Ventas, Inc. (VTR) SEC Filings, Oct-Nov 2025

Ventas, Inc. (VTR) filed a Form 144 notice for the proposed sale of 3,924 shares of common stock, shown with an aggregate market value of $294,286.66. The shares are listed for sale through Northern Trust Securities, Inc. on the NYSE, with an approximate sale date of 11/04/2025.

The securities were acquired as compensation shares on 02/01/2023. As context, 469,732,824 shares were outstanding. The past three months section lists sales attributed to Peter J. Bulgarelli: 406 shares for $28,418.94 on 09/15/2025, 2,040 shares for $142,779.60 on 09/30/2025, and 2,554 shares for $179,435.36 on 10/01/2025.

Ventas, Inc. (VTR) reported insider transactions by Chair and CEO Debra A. Cafaro. On 10/30/2025 and 11/03/2025, she exercised multiple fully vested stock options nearing expiration and sold the underlying shares, all pursuant to a Rule 10b5-1 trading plan entered on March 28, 2024.

Option exercises occurred at strike prices of $65.45, $73.71, $63.24, and $62.22. The corresponding share sales were executed at weighted average prices within disclosed ranges, including $74.00–$74.68 and $72.05–$74.71. Following these transactions, Cafaro beneficially owns 1,145,695 Ventas common shares directly and holds 113,548 unexercised options.

Ventas, Inc. (VTR) filed a Form 144 notice for a planned sale of 20,644 shares of common stock. The filing lists an aggregate market value of $1,524,690.62, an approximate sale date of 11/03/2025, execution on the NYSE, and Merrill Lynch as broker. Shares outstanding are stated as 469,732,824.

The securities to be sold were acquired on 11/03/2025 via exercise of employee stock options, with a broker-assisted exercise noted. Recent insider transactions disclosed in the filing include sales attributed to Debra Cafaro: 10,322 shares on 09/02/2025 for $699,863.18; 10,322 shares on 10/01/2025 for $724,985.92; 219,515 shares on 10/20/2025 for $15,656,406.48; and 317,258 shares on 10/30/2025 for $23,554,765.13.

Ventas, Inc. (VTR): Debra Cafaro filed a Form 144 notice to sell 317,258 shares of Ventas common stock, with an aggregate market value of $23,554,765.13. The filing lists Merrill Lynch as broker, an approximate sale date of 10/30/2025, and the NYSE as the exchange. Ventas had 454,471,192 shares outstanding.

The shares to be sold were acquired on 10/30/2025 through a broker-assisted exercise of employee stock options in the same amount of 317,258 shares. Recent activity disclosed includes sales by Debra Cafaro over the past three months: 10,322 shares on 08/01/2025 for $695,722.37, 10,322 on 09/02/2025 for $699,863.18, 10,322 on 10/01/2025 for $724,985.92, and 219,515 on 10/20/2025 for $15,656,406.48.

Ventas, Inc. (VTR) reported stronger Q3 2025 results. Revenue rose to $1.49 billion from $1.24 billion, driven by senior housing and outpatient assets. Net income attributable to common stockholders was $66.0 million, up from $19.2 million, with diluted EPS of $0.14 versus $0.05.

For the nine months, revenue reached $4.27 billion versus $3.64 billion, and net income attributable to common stockholders was $181.2 million versus $24.3 million. Operating cash flow was $1.18 billion. The company expanded its SHOP platform, acquiring 41 communities for $2.0 billion and later six more for $161.4 million, while disposing of assets for $168.8 million. Impairments totaled $85.4 million year‑to‑date.

Debt decreased to $12.57 billion from $13.52 billion as Ventas repaid $1.05 billion of 2025 notes and issued $500 million of 5.10% notes due 2032. Shares outstanding were 469,732,824 as of October 27, 2025. Segment NOI for the nine months was $1.77 billion, led by SHOP at $853.2 million.

Ventas, Inc. (VTR) furnished an 8-K announcing it issued a press release with results of operations for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference into Item 2.02.

The company states the information in Item 2.02, including Exhibit 99.1, is being furnished and not deemed “filed” for purposes of Section 18 of the Exchange Act. Exhibits include 99.1 and the Inline XBRL cover page (104).

Ventas (VTR) disclosed a Form 4 for Debra A. Cafaro, its Chairman and CEO. On 10/20/2025, she exercised stock options for 185,283 shares at $62.22 and 34,232 shares at $65.45, then sold the underlying shares at a weighted average price of $71.3227 under a Rule 10b5-1 plan entered into on March 28, 2024. The sales occurred in multiple transactions between $71.00 and $71.50. After these transactions, she directly beneficially owned 1,145,695 shares and held 451,450 unexercised options.

Ventas, Inc. (VTR) director Maurice S. Smith reported automatic acquisitions of common stock units on 10/16/2025 from dividend equivalents tied to the company’s dividend paid the same day. The filing shows two credits: 59.484 units under the Non-Employee Directors' Cash Compensation Deferral Plan and 74.76 units under the Non-Employee Directors' Equity Award Deferral Program adopted under the 2022 Incentive Plan. The grant price reference was the $69.55 closing price per share as of the grant date. Following these transactions, beneficial ownership was 27,481.871 shares, held directly. The credited units are payable solely in common stock, per plan terms.

Ventas, Inc. (VTR) reported an insider transaction by director Sumit Roy. On October 16, 2025, Roy acquired 49.89 common stock units via the Non-Employee Directors' Cash Compensation Deferral Plan and 74.76 common stock units via the Non-Employee Directors' Equity Award Deferral Program. These units were credited as dividend equivalents tied to the company’s dividend paid on that date and are payable solely in common stock. The reference price for the grants was $69.55, the closing price on the grant date.

Following the reported transactions, Roy beneficially owned 21,339.344 shares, held directly.