Ventas, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on October 28, 2026, reporting consolidated financial results for the three and nine months ended September 30, 2026.

Key Highlights

  • Quarterly net income: Ventas reported net income of $67,281 thousand for the three months ended September 30, 2026, compared with $68,708 thousand in the same period of 2025.
  • Total revenues: Total revenues for the third quarter of 2026 were $1,831,791 thousand, up from $1,488,996 thousand in the third quarter of 2025.
  • Resident fees and services: Resident fees and services revenue reached $1,450,802 thousand for the three months ended September 30, 2026, compared with $1,088,546 thousand in the prior-year quarter.
  • Total assets: Total assets were $30,625,382 thousand as of September 30, 2026, versus $27,591,945 thousand as of December 31, 2025.
  • Shares outstanding: As of October 27, 2026, there were 528,820,000 shares of common stock outstanding, up from 474,926 thousand shares at December 31, 2025.
  • Quarterly dividend: The company declared dividends to common stockholders of $0.52 per share during the three months ended September 30, 2026, according to the filing.
  • Senior notes payable and other debt: Senior notes payable and other debt totaled $12,436,652 thousand as of September 30, 2026, down from $13,011,016 thousand at December 31, 2025.

Ventas Q3 2026 Financial Results: Revenues, Income, and Balance Sheet

According to the filing, Ventas, Inc. (NYSE:VTR) generated total revenues of $1,831,791 thousand for the three months ended September 30, 2026, a increase from $1,488,996 thousand in the third quarter of 2025. The primary driver of this change, as disclosed, was resident fees and services, which rose to $1,450,802 thousand from $1,088,546 thousand year over year. Rental income from outpatient medical and research portfolio properties contributed $233,239 thousand for the quarter, while triple-net leased properties contributed $129,484 thousand, down from $160,050 thousand in the prior-year period.

Net income attributable to common stockholders was $65,380 thousand for the three months ended September 30, 2026, compared with $66,047 thousand in the same quarter of 2025. On a diluted per-share basis, net income attributable to common stockholders was $0.13 for the third quarter of 2026 and $0.14 for the third quarter of 2025, according to the filing. For the nine months ended September 30, 2026, total revenues were $5,218,349 thousand versus $4,267,963 thousand in the comparable prior-year period, and net income attributable to common stockholders was $191,862 thousand versus $181,179 thousand.

On the balance sheet, the filing reported total assets of $30,625,382 thousand as of September 30, 2026, compared with $27,591,945 thousand at December 31, 2025. Net real estate investments grew to $28,324,668 thousand from $24,888,417 thousand over the same period. Total equity increased to $15,859,664 thousand from $12,585,808 thousand. The company also reported accumulated other comprehensive loss of $23,689 thousand as of September 30, 2026, an improvement from $39,851 thousand at December 31, 2025. Cash and cash equivalents were $202,009 thousand at September 30, 2026, down from $741,067 thousand at December 31, 2025.

What Was Disclosed

Ventas, Inc. filed a Form 10-Q covering the quarterly period ended September 30, 2026, disclosing consolidated income statements, balance sheets, statements of comprehensive income, and statements of equity for the three and nine months ended September 30, 2026 and 2025.