VTR Earnings Predictions — 2026-07-29

Ticker Report or Guide KPI Prediction Answer Confidence
VTR Report Normalized FFO/share (Q2 2026) BEAT pred ~$0.97 vs. cons $0.957 MEDIUM
VTR Report SHOP Same-Store NOI Growth YoY (Q2 2026) BEAT pred ~17.5-18% vs. cons 16.86% MEDIUM
VTR Report SHOP Same-Store Occupancy (Q2 2026) BEAT pred ~91.2-91.4% vs. cons 90.91% MEDIUM
VTR Guide Normalized FFO/share (FY2026) BETTER guide ~$3.91 mid vs. cons $3.878 MEDIUM
VTR Guide SHOP SS NOI Growth (FY2026) BETTER guide ~17% mid vs. cons 16.38% MEDIUM
VTR Return Day-1 residual (stock − beta × S&P 500) +2.0% MEDIUM
VTR Return 5-day cumulative residual +3.0% (STABILIZE) STABILIZE — beat + raise are real but sector extended post-WELL sell-off; follow-through muted vs. prior Archetype A quarters MEDIUM