midpoint”
Non-cash stock-based compensation expense im… for FY2026
“$0.08 per share for the full year”
Exhibit 99.1 · the passage around this item
… earlier in the release
The year-over-year projected increase is composed primarily of: (1) the benefit of (a) NOI growth in the Company’s SHOP segment and (b) accretive senior housing investment activity, partially offset by (2) the expiry of the non-cash rental income from the Brookdale lease on 12/31/25 as previously disclosed and the impact of higher net interest expense. The Company has included approximately $2.5 billion of 2026 investments focused on senior housing in its guidance. Investor Presentation An Earnings Presentation is posted to the Events & Presentations section of Ventas’s website at ir.ventasreit.com/events-and-presentations. Additional information regarding the Company can be found in its Supplemental posted at ir.ventasreit.com. The information contained on, or that may be accessed through, the Company’s website, including the information contained in the aforementioned Earnings Presentation and Supplemental, is not incorporated by reference into, and is not part of, this document. - MORE - Ventas Reports 2025 Fourth Quarter and Full Year Results February 5, 2026 Page 4 Fourth Quarter and Full Year 2025 Results Conference Call Ventas will hold a conference call to discuss this earnings release on Friday, February 6, 2026 at 10:00 a.m. Eastern Time (9:00 a.m. Central Time). The dial-in number for the conference call is (888) 330-3576 (or +1 (646) 960-0672 for international callers), and the participant passcode is 7655497. A live webcast can be accessed from the Investor Relations section of www.ventasreit.com. A telephonic replay will be available at (800) 770-2030 (or +1 (609) 8
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.