| VTR |
Report |
2Q26 Normalized FFO per share |
BEAT |
pred ~$0.98 vs. cons $0.97 |
MEDIUM |
| VTR |
Report |
SHOP same-store cash NOI growth |
BEAT |
pred ~16.2% vs. cons 15.8% |
MEDIUM |
| VTR |
Report |
SHOP same-store average occupancy |
IN-LINE |
pred ~91.4% vs. cons 91.2% |
MEDIUM |
| VTR |
Guide |
FY26 Normalized FFO per share guidance midpoint |
LOWER |
guide ~$3.86 vs. cons $3.91 (FY26) |
MEDIUM |
| VTR |
Guide |
FY26 SHOP same-store cash NOI growth outlook |
LOWER |
guide ~16.0% vs. cons 16.5% (FY26) |
MEDIUM |
| VTR |
Guide |
FY26 senior-housing investment-volume outlook |
UNCHANGED |
guide ~$3.0B vs. cons ~$3.0B (FY26) |
HIGH |
| VTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| VTR |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
5-day residual ~-4.5% vs. day-1 residual ~-2.5%: a modest quarterly beat is outweighed by FY26 FFO guidance near $3.86 versus ~$3.91 consensus and SHOP NOI outlook near 16.0% versus 16.5%, pulling 2026-27 estimates lower. |
MEDIUM |