| VTR |
Report |
Normalized FFO/share |
BEAT |
pred ~$0.970 vs. cons $0.9568 |
LOW |
| VTR |
Report |
SHOP same-store NOI growth |
BEAT |
pred ~18.0% vs. cons 16.86% |
LOW |
| VTR |
Report |
SHOP occupancy |
IN-LINE |
pred ~91.2% vs. cons 90.91% |
LOW |
| VTR |
Guide |
FY26 Normalized FFO/share |
UNCHANGED |
guide ~$3.82-$3.89 vs. cons $3.8779 |
LOW |
| VTR |
Guide |
FY26 SHOP same-store NOI growth |
LOWER |
guide ~16.0% vs. cons 16.38% |
LOW |
| VTR |
Guide |
FY26 investment volume |
BETTER |
guide ~$3.0B vs. cons $2.95B |
LOW |
| VTR |
Guide |
2H26 selling-season commentary |
UNCHANGED |
guide ~strong but not incrementally stronger vs. no numeric consensus |
LOW |
| VTR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| VTR |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 4Q cut drives revisions |
LOW |