Event-Driven Stocks

Ventas

VTRNYSE

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Signs3 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$5.83B$4.92B$4.50B$4.13B$3.83B$3.80B
Operating income
Net income$261.5M$88.4M−$30.3M−$40.9M$56.6M$441.2M
Total assets$27.59B$26.19B$24.73B$24.16B$24.72B$23.93B
Total liabilities$14.63B$15.05B$14.88B$13.67B$13.49B$13.42B
Equity$12.53B$10.77B$9.49B$10.15B$10.85B$10.18B
EPS (diluted)$0.54$0.19$-0.10$-0.12$0.13$1.17
Shares out.437.1M402.5M400.0M399.5M374.7M372.9M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
Net margin
4.5%
Return on equity
2.1%
Return on assets
0.9%
Return on capital (ROCE)
Liabilities / assets
53.0%
Debt / equity
1.17×
Book value / share
$28.66
Revenue growth (YoY)
18.5%
Net income growth (YoY)
196.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Accruals / assets
5.0%clean
Piotroski F-Score
6/7mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
87
/ 100
Profitability 100Growth 100Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

3 good
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
11 acquisitions1 disposalsnet +20,171 shares · last 12
InsiderDateTypeSharesPrice
Smith Maurice SDirectorMay 13, 2026Grant2,047$90.35
Roy SumitDirectorMay 13, 2026Grant2,047$90.35
Rodriguez Joe Vasquez Jr.DirectorMay 13, 2026Grant2,047$90.35
Rakowich Walter CDirectorMay 13, 2026Grant2,047$90.35
Nolan Sean P.DirectorMay 13, 2026Grant2,047$90.35
Nader Marguerite MDirectorMay 13, 2026Grant2,047$90.35
Martino Roxanne MDirectorMay 13, 2026Grant2,047$90.35
Lustig Matthew JDirectorMay 13, 2026Grant2,047$90.35
Embler Michael JDirectorMay 13, 2026Grant2,047$90.35
Bigman TheodoreDirectorMay 13, 2026Grant2,047$90.35
Barnes Melody CDirectorMay 13, 2026Grant2,047$90.35
Bulgarelli Peter J.Officer — EVP OM&amp;R-Ventas/Pres&amp;CEO-LHSMay 1, 2026Tax withholding2,346$88.02

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202622.1M4.5+11.3%
Apr 30, 202619.9M3.7+4.3%
Apr 15, 202619.0M6.2+4.4%
Mar 31, 202618.3M5.5-8.0%
Mar 13, 202619.8M7.1+6.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Corporate family

Spin-offs from Ventas (1)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.