10:50 AM EST, 11/03/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our 12-month target price by $9 to $85, a forward P/FFO of 21.4x our 2026 FFO estimate, a premium to VTR's historical forward three-year average (17.0x) due to continued Senior Housing Operating (SHO) operational execution and current acquisition pipeline. We increase our 2025 FFO estimate by $0.04 to $3.54 and increase 2026 FFO by $0.14 to $3.97. As the 80+ population grows, VTR should continue to see significant upside while new construction remains low in the senior housing space. We note that competition for acquisition has increased, with new capital in the space recently pushing cap rates down 25-50bps. Despite this decrease, VTR should still be able to find attractive acquisition targets given its history of value creation via acquisition in the SHO space. We expect SHO occupancy to continue increasing in FY 2026, driving margins higher. As the Brookdale properties move from 79% to 90% occupancy, management notes incremental margins should improve from 55% to 70%, providing elevated NOI growth.