Ventas Inc. Third Quarter Earnings Sneak Peek

S&P 500 (NYSE:SPY) component Ventas, Inc. (NYSE:VTR) will unveil its latest earnings on Friday, November 4, 2011. Ventas is a real estate investment trust, with a portfolio of seniors housing and healthcare properties.

Ventas, Inc. Earnings Preview Cheat Sheet

Wall St. Earnings Expectations: The average estimate of analysts is for net income of 82 cents per share, a rise of 15.5% from the company’s actual earnings for the same quarter a year ago. During the past three months, the average estimate has moved up from 81 cents. Between one and three months ago, the average estimate moved up. It has been unchanged at 82 cents during the last month. Analysts are projecting profit to rise by 9.7% versus last year to $3.16.

Past Earnings Performance: The company’s quarterly results have come in above estimates for the last three quarters. Last quarter, the company booked profit of 80 cents per share versus a mean estimate of net income of 77 cents per share.

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Wall St. Revenue Expectations: Analysts are projecting a rise of more than twofold in revenue from the year-earlier quarter to $533.3 million.

Analyst Ratings: Analysts are bullish on Ventas as six analysts rate it as a buy, one rates it as a sell and seven rate it as a hold.

A Look Back: In the second quarter, profit fell 66.1% to $19.7 million (11 cents a share) from $58.1 million (37 cents a share) the year earlier, but exceeded analyst expectations. Revenue rose 47.2% to $364.6 million from $247.7 million.

Key Stats:

The company has enjoyed double-digit year-over-year percentage revenue growth for the past four quarters. Over that span, the company has averaged growth of 20.9%, with the biggest boost coming in the most recent quarter when revenue rose 47.2% from the year earlier quarter.

The company has seen net income fall in each of the last two quarters. Net income dropped 6.9% in the first quarter.

Competitors to Watch: Nationwide Health Properties Inc. (NYSE:NHP), Universal Health Realty Income Trust (NYSE:UHT), Senior Housing Properties Trust (NYSE:SNH), National Health Investors Inc (NYSE:NHI), Health Care REIT, Inc. (NYSE:HCN), Medical Properties Trust, Inc. (NYSE:MPW), Omega Healthcare Investors, Inc. (NYSE:OHI), HCP, Inc. (NYSE:HCP), LTC Properties, Inc. (NYSE:LTC), and Healthcare Realty Trust Inc. (NYSE:HR).

Stock Price Performance: During August 5, 2011 to October 31, 2011, the stock price had risen $8.38 (17.7%) from $47.23 to $55.61. The stock price saw one of its best stretches over the last year between December 15, 2010 and December 28, 2010 when shares rose for nine-straight days, rising 8.2% (+$3.86) over that span. It saw one of its worst periods between July 29, 2011 and August 8, 2011 when shares fell for seven-straight days, falling 18.8% (-$10.09) over that span. Shares are up $4.68 (+9.2%) year to date.

(Source: Xignite Financials)

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